Edit | Zheng Qing

Recently, Mob Research Institute released the 2021 Internet Medical Industry Insight Report. According to the report, as the policy of the Internet medical industry has changed from prudence to openness, the policy guarantee system has been continuously improved, which has stabilized the cornerstone of market expansion. The sudden new crown epidemic in 2020 has become an industry accelerator, and the market size is expected to exceed one trillion in 2025.

my country’s Internet medical treatment has a history of 20 years, and it is developing upward amidst twists and turns. Internet medical care leverages the epidemic to increase exposure, cultivate user habits, and press the accelerator key for industry development.

The report pointed out that my country’s high-quality medical resources are insufficient. The number of tertiary hospitals accounts for less than 10%, but they carry over 50% of the medical needs. The utilization rate of beds in tertiary hospitals exceeds 90%, while the utilization rate of beds in primary medical institutions is low. As the health literacy level of Chinese residents increases year by year, more and more people are concerned about their health needs. Faced with the problem of insufficient supply of high-quality medical resources, technologies such as the Internet and artificial intelligence connecting resources are expected to break the medical dilemma.

With the resonance of the black swan of the epidemic and favorable policies, the Internet medical industry has ushered in a golden growth period. In 2020, there will be frequent large-scale financing events in the Internet medical industry, and capital is generally optimistic. The report predicts that the scale of the Internet medical industry is expected to exceed one trillion yuan in 2025.

From the user survey, the report found that the proportion of Internet medical users in second-tier and above cities has decreased, and the proportion of third-tier cities and below has increased. The proportion of users in Guangdong far exceeds that of other provinces. Among medical e-commerce users, male participation is significantly higher than that of females; among registered consultation users, males and females account for the same proportion, but females have a higher preference. Young and middle-aged people are the main force in medical e-commerce and registered consultations. Young people aged 25-34 prefer online consultations, while middle-aged and elderly people over 45 are more willing to buy medicines online. From the perspective of industry development trends, the report believes that in the short term, the daily life of users during the 2020 Spring Festival will increase significantly, and user satisfaction will be high, which is conducive to the formation of user habits, and the traffic dividend is expected to continue. In the medium term, many pain points in the medical industry are waiting for artificial intelligence to provide new solutions, and AI may become the next prescription. In the long term, smart community medical care will help to form a hierarchical diagnosis and treatment of “first diagnosis at the grassroots level, two-way referral, linkage between upper and lower levels, and separate treatment for emergency and slowness”, and relieve medical pressure

Spectacular comeback The new boom in the solar industry

As of: 06/24/2021 8:03 a.m.

After years of decline and bankruptcies, the solar industry in Germany is experiencing a comeback. Even solar cells are being produced again in this country. Help is also coming from the coalition.

From Lothar Gries, tagesschau.de

While the expansion of wind turbines is stalling, photovoltaic systems are enjoying ever greater popularity. In a tender in March, the Federal Network Agency was literally overrun with applications. There were more than twice as many interested parties as expected. Much to the delight of the Union and the SPD, who are agreed on an immediate program for energy and climate protection shortly before the summer break . After the federal cabinet yesterday given the green light has, the package should to be passed by the Bundestag today . According to this, the tender volumes for photovoltaic systems will be increased by 4.1 gigawatts to six gigawatts from next year. In the future, the municipalities will also be able to participate financially in photovoltaic areas. Until now, this was only possible with wind turbines. The Union and the SPD could not agree on a solar obligation for new buildings. Consumer advocates and the Haus und Grund association had heavily criticized the plans.

Mega boom in the solar industry

Solar systems were already very popular last year. According to the Bundesverband Solarwirtschaft (BSW), a quarter more solar systems were installed on German roofs than in the previous year, exactly 184,000, with an output of around 4.9 gigawatts. No other form of energy grew faster in power generation. However, pull-forward effects probably also contributed to this. In the spring there was still uncertainty about the continued existence of state subsidies, plus the temporarily reduced value added tax.

Almost every tenth kilowatt hour consumed this year comes from solar energy in this country. The Federal Association of Energy and Water Management (BDEW) is already demanding that new solar systems with an output of at least ten gigawatts (GW) be installed every year by 2030. “We need a solar boom,” said BDEW chairwoman Kerstin Andreae recently to “Handelsblatt”.

Again solar cells from Bitterfeld

The domestic production of solar modules is celebrating an unexpected comeback these days. Solar cells are being produced again in Germany, in what was once the “Solar Valley” near Bitterfeld in Saxony-Anhalt. The Swiss company Meyer Burger recently opened a new plant here, which will be ramped up these days.

“At the historic Solar Valley solar location, we are setting a milestone on Europe’s path to more strategic independence in the key technology of photovoltaics,” said CEO Gunter Erfurt at the opening on May 18th. In the highly automated operation, up to 200,000 solar cells are expected to roll off the production line every day. In a first step, an annual capacity of 400 megawatts is planned. It should be five gigawatts by 2026.

Next door, the solar company Q-Cells, which belongs to the South Korean Hanwha Group, is expanding its location in Bitterfeld and intends to invest a good 140 million euros in the research and development of new, low-resource solar modules by 2023. Q-Cells was once one of the largest photovoltaic manufacturers in Europe, but was ousted by Chinese competition and had to file for bankruptcy in 2012 before the Koreans bought it.

The lucrative business with solar parks

In fact, the manufacture of solar panels plays a rather subordinate role in the rebirth of the industry. The most important players in the new boom are now operators and developers of solar parks, above all the Hamburg company Encavis, which has now been included in the MDAX share index. The electricity provider, formerly known as “Capital Stage AG”, acquires and operates solar power plants and (onshore) wind parks in Germany and other European countries – with success, as the latest outlook shows. The result this year is expected to increase more than twice as fast as in 2020. Sales are expected to grow to over 320 million euros, thanks to two newly connected solar parks in Spain with a maximum production capacity of 200 and 300 megawatts each. The regular income that such a business model generates has not escaped other entrepreneurs.

Is a new IPO imminent with BEE?

Five years ago, a dozen Encavis managers decided to start their own company. With financial help from the entrepreneurial family Wacker (Wacker Chemie) and the former publishing family Jahr, the wind and solar park operator Blue Elephant Energy (BEE) was created. The company controls systems with a combined output of 1.1 gigawatts. Projects of a similar size are being planned. BEE achieved an operating result (Ebitda) of more than 60 million euros last year with a turnover of over 80 million euros. Because of the unusually high margin and the industry’s growth prospects, there is even speculation that the Hamburg-based company will go public. The company could earn 150 million euros, insiders reported to the Reuters news agency. After that, the issue could be implemented this summer, if possible in July. The company does not comment on the speculation. But company boss Felix Goedhart is quoted by the “Frankfurter Allgemeine Sonntagszeitung” as saying: “Our operating profit margin of 74 percent with low risk should be interesting for investors.”

Solar power from Mecklenburg for VW

Climate protection and the goal of the EU Commission to make Europe the first climate-neutral continent by 2050 are generating more and more alliances between a wide variety of companies. The Hamburg asset manager Luxcara has acquired a solar park in Mecklenburg and commissioned the energy giant RWE to market it. RWE will supply the car manufacturer Volkswagen with electricity from next year. The system has a total capacity of 170 million kilowatt hours of electricity per year, which makes it one of the largest solar projects in Germany

Growing industry Billion dollar business with environmental protection

Status: 23.06.2021 10:45 a.m.

Environmental protection is increasingly becoming an economic factor, especially in manufacturing. According to the Federal Statistical Office, sales are increasing and hundreds of thousands of jobs have been created in Germany. Environmental and climate protection are increasingly proving to be a lucrative business for industry and service providers. As the Federal Statistical Office announced, the industry achieved sales of 73.6 billion euros in 2019, 3.1 percent more than in the previous year.

Three quarters of this was achieved in the manufacturing sector, first and foremost in mechanical engineering (22.1 billion euros), followed by electrical equipment (6.5 billion euros) and the manufacture of cars, trucks and buses – and parts for them (5.8 billion euros) Euro).

The construction and maintenance of apparatus for air pollution control has grown particularly strongly. Here sales climbed by more than a third to 10.5 billion euros. These were mainly products for exhaust gas and exhaust air treatment, such as catalytic converters. In the area of ​​electromobility (limited to cars, trucks and buses), sales of 2.5 billion euros were reported in 2019, 24 percent more than a year earlier.

Over 300,000 employees

Energy-saving drive and control technology, the construction of onshore wind turbines, the thermal insulation of buildings, and the renovation and construction of sewer systems also ensured business worth billions.

The growing importance of environmental protection for the German economy is also leading to the creation of new jobs, so-called “green jobs”. The number of employees who contributed goods or services to the industry was 305,000 in 2019. Compared to the previous year, the number rose by almost 16,000. More than two thirds of the employees in the sector were employed in manufacturing companies

The Shenzhen Stock Exchange requires Kelan Software to verify the reasons for the large increase in its stock price in the short term. In addition, the Shenzhen Stock Exchange requires Kelan Software to explain the digital currency business and the specific content and methods of cooperation with Huawei, as well as the revenue directly generated by related products or projects in 2020. And the amount and proportion of net profit.

On the day the attention letter was released, the concept of Huawei Hongmeng continued to rise sharply, Kelan Software soared 20%, and its share price hit a record high. The stock has reached its daily limit 5 times in the past year. As of press time, Kelan Software has risen to 49.4 yuan, nearly 8.23 ​​yuan higher than the opening price of the day, with a turnover of 901,900 lots, a turnover of 4.257 billion yuan, a turnover rate of 37.56%, a price-earnings ratio of 200.64, and a total market value of 15.363 billion yuan.

According to the official website of Kelan Software, it was officially established in December 1999 and registered in the Beijing Economic and Technological Development Zone. It is a company formed by Wall Street financial practitioners and Silicon Valley technicians returning to China, specializing in financial software product application development and consulting services. enterprise. The company has more than 5,000 employees and has branches, R&D centers or joint ventures in Beijing, Shanghai, Zhejiang, Chengdu, Shenzhen, Hong Kong and other places.

Since the second half of 1999, Kelan has implemented the first online banking system. According to the official website, its customers cover banks such as Bank of China, Agricultural Bank, Construction Bank, Postal Savings Bank, Export-Import Bank and so on. Kelan has cases in various applications such as online banking (corporate, personal), mobile (mobile phone, PAD) banking, electronic payment, third-party payment, foreign exchange precious metal trading platform, bank-enterprise communication, financial portal content management, etc.; in banks The market share of electronic channel construction exceeds 60%.

According to the official website, on June 3, Huawei held the Smart Finance Summit, and Kelan Software was invited to attend as a core partner of Huawei’s ISV. At the meeting, Kelan Software and Huawei released compatible tools and solutions for Hongmeng Mobile Finance. At present, Kelan Software has become the only supplier in the industry capable of providing full-stack credit creation solutions for Internet finance.

In terms of digital currency, on June 11, Kelan Software issued an announcement of abnormal stock trading fluctuations, stating that in recent years, Kelan Software has implemented actual digital currency projects. However, the digital currency-related business is the company’s innovative business, and the revenue from the digital currency-related business of Kelan Software accounts for a relatively small proportion of the company’s operating income.

In the 2020 annual report of Kelan Software, Kelan Software stated that its “distribution side” in the central bank’s digital currency industry chain can provide banks with a full range of Internet financial products; on the “user side” it has a “wallet” that supports digital currency and Rich cases of its application scenario construction; On the “server” based on digital authentication, Kelan Software holds a license through its holding subsidiary Continental Cloud Shield and provides mobile digital authentication services.

Kelan Software is currently actively cooperating with operating banks, clearing transfer service institutions and other entities, and is gradually implementing the development and construction of related operating systems for bank customers including digital renminbi, digital bank cards, etc., and assisting bank customers to achieve digital financial service upgrades. During the reporting period, Kelan Software and Suzhou Xiangcheng District Finance Bureau actively explored more feasible application pilot programs. The digital renminbi application scenario that Kelan Software cooperated with a major state-owned bank was launched in the second half of 2020 and will be delivered in the second quarter of this year as planned.

As for the proportion of digital currency-related business revenue in the specific revenue of Kelan Software, it is not separately listed in the annual report.

According to the first quarter report of Kelan Software, the total revenue of Kelan Software in Q1 was 210 million yuan, a year-on-year increase of 35.68%; net profit was 5.691 million yuan, a year-on-year increase of 155%; total assets were 2.294 billion yuan, a year-on-year increase of 55.72%; total liabilities It was 1.152 billion yuan, a year-on-year increase of 59.41%; investment cash flow was -178 million yuan, a year-on-year decrease of 388.33%; financing cash flow was 10.3555 million yuan, a year-on-year decrease of 66.46%

It is understood that the theme of this summit forum is “Intelligent Leadership and Seeing the Future”. Tan Jianrong, Academician of the Chinese Academy of Engineering, Yang Hong, Secretary-General of the Financial Science and Technology Committee of the Chinese Financial Society, and Former Inspector of the Science and Technology Department of the People’s Bank of China, China Industrial Zhang Yu, Director of the Policy Research Institute of the Internet Research Institute, Zhou Aoying, Vice President of East China Normal University, Zhang Mingzhong, Deputy Secretary-General of the Industrial Supply Chain Committee of China International Chamber of Commerce, Zhao Jianchun, Vice President of Tencent Cloud, Tian Chao, General Manager of Tencent Cloud Operations, and many other digital transformation fields Senior research experts from, as well as outstanding pioneers in digital transformation from various industries such as finance, industry, education, and retail, combined their own practice and thinking, and jointly discussed the digital transformation of enterprises in the information age.

Tencent Cloud TVP Industry Ambassador Program officially released

In recent years, digital transformation has gradually become a new driving force for enterprise development, innovation and management. Enterprises in various fields are actively exploring the best path for digital transformation. However, in this process, the informatization and digitization of all walks of life have not formed a universal model or general methodology. Each company will be different from the industry, the scale of the company, and its own unique pain points. The transformation plan produces differentiated demands. Therefore, keeping abreast of the latest progress of the industry’s digital transformation and conducting more intra-industry exchanges and discussions have become a rigid need for the entire industry. Tencent Cloud TVP Industry Ambassador Program was born under this demand.

The Tencent Cloud TVP Industry Ambassador Program is an important part of Tencent Cloud’s concept of building a digital ecosystem for the entire industry. It will target digital leaders in thousands of industries, such as digital transformation leaders of major traditional companies, managers of digital service companies, and financial technology management. The person in charge and the backbone of the industry’s technological change, aiming to promote in-depth communication between Tencent Cloud and various industries by establishing a communication platform with these industry technical experts, and to be able to improve Tencent Cloud’s product capabilities and industry solutions in a more targeted manner. Plan to realize the beautiful vision of “influencing the world with science and technology”.

The scope of the plan will include education, finance, real estate, industry, transportation, energy and other production and life industries. TVP industry ambassadors in each industry will regularly exchange information on the difficulties and key goals of the industry in the development of information technology. Provide suggestions on the design and application of cloud service products from an industry perspective. At the same time, as an invited guest, he will participate in events held by Tencent Cloud from time to time, share experience in digital construction, and work with Tencent Cloud to jointly promote the digital transformation of the industry.

In addition to participating in rich exchange activities and cutting-edge industry conferences, sharing first-line practices and thinking in various fields, Tencent Cloud TVP industry ambassadors can also obtain channels for personal brand and influence communication through Tencent and Tencent Cloud. At the same time, enjoy multiple exclusive rights and benefits such as product experience services, event VIP privileges, and TVP joint book publishing.

In fact, Tencent Cloud has been deeply involved in the digital transformation of the industry for a long time. With the help of Tencent’s deep capabilities and open ecology in the fields of cloud, security, artificial intelligence, location services and other fields for a long time, Tencent Cloud has already contributed to finance, industry, education, retail, etc. The industry provides digital transformation services. In the financial industry, Tencent Cloud has served a large number of customers in the financial sector, including more than 150 banks, dozens of brokerages, insurance, and more than 90% of licensed consumer gold and many pan-financial companies. Tencent Cloud has also cooperated with leading financial institutions such as Bank of China, China Construction Bank, PICC, China UnionPay, Shenzhen Stock Exchange, and Bank of China International Securities to build a financial cloud platform. It is worth mentioning that Tencent Cloud enterprise-level distributed database TDSQL has served nearly half of domestic TOP 20 banks, and the service ratio of TOP 10 banks is as high as 60%. In the field of industrial manufacturing, more and more companies are beginning to seek digital solutions for lean production and intelligent manufacturing. As a product of the deep integration of the real economy and the new generation of information technology such as 5G, cloud computing, and big data, the Industrial Internet is releasing new momentum for economic development and becoming a booster for accelerating industrial transformation and industrial digital transformation and upgrading. Tencent’s WeMake industrial Internet platform currently covers more than 10 industrial cloud bases across the country, with the widest coverage and the fastest growth rate among domestic cloud vendors. Take Zhangjiagang as an example. The first batch of the platform has completed the introduction of 25 cooperative service providers, and 207 companies have gone to the cloud, providing 69 companies (including Dow, Shagang, Yonggang, Donghua Energy, Jordan and other industry leaders) The “Industrial Internet + Safe Production” solution provides 137 small and medium-sized enterprises with lightweight SaaS tools. In addition, in the education industry, Tencent Education has currently served more than 1,000 provinces, municipalities and counties across the country, with more than 100,000 smart campus benchmarking schools, serving more than 1,000 universities, 100 million teachers and students, and more than 300,000 schools. As an educational institution, Tencent Classroom has served more than 400 million students. Through digital means, Tencent Cloud is accelerating the development of classroom intelligence and education fairness in the education industry. In terms of co-construction of the digital ecosystem, Tencent Cloud also has relatively mature landing experience.As early as 2018, it released the Tencent Cloud’s most valuable expert for building a developer ecosystem-the TVP plan. So far, more than 270 technical experts have joined. TVP, and through various forms of online and offline communication and sharing, jointly promote the development of cloud computing technology and the prosperity of the developer community. 11 experts were awarded TVP industry ambassador certificate on site The release of the Tencent Cloud TVP Industry Ambassador Program this time is Tencent Cloud’s renewed effort in promoting the digital transformation of enterprises and building the digital ecosystem of the industry. In the future, Tencent Cloud will focus on the current and future of digital transformation in various industries, and make TVP industry ambassadors. A communication platform with influence radiating the whole industry and multi-industry. Together with TVP industry ambassadors, we will continue to deepen the differentiated needs of various industries, continue to polish Tencent Cloud products and services, and make every effort to promote the digital upgrade of the industry

Industry Day Showing the Chancellor candidate

Status: 06/22/2021 6:12 p.m.

How can the climate change succeed and Germany be preserved as an industrial location? The Chancellor candidates gave outlooks at the Industry Day. In the end there was nothing more than friendly applause.

From Eva Ellermann, ARD capital studio

German industry is worried: climate neutrality by 2045 – how should Germany, a country of industry, export and innovation, achieve that?

The head of the Federal Association of German Industry (BDI), Siegfried Russwurm, fears that new climate protection goals and specifications will overwhelm the industry: “Just to raise the bar, although athletes and coaches don’t yet know how to cope with the lower ones – that is not a successful training strategy. And to do that as a trainer, and certainly not to talk to the athlete about it beforehand. ”

Merkel’s last day of industry

Chancellor Angela Merkel does not find it difficult to commit to Germany as an industrial location, but she warns that self-evident things have to be worked out over and over again.

It is her last appearance at an Industry Day and she uses it to make demands on the hosts on the way to climate neutrality: “We urgently need – we should work with the BDI – a forecast for electricity demand in 2030. The Assumptions that the electricity price will not increase are probably not sustainable. Then we need a plan that requires more line construction than we have planned today, “said Merkel.

SPD Chancellor candidate Olaf Scholz shares the Chancellor’s diagnosis and uses it to attack Federal Economics Minister Peter Altmaier. He assumes constant electricity consumption until 2030 – Scholz adds: “Let me say it loud and clear: the electricity lie.”

Scholz presents himself as a doer. He promises the industry that electricity will remain affordable for them. “That is why we will abolish the EEG surcharge by 2025 and reorganize the taxes and surcharges in the energy sector,” said Scholz. “My goal is an industrial electricity price of four cents.”

Laschet: no tax increases

Competitor Armin Laschet is not that specific. The Union chancellor candidate shows understanding for the concerns of the industry. “My idea is that in 20 years’ time we will still have a steel industry, still have a chemical industry, another automotive industry – then climate-neutral,” says Laschet. “But if you do not formulate this goal at the beginning, but just keep increasing guidelines and limit values, issuing bans, you will in the end gamble away the status of the industrialized country.”

The “Corona Method” with regulations down to the smallest detail does not fit the future. Laschet promises: less maneuvering and no tax increases.

There is no getting around climate neutrality, emphasized Annalena Baerbock. Image: dpa

Of course, Green Chancellor candidate Annalena Baerbock knows that this is her address too, but she emphasizes that there is no getting around the goal of climate neutrality: “Whether you like it or not – the competition is about who will be the markets of the future first achieved climate-neutral, in the future it will also have the edge in terms of economy and thus socio-political. ” The course must now be set for a social and climate-friendly market economy, said Baerbock. All three candidates for Chancellor appear a bit nervous at their show in front of the most important German business association. At the end of the day there is friendly applause for everyone, but no more at the German Industry Day

“Repowering” New boost for wind power?

Status: 22.06.2021 3:09 p.m.

The expansion of wind power has not progressed as planned for years. Now the grand coalition has agreed on a number of measures that should give the industry a new boost. This week, the new Federal Climate Protection Act should pass the Bundestag and Bundesrat. It stipulates that Germany will become greenhouse gas neutral by 2045 – five years earlier than planned. By 2030, 65 percent of climate-damaging greenhouse gas emissions are to be saved compared to 1990. In order to achieve this goal, along with other measures, renewable energies must also make a major contribution. Wind power is one of them. The planned changes are essentially about making it easier to replace existing wind turbines, known as repowering. The new regulation is intended to facilitate the approval of new windmills at old locations and thus enable repowering that maintains the location. This also applies to wind farms that reach up to 350 meters from residential areas – provided that the loads from the new systems are not higher than the old ones. The aim is to make better use of existing wind sites with more modern system technology, said the politicians Matthias Miersch from the SPD and Stephan Stracke from the CDU.

There is still a lack of space

Lothar Schulze, CEO of the Wind Power Plants Association, maintains that repowering is facilitated “basically makes sense”, but criticizes the unchanged strict requirements for species protection. In addition, there is still a lack of space for new wind farms if the goal set by the federal government of reserving two percent of Germany’s land area for wind farms is to be achieved. Currently 0.9 percent of the area is designated for this, but only 0.5 percent can be used with modern systems. “This means that another 1.5 percent of the federal territory is missing, which means that a giant step has to be taken in the next legislative period”, said Schulze in conversation with tagesschau.de .

SPD parliamentary deputy Miersch also regretted that no agreement had been reached on binding land commitments for wind power. But at least he spoke of one “bridge” in the next legislative period. Green parliamentary group leader Anton Hofreiter criticized that there was only one “a couple of small funding programs” instead of “fundamental reforms”. “Very important and positive” On the other hand, association chief Schulze finds the increase in the tender volume for wind power to four gigawatts agreed for the coming year. However, it is only one “small compensation” the deterioration that has taken place since 2017. In fact, not all tenders were actually implemented between 2017 and 2020. “We would therefore have liked a perspective beyond 2022”, says Schulze. But this task will probably only be taken over by the new government.

Further loosening is necessary

Overall, however, the wind power industry is satisfied with the planned innovations. Material errors and limitations would be corrected. Despite the still too low approval procedures, the quantities were sufficient for 2022 and, due to the catch-up, also in the following years. The next government must, however, continue to promote the expansion of wind energy through further easing, also in the field of species protection, in order to increase the output to 5,000 MW per year, said Association Board Member Schulze.

Nevertheless, the controversial cases in the construction of new wind turbines have steadily increased in recent years. Since 2018, the expansion of wind energy has stagnated at 1,000 to 1,500 MW per year. In addition to the growing resistance from the population, this is also due to the different administrative practices from state to state. The industry also has the impression that new hurdles are always being sought. In the meantime, monument protection has also been included in the approval process for wind turbines. The compromise reached between the Union and the SPD over the past year also caused criticism from the industry Minimum distance from wind turbines to residential buildings . After that, each federal state can now determine which distance is permitted. This can be 1000 meters or less

EY study Corona is changing the pharmaceutical industry

Status: June 21, 2021 3:53 p.m.

The corona pandemic did not give the pharmaceutical industry a boost in 2020, it actually slowed it down. According to an EY study, only cancer medicine and ophthalmology are booming.

by Notker Blechner, tagesschau.de

Is “Big Pharma” but not a beneficiary of the corona pandemic? The management consultants from EY (formerly Ernst & Young) are convinced: “The corona crisis was not a growth driver in the past year, on the contrary, it led to higher spending on research and development”, says Klaus Ort, head of EY’s Life Sciences & Healthcare market segment in German-speaking countries. “The pharmaceutical industry wasn’t a big winner from the pandemic.” In fact, sales of the world’s 21 largest pharmaceutical companies rose by just 4.4 percent in 2020. In the year before the pandemic, the increase was almost 13 percent. However, this was also due to a billion-dollar takeover in the industry.

Corona slowed growth

According to Ort, Corona led to delays in various treatments. Among other things, the fact that fewer operations were carried out in hospitals had a negative effect. This slowed down sales of the corresponding drugs and therapies. In the case of funds for heart and circulatory diseases, for example, revenues stagnated after having increased significantly in 2019. Sales of therapeutics for respiratory diseases even fell. Place refers to the wearing of face and nose masks as the reason, which also prevented infectious diseases such as flu.

Corona surge will not come until 2021

With sales of 26.4 billion euros, vaccines only made up a good five percent of total sales last year “Big Pharma” out. That should change in 2021. The US pharmaceutical giant Pfizer has already announced that the corona vaccine Comirnaty will flush a good 15 billion dollars into the coffers. That’s a good quarter of Pfizer’s total sales. “At Pfizer, Corona will only have an impact on sales in 2021″says EY expert Ort.

Pfizer partner BioNTech also expects an enormous growth spurt in new, unimagined dimensions this year. The Mainz corona vaccine pioneer expects sales of 9.8 billion euros for 2021 and should thus become the third largest German pharmaceutical manufacturer – behind Bayer and Boehringer.

766 Covid vaccines and therapeutics pending

EY was unable to quantify how high the market volume for combating corona is. However, the management consultants see huge potential. They refer to 260 vaccine candidates who are currently in studies. So far, only four vaccines have been approved. “The four big players dominate the market and will continue to do so”, predicts Alexander Nuyken, co-author of the study and head of life sciences transaction consulting at EY. Because of the increasing number of mutations, the hurdle for approval will become higher and higher in future.

EY has found out that 506 therapeutics are in the pipeline for drugs against Covid-19. However, no means of this have yet managed to obtain approval. “Despite all the vaccination euphoria, one should not lose sight of this fact”, warns EY expert Nuyken. People are still dying of Covid-19 due to a lack of medication. After all, the number of drug candidates has doubled since the end of 2020. And: 162 therapeutics are in the clinical phase III study. The most promising means is considered the cortisone drug dexamethasone . According to a large-scale study by Oxford University, it lowers the death rate of seriously ill Covid patients by at least 25 percent. In the initial phase of the corona disease, Remdesivir, which was the first Covid drug approved in Europe, also works – albeit only under certain conditions.

Price drop for corona tests

The EY experts see the market for corona tests as completely oversaturated. There are currently 1,021 diagnostic tests on the market, more than half of which are so-called immunassays (including rapid antigen tests). “We see a drop in prices here”says EY expert Nuyken. Individual drugstore and supermarket chains are now offering self-tests for 80 cents.

Thanks to Corona, the vaccine business has experienced a renaissance, emphasize the EY experts. The biotech sector in particular benefits. Due to new trends such as digitization as well as gene and cell therapies, it is on the threshold of further growth. According to EY, the German biotechs received more capital in 2020 than ever before.

Cancer medicine is the major growth driver

The main market for “Big Pharma” but oncology remains. In the fight against cancer, the industry has a turnover of over 200 billion euros, which is more than a third of the entire pharmaceutical business. In 2020, the world’s 21 largest pharmaceutical companies increased their sales in oncology by 14.6 percent. Experts are also predicting growth rates of ten percent for the coming years. Only ophthalmology promises similarly strong growth. Because of the trend towards home office in the pandemic, myopia increased in many people, especially children.

Biotech companies could provide a new boost in the cancer market. Amgen recently made a breakthrough in cancer therapy with Lumakras. For the first time, an active ingredient was approved that is directed against mutations in the KRAS gene. The KRAS mutations are one of the most common causes of pancreatic, colon and lung cancers. The mRNA technology that BioNTech and Moderna are successfully using in the fight against Corona also promises huge potential for cancer research.

Hope in the fight against Alzheimer’s

Biotech could also bring progress in the fight against Alzheimer’s. In early June, Biogen received “green light” for the active ingredient aducanumab . It is the first Alzheimer’s drug to receive FDA approval since 2003.

According to the study by EY, the Swiss Roche Group has maintained its top position in the ranking of the world’s largest pharmaceutical companies with 43.4 billion euros. AbbVie climbed to second place – just ahead of Johnson & Johnson and Merck & Co. Pfizer slipped to sixth place in the rankings. Due to the corona surge, the US pharmaceutical giant should regain the top spot in 2021

According to Bloomberg on Wednesday ( 6 month twenty three Japan) The latest report that the Bank of Thailand announced that the country’s interest rates will remain at 0.5% Unchanged, and lowered the GDP Growth expectations, 2021 Year GDP Growth expected by 3% Down to 1.8% , 2022 Year GDP Growth expectations are determined by 4.7% Down to 3.9% . In addition, the Bank of Thailand is not optimistic about the prospects of the country’s tourism industry. 2021 The year’s forecast for visitors to Thailand is determined by 300 10,000 person-times dropped 70 Million person-times.

Why did the Bank of Thailand lower the country’s economic growth expectations? That’s because Thailand’s tourism industry has always been the country’s main economic pillar, but since the outbreak of the epidemic in 2020, Thailand’s tourism industry has been severely hit.

According to data from the Thailand Tourism Association, 2019 Thailand’s tourism industry created huge revenues for the country in 2.2 Trillion baht (equivalent to RMB approximately 4840 Billion), accounting for the country GDP Total value 20% , There are as many tourists visiting Thailand 3960 Wanzhi 3980 Million person-times.According to data from the Tourism Authority of Thailand, 2020 In 2015, the total number of tourists visiting Thailand was only 670 10,000 passengers, shrinking year-on-year 83.2% , The total revenue from tourism is 3320 100 million baht (equivalent to RMB approximately 730 100 million yuan), a sharp drop year-on-year 84.9% .

For Thailand’s tourism industry, the large number of Chinese tourists has always been the biggest business opportunity. Most of Thailand’s local scenic spot ticket consumption and duty-free shop consumption are from Chinese tourists. According to data from the Tourism Authority of Thailand, 2020 The number of foreign tourists in Thailand’s tourism industry in 2015 was Chinese tourists, with a total of nearly 125 10,000 passengers, but this number has dropped nearly 800 Million. In order to restore the decline of the tourism industry as soon as possible, Thailand has accelerated the promotion of vaccination, and the country’s tourism bureau also issued health and safety certification marks to 300 tourism companies in Phuket. On June 17 this year, Thai Prime Minister Prayut stated that the country will reopen in the next 120 days and allow tourists who have been vaccinated against the new crown to visit Thailand. He believes that this is the fastest way to bring the country’s tourism industry back to life. method. Text | Zhang Jianlin Questions | Zeng Yitu | Lu Wenxiangshen | Lu Shuoyi

Less emissions Merkel urges aviation to innovate

Status: 06/18/2021 8:35 p.m.

“As soon as possible”: Chancellor Merkel called for speed in innovations at the National Aviation Conference. Air traffic must quickly become lower in emissions. The industry is hoping for the summer business. The aviation industry and politics want to promote “green” flying in Germany with state funding. After the pandemic, all economic policy measures would have to be aligned with climate targets, said Chancellor Angela Merkel (CDU) at the National Aviation Conference in Berlin. “As for other industries, climate neutrality is a very ambitious goal for aviation,” said Merkel. To achieve this, there must be innovations, for example in drive systems and infrastructure – “and not at some point, but as quickly as possible”. Because the product cycles in aviation are very long.

Emission-free flying

In addition to the restart of the industry, which was badly shaken by the corona crisis, the focus of the industry summit at the capital airport BER was above all the path of aviation to emission-free flying. The airlines are focusing on the development of sustainable fuels as well as new, more economical aircraft and even electric aircraft. Representatives of the industry associations BDL, BDLI as well as the industry giants Airbus and Lufthansa repeated that this was a joint task of business and politics – and that is why public funds were necessary to kick-start innovations. The federal government is already investing billions in funding into the development of emission-free kerosene and clean aircraft technology. “At the moment, prices and quantities leave a lot to be desired,” said Merkel, referring to lower-emission fuels. Here you have to come to competitive terms. With extensive funding, alternative fuels based on electricity could also be ramped up on the market. Lufthansa boss Carsten Spohr said that synthetic alternatives to kerosene are around five times more expensive than fossil fuel today, and that PtL kerosene costs ten times as much. “No airline can afford that.”

No competitive disadvantage

With regard to the new climate regulations for European aviation expected by the EU in July, the Federal Government believes that stricter climate protection rules do not result in a competitive disadvantage compared to airlines abroad with lower standards. Merkel warned that there should be no distortions in the competitive struggle and no double burdens.

Aviation in Europe has been participating in CO2 emissions trading (ETS) since 2012, and the Corsia CO2 compensation system is to be introduced on a global level. “ETS plus Corsia does not work,” said Federal Transport Minister Andreas Scheuer (CSU). Corsia is the right instrument. The EU Commission considers this to be the weaker system.

Lufthansa wants to repay corona aid

Lufthansa was in dire straits due to the collapse of passenger flights in the Corona crisis and had to be supported by Germany and the countries of its subsidiary airlines with a financial framework of nine billion euros. Germany accounted for a total of 6.8 billion euros of the state rescue package for Lufthansa. The company has now announced that it intends to repay the state funds soon. “We were one of the first companies that was saved by the federal government. We also want to be one of the first companies to pay back the rescue funds – hopefully before the general election,” said CEO Spohr. The federal government, which in addition to loans and silent participation became Lufthansa’s largest shareholder with the rescue operation, wanted the state to withdraw “as soon as possible,” said Scheuer. With the help, the airline must get back on the road to success as quickly as possible. “And the state has to get out of there,” emphasized the minister.

Industry hopes for summer business

After the dry spell in the Corona crisis, aviation is relying on a recovery in summer business. According to the Federal Government’s Aviation Commissioner, new virus mutations could slow down the long-awaited restart. “At the moment there is great optimism and bookings are going through the roof,” said aerospace coordinator Thomas Jarzombek of the Reuters news agency. But everything depends on the infection situation. “Of course, there is now the delta variant as an uncertain component.” You can see in the UK that this delayed openings after the lockdown

Film industry “There’s never been more shooting going on”

Status: 06/18/2021 10:22 a.m.

The film industry is recovering from the forced Corona break. Due to the great pent-up demand, production is currently running at full speed. But the pandemic has consequences that will change the industry.

From Tina von Löhneysen, RBB

Backdrops on trolleys, trucks being unloaded, locked gates behind which secret stage sets are set up – in the Babelsberg studio there is a buzz. Christoph Fisser is a member of the board here and is in a good mood. In a polo shirt, he walks across the extensive grounds. “We are starting three major international productions these weeks, all of which are star-studded,” he says. You can hear the pride in his voice. “Not only here, it is shot everywhere like never before, because all films are being made up that were not made last year. They were all already financed.”

Make-up artists are hard to come by

The industry is booming. So much so that it is difficult to put crews together. Make-up artists and sound engineers are hard to come by because they are all already engaged in productions. Studio Babelsberg is a heavyweight in the industry. Founded more than a hundred years ago, films such as “The Blue Angel” or later “The Bourne Ultimatum” and “Grand Budapest Hotel” were shot here. It is considered the oldest film studio of its kind in the world. During Corona you only had to close for 16 weeks, two large-scale productions then continued filming in Potsdam. Although this was associated with a large logistical and financial effort – 60,000 tests were carried out for it, and now more meticulous testing is being carried out – but it has just continued.

The industry stood still

The industry as a whole was different. There was a standstill. It was hardly shot. The uncertainty was too great, the conditions too strict. Now there is far-reaching relaxation, the general sigh of relief and a lot of catching up to do, says Sebastian Lambeck from the producer alliance for film and television. But in perspective one will be able to observe a shift in production activity.

“Financing movies has become even more difficult due to the pandemic,” says Lambeck. Whether you get a film in the cinemas when it is finished, how well it is going: All this has become even more unpredictable due to the pandemic. And, quite clearly: The trend that was already emerging has accelerated enormously as a result of Corona: “The streaming providers are the winners of this crisis.” Babelsberg board member Fisser also notices this. The demand has more than tripled, which is due to the great hunger of streaming services for content. For Fisser’s company, that doesn’t really matter. When he shoots, it always makes money. But it hurts him a little. “We love cinema, you really have to say that. Personally, I much prefer to produce cinema films than serial, but the market has changed dramatically.”

“Films galore”

Despite all the changes: the good old cinema still exists. In these weeks, the movie theaters in Germany will open again, regionally staggered. “There are plenty of good films,” says Christian Bräuer, chairman of the AG Kino – Gilde eV

“In the next four months, about as many films will be shown in theaters as would normally be spread over an entire year,” he reports. Constantin Film AG, which is both a film distributor and a production company, confirms this. Like all distributors, they have an unusually large number of films on stockpile. That means for the cinema-goers: There is a huge selection of films. This is one of the reasons why the cinema operators are looking at the openings with great confidence. The hope: After the crisis there will be a boom – not only in film production, but also in watching films.

Aviation industry Corona isn’t the only problem

Status: 06/18/2021 6:46 a.m.

Aviation has been hit particularly hard by the Corona crisis. But the industry is also under pressure when it comes to climate protection. Will the change now succeed?

From Michael Immel, ARD aviation expert

The mood in the aviation industry has brightened. Because quite a few planes are filling up again, and many people are looking forward to their summer vacation. And so bookings are going through the roof almost everywhere these days: Lufthansa, Eurowings and Condor – all are experiencing a huge summer trend.

Will the first be the last?

The “National Aviation Conference”, which today is attended by top representatives from politics, business and trade unions at Berlin-Brandenburg Airport, wants to continue this positive trend. But it won’t be easy. Even if capacity utilization is now increasing sharply: over the year as a whole, the aviation industry will probably only end up at 40 to 50 percent of the pre-crisis level. Lufthansa boss Carsten Spohr had already stated last spring: “We were the first industry to be affected by this global crisis and aviation will be one of the last to leave it.”

Remove travel restrictions

In the joint declaration on the aviation conference to be signed in Berlin today, it is therefore stated: “After around 15 months of almost total standstill, the German air transport system is suffering from massive economic losses. Therefore, further decisions and measures are necessary to revive air traffic to support.”

It is primarily about travel restrictions that are to be lifted gradually. And to simplify travel, in particular through a digital vaccination certificate for proof of vaccination, recovery and test results. This should accelerate the processes at the airports.

Successful and sustainable

In the nine-page paper that tagesschau.de is available, the main focus is on a green strategy for the German aviation industry. The revival should be based entirely on sustainability. Climate protection, eco-efficiency and sustainable competitiveness: These are the future topics for the entire industry – which has also understood that lip service alone will not be enough in the future.

“An essential instrument for climate protection in air traffic is the rapid and continuous renewal of the aircraft fleets”, it says in the Berlin declaration. New commercial aircraft would emit up to 25 percent less CO2 than the previous generation. With the collapse of air traffic, however, the renewal of the fleet has largely come to a standstill. “That is why the federal government has initiated a funding program to provide an economic incentive for the fleet renewal. We are continuing to advocate for the rapid approval of the program under state aid law during this legislative period.”

Criticism from unions

Meanwhile, in the run-up to the aviation conference, there is massive criticism from unions. According to the ver.di survey, 16 percent of the workforce have left air transport since the beginning of the pandemic. “The numbers of downsizing are frightening,” said Mira Neumaier, ver.di federal specialist group leader for aviation, who is also taking part in the aviation conference today.

“In view of the extremely thin workforce even before the start of the pandemic and the great stress situation for the employees, it is to be feared that a regulated restart in air traffic – even at 50 percent of the pre-crisis level – will no longer be affordable.”

Securing jobs

“It is not enough to save corporations,” warns Stefan Herth, president of the cockpit pilots’ union. “The short-time work allowance was an important measure in the acute crisis. What we now need is the sustainable safeguarding of jobs. In the past year and a half, politics has shown too little commitment here,” said Herth.

As a major shareholder, the federal government also has the responsibility not to lose sight of the well-being of employees when making important business decisions. “Wage dumping and social cuts at state expense must not be accepted anywhere.”

Less CO2 through power plants EUEmissions trading paying off

Status: 06/17/2021 3:36 p.m.

The European emissions trading system had an impact last year. According to figures from the Federal Environment Agency, CO2 emissions in Germany’s power plants have fallen sharply. It looks different with industry.

From Martin Polansky, ARD capital studio

The German power plants emitted 15 percent less CO2 last year than in 2019. Coal power plants in particular were shut down. The energy sector and industry in this country have reduced their CO2 emissions by 33 percent since 2013. This is shown by current figures presented by the Federal Environment Agency (UBA).

According to the head of the German Emissions Trading Authority at UBA, Jürgen Landgrebe, European emissions trading has proven its worth. “The greenhouse gas emissions of the plants in Germany have fallen significantly.” Since 2018, the EU has decided to significantly strengthen its ambitions in European emissions trading. “And as a result, the markets reacted immediately,” said Landgrebe.

Significant price increases since 2018

Emissions trading is seen as a market-based instrument to reduce CO2 emissions. The system has existed since 2005. It ensures that around 1,800 power plants and industrial companies in Germany require emission certificates in order to be allowed to emit CO2.

The certificates are traded. The number of these decreases annually, which means that their price increases gradually. As a result, CO2 emissions are also becoming more and more expensive. While the certificate price was quite low for a long time, it has increased significantly since 2018 – to more than 50 euros per ton of CO2.

Gas-fired power plants and renewable energy systems have benefited from this, said the head of the emissions trading office. Last year, more than 45 percent of the gross electricity consumption in Germany was covered by renewable energies. “The aim is for us to price fossil fuels heavily so that renewable energies also become competitive more quickly,” said Landgrebe.

Weak effects in industry

Many market observers assume that emissions trading could lead to the shutdown of coal-fired power plants in this country much earlier than 2038. This end date was agreed a good two years ago in the so-called coal compromise between industry, environmental associations and trade unions. The federal government had largely adopted the compromise in the coal exit law. In industry, however, the effect of emissions trading has so far been less pronounced. Emissions have only fallen by around eight percent since 2013 – also due to the corona pandemic. In many cases there is a lack of marketable alternatives, for example for chemical plants or the steel industry. The latter is to switch from coke to hydrogen in the long term.

Help for retrofitting

The head of the German Emissions Trading Authority advocated increasing the pressure on industry. Fewer CO2 certificates should soon be issued. In addition, public aid is available for retrofitting. Landgrebe referred to the European innovation fund, which will provide approximately 20 billion euros for corresponding investments.

“The national decarbonisation fund is also providing around two billion euros to strongly promote such technologies and bring them to market readiness,” said Landgrebe.

Special taxes on industrial imports?

The steel industry and other sectors fear that European companies could suffer competitive disadvantages if the pressure to switch becomes too strong. The argument goes that climate protection does not benefit from steel coming more from India or China in the future.

In the European Union there are therefore considerations to impose special taxes on industrial imports from regions of the world with low climate standards in order to protect domestic industry. The EU Commission wants to present plans in July on how emissions trading can be used even more. On the one hand, consideration is being given to lowering the CO2 cap more quickly in order to meet the more ambitious European climate targets. On the other hand, certificate trading could be expanded to the areas of transport and buildings.

Surcharge at the gas station

In Germany, there has been a national CO2 pricing for fuel, heating oil and natural gas since the beginning of the year. However, this system is currently not based on a fixed CO2 cap, which is gradually being lowered, but on a price surcharge, for example at the petrol station – in the hope that people will use less fuel.

Similar to the issue of phasing out coal, European emissions trading could in the long run make the special national regulations superfluous in this country – if it proves to be the more efficient and market-compliant system for reducing CO2 emissions

Cruises start again The return of the dream ships

As of: 06/17/2021 3:52 p.m.

The cruise industry is trying to start over in small steps. Successful vaccinations and falling infection numbers are fueling hopes, but the way out of the crisis should not be an easy one.

By Thomas Spinnler, tagesschau.de

The cruise industry, along with the entire tourism sector, was one of the biggest losers in the pandemic. The entire business came to a standstill at times. The 7-day incidence values, which have recently fallen across Europe, and the vaccination campaign, the progress of which is becoming increasingly noticeable, are awakening hopes for a successful restart in 2021, both in the industry and among those interested in cruises. It is not excluded. Just yesterday, a cruise ship with guests left Hamburg for the first time in seven months . This morning went for the first time since the outbreak of the corona pandemic in front of Palma in Mallorca a cruise ship at anchor, the “Mein Schiff 2” of the German shipping company TUI Cruises. It is said to be the first of more than 20 who will be calling this port by the end of August.

“Time was used”

“The chances of a real fresh start for the cruise industry are very good due to the measures that have been taken,” said Helge Grammerstorf, National Director of the Cruise Lines International Association Germany (Clia) tagesschau.de firmly. The providers used the time to expand the security measures against Corona, to keep the ships ready for the incoming operation and to strengthen the sustainability measures.

However, the memory of what happened during the start of the pandemic last year is likely to be fresh for many. Hundreds of vacationers were stuck on board, some for weeks, ports refused entry – the sometimes dramatic images are not so easy to forget.

“Safer than in the supermarket”

That is why protection against corona remains the determining issue on cruise ships. Grammerstorf is certain that health protection on the ships is guaranteed. Individual corona cases cannot be completely ruled out. But both staff and passengers would be tested before boarding, during the trip and also at the end of the trip.

“In principle, it is safer on the ship than when shopping in the supermarket, since the ships are completely sealed off from the outside,” says the Clia director. This also applies to shore excursions, which take place in closed groups that are not allowed to be left. “In the very rare event that a person should test positive during the voyage, it is provided that all affected persons and their contacts are taken off board to protect everyone else,” says Grammerstorf.

The shipyards are also suffering

The industry is an important economic factor. In Germany alone, the ocean cruise business is worth billions. According to the association’s data, the area with around 48,000 employees generated around 6.6 billion euros in 2019. Above all, however, it represents 80 percent of orders from German shipyards.

The German shipbuilders were therefore hit hard by the crisis. Because many shipyards have specialized in the construction and maintenance of cruise ships. Jobs have also been cut, both at the shipyards and among the cruise lines.

“Offers are accepted”

According to Clia, according to the latest available figures from September 2020, around 28,000 jobs have been lost, more than half. If the industry returns to a reasonably normal and predictable course of business, many will return. No wonder, then, when the hope of a new start becomes more and more urgent.

According to Grammerstorf, the customers are very enthusiastic about the offers, there is a great demand for cruises: “Demand pressure has built up while it was not possible to travel. The pre-bookings for 2022 are also very encouraging.” A more precise forecast is currently not possible, as the countries are only gradually opening up and therefore many departures are scheduled at short notice.

High costs, hardly any income

The business will hardly be profitable at first. No income, or at best low income, is offset by high running costs. After all, the ships cannot simply be completely decommissioned when they are in ports or in roadsteads. Some of the crew must remain on board, the ships must be kept functional, which requires regular and intensive maintenance. In addition, the huge passenger capacities of the ships cannot be used to their full capacity despite the start of travel activity due to the corona-related distance rules. Higher costs, also because of the various protective measures, are offset by lower income, which would have to be offset with higher prices. “At the moment, the main thing is to show that cruises can also take place safely under Corona conditions,” emphasizes Grammerstorf. The cruise operators have to accept that it is likely to be a losing business, at least initially

Since Jianzhan Blind Boxes went on sale, there has been a wave of demolition in Bama stores across the country and the entire tea industry. Many tea clubs make appointments with friends, bring family members, and go out together to experience the fun of dismantling a cup. It is reported that the concealed model built in this blind box of Bama is a 3,000-yuan piece of a cup produced by the national non-genetic inheritor Lu Jinxi. Lu Jinxi, the representative inheritor of the Yaobian burning technique intangible cultural heritage project, and the world’s first restorer of the Yaobian burning technique. As a well-deserved master of Jianzhan in modern times, his works have great collection value and artistic value. This also gives users who buy Bima Jianzhan Blind Boxes more expectation that they can obtain works of non-genetic inheritors. Demolition is more like an “encounter” with traditional culture than ordinary figures. Let the tea lovers taste the profound tea culture in the dismantling of the cup, and watch the unique charm of the “universe in the cup” of the built cup. “Tradition” is connected with “Fashion”, “Mind” and “New Idea” are blended Jianzhan bears the memory of a prosperous era in Chinese history, and now Jianzhan has entered the vision of the whole people in a younger way. This blind box of mind uses an innovative inheritance method to collide with the young trend culture with the ancient craftsmanship of building a cup, so that the traditional tea utensils will become a kind of young faith by riding the trend of the wind. Inheritance is a relay race, and the fire is passed down from generation to generation. The cover of Blind Box’s illustration is childish and innocent, but quite interesting. Its author is a young tea friend who is only 11 years old. She fell in love with the tea culture under the influence of her parents’ tea ceremony, and then drew her “Song Huizong” in her mind. Ba Ma combines the paintings of the new generation with traditional tea utensils, which not only gives the new generation a lot of love and stage, but also looks forward to the roots of the cultural genes of Jianzhan for tomorrow’s children. (11-year-old Xiaochayou researches books and painting manuscripts of the Song Dynasty) Eight Horses always regards “taking tea as the carrier to promote the national quintessence” as the social responsibility shouldered by a tea company, and it is implementing it step by step. Cultivating young people to understand and inherit the tea culture and the Chinese spirit behind it is a long and meaningful road. The launch of Jianzhan Blind Box originated from the acceptance and integration of young cultures by the Eight Horse Tea Industry, and it also demonstrates the company’s unremitting efforts and bold innovations in promoting tea culture. In the selection of teaware products, Bama Tea Industry takes the concept of “Heart chooses the world’s beauty products”, and constantly seeks new ideas from traditional utensils, so that more people can enjoy the health and happiness of tea, and at the same time, they can feel China. The elegance of culture and the beauty of artifacts with thousands of years of history. The blind box activity is only a small step taken by the Eight Horses tea industry in the spread of tea culture, but with its unique creativity, it has caused a wave of tea lovers to dismantle the tea cups and aroused the competition of the tea industry. It can be seen that the “out of the circle” of teaware culture requires tea enterprises to seek innovation and change in the inheritance of traditional culture

Edit | Li Shuiqing Wisdom News reported on June 21 that the GTIC 2021 Embedded AI Innovation Summit recently concluded successfully in Beijing! At this high-profile AI industry summit with a full audience and more than 1.5 million live viewers on the entire network, 16 bigwigs from the upstream and downstream of the industry chain gathered together to focus on the software and hardware ecological innovation of embedded AI, home AIoT, Mobile robots and industrial manufacturing industry 4 major sections of the map, bringing in-depth and simple to share. At the meeting, Chen Chao, the R&D director of Jizhijia, gave a speech titled “Challenges and Innovations in the Visual Perception Technology of Logistics Robots”. The speech mainly consists of three parts: logistics and logistics robots, and the challenges and solutions faced by logistics robots in vision in two different scenarios: warehousing and industry. The logistics industry is a huge market, but the industry has long faced pain points such as difficult employment and rapid changes in market demand. Logistics robots came into being under such a background. At present, they have evolved into multi-scenario product forms such as smart sorting, smart handling, smart forklifts, smart warehousing, and so on, and have landed in many practical scenarios. Chen Chao recalled that, in the process of launching the logistics robot of Jizhijia, many challenges have been overcome in terms of visual perception technology. In the field of warehousing AMR mobile robots, the scenarios are relatively simple, mainly including picking from shelf to person and picking from box to person. For the ground two-dimensional code used for navigation, the team encountered problems such as defacement/reflection, motion blur, and demands for cost reduction. To this end, Gzhijia introduced V1.5 based on the fusion of ground patterns on the latest robots to make up for the problem of easy fouling of the QR code; further, Gzhijia’s V2.0 solution based on Marker-Net reduces the failure rate Reduce by two orders of magnitude. In the field of industrial AMR mobile robots, the scenarios and challenges are more complex and diverse. For example, in response to the problem of fewer samples in the industry, Gigabyte adopts a learning simulation program to quickly expand the sample; for the problem of unknown target detection, Gzhijia introduces a depth camera, which allows the deep learning model to organically combine deep data to improve target detection performance. For the problem with high robustness requirements, Gigabyte adopts a composite model method; for positioning problems in high dynamic scenarios, map update and semantic maps are used to ensure long-term stable operation of the robot; for end-side equipment with low computing power The problem is that Gigabyte uses algorithm optimization and acceleration engine to break through the limit of computing power. It can be seen that, as a logistics robot head company established in 2015, Jizhijia has overcome the hills of embedded AI development for specific application scenarios in warehousing and industry. We organize the record of Chen Chao’s speech into the following three parts: 1. The logistics industry accounts for over 10% of GDP, and logistics robots came into being Regarding logistics, in addition to express logistics that ordinary consumers often come into contact with, it also includes subdivided logistics scenarios such as warehousing logistics and factory logistics. Logistics is a very complex and complex industry, accounting for more than 10% of GDP. It can be said that logistics provides a guarantee for the supply of production and living materials for the entire society. In recent years, the logistics industry has faced challenges: the first is the difficulty of employing people. In fact, everyone around them can clearly feel the trend of aging and declining birthrate of the entire society over the years. The working-age population is gradually decreasing. At the same time, young people nowadays are more inclined to go to big cities to engage in service-oriented jobs. They are unwilling to go to factories and warehouses to do some low-level boring logistics jobs for logistics-related companies. Recruitment caused certain difficulties. On the other hand, the logistics industry is changing rapidly. With the development of the entire economy, residents’ consumption upgrades. At present, there are fewer and fewer large-scale standard industrialized products, and more are highly customized and personalized small-batch production. Now the product iteration speed is faster and the upgrades are more frequent. , To present new challenges to the supply chain. Logistics robots came into being in this context. Since logistics involves a wide range of areas, there will be different robots and solutions in different links and aspects. (Logistics robots) are mainly used in smart sorting in some express delivery fields, smart picking in e-commerce warehouses, as well as smart handling robots, smart forklifts on manufacturing production lines, smart warehouses and smart factories for integrated solutions… below, Let’s find out through specific robots. Jizhijia’s family portraits cover most of the categories of logistics robots. Including the low and latent picking robots and handling robots in the front row, as well as the sorting robots and bin picking robots in the middle, as well as the tall unmanned forklifts, man-machine collaborative robots, and composite robots with robotic arms in the back row. Behind the busy robots is a cloud-based system architecture. First of all, on the bottom side is the body of the robot, which contains software algorithms such as visual perception, positioning, and PNC; on the edge server side in the middle, running RMS is responsible for robot task scheduling and path planning; the top cloud deployment WMS, ERP The system is connected with the customer’s business. It is based on such a cloud side-end architecture that (we) guarantees the stable and efficient operation of logistics robots. 2. Warehousing scene: The accuracy of visual recognition needs to be improved, and there is a big demand for cost reduction After having a preliminary understanding of the logistics robot system, take a look at the challenges and responses of visual perception. First of all, in the warehousing scene, the current applications are: 1. Picking from shelf to person; 2. Picking from box to person. “Goods-to-person picking mode” has changed the traditional way of picking and choosing people to find goods-the RMS issues instructions, the robot runs to a specific location, and the corresponding shelf or specific bin is transported to the picking station. Picking is done manually. In this link, operators no longer need to shuttle shelves to find goods. The new picking mode greatly reduces the labor intensity of pickers, and at the same time significantly reduces the error rate of picking, so that the overall efficiency is improved by 2 to 3 times. How is the picking robot positioned? Careful friends have already seen that in the video, some QR codes are densely gridded on the ground. A camera is installed at the bottom of the robot. The camera uses the camera to capture the QR code for positioning. This is similar to the principle of scanning codes on mobile phones. Since the QR code is deployed on the ground, there are some special features that are easy to be defaced. In the warehouse scene, there are often some trailer trucks in operation. The warehouse is regularly cleaned and maintained. Using a very powerful washing machine will cause damage to the QR code on the ground. On the other hand, the robot runs at a speed of more than 2 to 3 meters per second, the lens is very close to the ground, and the number of pixels that the object slides in a unit time is relatively large, and the image blur is more serious. In addition, low cost is also subject to fierce competition in the front-end market. The (market) puts forward a demand for cost reduction for picking robot sensors and computing chips. In response to the previous problems, we have made some iterations of technology and products. In the earlier version, a very low-cost heterogeneous SoC (System-on-Chip) was selected, and our traditional geometric feature-based algorithms were optimized and accelerated by FPGA, and finally achieved a relatively excellent performance-to-price ratio and performance-to-power ratio. Aiming at the problem of the contamination of the QR code, and also in order to reduce the deployment of the QR code in the scene, (we) introduced the ground pattern. If you look closely, you will find that the ground actually has very small textures, which are unique IDs, which can be used for positioning, which is similar to the code value on the QR code. Due to the particularity of the land pattern, (we) adopted a series of transformations to extract the global feature of the land pattern and establish a map location. Of course, the ground pattern has certain limitations, and it cannot be used for the epoxy floor of the factory and some high-gloss tile floors. (We) deploy a head-up camera on the front end of the robot, and use a neural network method Markernet on the back end to greatly expand the two-dimensional code detection capability on the latest robot. Previously, our camera was shooting downwards, and the field of view was very small. If the robot deviated a little, the positioning would be lost in a few centimeters or ten centimeters. Now relying on the front-view camera can detect the QR code in a larger range and perform relocation, which reduces the failure rate by two orders of magnitude. Many friends will ask, why use the network method for objects with obvious geometric features or artificially designed QR codes? Compared with the traditional mobile phone scanning code or the previous robot looking down the QR code detection method, now the QR code needs to be detected in a larger range and smaller angle to detect the fuzzy and contaminated QR code, based on the data-driven model method Exceeds the traditional method of artificially designing features. With the help of flexible camera deployment and back-end intelligent algorithms, the use of QR codes in the scene is greatly expanded, and it can be extended to side shelves or ceilings or almost anywhere in the scene. This is a test done in a logistics port container, which can detect and recognize the QR code in a very dark environment. 3. Industrial scenes: to deal with more complex scenes and establish simulation schemes In the industrial scenario, the challenges and responses faced by the visual perception of logistics robots, compared with the previously mentioned warehousing environment, involve more operations and a wider range. In the industrial scene, there are different types of robots in different scenes, including the roller handling robot on the left, lifting and handling, as well as robotic arm load robots and smart forklifts. In the industrial scenario, the requirements are diverse and the scenarios are complex, and different robots face different challenges when dealing with different tasks. Let’s take a look at it in detail. First, there are few samples. Take compound robots as an example. In the end-grabbing process, they are faced with the detection and recognition of more than 100,000 commodities. Unlike applications such as unmanned vehicles, few in the industrial field can find corresponding ones on public data sets. Samples for our training. At the same time, industrial customers have certain requirements for data privacy, which also restricts the collection of some samples. We adopt a simulation + learning program. Take pallets as an example. Pallets are vehicles that are widely used in the entire logistics scene. There are many types of pallets, including European standard, national standard and non-standard. There are various colors, shapes, sizes, materials, and even some customers. Take local materials and temporarily assemble them into pallet-like items with raw materials. Use the simulation engine to quickly build a single-target rendering, which can be rendered with different lighting, colors, and positions, and quickly expand our samples. For some applications, we can do full-scene simulation. Few Shots learning and Transfer Learning are used to quickly develop and adapt some new applications for some of the data that has been accumulated before in the industrial scene and the models that have been trained. Unknown target detection, there are many types of targets, some anomaly detection or obstacle detection can not exhaust the tested targets, we don’t know that the wrench or a part on the production line is dropped in front, or it may be a mouse or battery, based on the traditional The depth model method relies too much on the previous samples, and when faced with the detection of items that have never been seen before, the performance has a relatively large drop. We introduce deep learning methods to organically combine depth data and RGB data for detection. There are many types of depth cameras, including Stereo camera, TOF camera, Structure Light camera, etc. Choose the corresponding sensor according to different detection distance and accuracy requirements. We use Stereo camera for obstacle detection. The output depth map and grayscale map are naturally aligned on the pixel level, which is very good for the further information fusion in the future. The depth-based detection method does not rely on the previously established model, and has a better detection effect for unseen targets. Our robot uses a very cheap depth sensor, which is not as high as a lidar. Accuracy. For low and small objects, the availability of depth data is greatly reduced. For very distant objects, the depth map degenerates into a 2D map in principle, which needs to be combined with RGB data for detection. In the industrial scenario, due to the requirements for safety and efficiency, the robustness of related equipment is very high. Take forklifts as an example. The load capacity of forklifts is very strong and the destructiveness is very large. Error detection will affect items and personnel. Caused very big damage, we adopt the method of compound model, combine deep learning method with domain knowledge through compound model. On the one hand, we quickly output the potential detection objects of the object. On the other hand, for pallet detection or certain bin detection, we know what the detection target is, we can use the prior model to perform a network verification to obtain robustness Higher accuracy and higher results. Positioning in high-dynamic scenarios is different from warehouse robots based on two-dimensional codes on the ground. SLAM robots are used more in the industry. SLAM is a technology that uses sensors to observe the environment to establish a map and then locate it. This is very similar to the principle of human eyes observing the entire scene and positioning based on these visual landmarks. SLAM-based positioning has some advantages. There is no need to modify the scene, and there is no need to lay so many two-dimensional codes. It is more convenient to implement. The walking route is not gridded, but an arbitrary trajectory. Due to its flexibility, SLAM robots are more in line with the needs of customers in the flexible manufacturing industry and have been widely used in the manufacturing industry. A very big challenge based on SLAM positioning is the problem of positioning loss in a high dynamic environment. For example, the bins on the production line will change with the change of work time. When the robot picks up the bins, there are still 10 bins. When it is put back, only 2 bins remain, and the scene changes If the robot fails to locate, it is equivalent to holding the old map to look at the way and find the way, and it will probably fail. We adopt a map update and semantic map solution. Based on the cloud-side end architecture just mentioned, each end-side robot is given the ability to detect changes. When it finds that the map does not match well, it uploads the data to the edge server. The edge end can integrate the data collected by multiple robots, judge based on the previous static reference map, perform map fusion update, and send the fused map to each robot, so that the robot can use the latest map for positioning. Semantic map detects some objects in the network and recognizes dynamic and static characteristics. For example, people and material trucks are movable and cannot be removed from the map as landmarks. For some heavy equipment, they are movable and the movement frequency is very low. Decrease its confidence in the map. The markings on the ground, walls, pillars, etc. are highly static objects, increase its confidence in the map. Compared with traditional feature point-based positioning, the accuracy of semantic target-based positioning may be slightly lower, but the robustness is very high. It can even partially or fully constrain the position of the entire robot based on one object in the entire scene. , So as to ensure the smooth operation of the robot. The challenge of low computing power is limited by a series of factors such as price, size, and power consumption. It is impossible for us to use high-performance computing chips on end-side devices. What we do is to optimize at the algorithm and software level. For the network model, optimization is performed on the numerical calculation level, the structure of the network itself, and the entire detection process. On the other hand, we use the supporting optimization and reasoning engines provided by major hardware manufacturers to optimize the deployment of our algorithms. Taking OpenVINO as an example, quantitative tuning and pruning are performed on the server side, and the optimized model is deployed on a low-computing computing platform through the IE engine. Intel’s OpenVINO can fully tap the entire processor, not only the CPU, but also other computing units, especially the computing power of the integrated graphics card, making full use of on-chip resources. Let’s talk about it today. We look forward to working with colleagues and partners to discuss the application of visual AI technology in the logistics industry, and to build intelligent robots to make logistics easier. thank you all! The above is a complete compilation of Chen Chao’s speech.

Image source: Tuworm Creative

A friend contacted me the day before yesterday and asked if there were anyone in my hometown who needed to find a job. Their company recruited a lot of people and lamented how difficult it is for companies to recruit workers.

When I saw that the company was producing mobile phone parts, it was in Changsha, and it recruited a lot of people, I guessed it was Lens Technology. I clicked on the recruitment enlightenment she sent, and it turned out to be.

This article is not a recruitment advertisement of Lens Technology, so I also concealed the QR code. I just wrote an article.

Lens Technology is a well-known high-tech enterprise in the country. It mainly develops and produces touch screens and other protective panels for mobile phones and other digital products. It has tens of thousands of employees.

Such high-tech companies are caught in the dilemma of “difficulty in recruiting”. In fact, from the perspective of the packaged treatment provided by the company, the overall treatment is quite good. The total monthly salary is 5,000-7,000 yuan, and the comprehensive annual salary is 60,000-80,000 yuan. Insurance and housing fund, free accommodation, subsidies for meals, and welfare are also pretty good. It can be said that the current manufacturing companies are also full of sincerity.

I searched the recruitment salary of Changsha company’s white-collar workers on several recruitment websites, and found that compared with blue-collar workers, the salary of white-collar workers has no advantages or even disadvantages:

Searching for “clerk” in 58 same city has the following results:

The most popular “e-commerce” in Zhaolian Recruitment Search nowadays has the following results:

The most popular “e-commerce” searched by 51job has the following results:

I found that these so-called “white-collar” positions are mostly paid in the range of three to four thousand, four to five thousand, which is not higher than the salary also offered by Lansi Technology in Changsha, but Lansi Technology provides free accommodation and provides Meal supplements are 13 yuan/day, and companies that recruit young white-collar workers generally do not provide accommodation and meal supplements. In this way, Lens Technology’s comprehensive salary is obviously more advantageous.

In terms of entry thresholds, the recruitment of young white-collar positions is basically a junior college start, and Lansi Technology’s recruitment requirements are: no gender limit, meet the legal employment age (meaning that it must be middle-aged or older), have no physical disabilities, and have flexible hands and feet. Have basic literacy skills, and be able to do simple arithmetic. For this requirement, it is also specified that “Remote and poor areas outside the province can be appropriately relaxed). The recruitment requirements of Lens Technology can be simply understood as as long as they are not disabled or stupid, have complete hands and feet, and are able to engage in manual labor. Absolutely. It is said that the zero threshold is for the jobs of the lowest-level workers.

However, the current situation is that manufacturing companies like Lens Technology cannot recruit people, and there is fierce competition for small white-collar jobs with a monthly salary of three or four thousand. As the online paragraph put it: “It is impossible to hire migrant workers with a monthly salary of 3,000. You can only recruit college students.” Although this sentence is a joke, it is also an apt description of the current social situation.

My family recently bought two air conditioners. The air conditioner was given by a middle-aged couple. I asked them if they could make a net profit of 300 yuan per person a day. The man said “almost” without even thinking about it. According to the humble character of the Chinese, I think I must say it low. Even if 300 yuan a day, 4 days off in a month, 26 days off, the monthly salary is 7800 yuan, not to mention that they are a couple. The main task of the wife should be to “cheer” the husband. The husband may be the only person who really puts out the energy. The combination of two people has an income of about 16,000 yuan a month. This income can kill most of the small white-collar workers in Changsha City. As for this income, it is calculated on a 26-day basis, which is also a regular basis. Now 996 has almost become the standard for Internet companies, and small white-collar workers can only take 4 days a month.

You don’t need to doubt my estimate. This figure can only be small, not high. On June 18th, Liu Qiangdong, the founder of JD.com, wrote a letter to shareholders entitled “Keep Your Heart in Awe and Eternal Feelings” all over the Internet. The highlights are:

“In 2020, JD Logistics Group will spend an average of nearly 110,000 yuan on each front-line employee. Their income is enough to support a family’s livelihood. Not only in large cities such as Beijing, Shanghai, and Shenzhen, but also in the northeast and northwestern provinces. Many couriers can earn more than 10,000 yuan a month.”

Because of this passage, when many media reported this incident, the headline of the news was “Liu Qiangdong sent a letter to shareholders: Many JD couriers can earn more than 10,000 yuan a month in the Northeast.”

In addition to the delivery, the air conditioner installation also earns a lot. Each air conditioner has an overhead fee of 150 yuan, Jingdong subsidies installation fee of 60 yuan, a bracket 80 yuan, a pipeline extension of 100 yuan/meter, and my air conditioner pipeline is extended by 1.5 meters. Receive 150 yuan. I paid more than 700 yuan for the installation of two air conditioners, plus JD’s 120 yuan installation subsidy, it’s 880 yuan. After deducting material costs and company commissions, the money that fell into the hands of these two installers should be a lot. . The key is that the installation takes only one or two hours, so they can do at least 4 orders a day for such installation, and the income is considerable. Of course, this matter is hard and dangerous. But only in terms of remuneration, social remuneration for manual workers is still acceptable.

I think of talking to the masters when we were decorating our home. The daily salary of the woodworkers and masons is quite high, at least 500 yuan a day. Even the master who laid wooden floors in our house said that he was 12,000 yuan a month, one for the previous company. Only 10,000 yuan a month, he quit. I have always doubted this master’s words, because I think that compared to tile laying, laying wooden floors does not seem to require too high technology. If the salary is so high, wouldn’t a large number of people enter the industry?

Judging from the phenomenon of “Little white-collar workers with a monthly salary of 3,000 or 4,000 yuan walking all over the street, and the anchors who rewarded three or five yuan on the Internet,” it seems that young people are really unwilling to engage in manual labor. Therefore, the key reason for the difficulty in employment in my country’s manufacturing industry may not be the low wages of manufacturing companies, but the contempt of manual labor by young people.

Some people say that the reason for the difficulty in recruiting workers in manufacturing companies is that the high incomes of express delivery, food delivery, and open Didi attract young people. There must be a reason for this, but the labor absorbed by these three types of jobs is limited, not to mention that these jobs are not easy to do. In April this year, there was a hot news on the whole network: the director of Beijing made 41 yuan for delivering food for 12 hours. In the documentary “I’m the Director of Practical Affairs for the Masses” broadcast by Beijing Satellite TV, the deputy director of the Labor Relations Department of the Beijing Municipal Bureau of Human Resources and Social Security experienced a day of life as a delivery worker. During the 12 hours of continuous work, Wang Lin, the director Send out 5 orders for takeaway, only made 41 yuan. Chief Wang, who was tired and slumped on the road, said with emotion: “It’s really not easy. I feel very wronged. I made so little money after running for so long today, which is so far from my goal of 100 yuan. Many.” It can be seen that these jobs are not easy to start.

Calculated on the basis of the actual number of births in the past years in my country, at least 15 million new laborers enter the labor market every year. A small number of highly educated people have entered the system and large companies. Those with average academic qualifications have entered the labor market. Express delivery, food delivery, real estate intermediary and other industries, but the above destinations must only account for a small part of the newly-increased employment population, so where do most people go? How much does it flow into the manufacturing industry?

I think the current social climate is to depreciate physical labor and get something for nothing, make young people very impetuous, and gradually disintegrate people’s belief in “working hard to get rich.” It is not so much that express delivery and food delivery have raised the income expectations of young people. It is better to say that Douyin and Kuaishou have abolished the belief that young people are hardworking and get rich. A large number of young people would rather idle away than enter the manufacturing industry. It is not because the manufacturing industry is too hard or the manufacturing industry does not make money, but because the whole society’s contempt for manufacturing and the impetuous atmosphere corrode young people.

A certain city in my hometown in Gansu is a place where quick internet celebrities can be found. In the past few years, when I went back to the village, I saw people using smartphones in the village watching live internet celebrities. In the past few years, there was an internet celebrity who didn’t have any talents, just take The boss dug cave dwellings in the mountains, and just that, he dug up millions of fans, digging for money, and became a local celebrity and monopoly. His success made everyone green with envy. Of course, this internet celebrity was later banned by the platform due to violations.

After this internet celebrity was banned, another internet celebrity in the same city got up. This internet celebrity didn’t have any talents. He just took a donkey and walked around the village every day. That’s it, he actually made nearly 15 million. Fans.

Every night, the villagers hold their mobile phones to watch these Internet celebrities connect PK, and calculate how much money each of them makes. In other words, these Internet celebrities can really make money, making money is the same as printing money, and the key is that they have no talent at all, and they are ordinary like everyone in the village. The cousin who opened the restaurant complained indignantly: “People don’t know how to make money for several years in one night. What’s the point of our exhausted life?”

The overnight richness created by the webcast stimulates every young person. Young people will think that the threshold for overnight richness is so low, why don’t I try? Look at the teams or individuals who are engaged in live broadcast on Douyin and Kuaishou. There are no talents who only rely on pretending to be foolish to ask for rewards. Ten years ago, these young people were all laborers in the manufacturing industry!

In fact, I am not opposed to grassroots live broadcasting to become rich. On the contrary, I think it is good for grassroots to get rich overnight. The key is that this ratio is too low. A small group of people at the top of the pyramid became rich overnight through live broadcasting. This demonstration effect has caused more and more young people to abandon their normal work and join the live broadcasting team. Most of the rewards earned by most people are estimated to be difficult even to eat. .

Therefore, the impetuous social atmosphere makes young people look down on work more and more. They want to make money easily by typing on the keyboard or facing the camera. However, at this stage, our social strength does not allow so many people to use this method. Survive!

A large number of young people do not work, which is not only the tragedy of the times, but also the tragedy of the young people themselves. The state must do a good job in labor education and related guidance.

With the development of society and the improvement of people’s income levels, children from the low-income class, especially those from rural families, have generally begun to receive education above junior high school. Some go to vocational high school and some go to higher vocational school. In higher vocational education, there is no good employment guidance and job connection. We just circle students in the school for three to five years. If the circle is enough to issue a graduation certificate, it will be over. The employment rate or something, just create some data. No one really cares about the employment of these young people.

The problem caused by this kind of extensive education is that the academic certificate has a high degree of education, but the technical skills and comprehensive ability are far behind. It is difficult to find a suitable position in the society and go to the factory. Go up the assembly line, and feel that the factory has a zero threshold for employment, and I have a college diploma in hand, and I have been succumbing to talent. Find a job for college students, it’s hard to find. Wandering around, forced by life, some even started some illegal or gray industries such as pyramid schemes and telecommunications fraud, causing many problems to the society.

Therefore, my country’s vocational education must be deeply reformed. The direction of the reform is what I proposed in (the article is divided into two parts, the second part is OK):

1. Cancel the policy of “1:1 for general job diversion” upon graduation from junior high school, and universalize general high school education in an all-round way. Let the children go to high school as much as possible, and use the high school diploma as the basic diploma for the young people in the future. Vocational high schools can keep a small part of it, so that children who don’t want to go to general high schools have the right to go to vocational high schools.

2. Implement 12 years of compulsory education, 6 years of elementary school + 3 years of junior high school + 3 years of high school, cancel the high school entrance examination, and implement nearby enrollment at all stages. Pay attention to the “nanny function” of education for minors, use school education to supervise each child to adulthood, and then use the college entrance examination for stratification when the child is 18 years old, and not stratify at a young age to reduce the pressure on children and parents. Let the children grow up calmly, and let the parents calmly give birth.

3. When graduating from high school, ordinary universities enroll about 50% of students for general undergraduate education; the other half of the students are free to participate in open vocational education. Let young people read while working, look for professional interests at work, and freely learn the vocational skills they need based on their professional interests. This will release tens of millions of laborers from vocational colleges, which will greatly ease the current recruitment difficulties.

4. Vocational education takes “open education + social schooling” as the basic top-level design, allowing technological enterprises to join in, and using market forces to promote the efficient development of vocational education. For example, high-tech companies such as Lens Technology can have the right to participate in vocational education. They can directly recruit students from junior and high school students, half-day work and half-day classes, exemption of tuition fees, and payment of wages. The state changes education funding to completion. Educational rewards per student. In this way, the company solved the labor problem, the bottom family solved the tuition problem, and the students had a place to practice. More importantly, the youths were educated through labor through real production, so that they could feel the gains through labor. The pleasure of remuneration, this sense of gain will make them less repulsive of manufacturing and manual labor.

I have a basis for saying this. My brother’s children went to public higher vocational colleges for three years. The so-called majors were of no use at all, and they didn’t do professional counterparts when they came out. Not to mention the poor teaching quality at school, there is no arranged internship unit, and basically there is no employment guidance. Children in the village are a little timid when they enter the big city. When they have low diplomas and stable jobs, they become even more timid. If this timidity cannot be eliminated, it will be difficult to follow the road in the future.

The situation of my little niece who went to a private vocational high school in the local area was a bit different. At first, I complained that my second elder brother didn’t find a public college, but in the first year, I was impressed. The school allocates the total internship time before graduation to each year. The internship time is three months each year. The internship is a formal large-scale manufacturing enterprise that the school has unified and unified. It will be in Suzhou at the end of 2019 and Shenzhen at the end of 2020. It is the Chinese New Year. Three months before and after. These children are brought to the factory by the school, including food and housing, and they can still earn about 4,000 yuan a month. Three months is a net income of 10,000 yuan. Basically, one year’s living expenses are earned.

Two days ago, I talked to my second brother on the phone. He said that his daughter didn’t have to pay for living this semester, and that she made enough money by herself. In my opinion, this is not a question of money, but a little girl from a northwest village. She stayed in Suzhou for three months and Shenzhen for three months. I don’t know which city I will go to this year. These few big cities Her work experience has allowed her to meet the world, which is very good for her own urbanization.

We have seen that some public vocational colleges are also undergoing reforms. However, under the current vocational education system that “takes vocational education as the reality of academic education”, it is difficult to reform and explore individual colleges and universities. What’s improving. The country has high hopes for the development of vocational education, but it is impossible to achieve results that meet expectations under the current system. It is hoped that relevant departments can make strides in reforms, and have some measures in line with the status quo to solve real problems in terms of cultivating youth labor skills and cultivating youth labor awareness.

Vocational education reform needs to combine reality and make a scientific layout. As long as you leaned down and surveyed companies and students, you would definitely be able to find a suitable method.

About the author: Yang Sheng, a college teacher, likes to write.

This article is reproduced from the WeChat public account “Growing in Composition” (ID: lvshicai8), author Yang Sheng. The article is the author’s independent point of view and does not represent the position of the mustard pile. Please contact the original author for reprinting.

Since the comprehensive sanctions imposed by the United States on China’s chip industry in 2019, domestic semiconductor stocks have always been tepid and flat. After the United States issued sanctions orders, chip stocks are even more difficult to describe. Many people have already given up. And now semiconductor stocks suddenly soared beyond everyone’s expectations. The reason why chip stocks have risen across the board is just because of a hype in foreign media. Some foreign media said that China will focus on increasing support for semiconductors, especially the chip industry, and will arrange dedicated personnel to lead chip research and development projects in response to chip sanctions initiated by the United States. The way to support the development of the chip industry is mainly through increasing capital investment, cultivating special talents and other related strategies, to the greatest extent, catching up with foreign semiconductor technology in a short period of time. Foreign media: China’s vigorous development of the chip industry is disrupting the market? In addition, according to national media excerpts from some securities reports, several semiconductor manufacturers have recently issued successive price increases notices, including TSMC, Qualcomm and other chip foundries that have been unable to keep up with market demand. Despite the tight chip production capacity, the semiconductor stock market has risen all the way. Judging from the news published by domestic and foreign stock market institutions in the past two days, the attention of semiconductors will continue for some time to come. From 2020 to the first half of this year, due to the epidemic, many corporate schools require home office work, resulting in a surge in demand for electronic products such as mobile phones and computers, which has led to an increase in the demand for semiconductor products such as chips. According to the prediction of relevant departments, the world-wide core shortage will continue until 2023, and the current good weather in the semiconductor stock market will also continue. The price increase of the upstream semiconductor industry chain in foreign countries has seriously affected the price of the downstream industry chain. As early as last year, the price increase of foreign semiconductors has seriously affected the domestic semiconductor price. Among them, Anshi Semiconductor and Silan Microelectronics all issued price increase notices at the beginning of this month. Raw materials and auxiliary materials including product prices, packaging prices, etc. all have different price increases. And some companies have also notified that power semiconductors may increase prices due to the impact of semiconductor raw material prices in the near future. There are also foreign media reports that although the semiconductor field is not an emerging field, there is no single company or country in the world that completely monopolizes the semiconductor industry, and even some countries have a very weak semiconductor industry foundation. Since the epidemic, many semiconductor companies have been affected to reduce production, and Western countries led by the United States and the United States have imposed sanctions on Chinese chips. They not only imposed comprehensive restrictions on HiSilicon, but also affected the development of chip companies such as SMIC and seriously threatened Chinese chip technology. If China strives to break the technological barriers of the West, it is now the best opportunity. No matter now or in the future, China will be the country with the largest demand for chips in the world. Therefore, it has very high requirements for the stability of the supply chain. The need for self-research and self-production is becoming more and more urgent. In the eighteenth meeting held by the relevant departmental group in the middle of last month, it was clearly pointed out that the research and development progress and support of the semiconductor, especially the chip industry, should be strengthened, and the current chip technology should be innovatively advanced. Foreign media also took out of context, and hyped semiconductors, leading to carnivals. Foreign media took this opportunity to speculate and boost the semiconductor stock market to make huge profits. At the same time, professionals from China Semiconductor Lab also pointed out that this foreign media report is out of context and has ulterior motives. The person refuted the report that China’s “third-generation semiconductor” plan is already underway, and it is expected to invest US$1 trillion in funds for research and development. First of all, it is completely nonsense to invest one trillion US dollars, and the global semiconductor market investment is only more than 10 billion US dollars. At present, the reports of many media are vague and without any basis. They are deliberately speculating on the chip market to profit from it. The so-called “third-generation semiconductor” is not the more advanced generation that everyone imagines. In the international chip industry, there is no generation difference for chips, but there are differences in nanometer numbers of different specifications. The so-called “third-generation semiconductor” is just a difference in chip application scenarios. The first generation in our country is used in products such as mobile phones and computers, and the second generation is used in satellite, mobile and other communications fields. It is applied in fields such as new energy electric vehicles and subways. Under the situation that the global core shortage will continue for a long time, semiconductors are a good direction for investment, but in the face of opportunities, we also hope that everyone will be alert to the threats brought by hype.

F-20 leads military industry stocks to take off

As the two centuries of the founding of the party and the army are approaching, there will be more catalysts for the defense and military industry, and “a hundred years of change” will inevitably accelerate the modernization of our army. Last weekend, CCTV’s military channel reported that the second unit equipped with the J-20 was officially made public. It was the first group of the Air Force to form, participate in the war, and win the first “Strong Army Pioneer Brigade”. Compared with the J-20 equipped by the “Wang Hai Brigade”, the J-20 equipped by the “Strong Army Pioneer Brigade” has undergone many improvements, especially the engine is replaced with a domestic turbofan-10 engine, which means that the J-20 has been realized. Fully localized.

Affected by this news, the national defense and military industry sector rose heavily in early trading today. The sector index rose for the third consecutive day and hit a new high in nearly three and a half months. Dongtu Technology’s 20% daily limit, Eleda, Bright, and New Research , Anhui Technology, etc., the daily limit may rise by more than 10%. Military ETF funds also rose today, leading the rise.

The F-20 can achieve 100% localization rate, even if it is not easy in the world, except for the F-20, currently only the United States can achieve 100% localization of the fifth-generation fighter, even Russia and France currently Russia lacks high-performance electronic equipment and optical equipment, and needs to import gallium arsenide semiconductor materials from South Korea. Although France can develop Rafale fighters, France does not have the technology to manufacture ejection seats and needs to import ejection seats from the United Kingdom. chair.

Ai Leda focuses on the field of aviation manufacturing, mainly engaged in the production of aircraft structural parts and engine parts. Since the establishment of the company for more than ten years, it has accumulatively participated in the development and production of a variety of models involving more than 3000 aviation parts. On the investor interactive platform, investors have repeatedly asked whether the company’s products are available for the F-20, H-20, and Yun-20 models. Eleda did not respond directly on the grounds that military secrets were involved.

But this does not prevent investors from showing their love for Philharmonic. In 2020, Philharmonic has soared by 271%, and it has risen by more than 30% this year. Today, stimulated by the good news, the intraday straight line pulled up to the 20% daily limit. Beijing Capital Capital increased its holdings of Philharmonic by more than 50% last Friday, and its number of shares hit a four-month high.

Guohai Securities stated that the continuous installation of the J-20 aircraft will further enhance the air force’s comprehensive combat capabilities, and also shows that the national defense construction continues to advance, downstream demand is strong, and the aviation industry chain continues to rise. The 14th Five-Year Plan period is a critical period for achieving the “Hundred Years of Military Struggle” in 2027. The military industry has entered a period of accelerated growth, the industry’s production capacity is expanding, and the fundamentals of many high-quality segments will continue to improve. It is recommended to focus on such fields as missiles, military aircraft and aero-engine industrial chains, new materials for military industry with high upstream prosperity, military electronics, and military information technology.

Capital rallies to reduce chip stocks

Electronic technology stocks continued to strengthen in early trading. The semiconductor sector index hit a record high during the session, the gallium nitride sector index also hit a record high, the chip sector index hit a new high in the past year, and the lithography machine sector index approached a new high this year. The daily limit of Liyuan Information is 20%, and the daily limit of Hanwei Technology, Jingsheng Electromechanical, and Jingchen shares may rise by more than 10%.

As the problem of chip shortages continues to intensify, major domestic and foreign semiconductor manufacturing companies have raised their capital expenditure plans, vigorously expanding production capacity, and increasing prices, shortages, and expansion into “high-frequency vocabulary.” Domestic and foreign companies have raised prices in various aspects of semiconductors, but the contradiction between chip supply and demand is still prominent, which is eventually transmitted to the production links of physical enterprises such as automobiles and mobile phones. The market predicts that this round of the semiconductor industry boom cycle will last at least until the end of 2022.

However, investors should focus on the fact that at present, experts have warned that chip manufacturers may have excessive hunger marketing and large-scale production expansion, and there may be a crisis of chip surplus in the future. And market capital is also constantly flowing out taking advantage of the stock price surge. According to Wind statistics, starting from Qunengdi, the National Integrated Circuit Industry Investment Fund has successively reduced its holdings in high-quality companies such as North China Chuangchuang and Zhaoyi Innovation. Recently, Weir shares and others have also announced information on shareholder reductions. In addition, in just four trading days last week, the net outflow of chips and semiconductor-related ETFs reached nearly 5 billion yuan.

Beijing Capital Securities stated that the global core shortage has allowed the industry and capital markets to re-understand the semiconductor manufacturing process, especially semiconductor foundries and IDM-mode semiconductor manufacturers. Companies with fabs will have greater and greater say in future development, and the higher the differentiation, the better, and the valuation given by the capital market will also become higher and higher. Semiconductor is the core technology. To buy a technology company, you must have technical strength, and be able to continuously launch new products, and new products can be recognized by the market to bring income.

Cross-border “drinking” Zhongxing Fungus Industry Daily Limit

How hot the liquor industry is, companies that grow edible fungi must also acquire liquor assets.

On the evening of June 20, Zhongxing Fungus Industry (002772) announced that in order to promote the development of the company’s dual main businesses and increase new profit growth points, the company plans to acquire Liu Jian and Liu Liangyue’s Shengjiao Wine in Maotai Town, Guizhou, in cash. Industry Co., Ltd. (referred to as “Shengjiao Wine Industry”) 100% equity.

Stimulated by the news, on June 21, Zhongxing Fungus Industry had a bid price limit. As of the noon close, the number of orders exceeded 1.15 million, reported at 9.64 yuan, with a total market value of 3.55 billion yuan.

According to the announcement, Shengjiao Wine Industry is located in the core production area of ​​7.5 square kilometers of Maotai-flavored liquor in Maotai Town, Renhuai City, China. Since its establishment, it has focused on the research and development, production and sales of Maotai-flavored liquor. One of the wine storage companies. The owner of Shengjiao Liquor’s product is the “Shengjiao” series of Maotai-flavored liquor. After years of development, Shengjiao Liquor has achieved a national distribution of sales channels and is one of the main manufacturers of Maotai-flavored liquor in my country.

Zhongxing Fungus Industry is a modern agricultural enterprise specializing in the research and development, factory cultivation and sales of edible fungi. The main products are Flammulina velutipes and Agaricus bisporus fresh products. Judging from the current main business layout, Zhongxing Fungi is determined to “drink” across the border. Zhongxing Fungus is not the first company to be the first Zhongshengjiao Wine Company.

In October last year, *ST Garden City announced that it planned to acquire 100% equity of Shengjiao Winery and raise matching funds by issuing shares and paying cash. Subsequently, the restructuring inquiry letter from the Shanghai Stock Exchange followed one after another. The core question was to explain the reason for the sharp increase in the performance of Shengjiao Wine Industry.

One month later, in November last year, *ST Park City stated that the transaction company and the target party could not reach an agreement on the valuation of the target company and terminated the acquisition of 100% of the shares of Shengjiao Wine Industry.

It is worth mentioning that in the four trading days from June 15th to 18th, the stock price of Zhongxing Fungi Industry rose successively, with a cumulative increase of 12.16% in the interval. A person in the liquor industry believes that cases of cross-border liquor making in the capital market are not uncommon, but there are many losers. There is still some suspense whether the acquisition plan can be successfully completed. The company also reminded investors in the announcement that the equity purchase agreement has not been formally signed, and it is not yet possible to predict the impact on the company’s operating results.

The concept of medical beauty is active again

The concept of medical beauty was active again on the 21st. As of press time, Harbin Sanlian’s daily limit, Langzi shares rose by more than 8%, Jiangsu Wuzhong, Kaineng Health, Lafang Jahwa, etc. rose by more than 6%, Yihua Health, Gold Rabbi , Aimeike, Huaxi Biology, Haohaishengke, etc. rose more than 5%.

On the news, recently, eight departments including the National Health Commission, the Office of Cyberspace Affairs, the Ministry of Public Security, the General Administration of Customs, the Market Supervision Bureau, the Post Office, the Food and Drug Administration, and the Bureau of Traditional Chinese Medicine jointly issued the “Special Rectification Work Plan for Combating Illegal Medical Beauty Services.” , Decided to jointly carry out related rectification work from June to December 2021. The rectification includes four aspects: (1) Strictly crack down on illegal medical aesthetics-related activities; (2) Strictly standardize medical aesthetics service behavior; (3) Severely crack down on illegal drug manufacturing and sales activities; (4) Severely investigate and punish illegal advertisements and the Internet information.

In this regard, CITIC Securities pointed out that remediation may affect some demand in the short term, but after dynamic rebalancing, market demand will shift to authentic licensed and formal medical aesthetics terminals; medical aesthetics accidents and disputes will decrease, and public trust will increase. It will promote the expansion of demand in the entire market and benefit the entire industry. The rapid expansion of the medical and aesthetic industry and supervision and remediation will help “good money drive out bad money.”

China’s anti-sanctions law Another setback for relationships

Status: 16.06.2021 10:30 a.m.

With the anti-sanctions law, China has created an instrument against foreign companies. Anyone who adheres to EU or US penalties against Beijing faces retribution. The industry is unsettled. From Steffen Wurzel, ARD studio Shanghai Many foreign business representatives see the new anti-sanctions law as a further setback for the relationship between Europe and China. As usual, the European Chamber of Commerce, the largest lobbying association of foreign companies in the People’s Republic, spoke up. The law continues to politicize dealings with China, so the criticism. “Basically, it ranges from uncertainty to shock,” said Chamber President Jörg Wuttke, describing the reactions of the member companies.

“Sovereignty inviolable”

With the new anti-sanctions law, the communist leadership in Beijing can punish foreign companies in the future; For example, if these sanctions follow, for example, the EU or the USA, which are directed against human rights violations in China. This could affect the textile industry, for example: If the EU should decide to sanction cotton companies from the Xinjiang region because there are strong indications of forced labor there, then China’s leadership could say the other way around to foreign textile and sporting goods manufacturers: You are only allowed to continue in China Do business if you specifically use Xinjiang cotton.

07/30/2020

“With this law, China shows that the sovereignty, the dignity, the core interests and the development interests of the People’s Republic are inviolable”, the constitutional lawyer Li Qingming of the State Chinese Academy for Social Studies defended the measure on the television channel CCTV. The state defends all of this. “We are resolutely opposed to the hegemonic striving and power politics of the West.”

Legal security for the government

Foreign observers in China criticized the fact that the law leaves much in the dark. The whole thing is “nebulous,” said a European diplomat ARD . It is clear, however, that the anti-sanctions law will not change much in the matter. Because the People’s Republic is not a constitutional state, and even without a legal basis, the communist leadership has repeatedly punished foreign companies and even entire states in the past. With the new law, however, the government can now deal with uncomfortable foreign actors in a supposedly legally secure manner.

March 22, 2021

“Text kept very vague”

The President of the European Chamber of Commerce, Wuttke, called the law a new “toolkit” for the government. “You can worry when you see the text. The text is – typically Chinese – very vague. So you could interpret everything into it,” he said. The draft law, which the members only saw as a finished law, includes very large circles. Even family members and subcontractors could be punished.

02.12.2020

The passing of the anti-sanctions law has created a lot of uncertainty among foreign companies in China. But there are also other voices. The head of a German middle class center in Kunshan near Shanghai said the ARD : Many German companies with which he has to do take note of such news calmly. According to the motto: The decisions of the state leadership in Beijing cannot be changed anyway.

The light of import substitution domestic products Nowadays, the internationally emerging medical PCR all-in-one machines mainly include GeneXpert Ⅳ from Cyper from the United States, Filmarray 2.0 from Mérieux in France, and cobas Liat from Roche in Switzerland. The PCR integrated machine Sanity2.0 approved by Zhishan Biologics for the three-class medical device registration certificate is the first fully automatic integrated medical PCR analysis system with independent intellectual property rights in Fujian Province, and all core components have been made domestically. , Broke the technological monopoly of the international head biotechnology company, and filled the gap in the subdivision of the domestic PCR detection integrated machine. This product is suitable for various scenarios such as disease prevention and control centers, clinical laboratories, community hospitals, shelter hospitals, bedside testing, outpatient clinics, and emergency clinics. Particularly prominent is that Sanity 2.0 can be equipped with a full range of kits from ZHIBIO, which can treat respiratory pathogens such as new coronary pneumonia and tuberculosis, reproductive tract pathogens such as HPV, genetic diseases such as hereditary deafness and thalassemia, as well as individualized medications, etc. Nucleic acid detection for various types of diseases and molecular diagnosis in the whole field. As an imported alternative “drug-checking artifact”, Xiamen Sanity 2.0 has five significant advantages, one of which is “intelligence + automation”: one-key start, full-process automatic, local machine directly prints reports, and connects to hospital information Management system; the second is “high-quality nucleic acid extraction and purification”: magnetic bead extraction, suitable for multiple samples, anti-cross-contamination, 10-20 times concentrated and purified nucleic acid; third, high-precision temperature control of the PCR module to ensure The high sensitivity and specificity of the amplification results; the fourth is in the form of freeze-dried reagents, which can be transported at room temperature without freezing at -20 degrees; the fifth is the unique and complete multi-color melting curve analysis function, which can detect at most simultaneously in a single run 1728 targets. Deep ploughing technology has broad prospects R&D and innovation strength has increasingly become a benchmark for the competitiveness of a biopharmaceutical company. Founded in June 2010, Zhishan Biology has developed deep technology in the past 11 years and is a national high-tech company with a patented technology for PCR detection. Technology companies provide one-stop solutions for nucleic acid testing for hospitals, disease control centers and other units. As a leading domestic molecular diagnostic company, Zhishan Biological always adheres to the close integration of scientific research and industrialization, and transforms the latest molecular diagnostic technology into clinically demanded products, serving the prevention and control of infectious diseases and the precise diagnosis of major diseases. The innovation, leadership and huge market potential of Zhishan Biotechnology (compared with international giants and is expected to replace them) deeply attract investors. Recently, Innovation Works invested tens of millions of dollars in Zhishan Biotechnology, which has become the mainstay of Zhishan Biotechnology. One of the shareholders. At the same time, relying on the reputation and influence of the innovative workshop, it will help the products developed by Zhishan Biological to be promoted to the market, and consolidate the leading position of Zhishan Biological in the domestic molecular diagnostic field. According to statistics, at present, there are estimated to be about 8,000 medical institutions in China with PCR laboratories (which can provide new crown nucleic acid testing), and there are still more than 900,000 medical institutions that have not yet established PCR laboratories, including public and private hospitals. There are more than 17,000 and more than 900,000 primary-level medical institutions. In response to the needs of large-scale primary-level testing during the epidemic period and the need for other molecular testing at the grass-roots level in the future, the fully-automatic integrated machine overcomes the obstacles to the construction of PCR laboratories, so it is very popular. It is the focus of attention of the industry, especially the all-in-one system with powerful functions and complete supporting reagents is a rare product that is generally optimistic and has a broad blue ocean market. Not only the market is broad, but it also has huge advantages compared with traditional PCR detection. In particular, the fully automatic integrated machine can greatly reduce the input cost. The use of the fully automatic and integrated Sanity 2.0 of Xiamen Zhishan all-in-one machine eliminates the need for three laboratories for traditional PCR testing. The laboratory construction investment is reduced by at least 2/3, the instrument investment is reduced by about 1/2, and the personnel investment is also reduced. About 2/3. Guangzhou Daily·Xinhuacheng reporter: Xiao Huanhuan, correspondent Wu Jian Guangzhou Daily·New Flower City Editor: Cai Lingyue

On the afternoon of June 21, the Shanghai Municipal Government Information Office held a municipal government press conference to introduce the 2021 World Artificial Intelligence Conference to be held in Shanghai from July 8th to 10th. Zhu Xiumei, deputy director of the Science and Technology Department of the Ministry of Industry and Information Technology, said that the Ministry of Industry and Information Technology will continue to work closely with Shanghai and relevant departments to support the World Artificial Intelligence Conference as a top global event in the field of artificial intelligence, and leverage this high-quality platform to further expand its opening to the outside world and continue to open up. A new situation of win-win cooperation in the field of smart economy. Zhu Xiumei said at the press conference that Shanghai has a solid industrial foundation, rich innovation resources, and obvious advantages in artificial intelligence talents, data, application scenarios, etc., and is accelerating towards the goal of building an artificial intelligence highland. The Ministry of Industry and Information Technology attaches great importance to and continues to support the innovative development of Shanghai’s artificial intelligence industry. On the one hand, coordinate the construction of a pilot area for artificial intelligence innovation applications. In May 2019, Shanghai (Pudong New Area) was approved to become my country’s first artificial intelligence pilot area, promoting the construction of a pilot area focusing on mechanism reform and innovative applications. Through special funds for high-quality development, support the pilot area to build a public service platform serving AI companies, and support the pilot area to continue to improve the industrial agglomeration effect and enterprise service capabilities. On the other hand, it supports Shanghai to consolidate the foundation for the development of the smart industry. Support Shanghai to build a national manufacturing innovation center such as integrated circuits and smart sensors, and strengthen key common technological innovations in the smart field. Promote the National Integrated Circuit Industry Investment Fund, increase support for key integrated circuit projects and enterprises, continue to consolidate the foundation for industrial development, and provide support for the establishment of a safe and stable artificial intelligence industry chain. In addition, jointly promote the work related to the release of artificial intelligence. Zhu Xiumei said that Shanghai companies actively participated in the Ministry of Industry and Information Technology’s artificial intelligence unveiling work. After two years of fair competition, many Shanghai companies have performed well and won in the relevant unveiling track. The Ministry of Industry and Information Technology supported the construction and opening of a number of artificial intelligence application scenarios in Shanghai, established “tracks” and test environments for the launch of medical imaging and driverless driving, and supported the Shanghai Industrial Internet Innovation Center to participate in the evaluation of the launch project, and actively promote the Shanghai AI evaluation Capacity and evaluation institution building. As for the World Artificial Intelligence Conference, the Ministry of Industry and Information Technology, as a co-sponsor, has been fully supporting the preparations for the conference. The first is to organize the key forums of the conference. Organize subordinate units to jointly organize industry development forums with Shanghai Zhangjiang Group, China Business News and others, and invite representatives from all parties in the industry chain to share experiences around AI to empower all industries and promote digital transformation. Organize the affiliated units to host the Trusted AI Forum, invite international organizations and related experts to conduct in-depth discussions on the formulation of governance rules and international standards, and jointly explore diversified trusted AI measures to promote the sustainable development of the industry. The second is to release a series of important results. At this conference, the Ministry of Industry and Information Technology will combine the new trends and requirements of industrial development to organize relevant research institutions to release the latest research results such as the “Trusted Artificial Intelligence White Paper” and “Artificial Intelligence Data Security and Regulatory Mechanism Research Report” to provide intelligence for the development of the intelligent industry stand by. Third, during the conference, awards will be given to some of the winners of the list to encourage continuous innovation, and the Shanghai Economic and Information Commission will promote the application of outstanding results of the list to form industrialization capabilities. At the same time, he also assisted in inviting key enterprises and high-level experts in the field of artificial intelligence to participate in the exhibition to share the achievements and experience of innovative development.

Hundreds of thousands of motorbike taxi drivers in Rwanda will be able to change petrol motorbikes into electric cars Bloomberg reported that the Rwandan government has partnered with a local company, Rwandan Electric Mobility, to deploy electric scooters in the country’s capital, Kigali. Rwanda has a population of more than 12.6 million people living in an area of ​​26,338 square kilometers, and is the most densely populated country in Africa. The motorbike taxi industry, motorbike taxi service, or delivery is a popular method of transportation and delivery in this country, thanks to its affordable prices and access to all corners of the country. Therefore, the initiative to convert gasoline-powered motorbikes that are nearing the end of their service life to electric ones, will help about 100,000 current motorbike owners to have new and zero-emission vehicles. This move not only reduces the overall carbon footprint but also effectively extends the life of these vehicles. It also greatly reduces maintenance costs, car owners don’t need to worry about oil changes and refueling their vehicles. To launch the project, the Rwanda Environmental Management Agency (REMA) signed a contract with Rwandan Electric Mobility, and technical and financial support from the United Nations Development Program (UNDP) was also secured to promote the project. project progress. The trial phase, which is expected to last for 6 months, will convert about 30,000 motorbike taxis currently using gasoline engines to electric motorbikes.

Author | Cat Brother

Source | Big Cat Finance

To say that the industries that have been uncomfortable lately are all kinds of education and training institutions.

Some time ago, a large number of online education institutions, including New Oriental and Good Future, were not spared, and their stock prices collapsed one after another, and the worst fell. GSX (Gaotu, GOTU.US), at its worst, it has fallen 90% from the high point at the beginning of the year.

why?

All kinds of rectification, the boundaries are becoming clearer and more restrictive, and many businesses are basically impossible to do. As a result, major companies have started to lay off employees.

Sporadic news of layoffs broke out before, and some people who got the offer were notified that they were “not hiring” before joining the job. Various channels of school recruitment and social recruitment were drawn down, and there was a lot of rumors.

By the end of May and the beginning of June, news related to layoffs has completely entered a period of concentrated outbreak:

● Gaotu Group was blasted to lay off 30% of its employees, the early enlightenment project was abandoned, and the information flow and live broadcast business were shut down;

● Yuanjiao started to lay off newly recruited teachers. In June, it laid off 40% of new teachers, and in July, it laid off 10% of teachers in class. Its chalk public examinations laid off more than 7,000 staff. Zebra AI classes cancelled offers or delayed entry;

● In the K12 school section, the “0-to-normal” team, operations and products where the scope of job cuts are concentrated, some departments have been “one pot end”;

● ByteDance’s education business structure adjustment;

● Xueersi suspended recruitment in some cities…

Some company executives are outspoken, “This year’s summer job reduction in the entire industry may exceed 100,000.”

Of course, the news of layoffs will naturally not be claimed by each company. The xx gang even came out to refute the rumors, and the rhetoric is still the same, “this is normal personnel optimization and flow”, and the recruitment of key business talents is still continuing.

Ha ha.

Just forget about layoffs, but there are many ways to do it.

Some civilized companies will reveal some news in advance, and then hint that you can find new job opportunities, and then voluntarily leave; some companies directly offer “training exams” to “optimize.”

Some in-service employees of the xx help broke the news that the company conducted a “rescue” training for old employees, first training and then taking exams, but the exams continued training. Very few can “recover”, and those who fail to pass the exam voluntarily resign; “Recruits” require 200% of the performance to reach the standard, and will organize a written test, pass 80 points, and fail to leave.

Was laid off, but also questioned the ability , But the assessment content has a large area of ​​unregulated training content.

Anyway, in order to get you to leave, the company really used great power, In the final analysis, it is still a question of money.

Neither do they want to retain people nor lose money. When the “savvy” voluntarily resign, they can still have a “clean” back tone. For those “unsavvy”, some Hr are not merciless, and there is no compensation for layoffs, even He threatened that “the wages will not be paid, and the five insurances and one housing fund will not be paid.” If he has the ability, he will go to arbitration.

For these regular employees, they may be able to get money after all the hard work, but there are a few types of people who are the worst.

The first affected are those who have received an offer but have not yet joined the job , After all, the offer is not binding. As long as you haven’t joined the job, you don’t have to bear any responsibilities. Not only is the high salary that you promised is gone, but now the job is gone.

Unfortunately, there are fresh graduates Many people have received verbal offers or signed tripartite agreements. Under the temptation of “millions of annual salary”, they have been waiting to reach the pinnacle of their lives. Now the company has broken the contract, and the spring and autumn recruits have been missed. It is even harder to find a job without breaking the contract. The tripartite agreement is also required by the school.

In the past two days, Gao Tu said that fresh student tutors who have signed a tripartite offer can enter the job as normal, but Gaotu’s employees advise the younger students, if there is a pit, don’t jump. “If you have a chance, don’t come first, unless you think you can kill more than 50% of the people.”

Don’t look miserable now, Just half a year ago, online education was still a real “money and power stock.”

In recent years, online education has really been a big trend. After all, the cost of students during the holidays has risen year after year. The summer vacation, which was previously unaffordable by 30,000, has risen to 80,000. When the epidemic begins in 2020, various out-of-home projects cannot be realized. Education has become the only choice for parents.

Education is becoming more and more involuntary, and parents are becoming more and more anxious, which gives online education a lot of room for development.

From Good Future to 51talk to GSX, they went overseas to ring the bell. At the beginning of 2021, they basically reached the high point of the year. The market value of Good Future and GSX both exceeded RMB 200 billion.

And the remaining unicorns are also desperately financing, and then also attacked the capital market, According to the data from Tianyan Check, the total financing amount of the four online education unicorns has exceeded 35.1 billion U.S. dollars, or about 224.3 billion yuan since its establishment.

Strong financing skills, burning money even more.

Each institution focuses on the “famous teacher card”, because having a “famous teacher” means a source of students , So every family is very cheap in robbing teachers for listing. It is very obvious at this time who has the rich and powerful.

At the beginning of this year, online education was still an industry with a large talent gap. Recruitment at that time was still described as a “recruitment war”. The recruitment conditions were very good, with an annual salary of one million at every turn. The monthly salary of the socially recruited lecturers of some institutions can also be opened. To 50,000 to 80,000.

“Famous teachers” are hard to grab, so grab the fresh graduates and train them yourself. In order to grab the seedlings, the salary offered can be said to be amazing.

Gaotu Class has an A+ plan for 2019-2022 graduates. The lecturer has an annual salary of 600,000-1.2 million. Outstanding students can participate in holdings, and the salary is unlimited; Netease has a good autumn recruitment, high school large class lectures start at 500,000, K12 The minimum salary is between 400,000 and 1 million, and the outstanding ones will settle the Beijing hukou.

Even when high technology is craziest, I dare not give such a high salary.

Even for ordinary tutors, the monthly salary is more than ordinary, and some have received a high salary of 20,000 during the internship period. Online class teachers have become one of the most desirable professions for graduates of prestigious schools.

It’s just a pity that the positions that were scrambled in the first half of the year have not yet entered the second half of the year and have become the main targets of layoffs.

Hedong and Hexi, it only took half a year.

A chicken feather, whose pot is it?

have to say, Part of this industry is disabled by themselves.

Because the bubble in this industry is still too big. As mentioned earlier, the financing amount of the four unicorns exceeds 200 billion, and the data of iResearch Consulting shows that The market size of the online education industry in 2020 is only 257.3 billion , And the list of online education can already be pulled out of the “top 100 list”, so in order to grab the share, you can only burn money.

Anyway, investors pay the bill. As for whether the money is worthwhile, it has to be said otherwise.

There was a big joke a while ago. Four companies found a supplier when they were doing promotion, and the supplier was really not responsible. It didn’t matter if the actor was the teacher, but only one actor was found to play the teacher of the four companies. , This money is too easy to make.

The advertisement rolls over, you can imagine how well the goodness of the famous teachers in reality is broken The State Administration of Market Supervision couldn’t stand it anymore, and verified that they had “exaggerated marketing, false propaganda, and price fraud” and imposed top-level punishment.

Homework Gang and Yuanjiao’s fictitious teacher teaching experience, 13 institutions including New Oriental, Xueersi, One-to-One, Wall Street English, etc. have all been blacklisted due to price fraud.

That’s it, it’s already a rule, because the unruly ones have already run off. From 2019 to 2020, a large number of “students” and “one-on-one” have fallen, pitting parents with a large amount of tuition.

I thought it was a shuffle at that time, but I didn’t expect the big shuffle to really begin now, because the killer was coming.

At the end of May, the “double minus” came In order to alleviate the burden of students’ homework and off-campus training, we began to strictly regulate off-campus training institutions, and then there were rumors of the “three noes” that classes were not allowed on holidays, academic institutions were not allowed to go public, and education and training were not allowed to advertise. On the seven inches of the training institution.

While in The “Law on the Protection of Minors” that was implemented on Children’s Day eliminated the big cake of preschool children they wanted to share.

The bane has long been buried, and a wave of layoffs is inevitable.

Now, whether it is online education or laid off employees, they have to make a living separately.

1丨The Ministry of Education establishes an off-campus education and training supervision department

According to today’s news on the official website of the Ministry of Education, the General Office of the Ministry of Education issued the “Notice on the Establishment of the Off-campus Education and Training Supervision Department.” Approved by the central editorial board, the Ministry of Education established the Department of Off-campus Education and Training Supervision. Its main responsibilities are: to undertake the management of off-campus education and training for primary and secondary school students (including kindergarten children), to guide the party building of off-campus education and training institutions, and to formulate standard management of off-campus education and training. policy. Work with relevant parties to formulate and supervise the implementation of relevant standards and systems for off-campus education and training (including online and offline) institution settings, training content, training time, personnel qualifications, fee supervision, etc., organize and implement the comprehensive management of off-campus education and training, and guide the comprehensive law enforcement of off-campus education and training . Guiding norms for social competitions and other activities for elementary and middle school students. Reflect and deal with major issues in off-campus education and training in a timely manner.

2丨The whole point of investment | Goldman Sachs: Does not rule out oil prices rise to 100 US dollars / barrel

Every AI newsletter, Goldman Sachs Global Commodity Research Director Jeffrey Currie said in an interview with the media that low-income groups will consume more commodities, which will trigger inflation. Governments around the world are discussing reducing the inequality caused by the new crown epidemic, and they must solve this problem. In addition, Jeffrey Currie did not rule out the possibility of oil prices reaching US$100/barrel. Oil prices are expected to reach US$80/barrel or more before the third quarter.

3丨Ministry of Industry and Information Technology: Regulate the SMS marketing behavior of the e-commerce platform “618”

According to the news on the website of the Ministry of Industry and Information Technology on June 15, as commercial marketing activities in the middle of the “618” year approached, the problem of illegally sending marketing text messages on some e-commerce platforms to disturb people began to show an upward trend. The Information and Communication Administration of the Ministry of Industry and Information Technology held an administrative guidance meeting on June 11 to warn e-commerce platform companies to standardize marketing SMS sending behavior and strengthen industry self-discipline. Major e-commerce platform companies such as Alibaba, JD.com, and Pinduoduo, as well as related basic telecommunications companies and short message service companies attended the conference. It is reported that since late May, the bureau has discovered that some e-commerce platform companies have not fully verified the wishes of registered users, “default” users agree, and send “618” commercial marketing text messages without authorization, triggering related user complaints and infringing users’ legitimate rights and interests.

4丨Boeing Airbus Aviation Subsidy Dispute: Europe and the United States may suspend retaliatory tariffs

Through AI Express, according to Agence France-Presse, on June 15, local time, the European Union and the United States will suspend retaliatory tariffs over a dispute over Boeing and Airbus aviation subsidies for a period of five years. Reuters reported that the two sides will seek to reach an agreement to resolve the dispute within five years. The European Union and the United States have not yet released information on this. (CCTV News)

5丨He Jianmin, deputy secretary of the Political and Legal Committee of the Heilongjiang Provincial Party Committee, accepts disciplinary review and supervision and investigation

The Central Commission for Discipline Inspection and State Supervision Commission website reported on the 15th, according to the Heilongjiang Provincial Commission for Discipline Inspection: He Jianmin, deputy secretary of the Heilongjiang Provincial Party Committee’s Political and Legal Committee and first-level inspector, is suspected of serious violations of discipline and law, and is currently undergoing disciplinary review and supervision and investigation.

Daily economic news

The registry examines the incoming vehicle for registration. (Photo: Hoang Hung/VNA) In the written response to the Vietnam Automobile Transport Association and the three-region taxi association, the Ministry of Transport agreed to allow car inspection cycle will increase from 18 months to 24 months to remove difficulties for transport businesses affected by the COVID-19 epidemic. Currently, the Ministry of Transport is directing agencies and units to advise on finalizing the draft Circular amending Circular No. 70/2015 regulating the inspection of technical safety and environmental protection of vehicles. road motorized traffic. “The inspection cycle of passenger cars of all kinds up to 9 seats with transportation business will be adjusted from 18 months to 24 months for the first cycle and from 6 to 12 months for the periodic cycle,” said the leader. The Ministry of Transport said. For the proposal to have appropriate policies and mechanisms for BOT investors to reduce road use fees according to Circular No. 112/2020 of the Ministry of Finance, the Ministry of Transport said Circular No. 112/2020. of the Ministry of Finance stipulating the rate of road use fee (toll collected per vehicle) for automobiles doing transport business of transport enterprises, transport business cooperatives, and transport business households. “The collection of road service fees is not specified in Circular No. 112/2020, so investors do not have to follow the guidance of this Circular,” the leader of the Ministry of Transport affirmed. . On the other hand, a number of investment projects in the form of public-private partnerships managed by the Ministry of Transport have reduced road user service fees; BOT projects have not been considered to increase road use prices, although it is time to increase prices in the last 3 years in order to share and harmonize the interests of the State-people-enterprises. Moreover, BOT investors are also businesses and are also affected by COVID-19 epidemic due to the reduction of vehicle traffic through the station, revenue will be reduced, affecting the financial balance of the enterprise; increase in interest expense and operating expenses of the business. Regarding the proposal for exemption from submission road maintenance fees By the end of this year, according to leaders of the Ministry of Transport, this agency is coordinating with the Ministry of Finance to comment on amendments to Circular 112/2020 and related circulars to assist in removing difficulties for production and business in response to the COVID-19 epidemic chaired by the Ministry of Finance. Previously, in 2020, the Ministry of Finance coordinated with relevant ministries and agencies to develop and issue Circular No. 112/2020/TT-BTC dated December 29, 2020 providing for the extension of the reduction period. fees and charges (mainly reducing fees in the field of transportation (road use fees; fees, aviation fees…) until the end of June 30, 2021 to support and remove remove difficulties for production and business, ensure social security in response to the COVID-19 epidemic.

Raw material for batteries Is nickel still in short supply?

Status: 15.06.2021 3:55 p.m.

First a lack of chips, then a lack of wood, soon a lack of nickel? E-mobility also devours resources. Due to the increasing demand for batteries, the demand for nickel is likely to increase strongly. The sufficient supply of the metal nickel could become critical in the next few years. The German Raw Materials Agency (DERA) warns of this in a current analysis. The background to this is the increasing demand generated by the turnaround towards electromobility. “We assume that, depending on the scenario, global nickel demand will increase from around 2.4 million tons today to around 3.4 million tons in 2025,” explains Dr. Michael Szurlies, nickel expert at the Federal Institute for Geosciences and Natural Resources (BGR). “Overall, the nickel market is facing a turning point in terms of demand in the coming years, which will lead to a significant shift in market shares within the areas of application.” As a special department of the BGR, DERA advises the federal government, business and NGOs on raw material issues, for example on security of supply and the ecological consequences.

02/18/2021

Nickel is used for batteries

So far, nickel has mainly been used in steel production: around 85 percent is currently used in the manufacture of stainless steel and alloys, as DERA writes. The use in batteries currently accounts for around five percent. That will change in the near future. Because nickel is now a “key raw material” for the transport and energy transition, according to the study. Due to the strong demand generated by the global expansion of electromobility, the experts expect that by 2025, depending on the scenario, the share could be up to 21 percent. This would make batteries the second largest area of ​​application.

07.03.2021

Most of the nickel comes from Indonesia

Indonesia is the world’s largest supplier of nickel. The experts write that the vast majority of the new global production and refining capacities for the metal are expected there by 2025. This leads to a significant increase in the market concentration for nickel – and also has the consequence that the power of the main suppliers increases. Whether prices can also be expected to rise in the future due to rising demand depends on whether supply also increases. It is not excluded. In order to reduce the dependency on international suppliers, consideration is being given to extracting important raw materials – including nickel – in Europe. Experts emphasize that a European supply chain could make economic sense. In January, Peter Buchholz, head of DERA, said it would be good if Europe also built up its own capacities. The projects just have to be cost-competitive.

background 10/27/2010

Recycling is becoming more important

The automotive industry in particular, but also machine builders with a focus on solar or wind power, steel manufacturers or the IT and medical technology industries are dependent on a continuous supply of basic materials such as nickel. This also applies to so-called rare earths – elements such as cobalt or lithium, which is usually the central raw material for batteries in pure electric drives. The authors of the study also have the issue of sustainability in mind: “In view of the goal of reducing emissions of climate-damaging carbon dioxide through electromobility, in future, apart from questions of availability, the most environmentally friendly and sustainable extraction and processing of nickel will be more important.” One has to ask how more nickel and nickel compounds can be recovered at the end of the life cycle of the products and how less environmentally harmful and at the same time more socially fair promotion can be achieved. On the one hand, there are technological developments towards greater efficiency and fewer emissions. On the other hand, the increasing mining in tropical regions is a problem due to the large amount of land required.

(The picture comes from the glory mall)

// The new glory is here.//

At the press conference, there will be many new products of Honor 50SE, Honor X20SE, and Honor Play20. Starting at 10:08 on June 1st, Honor will open all-platform reservation activities simultaneously. Users can go to Honor online and offline platform stores to reserve Honor 50 series products for free. As of 16:00 on the 14th, The online platform JD Honor 50 has reserved 597,000 reservations, and the Honor 50Pro has reserved 348,000 reservations. In addition to the 123,400 reservations made by the Honor Mall, the total number of reservations has exceeded 1.05 million, which is unprecedentedly popular.

(The picture comes from Honor Jingdong’s self-operated flagship store)

It is reported that, The Honor 50 series will be equipped with Qualcomm’s Snapdragon 778G 5G mobile platform for the first time. The Snapdragon 778G uses TSMC’s 6nm process technology, A78 architecture, and the highest frequency can reach 2.4GHz. Glory CEO Zhao Ming said at the Qualcomm Technology and Cooperation Summit on May 21 that since Glory became independent, Qualcomm is the first batch of manufacturers to complete the supply certification of Glory and sign a comprehensive supply agreement. Glory’s flagship and high-end products released in the future will all use the Qualcomm Snapdragon platform. Starting in June, Honor’s chip supply will be fully restored.

In November last year, due to the pressure of being cut off from the supply of chips, Huawei decided to sell the business assets related to the Honor brand and no longer hold any shares. After more than two months of independence, almost all suppliers have resumed the supply of Honor, including AMD, Intel, Samsung, Qualcomm, MediaTek, etc.

Huatai Securities believes that the recovery of glory may bring new opportunities for Android industry chain companies, but competition in the mid-end mobile phone market may further intensify, putting pressure on mobile phone manufacturers such as Xiaomi.

// The latest pattern of the mobile phone market //

Looking at domestic brand mobile phones, Last year, the market was basically occupied by the four major brands of Huawei, OPPO, vivo and Xiaomi. Wind data shows that when Huawei’s mobile phones are still shipping normally, Huawei’s shipments in the third quarter of 2020 are 52 million units, far exceeding Xiaomi’s 47 million units, vivo’s 32 million units and OPPO’s 24 million units (OPPO’s second quarter Data, not announced in the third quarter).

And because of the “lack of core” problem, Huawei’s mobile phones have been in a dilemma that they are out of stock. After selling the mobile phone sub-brand “Honor”, Huawei has provided other manufacturers with an opportunity to seize market share. So far, In the first quarter of this year, the shipments of Xiaomi, OPPO and vivo all showed good growth. Among them, Xiaomi began to take the lead, with shipments of 49 million units in the first quarter, far exceeding OPPO’s 38 million units and vivo’s 35 million units.

It is worth mentioning that in the first quarter of 2021, Xiaomi Group has set a revenue of up to 77 billion yuan, with a net profit of 7.8 billion yuan, which has exceeded half of last year’s annual profit, and both revenue and net profit have reached record highs. Mobile phone shipments reached 49.4 million units, successfully ranking among the top 3 in global mobile phone sales, accounting for 13% of the global market share. Huawei’s global market share is only 4%, which is less than 1/3 of Xiaomi’s.

From a global market perspective, the Strategy Analytics report shows that In the first quarter, the top five mobile phone manufacturers in global shipments were Samsung, Apple, Xiaomi, OPPO, and vivo. In the first quarter, neither of the two rankings showed any glory.

On May 21, 2021, Honor CEO Zhao Ming stated at the 2021 Qualcomm Technology and Cooperation Summit that Honor has formally reached a strategic cooperation with Qualcomm. In the future, all products of Honor will adopt the Qualcomm platform. Glory’s chip supply will be fully restored in June, including AMD, Intel, Micron, Samsung, Qualcomm, Microsoft, MTK, etc.

Zhao Ming said that April is the darkest moment of glory, and it will gradually recover from May. Beginning in June, Honor’s chip supply will be fully restored. Honor’s market share was 3% when it was at its lowest, and it has now recovered to 8%.

// Competition in the mobile phone market may further intensify//

Huatai Securities believes that the recovery of glory may bring new opportunities to companies in the Android industry chain such as Sunny, but competition in the mid-end mobile phone market may further intensify, putting pressure on mobile phone manufacturers such as Xiaomi.

Industrial Securities judged that although the supply of chips was resumed in glory, there are still difficulties in obtaining chips under the current extension of the delivery period. The annual mobile phone shipments are expected to remain at around 40 million.

Huajin Securities pointed out that since May, Android-based mobile phone brand manufacturers have placed revision orders and confirmed the order adjustment information with the supply chain. The performance enhancement brought by 5G is not as attractive as expected, technological innovation is limited, consumer replacement cycles are lengthened, and supply-side shortages and price increases have forced terminal manufacturers to respond with reduced specifications. The smartphone sector “made worse” and costs increased in the second quarter And the downward revision of shipments has put pressure on the industry chain.

This time the Honor 50 series phones, For Honor’s flagship model released for the first time since Huawei’s independence, it inherits Huawei’s genes in terms of brand, channel, and technology. Honor’s market performance in the second half of the year and in the future is worth looking forward to.

// The mobile phone industry chain benefits //

According to the analysis of the Liu Shuangfeng & Lei Ming team of CITIC Construction Investment, the new Honor will effectively meet the “delayed” replacement needs of the original Huawei users. It is expected that the new Honor will be able to successfully start the volume in the country in the second half of the year. The overseas market will also gradually make breakthroughs. At the same time, we expect that with the release of new Android phones, as well as the peak season of 618 and Shucu, In the third quarter, the domestic mobile phone market will recover from the weakness in the second quarter, and the performance of the upstream consumer electronics industry chain will also be boosted.

Although the current details of the Honor supplier have not been known, the hot sale of the new Honor machine is undoubtedly positive for the smartphone industry chain. Wind data display, At present, there are many companies in the smart phone industry chain. There are many listed companies in the six major displays, chips, casings, cameras, batteries and PCBs. Worthy of attention.

(Picture from Wind smart phone industry chain)

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Industry collects billions Record sums for biotech companies

Status: 15.06.2021 10:46 a.m.

The successes of biotech companies such as BioNTech attract investors: The industry has a new financial record in Germany. But the exuberance could be followed by disillusionment. By Thomas Spinnler, tagesschau.de The entire biotech industry is currently benefiting greatly from the attention generated by the rapid and successful development of corona vaccines. The pandemic has given a boost to a sector that is already in the focus of many investors due to technological and medical advances in recent years. As the “Financial Times” (FT) reports, the venture capitalist Flagship Pioneering – one of the major investors in the Vaccine manufacturer Moderna – around $ 3.5 billion for a new fund. Its aim is to promote the next generation of biotech companies.

Fund tries a new model

When investing in the biotech industry, investors must calculate with particular risks. Many of the companies to invest in do not yet have a product on the market. It is uncertain whether this will ever be the case, as the path from research to a marketable product is very long and often fails.

01/06/2021

Flagship Pioneering is now trying a different way. What is special, according to “FT”, is that the fund’s goal is not the usual search for newly founded companies in which to invest. Rather, modern biotechnologies are to be developed in-house in certain segments under the umbrella of the fund. Only then are plans to set up companies as offshoots.

The profits are gushing

Unsurprisingly, financiers are on the lookout for business ideas; they smell a gigantic business. Just a look at the rapidly rising share prices of many companies in the past few months shows how convinced the market players are of a lucrative future for the sector. In fact, profits are gushing – at least for the best-known representatives who have successfully launched products. BioNTech generated a net profit of 1.1 billion euros in the first quarter of 2021. In the first quarter of 2020, the Mainz-based company had to accept a net loss of 53 million euros due to high research and development costs.

05/10/2021

The US vaccine manufacturer Moderna made in the first quarter profit – equal to a billion dollars. In the previous year, Moderna had to cope with a loss of 124 million. The turnover multiplied from eight million to 1.9 billion dollars. $ 1.7 billion of this comes from corona vaccine revenue. While Moderna shares rose by more than 200 percent in the past twelve months, BioNTech shares gained over 340 percent in the same period.

Lighthouse companies in particular benefit

In Germany, the biotech industry set a new financial record last year. As the experts from the testing and consulting company EY calculated in their Biotech Report 2021, financing in Germany reached a peak of 3.1 billion euros in 2020. A comparison with the USA shows the order of magnitude. According to EY, around $ 100 billion went into biotech financing for venture capitalists.

02/27/2021

“Covid-19 is a huge catalyst for the entire biotechnology industry,” said Alexander W. Nuyken, Head of the Life Sciences Sector in Strategy and Transactions at EY and co-author of the study. In their report, the experts at EY point out that the investments essentially relate to the flagship company BioNTech, which alone accounted for 51 percent of the financing volume in 2020. According to Nuyken, biotechnology is part of the solution to a problem that is a matter of fate for humanity. “That has come to mind.”

More help from the state?

This year it’s going on at a high pace: The “Handelsblatt” quotes from preliminary figures from the Bio Deutschland Association. Accordingly, the industry received a total of 870 million euros in capital from January to May. That is around three and a half times as much as in the same period last year. Nuyken campaigns for the state to help even more: “I hope that politicians show more will to improve framework conditions.” There is now an opportunity for the biotech scene to play a major role in this country in the long term or to play an even greater role in the future.

Hope for new products

In fact, taxpayers have already made a major contribution to making the industry so successful: Since the beginning of the pandemic, governments have allocated tens of billions to research and development on vaccines, which are now generating sales and profits for companies. However, it is uncertain whether, thanks to the many fresh billions, the supply of innovative medical products will make a leap. Nuyken warns of disappointing expectations: “If investors with no biotech experience think they can make a quick buck here, they’re wrong.” After the boom, the expert warns, disillusionment could quickly set in.

Once highly sought after by capital, now it has fully entered the ice age. Where is the future of online education companies?

Author | Wang Jiarui

Edit | and Yirong

Cover | Mapworm Net

Online education has ushered in an industry shock.

In just one year, the development of online education has been like a “roller coaster”. It has not only experienced the influx of industry outlets and the crazy influx of capital, but also suffered the looting of industry regulatory storms and capital ebb.

With the introduction of a series of regulatory policies, the online education industry has fallen to the bottom, and the stock prices of listed companies such as New Oriental, Good Future, and Gaotu Group have plummeted, and have generally fallen by more than 50% since the beginning of the year.

Many companies have laid off employees and contracted their businesses in order to protect themselves.

According to many media reports, Job Gang is about to start major layoffs and is currently conducting interviews in accordance with the department, mainly for low- and young business lines. Resigned employees are compensated in accordance with the statutory N+1 policy.

Gaotu Class is no exception. According to late reports, the proportion of layoffs was 20%. Its 3 to 8 year old enlightenment business “Early Enlightenment” was cut off across the board, and nearly 1,000 employees were forced to transfer or leave. In addition, news of large-scale layoffs have also been reported in Yuanfudao and Chalk Education.

Once highly sought after by capital, now it has fully entered the ice age. Where is the future of online education companies?

When the tuyere encounters a regulatory storm

A sudden epidemic has pushed online education to the forefront. According to data from iResearch Consulting, the online education industry market scale in 2020 will increase by 35.5% year-on-year to reach 257.3 billion yuan. The main reasons for the rapid growth are low-children, quality education, and the acceleration of the online process of K12 discipline training track.

According to the statistics of the open data of the entrepreneurial state, so far, the total financing of Ape Coaching, Job Gang, VIPKID, and Spark Thinking is 4 billion U.S. dollars, 3.4 billion U.S. dollars, 1 billion U.S. dollars, and 600 million U.S. dollars, respectively. .

According to IT orange statistics, as of June 2, the valuations of Yuandaodao, VIPKID, and Spark Thinking reached 15.5 billion U.S. dollars, 4.5 billion U.S. dollars, and 1.5 billion U.S. dollars, respectively. The last financing of Jobbank occurred on December 28, 2020, and the valuation after the completion of the financing reached approximately US$11 billion.

However, the high financing amount and high valuation cannot change the fact that no online education company is profitable. These online education companies are madly burning money to acquire customers. WeChat, Douyin, APP screens, subway stations, elevators… wherever you can see online education advertisements, and marketing costs remain high. At the same time, false propaganda and excessive propaganda continue to raise questions.

Regulators began to take action.

On April 24, institutions such as Xueersi Online School, Gaotu, Netease Youdao Premium Classes, and Yuanjiao were notified by the Beijing Municipal Education Commission for violations of regulations and early admission fees.

The next day, the Beijing Municipal Bureau of Market Supervision organized special inspections for off-campus education and training institutions, and investigated and dealt with violations of prices and false propaganda by off-campus education and training institutions in accordance with the law. Four off-campus education and training institutions such as Gaotu Classroom, Xueersi, New Oriental Online, and Gaosi were fined 500,000 yuan.

On May 10th, the Beijing Municipal Market Supervision Bureau implemented false or misleading commercial propaganda behaviors and price tactics to lure consumers into transactions due to fictitious teaching experience and other false content, and imposed two leading online education actors in accordance with the law. Beast-Job Gang and Ape Guidance were given a warning and a fine of 2.5 million yuan respectively.

A bigger storm is still behind.

On May 21, the 19th meeting of the Central Comprehensive Deepening Reform Committee formally reviewed and approved the “Opinions on Further Reducing the Burden of Students’ Work and Extra-School Training in the Compulsory Education Stage” (referred to as the “Double Reduction” Opinions). The burden of student homework and off-campus training.

On June 1, the new version of the “Law on the Protection of Minors” came into effect. On the same day, the State Administration of Market Supervision announced the decision to impose top fines on 15 off-campus training institutions for false propaganda and price fraud. The total amount of fines was as high as 36.5 million yuan.

Almost overnight, the “enthusiasm” of online education has cooled.

Way out

Regarding the reason for the sudden advent of strong supervision, a well-known investment institution investor who did not want to be named told Chuangye Bang that the regulators are not only concerned about false propaganda and price measures, but more importantly, social equity. Online education is placed in the current social environment, which actually affects the balance between fairness and efficiency.

Facing strong industry regulation, investors in the primary market have become extremely pessimistic about the online education industry.

“Investors dare not place any more orders. This industry is currently unsustainable.” The above-mentioned investor said.

In this investor’s view, since 2017, companies in the online education industry have been doing online large-scale classes. The essence of large-class classes is to buy and sell classes. Once they do not buy, their income will drop very sharply. At the same time, none of these companies has made money so far. A business model that hasn’t made money for five years under the acceleration of the entire industry is most likely because this business model is a false proposition.

He said that in the absence of follow-up financing for blood transfusion, some top unlisted online education companies are likely to face the risk of breaking the capital chain within six months or one year.

Another unnamed industry analyst said that for online education companies that are currently unlisted, such as job help, ape tutoring, VIPKID and other leading companies, related listing plans may be disturbed, and the pace of listing and financing may slow down and need to be calmly reassessed. Business form, scope of listed assets and timetable for re-planning.

If these companies really can’t continue to operate, it means that investors’ nearly tens of billions of dollars of investment have been in vain.

It is undeniable that online education breaks the traditional education form, breaks through the shackles of time and scene, and brings unprecedented industry changes.

More industry insiders are actively discussing the future of the online education industry. A number of brokerage industry analysts have told Entrepreneur that the logic of industry development and online education will change.

One view is that regulation will benefit leading education companies that have already gone public.

An analyst from Minsheng Securities who did not want to be named believes that in the future, the extracurricular tutoring market may increase supervision or become the norm. In the short term, the industry may experience pains due to stricter regulation. But in the long run, under the premise that the overall selection system remains unchanged, the demand for training is still strong. After the small and medium organizations at the tail are squeezed out, the demand will be concentrated in the large organizations at the head.

For different tracks, the impact of regulatory policies is quite different. For example, the new version of the Law on the Protection of Minors stipulates that “kindergartens and out-of-school training institutions shall not provide primary school curriculum education to preschool-age minors.” All cancellations due to violation of laws and regulations.

Pang Ming believes that under the disorderly expansion of capital, the brutal expansion and extensive operation characterized by low prices, price wars and other vicious competition patterns will no longer be feasible. In the short term, only companies with high marketing efficiency, high renewal rates, and high retention conversion rates are expected to achieve lower customer acquisition costs and are more likely to overcome the difficulties.

At the same time, considering the imbalance in the distribution of educational resources and the difficulty of a fundamental change in the selection and evaluation system in the short term, there is still a demand for online education in the market.

In the future, online education companies should abandon the development mentality of burning money to pursue scale and volume, optimize the balance of large class, small class, and one-to-one curriculum system, and change the placement of conversion as the main purpose to objective publicity. Brands, to strengthen brand awareness-focused placement.

Only in this way can online education adapt to normalized supervision and competition.

Decoding the Hong Kong stocks, the original trump card column of the Hong Kong Caihua News Agency, and financial experts gathered. After reading, remember to subscribe, comment, and like.

“The 27th Shanghai TV Festival”, “The 4th China Film and Television Capital Summit”, “Dragon Boat Festival” and many other film and television industry events followed one after another.

What is the box office record of the Dragon Boat Festival in 2021? Has the film and television industry recovered in the first quarter? After two years of trough, can the film and television industry regain the favor of capital?

The box office broke 400 million, and the Dragon Boat Festival fell

On weekends and Dragon Boat Festival, the three-day holiday has passed, and the box office data for the most important holiday schedules in the film and television industry has been released.

According to the data of Maoyan Professional Edition, as of 12:00 on June 15th, the total box office of the Dragon Boat Festival is 466 million yuan.

I don’t know, the box office of this year’s Dragon Boat Festival of 466 million yuan has shrunk significantly compared with the same period in previous years. Before the new crown epidemic, the box office of the Dragon Boat Festival in 2019 was 785 million yuan, and the box office of the Dragon Boat Festival in 2018 was 912 million yuan. This year, the box office of the Dragon Boat Festival has only recovered by half.

As for the reason for the poor box office this year, some people say that the quality and subject matter of the film, while others say that the attendance rate is not as good as before.

This year’s Dragon Boat Festival’s higher box office movies include “Beyond”, “Bed Rabbit 2: Escape Plan,” and “Tropical Once Upon a Time”, which are ranked in the top three on the schedule.

Compared with previous Dragon Boat Festival files such as “Warcraft” and “Jurassic World 2,” some film critics pointed out sharply that this year’s Dragon Boat Festival films lacked box office appeal.

The shortage of imported films is also one of the reasons for the low box office. Industrial Securities pointed out that due to the still short supply of imported films, the box office from January to May of 2021 was 25.5 billion yuan, down 6% from the same period in 2019.

In the medium and long term, as the proportion of overseas vaccines continues to increase, the supply of high-quality imported tablets is expected to gradually recover.

Of course, in the post-epidemic era, attendance is also a major factor affecting movie box office.

Although the China Film Distribution and Projection Association has increased its theater attendance to 75% since September 25, 2020.

However, due to multiple factors such as people’s fear of the epidemic, it is still difficult to fully recover the attendance rate. According to a warning from Cineworld, the world’s second largest theater operator, theater attendance will not return to the level before the new crown epidemic until 2024.

Although the Dragon Boat Festival schedule is lacking in terms of film and attendance, industry companies have increased their publicity efforts in 2021 and are preparing to regain lost ground.

For example, Huayi Brothers increased its film promotion in the first quarter of 2021, resulting in an increase in sales expenses of 185.98% compared with the same period of the previous year, and the sales expense ratio returned to the level of early 2017.

Wanda Movies has also increased its publicity efforts. In the first quarter of 2021, the company’s sales expenses were 388 million yuan, a year-on-year increase of 229.94%.

After the Dragon Boat Festival holiday, there are only eleven golden films left in 2021, and the film industry faces severe challenges in returning blood.

In the first quarter, most of the companies in the industry returned to their blood and still face emotional challenges in watching movies

Although the box office of the Dragon Boat Festival was not satisfactory, after the retaliatory rebound in the box office of the Spring Festival and Qingming of 2021, the full recovery of film and television companies is just around the corner.

Judging from the performance of the first quarter of 2021, industry companies have achieved greater growth in both revenue and net profit attributable to the parent.

Wind data shows that there are 28 A-share film and television concept stocks, of which 25 have achieved year-on-year growth in revenue in the first quarter of 2021, and all have doubled.

For example, Hualu Baina’s revenue in the first quarter was approximately 216 million yuan, a year-on-year increase of nearly 13 times. ST Beiwen’s revenue was approximately 16 million yuan, a year-on-year increase of 12 times.

Most companies in the industry have achieved exponential growth. On the one hand, this is due to the recovery of this year’s performance, and on the other hand, it is also due to the low performance base caused by the 2020 epidemic.

In the first quarter, Wanda Films, Huace Films, and China Films had revenues of more than 1 billion yuan, which were about 4.1 billion yuan, 1.4 billion yuan, and 1.3 billion yuan, respectively. The revenue growth rate was as high as 228%, 84%, and 387%, respectively. .

While the industry leaders are regaining lost ground, there are also some individual companies that have achieved negative year-on-year revenue growth. They are Meisheng Culture, New Culture and Tangde Film and Television, respectively, about -20%, -48%, and -83%.

Tang De Film and Television, which is engaged in TV dramas, film investment, production and other businesses, has been seriously injured since 2018. Affected by the public opinion events of the heroine, the leading TV drama “Ba Qing Chuan” that it invested and produced failed to be broadcast on time, which caused a serious impact on the company’s performance. Negative Effects.

In addition, since 2018, due to the tightening of regulatory policies, the new crown epidemic and other factors, the overall prosperity of the film and television industry has declined, and the sales progress of Tangde Film and Television’s film and television drama projects has been lower than expected.

In terms of net profit, in the first quarter of 2021, most of the industry companies achieved a return to blood, and only contemporary style and sports lost about 150 million yuan, which is a large amount of loss.

Compared with the “end of the epidemic” in the first quarter of 2020, most of the industry companies’ net profits attributable to their mothers have achieved significant results. Among them, the net profit attributable to the parent company of Guangguang Media has increased by 5.73 times year-on-year, and the net profit of Huayi Brothers has also increased by 2.63 times. , Fengyuzhu, Hengdian Film and Television and other companies have more than doubled the growth rate.

Only Hualu Baina, Ciwen Media, ST Beiwen, Contemporary Style, Tangde Film and Television, and New Culture’s net profit growth rate is lower than the same period in 2020.

Although the film and television companies have gradually recovered their blood, the overall recovery situation is still severe. The film and television companies not only face re-stimulating the mood of watching movies and prompting the return of viewers, but also face the multi-faceted competition of Internet long and short videos.

Since 2021, the film and television industry has exploded twice in collective rights protection, protesting against short video platforms and other acts of editing, cutting, moving, and disseminating film and television works.

Once a certain industry has collective rights protection and protest, the expression of rights or interests (IP) is violated, and it also indicates that the industry has entered a development bottleneck period.

Compared with the crazy influx of capital into the film and television industry, is the film and television industry now abandoned by capital?

Film and television bottomed out, capital recovered

For the profit-seeking nature of capital, it is a bit too one-sided to simply say that a certain industry was abandoned by capital due to the downturn.

At the 4th China Film and Television Capital Summit just held, Huayi Brothers Vice Chairman and CEO Wang Zhonglei said that the valuation of many listed companies in the film and television industry has dropped to the lowest point, and the overall valuation of many companies is even worse than the iceberg of Internet companies. For one thing, the valuation of listed companies in the film and television industry will surely rebound in the future.

Wang Zhonglei has a more profound experience as an industry insider. Since 2020, affected by the epidemic, the film and television industry has entered the darkest moment. Whether it is film or TV series production, the valuation is lower than that of A-shares.

Specific to industry companies, for example, Huayi Brothers has a net profit loss of 1.048 billion yuan attributable to its parent in 2020, corresponding to a PE of -9.47.

Looking at the company’s valuation, it was revealed in 2018 that the “black swan” fluctuated downwards in the film and television industry, and remained at a low level under the epidemic.

Is the film and television industry really abandoned by capital?

No. The film and television industry is going out of the darkest moment and experiencing Nirvana rebirth. First of all, film and television, as a major cultural and entertainment category of the Chinese people, has huge room for development, and the market scale is gradually strengthening.

Secondly, from a policy perspective, under the epidemic, the Ministry of Finance, the State Administration of Taxation, and the National Film Administration jointly issued an announcement to provide tax support policies for the film industry and temporarily exempt the collection of special film funds.

At the local level, Beijing, Jiangsu, Zhejiang, Guangdong and other places have successively introduced supporting policies to increase cinema subsidies to ensure the normal operation and healthy development of the film market.

It is precisely because of effective guarantees that in the first quarter of 2021, companies in the film and television industry will gradually recover, and the secondary market will begin to pick up.

Wind data shows that half of the 28 A-share film and television concept stocks have recovered. Since the beginning of the year, the share price of Zhongguang Tianze has risen about 61%, the share price of Jebsen shares has risen about 38%, and the share price of Huakai Creative has risen 37%.

On the contrary, the share price of the leading Wanda Films has fallen by 13%, Chinese films have also fallen by about 4%, and Huayi Brothers has fallen even more, by about 15%.

In the future, with the boom of the film and television industry, if the content-driven Huayi Brothers can retrieve the core password of the content, it will be sooner or later that the valuation will return.

For example, Huayi Brothers is one of the producers of the No. 1 box office movie “Beyond” in the Dragon Boat Festival this year. In addition, the company also participated in the investment in “Hello, Li Huanying” and “Mermaid 2” directed by Stephen Chow, both of which are excellent movies in recent years. works.

The box office of “Hello, Li Huanying” has exceeded 5 billion yuan, and Stephen Chow’s “Mermaid 2” is also a blockbuster that has attracted the attention of the audience.

With the return of the box office, it will be sooner or later for the film and television industry to regain the favor of capital.

Written by: Li Ying

Author: Li Ying

Edit: lala

Decoding the Hong Kong stocks, the original trump card column of the Hong Kong Caihua News Agency, and financial experts gathered. After reading, remember to subscribe, comment, and like.

If the definition of whether a product has brand attributes is the first thing that comes to mind when buying the product, and it is something that is convenient to buy.

Then the brand attributes of Ba Ma tea industry are not strong, because the first thing you think of may be West Lake Longjing, Biluochun, Huangshan Maofeng, Tieguanyin, Yunnan Pu’er, instead of the Ba Ma tea that can be purchased from the above-mentioned well-known tea products. .

But to say that Ba Ma tea has no brand attributes at all, that would be untrue.

In 2008, Bama Tea launched the traditional fragrant Tieguanyin-Pearl Buck, based on this, and then began to promote the franchise model.

Regarding Pearl S. Buck, according to the introduction of Bama, it needs to go through more than 20 processes, layer by layer, and each step adheres to the traditional tea-making process, and finally forms the fragrance of dry tea fried rice, smells the fruity sweet fragrance of tea soup, and tastes the flavor of orchids. Unique style.

The category of Tieguanyin to which it belongs is originally produced in Xiping Town, Anxi County, Quanzhou, Fujian Province, and is a national geographical indication product. The reason is that Anxi County has a subtropical monsoon climate, with a mild climate, abundant rainfall, deep soil, fertile soil, good water retention, high organic matter content, and rich mineral elements.

So it is this layer of reason that makes the eight horse management Wang Wenbin brothers choose to start their entrepreneurial journey here when they started their business.

And in the author’s “The stock price has been cut down this year, Yihai International is not popular? “In the article, it was mentioned that “the hot pot base material category, due to its own taste attributes, that is, the full recognition of spicy, hemp, and fragrant, has helped consumers form long-term memories of the product.”

Putting it here on Pearl Buck, it is that its strong-flavored properties have helped Bama form a long-term memory of consumers relative to the rest of Tieguanyin’s delicate and scented types. However, due to the existence of tea products in other places, Bama opened up The road to its transformation.

In 2015, Bama launched a full-category tea strategy in order to adapt to market demand and consumer preferences.

From (Anxi) Tieguanyin, Xiangyan tea (also a kind of oolong tea), Pu’er tea (an important variety of black tea), Jinjunmei and Zhengshanxiaozhong (a kind of black tea), Longjing and Anji white tea (green tea) The expansion of Fuding white tea and Zijin Bailan (a kind of white tea) has formed a business model with retail attributes greater than brand attributes.

So under this business model, how to judge the investment value of BaMa?

Eight horse tea

(Source of Bama tea revenue composition: Caihua News Agency)

As of the end of the reporting period, BaMa has a total of 366 directly-operated stores and more than 1,700 franchised stores. Among them, directly-operated stores include independent stores and joint-operated stores.

(Source of Bama offline stores: Bama)

The picture above shows an independent store operated by Bama, which is located in a commercial center and a transportation hub. Independent stores focus on decoration style and space design. Departmental independent stores also provide consumers with private rooms for business negotiation.

Associated stores, that is, stores opened by eight horses in the form of special counters through department stores or large supermarkets, use the traffic of supermarkets and supermarkets to acquire customers, and the supermarkets provide venues to obtain income in a way of sharing.

Taking Rainbow Shopping Mall as an example, the two parties conduct monthly settlements. After Rainbow draws the share and other contractual expenses from the BaMa business funds, the remaining business funds are settled to BaMa Tea.

If the affiliated stores only include Rainbow’s 46 counters and China Resources Vanguard’s 44 counters, then the number of independent stores operated by Bama is 276.

In the franchise model, the relationship between franchisees and eight horses is a buy-out operation, that is, under different sales discounts according to different purchase amounts, the franchisees will operate independently in a self-financing manner after the purchase amount. Of course, this independent Not so pure.

First of all, franchisees need to comply with a uniform retail price. Secondly, according to the difference between direct franchise and regional franchise, the latter can grant franchise rights to sub-franchises in the designated business area, and the sub-franchises obtain the direct franchise rights, which cannot be authorized again.

Based on this model, it can be inferred that the accounts receivable that are not low or high are mainly derived from direct online channels. Therefore, it can be further speculated that this channel will not become a strategic offensive direction for BAMA.

The question that needs to be considered here is whether the future consumer habits in the field of tea products will go from offline to online, with online as the focus? If so, can YAMA find an online dealer who acts as a middleman for itself like Marumi does?

Or we can think in reverse, is it because the scale of online product consumption makes it difficult for online distributors to survive, so we haven’t seen BaMa use such a model?

After talking about the model, let’s take a look at the competition faced by the eight horses.

Looking at the production first, the production designed by BAMA is finishing. According to the different refining process, it can be divided into independent production and independent sub-assembly. Under independent production, BaMa needs to use its own technology in the process of blending and baking; under independent packaging, BaMa needs to participate in part of the final refining process, mainly picking and packing.

According to the situation of eight horses’ fixed assets, there is no industry threshold for this refining process.

Take 2020 as an example, the total fixed assets are 160 million yuan, of which houses and buildings account for 82.79%, machinery and other electronic equipment account for only 6.96% and 7.67%, and the book value is 11.13 million yuan and 1228 respectively. Ten thousand yuan.

Since the production of tea in Eight Horses does not require too much investment in machinery assets, it is obvious that it is impossible to restrict companies that have the same experience as Eight Horses and are based on tea products in various regions to go out of the Eight Horses model.

(Source of sales of eight horse tea: eight horse tea industry)

Looking at sales again, it can be seen that the unit price of Ba Ma tea is basically in a state of constant price increase, but this does not have a positive impact on its gross profit margin.

On the contrary, the gross profit margin of certain categories is still declining. For example, green tea has gross profit margins of 48.9%, 44.1%, and 43.65% from 2018 to 2020, respectively.

At the same time, the gross profit margin of Tieguanyin and Yancha did not increase as rapidly as the unit price, which was only 63.33%, 65.42%, 66.46% and 57.95%, 60.85%, and 62.7% respectively in the same period.

From the longitudinal comparison of gross profit margin, it seems that there is a vague result, that is, with Anxi County as the center of the circle, the further the radius of the regional tea, the lower its gross profit margin.

Does this mean that Ba Ma lacks cost/pricing advantages in green tea, black tea, black tea and other categories? It may come from the production process, the scale of procurement, or the pricing power.

Combining the performance of the production side and the sales side, it can be judged that Bama’s top three tea markets in China, namely green tea, black tea, and black tea, lack the ability to resist competitors.

So if the three major markets squeeze the oolong tea market, or that Bama intends to continue to enter the three major markets from the dominant oolong tea field, its net interest rate will surely be impacted.

According to the actual situation, from 2018 to 2020, eight horses’ net profit margins have increased to 6.69%, 8.9%, and 9.31% respectively. The reason for this is that the increasing proportion of franchise accounts for rent and hydropower in sales expenses. The ratio of decline.

However, the gross profit margin of the franchise model is much lower than that of the direct sales model.

In other words, the stage of success achieved by the Eight Horses model will result in a decline in the overall gross profit margin due to the continuous expansion of franchisees. The rate of gross profit rate declines faster than the rate of cost (i.e. rent, water and electricity) declines resulting in net profit margins. It terminates at an inflection point.

to sum up

Due to the lack of long-term competitiveness, it can be expected that the market will not give Bama an excessively high valuation. However, due to the existence of ipo fundraising projects and the continued expansion of franchisees, as the price paid by the market moves downward, the short and medium-term There may be local market opportunities, but they are limited to this.

By Zhou Zhiwei

Author: Zhou Zhiwei

Edit: lala

Produced | Sohu Technology

Author | Song Wanxin

On May 17, the 2021 Sohu Technology 5G&AI Summit was grandly held in Beijing.Peng Chengjin, co-founder and chief system architect of Uisee Technology, as a guest, published the title “AI Reshapes Future Travel and Logistics-“AI Driver” Empowers Full-Scenario Autonomous Driving Landing” Keynote speech.

After the speech, he accepted an exclusive interview with Sohu Technology, and gave detailed answers to the characteristics of Uisee’s autonomous driving technology, the landing case of airport scenes, and the practice of more subdivided scenes.

Peng Chengjin pointed out that Uisee Technology advocates a “really unmanned, all-weather, all-scenario” unmanned driving platform in the field of autonomous driving, and “delivers AI drivers to the entire industry to empower a new ecology of travel and logistics.”

In 2019, Uisee Technology and Hong Kong International Airport officially launched “unmanned logistics” operations, deploying multiple unmanned logistics vehicles to achieve end-to-end cargo transportation trial operations in the airport, and autonomous driving routes covering ground, underground, indoors, and tunnels And other complex environments.

At the beginning of this year, the landing process was further advanced. Hong Kong International Airport announced in January that all luggage trailers that walk through the airport’s Haitian Passenger Terminal will be replaced by unmanned logistics vehicles in the first quarter of this year, completely replacing traditional human-driven trailers to transport passengers’ luggage at the Haitian Passenger Terminal.

Uisee Technology has successively cooperated with many international airports at home and abroad, becoming the first unmanned driving company in China and even the world to build an unmanned intelligent airport.

“In airports, the challenge of unmanned driving is very big. The first is safety. Because of the contact with the aircraft, the safety requirements are very high. Second, in addition to the requirements for safety, the airport has requirements for efficiency. It is also very high, because this flight is managed strictly according to time. Especially the Hong Kong Airport is very dense and the place is very small. The third is the environment. The Hong Kong Airport is reclaimed from the sea, and it is an environment that depends on the sea. Typhoons, heavy rains, high temperatures, and smog put great pressure on the technology itself, the quality of unmanned vehicle products, and operations.”

Peng Chengjin told Sohu Technology that after more than 500 days of operation, the above three difficulties have been basically overcome.

In response to the current car building boom, Peng Chengcheng believes that it is precisely because everyone has seen that smart driving has entered the second half, autonomous driving companies have solved the technology, products and the first batch of large-scale commercialization, so that the entire industry can see the development of smart driving. The outbreak has arrived, so so many companies have begun to join the manufacturing of intelligent driving vehicles, which in itself is an affirmation of the past exploration of autonomous driving.

The following is a concise compilation of the interview record:

Sohu Technology: First, you can briefly introduce to the netizens of Sohu the main work you are responsible for at Uisee Technology, as well as the technical characteristics of Uisee.

Peng Jincheng: I am mainly responsible for technology research and development and some construction of unmanned driving platforms at Uisee. At present, I am focusing on making unmanned driving algorithms and systems better, smarter, and safer. We call it a truly unmanned, all-weather, all-scenario driverless platform, and deliver “AI drivers” to the entire industry to empower a new ecology of travel and logistics.

Sohu Technology: The cooperation between Uisee Technology and Hong Kong International Airport is a well-known case in the industry. At the beginning of this year, it was reported that the unmanned logistics vehicle jointly developed by the two parties has also begun to operate. It can be seen that the use of unmanned vehicles in the airport has gradually increased. What are the difficulties in landing the airport scene? In terms of technology, how did Uisee achieve the first breakthrough in the industry?

Peng Jincheng: Around December 2019, we started to do normal unmanned operations in the airport. In the beginning, there were a few vehicles, but now there are dozens of them. Especially during the epidemic period last year, the airport scene saw the advantages of unmanned vehicles, and its deployment and application were greatly promoted.

In the airport, the challenge of unmanned driving is very big. The first is safety. Because of the contact with the aircraft, the safety requirements are very high. Just now I also introduced that in the airport unmanned vehicle, in addition to the safety and redundancy of the unmanned driving system, we have also created a system for “de-safety officer”, and even provided another set of scenarios for the airport. The intelligent system that monitors the environment, avoids aircraft and vehicles, and maintains a certain distance, guarantees the safety of unmanned vehicles in the airport and the safety of the apron area.

Second, in addition to the safety requirements of the airport, it actually has very high requirements for efficiency, because this flight is managed strictly according to time, especially the entire flight at Hong Kong Airport is very dense and the place is still small, so The efficiency requirements are very high. It is required that the unmanned vehicle must complete the service within a few minutes, and this cannot be exceeded. More than one time is equivalent to a record. In terms of efficiency, we also need to ensure that our unmanned vehicles cannot stop there if something goes wrong. You must ensure that it can operate at all times. If it goes wrong, there must be other ways to continue to provide services.

The third is the environment. The Hong Kong Airport is reclaimed from the sea. It is an environment that relies on the sea. Typhoons, heavy rains, high temperatures, and smog put great pressure on the technology itself, the quality of unmanned vehicle products, and operations. Basically, after more than 500 days of operation, we have overcome these three difficulties.

Sohu Technology: What other segmentation scenarios is Uisee still working on? How is it laid out? Which applications are the focus of investment?

Peng Jincheng: We are currently working hard in many industries. We are AI drivers in all scenarios. We provide AI driving services. In addition to airports, we have more than 100 unmanned vehicles in the world’s most modern factory. Normalized operation of AI drivers. In addition to public transportation, unmanned buses, RoboTaxi, passenger vehicles and unmanned delivery, we are also working hard. Our goal is to apply full-scenario AI drivers in addition to these so-called specific The scenes also include various open scenes.

Sohu Technology: In 2018, you expect that it will take 3-5 years for the cost of driverless vehicles to fall to the point that they can be commercialized on a large scale. Looking at it now, has this progress been achieved?

Peng Progress: In 2018, it seems that the judgment is still a little conservative. In fact, everyone is now talking about the second half of driverless driving. The first half is mainly about technical products and whether it can explore real business. The landing value has been proven in the second half.

We have already started to use unmanned driving technology on a large scale last year, and there are many applications in many scenarios. By this year, with the advancement of technology, especially the cost of lidar, a key component in unmanned driving, its cost has dropped very fast. At that time 3 years ago, it was tens of thousands of dollars, and now there are thousands of dollars. Lidar can be selected. In three years, hundreds of dollars will be available, which will greatly promote the industrialization of unmanned driving, lower its threshold and promote its arrival.

Sohu Technology: Autonomous driving technology manufacturers like Baidu have also started to build cars. What do you think of the current car building boom? Does Yushi have a plan to build a car?

Peng Progress: It is precisely because everyone has seen that smart driving has entered the second half, we have solved these difficulties with technology, products and the first batch of large-scale commercialization, allowing the entire industry to see the arrival of smart driving. That’s why so many companies have begun to join the manufacturing of smart driving cars. In itself, our past work and our persistence are an affirmation.

Secondly, we still stick to our point of view. We don’t build cars. We only provide AI drivers. We work with other car-making companies in the whole industry. As we enter the second half, the industry begins to gradually integrate. The point of view is who is good at Do what you do. In the end, only in this way can the future of intelligent driving come faster.

Produced｜Sohu Technology

Author | Song Wanxin

Edit｜Yang Jin

On May 17, the 2021 Sohu Technology 5G&AI Summit was grandly held in Beijing. As a guest, Chen Zhiping, Vice President of ZTE Corporation, participated in the roundtable forum with the theme of “New Infrastructure, New Intelligent Manufacturing”. After that, she accepted an exclusive interview with Sohu Technology, and gave detailed answers to the development process of C-end consumer-level applications after 5G commercialization two years later.

Since the first year of 5G commercial use in 2019, 5G has gradually moved from abstract technology to concrete application level, but from the consumer side, users’ perception of 5G is still not strong in two years.

Chen Zhiping pointed out that this is mainly due to the fact that on the one hand, the network itself has not been built to the coverage and coverage of the 4G era. On the other hand, if we are committed to developing applications that allow users to perceive differentiation, in addition to network optimization, Differentiated terminals are also needed.

In addition, although industry applications have entered a golden period this year, Chen Zhiping believes that there are still huge challenges, which are mainly reflected in the process of integrating industry scenarios with 5G and ICT technologies.

“From the perspective of enterprises, or from the perspective of the 5G empowerment manufacturing industry, I think machine vision has the most star potential among the current industry applications.” Chen Zhiping said that the application of machine vision at the industry level is already relatively mature. degree. Taking ZTE Corporation as an example, in the Binjiang manufacturing base, machine vision was successfully applied to the quality inspection of the production line, resulting in a 97% improvement in product quality.

The following is a concise compilation of the interview record:

Sohu Technology: 5G has been in commercial use for two years, but the perception of it at the C-end user level is still relatively weak. What caused it? What do you think of the two-year history of commercial development?

Chen Zhiping: China’s 5G development is very fast. According to recent data, there are currently more than 1.1 million 5G base stations in the world, and China has almost 800,000. China’s 5G applications should be said to be in the forefront of the world. Now everyone feels that 5G applications are not so sensible, and everyone’s perception of applications is not so high. In fact, on the one hand, the network itself has not yet reached the coverage and coverage of the network construction in the 4G era, including the improvement of our performance experience, and the experience of those in the 4G era has reached a level where the experience is relatively thick. There is still a period of time to develop. The development of any technology requires a long period of time to accumulate. This is one reason.

There is another reason. In terms of 5G applications, we are still looking forward to the emergence of some differentiated applications that will allow users to perceive the emergence of differentiated applications. This aspect belongs to the network and needs to be further optimized. On the other hand, there are some brighter expectations. The emergence of differentiated terminals, and now there are some AR and VR, this innovation has to be accelerated before the C-side applications can be perceived.

B-side applications may face greater challenges. This application also involves the in-depth opening of the industry to the industry itself, to the scene, and then effective integration with 5G. Only in this way can 5G be truly empowered in the industry and help business owners improve efficiency. , Cost reduction, and quality improvement, truly rest assured, worry-free and happy for business owners.

Sohu Technology: What exactly do you mean by the challenges faced by the B-side application?

Chen Zhiping: The application of the B-side, it belongs to the golden period of development layout. Taking ZTE as an example, we first effectively combine 5G applications with production and manufacturing scenarios in our own production and manufacturing links. For example, algorithms like machine vision plus 5G plus AI can improve the quality of our manufacturing links, including the improvement of personnel efficiency, the reduction of costs, and the connection of data throughout the production chain. This is One.

In addition, we have also achieved the combination of 5G and our industrial manufacturing robots, and used some flexible technologies to make production and manufacturing more intelligent.

In the 2B industry, the biggest challenge lies in the integration of industry scenarios and 5G technology with our ICT technology. There are technical challenges to solve and accumulate. There is also a talent for experts. The collision of cross-professional concepts and knowledge, as well as our teamwork approach to overcome these difficulties, reach a consensus, and establish a working mode of mutual cooperation and mutual trust. This is also one of the challenges that we have to solve.

There is also more that companies need to build such a long-term development confidence, determination and patience.

Sohu Technology: What are the current “star applications” in the 5G field? Which is the easiest to scale in the short term?

Chen Zhiping: From the perspective of enterprises, or from the perspective of the 5G empowerment manufacturing industry, I think machine vision has the most star potential in the current industry applications. Machine vision has been successfully applied to the quality inspection of production lines in ZTE’s intelligent manufacturing base and the Binjiang manufacturing base, resulting in a 97% improvement in product quality. Moreover, there is another application in our machine vision. We not only use it ourselves, but also as an abstract industrial application component. It has been successfully applied to the chemical fiber industry, metallurgical industry, including ports, including steel, and power grids. Including transportation, in fact, in various industries, the combination of machine vision and 5G, and the combination of AI algorithms, its application fields are relatively wide, and relatively speaking, its maturity is relatively high. Moreover, it can quickly make enterprises feel the value of reducing costs, improving quality and increasing efficiency.

Sohu Technology: It is said that 2019 is the first year of 5G. How do you define the development stage of 5G this year?

Chen Zhiping: This year should be the opening year and golden year of the 5G empowerment industry layout.

Sohu Technology: In the past 7 years, ZTE has invested more than 10 billion yuan in research and development every year, and its 5G standard essential patents rank among the top three in the world. What is ZTE’s plan for 5G next?

Chen Zhiping: In the 5G area, we have always emphasized the down-rooted approach to build continuous investment in the field of basic technology research and build one of our technological competitiveness. On the one hand, we hope to understand the 5G technology thoroughly, and then use its application technology, connection technology, and algorithm, intelligent calculation and storage, to extend the extension, we call the pan-5G technology wider and deeper.

In addition, we also emphasize that in terms of 5G applications, starting from ourselves, opening up the scene of industrial manufacturing, in our own 5G manufacturing base, to combine these 5G applications with our production links, using 5G to manufacture 5G, and to use 5G technology. These solutions for industrial manufacturing and our industrial components, solidify, abstract, and reproducibly apply to other industries. This is our own practice.

On the 5G application side, we are also working with our industry partners to explore and practice, and promote everyone to build an ecosystem of 5G applications. We are also willing to open up our atomic capabilities to companies in the industry and partners in the industry to promote the digital transformation of the entire industrial manufacturing and thousands of industries outside of the industry. This is why ZTE calls itself the position of a digital economy road builder in the digital age. We are willing to be the helper and promoter behind enterprise applications and digital transformation, and help everyone build an industrial ecosystem together.

As of 10:00 on June 15th, 2021, the #圣象Different venues, the same ping-pong Douyin national mission, initiated by Dexiang Floor, has received 8000w+ views on all platforms and 264.5w+ likes. The popularity continues to rise at the same time. , The national flooring brand Dekor once again relied on its extremely high attention to make it out of the circle at the speed of light. This is also another successful demonstration of Dekor Flooring on the road of youthful marketing.

Try to rejuvenate and freshen the game, and promote the participation of the whole people through Douyin dissemination

In fact, the National Mission of Dekor Tik Tok is the continuation and implementation of the “Floor Ping Pong Fitness Public Welfare Action” initiated on May 22 with the National Table Tennis team members Qin Zhijian, Liu Shiwen, and Xu Xin. The “Floor Ping Pong Fitness Public Welfare Action” It is calling for national fitness and conveying the concept of healthy life. #圣象Different stadiums and the opening of the national task of ping-pong will bring the concept of healthy life through fun-filled interactions, which exactly caters to the needs of young people’s home sports. Judging from the video co-photographed with the national table tennis players on the topic page, the national table tennis players have made a good demonstration of the floor table tennis fitness exercise. At the same time, through the large traffic promotion on the Douyin platform, the topic has set off a youthful trend among young people.

It was officially launched on May 31. #圣象Different venues also received the active participation of consumers in the ping-pong national mission. Within two weeks, a total of 5.6w+ excellent original entries were received, covering different styles and different gameplays. Creators with more than 10,000 fans contributed 8,252, and creators with more than 1,000 fans contributed 35,126, accounting for 56.08%. The user quality is high.

It is reported that the #圣象 different venues also have the same ping-pong national mission. A total of three creative games of Douyin Stickers, Douyin Co-production, and Live Challenges have been launched. In terms of operation, Dekor has launched a cute new and cute “Play Ping Pong”. Exclusive stickers. During the event, a total of over 6.3w people participated in online and offline experience. In addition to its novel form and simple operation, Dekor also brings the popular BGM of the Huo Douyin platform: “Acknowledged Right” to lead the whole people together in a relaxed and rhythmic rhythm!

With the increase in activity, “Same ping-pong in different venues” has become a hot word on the Douyin platform. Not only that, in order to send full benefits to elephant fans across the country, Dekor Floor has also set up a total of up to 300,000 bonuses. , Up to now, 49,000 bonuses have been divided, with the highest bonus being 1,055 yuan.

Strengthen the brand awareness with the national football, and the drainage effect is remarkable

Abundant and interesting challenge activities, suitable for young people’s preferred forms of communication, and efficient connection of the communication chain, have allowed Dekor Floor to derive countless high-quality original ecological videos. These original contents have undergone a second fermentation in the Internet ecology and become an empowering saint. Like a brand’s super weapon.

Background data shows that among all participating users, those under 31 accounted for 77% of the total; those aged 31-40 accounted for 21% of the total, mostly young users, which is positively related to the distribution of mainstream consumer groups in the market relationship. In addition to focusing on young users, exploring what users actually like is also one of the goals of this event. In the sticker event, Dekor set up a total of three rackets, corresponding to different floor categories. Each of the three rackets used 28,000 videos. Among them, the rackets using Dekor Aspen product stickers accounted for 35%, and the Dekor used for reinforcement. Wooden floor sticker rackets accounted for 73%, and the use of Dexiang Kangyi product sticker rackets accounted for 29%. From this, you can see the popularity of different types of Dekor flooring.

It is worth mentioning that during the event, a total of 2,340w people paid attention to the product information of Dekor Floor through the marketing and management tool “online appointment” that comes on top of each video comment area. From the strong launch of the Douyin platform, to the mass production of high-quality original video content, and to the precipitation of video-based word-of-mouth, Dekor Floor is empowering new business traffic with a brand-new content ecology and becoming friends with more young users.

As the user base and word-of-mouth precipitation gradually increase, Dekor will set new heights in the two dimensions of brand voice and category sales.

The Greens and the Economy relationship status complicated

Status: 11.06.2021 5:19 p.m.

For a long time eco-party and industry could not go together. In the meantime, both sides have grown closer. But the relationship remains difficult: many companies are critical of the election manifesto. By Björn Dake, ARD capital studio Leuna Chemical Park in Saxony-Anhalt. Robert Habeck is standing on a construction site wearing a white hard hat. A new system for epoxy resin is being built here – including for wind turbine rotor blades. The Green boss listens with interest and keeps asking questions. As a farewell, the boss of the chemical park operator Infraleuna, Christof Günther, gives him a book and says: “We would of course be happy if you might honor us again in a different role.” The chemical industry is looking for contact with the Greens. Who knows if they won’t be in the federal government in a few months and Habeck will be a minister?

End of an enmity

Habeck is still party leader of the Greens alongside Annalena Baerbock. And as such, he seeks proximity to industry: “Chemistry has to become climate-neutral. The best way to do that is to talk to chemistry.” When visiting the election campaign in Leuna, there was no sign of fear of contact. Not anymore, as Habeck emphasizes: “The old hostility, greens and chemistry, where it used to be said: Close everything so that the environment is clean – it has long since become a constructive, creative, searching relationship with one another.”

Lobbyists are lining up

Dieter Janecek is responsible for this relationship. He is the industrial policy spokesman for the Green parliamentary group in the Bundestag. As the MP from Munich reports, the lobbyists are standing in line with him. Almost 50 percent of the election campaign dates are company visits. Many companies also wanted to show what problems they have with the energy transition. According to Janecek, the relationship is not free of tension. For example, the will be discussed The amount of the CO2 price and the question of what the state and what the market regulates. However, he sees the networking between the Greens and business at a high point. Ex-Siemens boss Joe Kaeser will speak at the federal delegates’ conference on the weekend. So are the bosses campaigning for the Green Chancellor candidate Baerbock?

Industry is critical of the election program

Joachim Lang from the Federation of German Industries does not want to make an election recommendation. He also says that relations with the Greens have improved. According to him, the party leadership has begun to be interested in the economy. He is all the more astonished by the Greens’ party program. The BDI chief executive calls it “a tribute to the left party base”. Lang accuses the Greens of wanting to replace the social market economy with state control and redistribution. He means, for example, rent ceilings, a higher top tax rate and a wealth tax.

Economy demands faster climate decisions

The industry association thinks it is good that the Greens want to push investments. In the draft of the election manifesto, on which the Greens delegates will vote on the weekend, there is talk of investments amounting to 50 billion euros per year. The money is to be spent on fast internet, rail expansion, research and urban development. This is to be financed primarily through loans. Regardless of who will rule after the federal election – the industry wants planning security in climate policy. Lang says: “Every new federal government will have to find clear, new decision-making paths because we no longer have the time for the previous decision-making paths.”

Weak economic literacy in state elections

Back in Saxony-Anhalt. Habeck is campaigning in the beer garden on the Peißnitzinsel in Halle. He stands in the shade of some trees and reports on his visit to Leuna. His conclusion: The contrast between climate protection and the economy has always been “stupid”. Climate protection is economic policy and location policy. There is applause from around 100 listeners. But in the state elections in Saxony-Anhalt last Sunday, the Greens won only a few votes. The election analysis shows that the economy and jobs remain weak points for the party. The pollsters of Infratest dimap measure the lowest competence values ​​here.

Supply Chain Act What Bangladesh workers hope for

Status: 11.06.2021 11:59 a.m.

With the supply chain law, textile workers in Bangladesh now expect concrete improvements in their job conditions – in an industry for which millions of people work. Peter Hornung, ARD studio South Asia Anju Begum expects a lot from the German supply chain law. “ Once this law is in place, we will be able to take maternity leave with financial benefits, including overtime pay and other facilities, “she says.” We want this law to be implemented. ” Begum is a brave woman. She is 57 and has been working in a textile factory called Jesus Fashion Limited in Bangladesh’s capital Dhaka for twelve years. She has been elected head of the works council several times, most recently three months ago.

“Always threatened with dismissal”

“We are facing a lot of difficulties,” says Anju Begum. “The factory doesn’t have enough work. That’s why we’re always threatened with firing. The management has repeatedly postponed our demands and unsolved problems.” Now the workforce is exerting pressure on the factory owner through the trade unions – which is now also having an effect. The head of the works council was actually able to achieve a lot for the workers: clean drinking water, functioning fans so that work is bearable even now in the heat, and emergency exits that are no longer blocked as they used to be. But there are many things that are not so easy to enforce. Anju believes that the fact that there is now a lever that can be used with German customers changes a lot.

Most of the time women work in the factories

“Once this law is in place, we will be able to share our complaints with buyers when they visit,” she says. “You will also find out that we have been informed of the new law.” Four and a half million people work in Bangladesh’s clothing industry, most of them women. The collapse of the Rana Plaza building eight years ago highlighted the conditions in the textile factories. More than 1100 people were killed at that time. The German Society for International Cooperation (GIZ) says that things have improved a lot since then. There are new laws that are also being enforced. Nevertheless, the country still lags behind international standards in many ways. And that’s why the new German law is raising high hopes in Bangladesh – including Kalpona Akter, one of the country’s best-known worker activists.

New possibility of lawsuits

“ A supply chain law like this is really necessary in order to really hold companies accountable, “says Akter.” For us as a union, there is currently no way of holding German companies responsible. With such a law, we could also sue companies in Germany. That would be very, very helpful and would open a new window for the protection of the workers. ” However, the factory owners are much less enthusiastic, but they do not want to speak in front of the microphone. In conversation with the ARD – Studio South Asia says a manager that he is anything but comfortable with the new law – precisely because the possibilities for legal action for the workers’ representatives would be significantly expanded. In addition, it is to be feared that German customers will now put increased pressure on them.

JD Cloud released 618 ten major technology application trends for the first time

On June 15, Dr. Mei Tao, Vice President of JD Group and IEEE & IAPR Fellow, released the top ten technology application trends of JD Cloud 618, covering C2M reverse customization and intelligent customer service that understand users better; and multi-modal content generation of products. Anti-counterfeiting traceability with blockchain; intelligent supply chain decision-making, integrated supply chain and virtual digital people that understand more scenarios; and stronger infrastructure guarantees, namely, a privacy computing platform that supports ultra-large-scale data integration, and cloud-based hybrid digital Infrastructure and liquid-cooled data centers.

Ponton: In fact, the large-scale implementation of the ten major technology application trends on JD 618 is inseparable from the guarantee and escort of JD Cloud. It is foreseeable that JD 618, under the ten major technology application trends, will form the same frequency resonance on the consumer side and the industry side. The integration and development of the physical industry and the digital and intelligent society supply chain will not only bring consumers a new shopping experience. Experience can also bring efficiency growth far beyond expectations to brand merchants and others.

IFLYTEK: iFLYTEK’s current open platform is mainly related to digital advertising business

HKUST Xunfei stated on the investor interaction platform that Xunfei’s open platform provides core AI capabilities to the entire industry, focusing on the strategy of free + support, basic capabilities are free, and charges for personalized customized services that other companies cannot do. At present, the relevant income is mainly digital advertising business.

Howie: Because it is similar to BAT’s existing business, it is difficult for Xunfei to sell open platforms based on voice technology as PaaS and SaaS. Of course, this is also related to Xunfei’s headquarters in Hefei. Coincidentally, the advertising business as the main source of income at this stage is quite a bit of Tencent’s return to the to B business when it turns to the industrial Internet, or it implies that the way out is self-evident.

Netflix series with Spotify as the background will be launched in 2022

Video streaming platform Netflix announced that it will shoot a series based on the stories of audio streaming platform Spotify and its two founders Daniel Ek and Martin Lorentzon… The plot revolves around how a small Swedish company from Sweden became a global leader This series is expected to go online in 2022.

cheese: This kind of pseudo-documentary of Internet entrepreneurship, in the present when the contradictions of various companies are less and less on the table, may not be able to surpass “Social Network”, of course, this is also related to the dramatic experience of the founder. But what is interesting is that, as the leader of video streaming media, Netflix invests in filming the entrepreneurial history of the leader of audio streaming media, which is quite sympathetic.

Sun Shu, CEO of Didi Car-hailing: Trial morning rush carpooling in some cities with zero commission

#sound#

Sun Shu, CEO of Didi car-hailing, issued an open letter in response to the problem of Didi carpooling, and announced the pricing rules in the carpool scenario. Sun Shu also said that starting from June 14th, Didi will try out the “Morning Peak Zero Commission” plan from 7 am to 10 am on working days in cities such as Taiyuan, Nanjing, Yantai, and Shaoxing, and it will gradually cover the whole country.

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While Coca-Cola’s new products have been well received by the market, a reporter from Beijing Business Daily discovered that beverage companies have already targeted the alcohol track. The beer category appears in the new trademark of Wanglaoji, a leading domestic herbal tea company, and another member may be added to the liquor market.

For many beverage companies involved in alcohol, industry insiders analyzed that beverage companies’ cross-border layout of alcohol is mainly because their category growth is restricted, and they hope to seek new increments through cross-border.

Cross-border wine sales

When the new Coca-Cola sparkling wine products were launched, heated debates arose. Beverage companies are very attractive to be a wine seller. When it comes to the sales market, beverage companies’ wine selling dividends begin to appear.

A reporter from Beijing Business Daily entered the official flagship store of Coca-Cola and found that from the first day of June to today, the new sparkling wine has three product links. According to incomplete statistics, the total sales volume is nearly 8,000 and the number of evaluations totals nearly 1,000. Compared with Rui’ao Zero Sugar Sparkling Wine, which was launched on JD.com on the same day, with only 100+ ratings, Coca-Cola’s new products are more popular in the consumer market.

It is not surprising that “Happy Water” is involved in wine, as the interaction between herbal tea and beer has also attracted attention. It is reported that Wanglaoji, a leading Chinese herbal tea company, has classified beer categories among the 100 newly applied trademarks. In this regard, the person in charge of Wang Laoji said that the company registered the trademark only to protect intellectual property rights, and there is currently no plan to market beer products.

However, a reporter from Beijing Commercial Daily found in the official flagship store of Guangyao Baiyunshan that Wanglaoji already had craft beer, Jibei, but the sales of this product were bleak, with monthly sales of only 3.

Yin Kai, the founder of Chaoyinhui (Shanghai) Brand Management Co., Ltd., believes that although Wanglaoji has had a dispute over management rights, he has always done a good job in trademark protection. Regarding the 32 categories of beer, Guangzhou Pharmaceutical Group applied for and was approved for registration in 1992 and 1995. Since then, it has continued to apply for a large number of trademarks in 32 categories. Therefore, Wang Lo Kat’s response does not rule out the possibility of his involvement in beer.

The company that loves liquor trademarks is also Genki Forest. In April this year, Yuanqi Forest registered “Liquor Gas Forest” and other liquor trademarks. The reporter further learned through Tianyan Check that in the international classification of Yuanqi Forest’s trademark information, there are a total of 1,365 “32 categories-beer and beverages” and a total of 474 “33 categories-alcohol”. Prior to this, Yuanqi Forest invested in Shanghai Bishan Beer Co., Ltd. and Beijing Guanyun Technology Co., Ltd. in February and March this year, respectively, and entered the beer and liquor double track.

Break the circle for profit

From Coca-Cola to Genki Forest, the enthusiasm of various beverage companies to sell alcohol is unabated. The main reason is to find new profit growth points outside of its own category.

Regarding Coca-Cola, some people in the industry believe that, in addition to improving the strategy of all-category beverages, beverage companies’ selling alcohol is more likely to seek to increase the company’s business under conditions of unsatisfactory performance. According to the 2020 financial report, Coca-Cola’s revenue last year was 33 billion U.S. dollars, a year-on-year decline of 11%. In addition, according to Coca-Cola’s 2021 quarterly report, the company achieved a net profit of US$2.25 billion in the first quarter of this year, a year-on-year decrease of 19%.

With the decline in the performance of beverage companies, the temperature of the beverage market remains unchanged. According to Tmall data in 2020, the search volume of product keywords such as “micro-drinking” and “fruit wine” has increased by about 70% year-on-year. Tmall liquor turnover data in 2020 shows that the overall year-on-year growth rate of wine is 40%, the growth rate of fruit wine is 70%, and the growth rate of pre-mixed wine is 60%.

Yin Kai believes that the alcohol products and self-owned beverage products of beverage companies have a considerable degree of overlap in the three dimensions of target groups, channels and consumption scenarios. At the same time, in terms of supply chain management and quality control, beverage companies have a crushing advantage over new startups. Compared with traditional wine companies, beverage companies have obvious advantages in consumer taste trend research and brand promotion.

Do consumers pay?

Beverage companies have set off a craze for selling alcohol, but what is concerned is whether these “foreign wines” can last and whether consumers will pay for it.

Industry insiders believe that from the beginning of Wahaha’s entry into the wine track in 2013, and now that young talents such as Yuanqi Forest hit the wine market, the layout of beverage companies in the wine industry tends to have a rapid momentum at the beginning, but the wine market needs long-term layout and deep cultivation , The alcohol products of beverage companies can arouse the curiosity of consumers, but they may not be able to retain consumers.

In the comment section of Coca-Cola sparkling wine new products, consumers have mixed feelings about the product. Some consumers say that the new product has a refreshing taste, low sugar and low fat, and another part of the consumer believes that the new product is “nothing but nothing” and “just passed.”

In addition, a person in charge of the supermarket beverage area told reporters that cross-border products such as new Coca-Cola sparkling wines will be considered when purchasing. Because this type of product will attract more curiosity to consumers, it can also be called a “traffic product”, but the product has not yet been launched in the supermarket, and its offline sales are difficult to predict, because the increase in online sales is not It means that offline is still popular.

Regarding the impact of beverage companies’ entry into the wine track on traditional wine companies, Yin Kai believes that most beverage companies are optimistic about low-alcohol wines and have little interest in high-grade wines. The low-alcohol body weight accounts for a very low proportion of the entire wine industry, so it will not have an impact on traditional liquor companies, but it will pose a certain threat to the beer industry. For pre-mixed and newly created low-alcohol wine companies, although they have taken root on the low-alcohol wine track, they still face pressure from many new entrants.

In the view of beer marketing expert Fang Gang, the future trend of beverage companies’ wine making is still difficult to see. After all, the boundary between wine and beverages is blurring.

Beijing Commercial Daily reporter Zhao Shuping, intern reporter Zhao Dan, intern Wang Ao

Tencent Technology News, May 24, seven years ago, Waymo, a subsidiary of Google’s parent company Alphabet, discovered that flowers, soap bubbles, and highway flares would confuse its self-driving cars and brake suddenly. In years of testing, research has found that self-driving cars are becoming more and more distracting. Although their ability to drive automatically on the road has improved, they are still difficult to compare with the capabilities of human drivers. Facts have proved that the chaotic road traffic in the United States is still a daunting place for self-driving cars. The Wizards of Silicon Valley once predicted that by 2021, people should be able to commute to work in self-driving cars. However, the reality is that court disputes, casualties, and tens of billions of dollars in investment have all been spent on a frustrating and capricious technology. Many researchers said that it may take 30 years for autonomous driving technology to become the “next big thing” in the industry. Now, the pursuit of self-driving cars is undergoing a restart. Ride-hailing giants Uber and Lyft are worried about spending too much money in the pursuit of autonomous driving technology, and they are already somewhat powerless. Only companies like Waymo with strong financial support, auto industry giants and a few start-up companies can continue to compete for hegemony in this game. At the end of April, Lyft sold its self-driving car division to Woven Planet, a Toyota subsidiary, for a transaction value of US$550 million. Last December, Uber sold its self-driving car division to another competitor. In the past year, three well-known autonomous driving startups have sold themselves to companies with adequate budgets. Tech giants and auto giants may still continue to develop their self-driving car projects for many years. According to estimates by Pitchbook, a research company that tracks financial activities, each company will spend an additional US$6 billion to US$10 billion before the adoption of autonomous driving technology. But even such a forecast may be too optimistic. Google’s self-driving car project was spun off to form Alphabet subsidiary Waymo, an early engineer Chris Urmson (Chris Urmson) said: “This is a change that will take place in 30 years or more.” He is now Is the CEO of Aurora, the company that acquired Uber’s self-driving car division. So what went wrong? Many researchers will not say anything, this is how science works. You cannot fully predict what will happen in the experiment. The self-driving car project happens to be one of the most hyped technical experiments in this century. Many of the most well-known companies conduct road tests on highways across the United States. This hype has attracted billions of dollars in investment, but it has also shaped unrealistic expectations. In 2015, Elon Musk, CEO of electric vehicle manufacturer Tesla, said that only two years were left before fully functional self-driving cars were born. However, more than five years later, Tesla only provided its cars with a simplified version of self-driving software designed for highway driving. Nevertheless, after several fatal crashes (which the company blames on the abuse of this technology), this has also caused a lot of controversy. Perhaps no company has experienced the turbulence of driverless car development more than Uber. The company hired 40 robotics experts from Carnegie Mellon University and spent US$680 million to acquire a self-driving truck startup, but then it was in trouble. Waymo accused former executives of stealing trade secrets and handing them over to Uber, and the two companies finally reached a settlement. A pedestrian in Arizona was killed by an Uber self-driving car. In the end, Uber basically dumped its autonomous driving department to Aurora at a loss. But for companies with deep pockets, they want science to continue to make rapid progress. In October last year, Waymo achieved a key milestone, namely the launch of the world’s first “self-driving” taxi service. In the suburbs of Phoenix, Arizona, anyone can now take a taxi without a driver. But this does not mean that the company will immediately deploy its technology in other parts of the United States. Following the departure of John Krafcik, a veteran in the auto industry, Dmitri Dolgov, who recently took over as Co-CEO of Waymo, said the company considers its Arizona service to be a Important test. He said that based on what he learned in Arizona, Waymo is building a new version of autonomous driving technology that will eventually be deployed in other areas and other types of vehicles, including long-distance trucks. The suburbs of Phoenix are particularly suitable for self-driving car testing, where the streets are wide, pedestrians are sparse, and there is almost no rain or snow. Waymo provides remote technical support and roadside assistance support for its self-driving cars. These technicians can help the car get out of trouble through the Internet or arrive at the scene in person. Elliot Katz said: “Autonomous vehicles can be deployed in certain situations today, but they still need to be supervised.” Katz is an attorney who has consulted for many large self-driving car companies Services, and later founded a start-up company called Phantom Auto. When self-driving cars are in trouble, the company provides remote assistance and software for operating self-driving cars. At the same time, autonomous driving technology is not flexible enough to reliably handle the various situations that human drivers encounter every day. They can usually cope with the situation in the suburbs of Phoenix, but cannot cope with the complex traffic environment of the Lincoln Tunnel in New York or the downhill ramp of the 101 highway in Los Angeles. Waymo software engineer Nathaniel Fairfield, who has been involved in the project since 2009, described the interference faced by self-driving cars, said: “You have to peel off every layer to see what the technology faces. The next level of challenge. Your car must perform quite well before it can truly enter the position where it can handle the next most challenging environment.” Like Waymo, Aurora is now also developing self-driving trucks and passenger cars. Although no company has deployed self-driving trucks without safety driver supervision, Urmson and others believe that self-driving trucks will be launched on the market faster than any passenger car designed to transport ordinary consumers. Long-distance truck transportation does not involve sudden braking problems that may plague passengers, and the route is simpler. Urmson said that once you are familiar with a certain section of the highway, it is easier to become familiar with other road conditions. However, it is extremely difficult to maintain autonomous driving even on a long, relatively straight highway, and automatic delivery of food in a relatively small community is even more challenging. Another early engineer on the Google team, Dave Ferguson, said: “This is one of the biggest technical challenges facing our generation.” He is now the president of Nuro, a company focused on delivering groceries. , Pizza and other goods. Ferguson said that many people believe that autonomous driving technology will be improved like Internet services or smartphone applications, but the challenges of robotics are obviously much greater. He said: “If you look at almost every industry that tries to solve difficult technical challenges, you will find that those who tend to participate are a bit crazy and very optimistic. You need to keep that optimistic mentality to get up every day. And try to solve problems that have never been solved.” Uber and Lyft have not completely abandoned their ambitions to develop self-driving cars. Although this may not be profitable for a long time, they still hope to deploy self-driving cars by cooperating with companies that are still developing this technology. Lyft now says that autonomous driving may arrive in 2023. Lyft executive Jody Kelman (Jody Kelman) said: “These cars will be able to travel at a certain speed on limited streets and in limited weather conditions. We will be able to deploy these vehicles very safely, but They may not be able to travel too many places initially.” (Tencent Technology Review/Jinlu)

The resort island of Bali lost $4.3 billion in income last year due to the Covid-19 pandemic. (Photo: NT) In an effort to revive the tourism industry that is suffering from the pandemic, Indonesia plans to establish tourism corridors in some of its famous tourist destinations such as Batam Island, Bintan in the Riau Islands and Bali. Previously, the Indonesian government also tested a program to send civil servants to Bali to work. The official of the Covid-19 task force, Sonny Harmadi, said on June 6 that the government was completing the implementation of a tourism bubble in three regions. According to this program, tourist destinations implementing tourism bubbles must have a low number of Covid-19 cases, a low rate of Covid-19 patients in hospital, and have relaxed regulations restricting public activities. . The Indonesian Ministry of Tourism and Creative Economy will first open its doors to visitors to Bali and the Riau Islands. According to Mr. Sonny, not all of these locations will reopen to international visitors but will gradually open, starting from the green areas (areas that have been treated with the epidemic). “Local authorities announced that, first, the green zones in these two localities will welcome international visitors again after the tourism corridor is opened,” Mr. Sonny said. In Bali, the green zones include Sanur, Ubud, and Nusa Dua, while the green zones at Bintan are home to three resorts and on Batam Island are several golf venues. Sunset at Tanah Lot temple is always an attractive moment for tourists when coming to Bali island (Photo: NT) The Indonesian government will also set specific regulations for international visitors to these green areas. Although travelers are not required to self-quarantine, travelers must have a negative PCR test result for Covid-19 before departing for Indonesia. At the same time, visitors must also be fully vaccinated against the Covid-19 vaccine. According to the Indonesian Ministry of Tourism and Creative Economy, the list of countries for Indonesia to implement a tourism corridor has been completed including the United Arab Emirates (UAE), Qatar, China, Singapore and the Netherlands. Lan. Tourism is one of the industries that suffer the most damage of the “land of ten thousand islands” economy. Before the outbreak of the Covid-19 pandemic, the Indonesian Government was expected to welcome 18 million international tourists in 2020 after recording 16.1 million international arrivals in 2019. However, the agency Statistics Indonesia at the end of 2020 announced that from January to October 2020, the country only received 3.72 million international visitors, a decrease of 72.35% compared to the same period in 2019. Indonesia’s Ministry of Tourism and Creative Economy has set a target in 2021 to attract between 13 million and 14 million international tourists. Prior to the announcement of the tourism corridor plan for international visitors, the Indonesian government announced the “Work from Bali” (WFB) program to revive the tourism and creative economy industries that have been frozen because of the pandemic. Covid-19 of this island. Accordingly, WFB plans to bring 25% of Indonesian civil servants from seven different ministries to the resort island of Bali to work and live in hotel complexes in the Nusa Dua area. This initiative comes after statistics show that the total revenue of the world-famous resort island of Bali has “evaporated” $ 4.3 billion due to the pandemic. Therefore, to regain the confidence of the people in the country, the Indonesian Ministry of Tourism and Creative Economy has planned to test this program from the first quarter of 2021 and will complete it in the third quarter of this year. The ministry also aims to increase occupancy in Bali to 30%. “We started the WFB program in January and we are already seeing early results in revitalizing the tourism industry in Bali. From only 2,000 to 2,500 visitors, it has now reached 7,000 to 7,500 visitors, and the number can be tripled,” said Tourism and Creative Economy Minister Sandiaga Uno optimistically.

Sales increase The chemical industry is raging

As of: 06/09/2021 3:54 p.m.

The third largest German branch of industry has reached the pre-crisis level again. After growth in the first quarter, the chemical industry raised its forecast for the year. The pharmaceutical business in particular is doing better than expected. Despite the rise in raw material prices and delivery problems, the German chemical industry continued on its growth path in the first three months of the year. As announced by the German Chemical Industry Association (VCI), the sector increased its sales by 1.1 percent to 51.3 billion euros compared to the same period in the previous year. Production increased by 0.8 percent. Compared to the fourth quarter of 2020, sales growth was even 3.6 percent.

Again above pre-crisis levels

With the sustained upward trend, the third largest German industrial sector – after the car and machine builders – has already compensated for the corona dent. Production and sales are now back above pre-crisis levels. Above all, exports to EU countries increased. In addition, there was the increasing demand from Asia. The chemical industry was also able to grow in the German home market – thanks to higher prices.

“Hope for a good year in chemistry”

VCI President Christian Kullmann, who is also the head of the chemical company Evonik, was delighted with the development. “The first few months give hope for a good year in chemistry,” he said. “The demand for chemicals and pharmaceuticals is increasing.” The industry association is now even more optimistic about the year as a whole. For 2021, the VCI predicts sales growth of eight percent and an increase in production of 4.5 percent. So far, a plus of five percent in sales and an increase of three percent in production had been forecast.

“The demand for chemicals and pharmaceuticals is increasing.” – VCI President Christian Kullmann Image: picture alliance / dpa

Price increases and corona vaccines as drivers

Strong price increases for the chemical and pharmaceutical products manufactured should make a significant contribution to this. The association is anticipating 3.5 percent higher prices for the year as a whole. The chemical industry is also benefiting from the corona vaccine boom. There are numerous suppliers for the vaccines from BioNTech, Moderna & Co, including Evonik and Wacker Chemie. You act as a technology supplier or as a contract manufacturer.

Worry about delivery bottlenecks

Only supply bottlenecks for materials and intermediate products are dampening the good mood in the chemical industry. “They are now affecting the operational processes of every second company,” warned VCI President Kullmann. However, the situation should ease again in the course of the year. In March, the blockade of the Suez Canal interrupted the supply chain from Asia in the chemical industry. Around 16 percent of chemical imports and 18 percent of exports take this route.

Huge green electricity demand for climate neutrality

In addition, the more stringent climate protection targets are making the industry difficult. “The way there remains in the fog”, said recently Wolfgang Große Entrup, General Manager of the VCI. “For the new goal, our industry needs more electricity than Germany currently consumes overall – as green electricity.” If the industry does not get competitive prices for electricity from renewable energies, it will not manage the energy transition. In spring 2020, the association presented a study in which it considers climate neutrality by 2050 to be technically feasible. For this, however, enormous additional amounts of green electricity are required. By the mid-2030s, the chemical industry’s electricity needs will increase more than tenfold. In addition, the electricity price would have to drop to four cents per kilowatt hour, demanded the VCI. The industry currently pays between eight and ten cents per kilowatt hour.

BASF is pushing ahead

VCI President Kullmann considers the renewed tightening of climate protection targets and the more rapid increase in CO2 prices called for by the Greens in their election manifesto as “irresponsible”. At the annual chemistry conference of the “Handelsblatt”, he warned that those who shackle the industry put the ax to their transformation. Good politics are based on incentives and not on bans. BASF is one of the first chemical companies to commit to reducing greenhouse gas emissions to zero on a fixed date. The people of Ludwigshafen want to become climate neutral by 2050. Among other things, one should help huge wind farm in the North Sea that BASF is planning together with RWE . The plant with a capacity of two gigawatts is to supply the Ludwigshafen chemical site with green electricity from 2030.

Software business revenue maintained rapid growth. From January to April, my country’s software industry completed software business revenue of 2571.9 billion yuan, an increase of 25.0% year-on-year, and the growth rate dropped by 1.5 percentage points from January to March. The compound growth rate in the past two years was 11.7%. Figure 1 Software business revenue growth from 2020 to 2021 from January to April The growth of total profits slowed down. From January to April, the industry realized a total profit of 288.5 billion yuan, a year-on-year increase of 20.5%, a decrease of 5.4 percentage points from January to March, and a compound growth rate of 8.5% in the past two years. Figure 2 The growth of the total profit of the software industry from 2020 to 2021 from January to April Software exports grew steadily. From January to April, the software industry achieved exports of US$14.9 billion, a year-on-year increase of 14.5%, basically returning to the level of the same period in 2019. Among them, the export of outsourcing services was US$4.06 billion, a year-on-year increase of 22.3%; the export of embedded system software was US$5.86 billion, a year-on-year increase of 8.2%. Figure 3 The export growth of the software industry from 2020 to 2021 from January to April The number of employees has increased steadily, and the growth rate of total wages has increased slightly. From January to April, the average number of employees in the software industry in my country was 7.11 million, an increase of 5.8% year-on-year, and the scale increased by 140,000 from January to March; total wages of employees increased by 11.0% year-on-year, an increase of 0.4 percentage points from January to March. The compound growth rate in the past two years is 5.6%. Figure 4 The growth of total wages of software industry employees from 2020 to 2021 from January to April 2. Operation status by field Software product revenue grew steadily and rapidly. From January to April, software products achieved revenue of 682.3 billion yuan, a year-on-year increase of 23.5%, an increase of 0.1 percentage points from January to March, accounting for 26.5% of the industry’s revenue. With the continuous release of favorable policies in the field of intelligent manufacturing and the demand for industrial informatization and intelligent upgrading and transformation, the revenue of industrial software products reached 62.8 billion yuan, an increase of 22.3% year-on-year and an increase of 1.4 percentage points from January to March. Revenue from information technology services maintained rapid growth. From January to April, information technology services achieved revenue of 1,622.2 billion yuan, a year-on-year increase of 26.8%, a drop of 2.4 percentage points from January to March, and accounting for 63.1% of the industry’s revenue. Among them, with the continuous expansion of online education, telemedicine and other applications, cloud computing and big data applications accelerated, the two achieved a total revenue of 227 billion yuan, an increase of 26.8% year-on-year, accounting for 14.0% of information technology service revenue; e-commerce platform technical services The revenue was 20.1 billion yuan, a year-on-year increase of 26.4%; the IC design revenue was 62 billion yuan, a year-on-year increase of 19.6%. Revenue from information security products and services has accelerated growth. With the acceleration of domestic digital transformation, the importance of information security has increased significantly. From January to April, information security products and services achieved a total revenue of 38.4 billion yuan, a year-on-year increase of 28.4%, an increase of 3.6 percentage points from January to March. The growth rate of embedded system software revenue was steady but slow. From January to April, embedded system software realized revenue of 228.9 billion yuan, a year-on-year increase of 17.4%, and a decrease of 3.3 percentage points from January to March. Figure 5 The proportion of the software industry’s classified revenue from January to April 2020/2021 3. Operation by region The income of the software industry in the northeastern region has increased rapidly, and the growth in the central region has been outstanding. From January to April, the eastern region completed 2,125.8 billion yuan in software business revenue, a year-on-year increase of 26.1%, down 1.3 percentage points from January to March, and 1.1 percentage points higher than the national average. Under the influence of the low base of the previous year, the central region completed software business revenue of 974 yuan, a year-on-year increase of 26.4%, an increase of 1.7 percentage points from January to March, and 1.4 percentage points higher than the national average. The western region completed software business revenue of 291.7 billion yuan, a year-on-year increase of 19.5%, a drop of 4 percentage points from January to March. The Northeast region completed software business revenue of 56.9 billion yuan, a year-on-year increase of 12.7%, an increase of 1.4 percentage points from January to March. The software business revenue of the four regions accounted for 82.7%, 3.8%, 11.3%, and 2.2% of the total national revenue, respectively. Figure 6 Software industry revenue growth by region from January to April 2021 Major software provinces continued to grow rapidly, and some central and western provinces and cities grew rapidly. From January to April, among the top 5 provinces in software business revenue, Beijing, Guangdong, Jiangsu, Zhejiang, and Shanghai had software revenue of 541.8 billion yuan, 493.4 billion yuan, 355.4 billion yuan, 228.5 billion yuan, and 186.7 billion yuan, respectively. Increased by 43.8%, 19.4%, 22.9%, 16.1% and 30.5%, the total software business revenue of the five provinces and cities was 1805.8 billion yuan, accounting for 70.2% of the country’s proportion, which was 2.3 percentage points higher than the same period last year. Due to the small total volume and low base, the software business revenue in the five provinces of Guizhou, Hainan, Shanxi, Yunnan and Guangxi increased by more than 50% year-on-year. Figure 7 Growth of the top ten provinces and cities in software business revenue from January to April 2021 The revenue of the software business in central cities has grown steadily, and the growth of total profits has slowed down. From January to April, 15 sub-provincial central cities across the country realized software business revenue of 1383.5 billion yuan, a year-on-year increase of 19.2%, and a decrease of 2.6 percentage points from January to March, accounting for 53.8% of the national software business revenue, accounting for the same period last year A decline of 1.7 percentage points. Among them, the year-on-year growth rate of Harbin and Ningbo’s software business revenue was 11.1 and 0.9 percentage points higher than the industry-wide revenue growth rate, respectively. The total profit of the software industry in central cities was 165.4 billion yuan, a year-on-year increase of 15.1%, and a decrease of 9.3 percentage points from January to March. Among them, Ningbo, Harbin, Xi’an, Shenyang, and Guangzhou recorded a total profit growth rate exceeding the industry average. Figure 8 The growth of software business revenue in sub-provincial central cities from 2020 to 2021 from January to April

Opec Plastics Joint Stock Company, also known in English as Opec Plastics, is headquartered at 13th Floor, BIDV Tower, 194 Tran Quang Khai, Hanoi. The history of the enterprise stretches with important milestones since 2002 as follows: 2002 year Asia Plastic Factory was established and built in Nhu Quynh industrial cluster, Hung Yen province. 2004 Established subsidiaries, namely Dong A AID and Nam A AID, specializing in supplying raw materials for production and distributing products for Asia Plastics Factory. 2006 – 2008 Won Gold Cup for Vietnamese Products, Gold Cup for Environmental Protection, WTO-compliant Products on Intellectual Property, Competitive Trademark. 2009 Established Opec Plastic Joint Stock Company (Opec Plastics., JSC), acquired Asia Plastic Factory. Year 2010 – 2011 The company invests methodically with large capital, senior personnel from abroad, business strategy highly focuses on the value chain and supply chain of the plastic – chemical industry. Year 2012 Put the new factory into operation, in Pho Noi A Industrial Park, Hung Yen province, specializing in the production of export PE packaging. The company became a strategic partner of Dung Quat Oil Refinery, distributing most of PP plastic products for the Plant. 2013 With its position as one of the leading plastic enterprises in Vietnam, with professional management, Opec Plastic continues to expand production and business, create more jobs for workers, and ensure the living standards of the people. employees. Year 2014 to present As the Top Plastic Enterprise in Southeast Asia, the largest plastic resin distributor in Vietnam and Southeast Asia, Opec Plastics always strives to connect and support Plastic enterprises in Vietnam and in the world. world in order to create added value for the parties through win-win and sustainable cooperation. In addition, Opec Plastics is also known as one of the leading manufacturers of biodegradable packaging in the country. Opec Plastic Joint Stock Company is growing and expanding In addition to the head office in Hanoi, Opec Plastic Joint Stock Company also has representative offices and many logistics centers in 3 North – Central – South regions, and representative offices in the United States, Singapore, Indonesia, the Philippines, and China. Quoc, Dubai … have factories producing plastic packaging for export with a total area of ​​​​nearly 10 hectares in Pho Noi A Industrial Park, Hung Yen and at Km 56, Highway 5, City. Hai Duong. These achievements have helped Opec Plastics rank 40th in the Top 100 Largest Private Enterprises in Vietnam and 91st in the Top 500 Largest Enterprises in Vietnam in 2020. As can be seen, the business has completely confirmed it. Top position in Vietnam plastic industry in both depth and breadth. Branch system and factories of Opec Plastic JSC HANOI OFFICE at 13th floor, BIDV Tower, 194 Tran Quang Khai – Ly Thai To Ward, Hoan Kiem District, Hanoi. HO CHI MINH CITY BRANCH at Lot L12A-16, Floor 12A, Vincom Center Dong Khoi Building, 72 Le Thanh Ton, Ben Nghe Ward, District 1, HCMC. CENTRAL BRANCH at Building C1-13, Van Tuong Binh Son Urban Area, Quang Ngai. HAI PHONG BRANCH at Room 703, 7th Floor, LP Builing, No. 508 Le Thanh Tong Street, Van My District, Ngo Quyen District, Hai Phong City, Vietnam. FACTORY 1 at Lot 16, Street 206, Zone A, Pho Noi A Industrial Park, Dinh Du Commune, Van Lam District, Hung Yen Province. FACTORY 2 at Km 56, National Highway 5, Nam Dong, Hai Duong City, Hai Duong Province. How does Opec Plastic Joint Stock Company do business?Continuously increasing capital Formerly known as Asia Plastic Factory, established in September 2009, Opec Plastic Joint Stock Company, formerly known as Asia Plastic Factory, operates mainly in the field of manufacturing foam bags, plastic packaging, etc. plastic beads… with initial charter capital of 55 billion dong. This number is contributed by 3 founding shareholders, including Chairman of the Board of Directors and General Director Dinh Duc Thang (VND 30.25 billion); Mr. Nguyen Minh Tu (19.25 billion VND); Mr. Nguyen Duc Ha (5.5 billion VND). Up to now, through many capital increases, the charter capital of Opec Plastics has increased to VND 550 billion, 10 times higher than before. Total assets by the end of 2019 of Opec Plastics reached VND 7,210 billion, nearly double that of the end of 2016. Equity even reached VND 675 billion at the end of 2019, an increase of more than 8 times in the period. this time. With the ratio of liabilities to total assets regularly maintaining over 90%, most of Opec Plastic’s assets are still financed from debt capital, although this debt ratio is showing signs of decreasing. The business results of Opec Plastics are also significantly affected by the use of high leverage. Revenue far exceeds many “big guys” in the plastic industry Opec Plastic’s revenue grew strongly in the period of 2016-2019 during the expansion process, sometimes reaching double the figure of Tien Phong Plastic (code NTP) and Binh Minh Plastic (code BMP) combined and high much higher than the target of An Phat Xanh Plastic (code AAA), these are all “big guys” in the same listed plastic industry. Specifically, in 2019, Opec Plastics grew 11.5% compared to 2018 when it recorded VND 16,162 billion in revenue. The record revenue that An Phat Xanh Plastic, another big player in the industry, achieved in 2019 is 9,258 billion VND, which is only about 57%. Profits eroded by leverage In 2019, net profit decreased by 64% compared to the previous year when this business only earned 37 billion dong in net profit. With 1,000 dong of revenue, it brought in just over 2 dong of profit, equivalent to a net profit margin of only 0.22%. Profit margins of Opec Plastics are only low because profits cannot keep up with capital raising process. In 2019, the return on equity (ROE) was only approximately 5.5%, and the return on assets (ROA) was only 0.5%.

The meeting also emphasized the importance of having a deep understanding of the importance of doing a good job in 5G security, effectively grasping the characteristics of the stage, innovation, and complexity of 5G development and evolution, planning and collaborative innovation as a whole, and integrating security concepts and measures throughout 5G. Plan all aspects of the entire process of construction and integration of applications to achieve synchronization of 5G development and security.

The reason why 5G security is so important is that, on the one hand, the value brought by 5G is not simply to allow consumers to watch videos faster on mobile phones, but to create for the age of the industrial Internet and the Internet of Things. “In the future, a large number of scenarios will be transferred to 5G, and more critical infrastructure and important applications will also be built on 5G.” 360 security experts said.

On the other hand, 5G accelerates the interconnection of all things, opening up the virtual world and the physical world, so that attacks that were only in the virtual world in the past can turn cyber attacks into harm to the physical world through the Internet of Things, leading to social shutdowns, factory shutdowns, and large-scale Area power outages, this hazard far exceeds the intrusion of viruses and Trojan horses today.

“When tens of billions or even hundreds of billions of IoT devices are connected via 5G, we must consider how to ensure their security.” 360 security experts said. He pointed out that 5G specifically faces six cyber security challenges. First, the core network modules of 5G are more complex, and there will be more security issues when building private networks in conjunction with MEC; second, low-latency services expand the attack surface; third, large-connection services make 5G a high level of hacker attacks. Value goals; fourth, network slicing technology makes the network boundary blurred; fifth, the problem of pseudo base stations still exists; sixth, higher requirements for the protection of user location privacy.

Therefore, escorting 5G security is imminent. It is reported that 360 has discovered and assisted in repairing the world’s first 4G network protocol vulnerability, which allows attackers to hijack text messages and voice calls from any 4G terminal. This work makes 360 the first security team to enter the Global System for Mobile Communications Association (GSMA) Mobile Security Hall of Fame.

In the direction of 5G security, 360 conducts research from four aspects: terminal layer, network layer, edge layer, and platform application layer, and proposes corresponding security deployment plans. In 2020, 360 participated in the establishment of the power 5G application security management technology project in cooperation with the Electric Power Research Institute, and conducted in-depth research based on the key technologies of 5G regulatory business security protection.

At present, 360 has built a 5G open source platform to realize NSA’s terminal access and business data transmission. The follow-up will rely on the boofuzz ​​fuzzing test framework for protocol conformance testing. After automatically sending a mutation message each time, for different monitoring APIs, the current device status can be observed in real time through the protocol monitoring window to determine whether the device is abnormal. The tool can be deployed in private networks such as corporate campuses to cooperate with multi-network and multi-standard drive test systems to discover device 5G module protocol vulnerabilities.

Disclaimer: This article is for reference only and does not constitute investment advice.

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