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

Since the beginning of the year, the stock price of Tianwei Foods has been falling. The stock price once reached 68 yuan, but now it has fallen to 28.4 yuan, a drop of about 58%, and its market value has fallen by more than half. The rolling price-earnings ratio of over 100 six months ago is now only 58.4.

A few days ago, the three executives and shareholders of Tianwei Foods reduced their holdings of 928,600 shares of the company, which did not exceed 0.1228% of the company’s total share capital. Tianwei Food plunged 10% immediately. This wave of shareholding reductions triggered market speculation, and even the executives of Tianwei Foods are not optimistic about their company. What happened to Tianwei Food, which rose by about 253% last year?

Performance fell short of expectations

In 2020, Tianwei Food’s business was 2.365 billion yuan, a year-on-year increase of 37%; the net profit of the parent company was 360 million yuan, a year-on-year increase of 22.7%.

In 2020Q4, Tianwei Food’s performance has seen a significant decline. Operating income is only 845 million yuan, and the growth rate has dropped to 29.31%, which is far lower than the growth rate of 80.73% in the second quarter and 35.13% in the third quarter. The net profit attributable to the parent decreased by 56.54% year-on-year. Behind the substantial decrease in net profit attributable to the parent is high marketing expenses and management expenses, which accounted for 28.8% and 12.2% of the fourth quarter’s revenue respectively.

The hot pot bottom material industry has a low threshold, and market competition has always been fierce. Relevant data shows that in 2019, the top five hot pot bottom ingredients brands in my country’s hot pot bottom material industry are Yihai International, Tianwei Food, Hongjiujiu, Red Sun, and Dezhuang. The market shares of these major hot pot bottom material companies are not much different, all of which do not exceed 10%.

In addition to these companies specializing in hot pot ingredients, companies in the condiment market also hope to get a share of the hot pot market ingredients. Among them, the veteran condiment company Haitian Flavour launched the Haitian brand hot pot base ingredients in August 2020, and said it will accelerate the development of new categories such as hot pot base ingredients to form a new growth point in the future.

In order to cope with fierce market competition, Tianwei Foods has launched a “dual brand” strategy. Its “Dahongpao” brand is positioned at the affordable end of the mass market, while the “Good People” brand is positioned at the mid-to-high end, focusing on household consumption. On the one hand, the dual-brand strategy can cover as many consumers as possible; on the other hand, under fierce market competition, competing for the mid-to-high-end market can win more profit margins for Tianwei Food and avoid falling into low-end market price wars. Vicious competition. Tianwei Food hired traffic star Deng Lun as the brand spokesperson for “Good People” and titled the variety show “If You Are the One”, hoping to open up the mid-to-high-end hot pot bottoms market.

In addition, Tianwei Foods has also worked hard to expand sales channels. As of the end of 2020, Tianwei Foods has cooperated with more than 3,000 distributors, and 1780 new distributors have been added throughout the year. Channel sales have increased by 40%. The company’s management expenses have also increased.

Hot pot bottom material track is cold winter

I have to say that Tianwei Food has worked very hard, but hard work still cannot reverse its decline. The financial report for the first quarter of this year showed that the net profit growth rate of the parent company was 4.13%, which continued to be under pressure, and the stock price naturally fell all the way.

In fact, it is not only Tianwei Foods that suffered a sharp drop in stock prices in the hot pot bottoms industry. The hot pot soup boss Yihai International has not had a good time in the past six months. Since the beginning of the year, Yihai International’s stock price was 139.9 yuan at its peak, but now it has fallen to 53.3 yuan, a drop of about 62%, and its total market value has dropped by about 91 billion.

The downstream hot pot restaurant market is not optimistic either. Haidilao’s stock price was 85 yuan at its peak, and now its stock price has fallen to 39.1 yuan, a 54% drop; Xiabuxiabu’s stock price has fallen from its highest value of 25.4 yuan to 8.5 yuan, a drop of 67%; Jiumaojiu’s stock price has dropped from its highest value of 37.7 yuan. It fell to 28 yuan, a drop of 25.7%.

The overall hot pot market has been falling and falling together. The weak consumer demand since the epidemic is not on the one hand, and the performance is not as good as the expected institutional capital to leave the market to kill the valuation bubble and squeeze the bubble on the other.

The weak demand in the hot pot market is affecting the upstream hot pot bottom material market. Haidilao, which has always been known for its high turnover rate, has an annual turnover rate of 4.9 times per day from 2017 to 2019. After the epidemic, in 2020, Haidilao’s turnover rate was 3.5 times/day, a year-on-year decrease of 1.3 times/day. In April of this year, Haidilao’s rate of overturning was reduced to less than 3 times per day.

The consumption power of the market has not recovered as expected. Looking at the year-on-year trend of China’s social retail sales in the past 10 years, it can be found that since March 2020, the year-on-year growth rate of CPI has been negative. In April this year, China’s total retail sales of consumer goods increased by 17.1% year-on-year, which was far behind the expected growth rate of 25%.

The impact of the new crown epidemic on consumer demand has not subsided, and people’s confidence in future economic growth and income expectations are still conservative. Especially in the catering market where consumer tastes change, it is still unknown whether the hot pot industry can retain consumers’ hearts and reproduce the lively scene of the past.

Since last year, inflation has brought about rounds of structural market after another. On the track of hot pot, institutions are grouped together and hot money is pouring in. However, the market is often used to voting with their feet. The performance is not as good as expected, and it is natural to blame for being abandoned by capital. When the monetary policy is slowly tightening and the stock market pulls back, it is inevitable that the stock price will fall sharply.

Conclusion

The stock price has plummeted by over 60% in half a year, and it is estimated that Tianwei Foods is not in his heart. Consumer demand does not see a clear recovery momentum, the Fed’s recent interest rate policy is still unclear, and it is hard to say how long it will last for Tianwei to fall.

On May 24, Huawei issued the “Statement Regarding Huawei Not Building Cars” stating that the company spokesperson has repeatedly clarified the false rumors about Huawei building cars. Today, we reiterate that Huawei does not build cars. This long-term strategy was clear in 2018, and nothing has changed. Huawei also stated that it will not participate in investing in any car companies, and BAIC (600166), Changan (000625) and Guangzhou Automobile Group (601238) will only serve as strategic partners and use Huawei’s solutions to help them create future-oriented car. The cooperation with Jinconcelis is also to solve the current survival problem of Huawei authorized mobile phone retail stores. On the 24th, affected by the “Huawei does not build cars” statement, Huawei’s automotive concept stocks fell across the board. Changan Automobile and BAIC Blue Valley fell by the limit. Xiaokang shares (601127.SH) plummeted by more than six points, and Guangzhou Automobile Group fell by as much as six points. 4.32%. Huawei denies building cars again In the “Statement on Huawei Not Building Cars,” Huawei said: We believe that what the industry needs is not Huawei brand cars, but Huawei’s accumulated ICT technology capabilities over 30 years to help automakers build future-oriented cars. , That is, to provide car companies with intelligent networked auto parts based on Huawei’s ICT capabilities. So far, we have not invested in any car companies. In the future, it will not invest in any auto companies, nor will it hold or participate in shares. In the future, all discussions that Huawei builds cars or participates in the auto manufacturing industry are rumours and don’t be credulous. We have chosen BAIC, Changan and Guangzhou Automobile as our strategic partners to support them in building their respective sub-brands. Cars that use Huawei’s autonomous driving solution can only use the HI logo with Huawei’s authorization, which represents Huawei Inside. Regarding the cooperation between Huawei and Jincon Sailus, a subsidiary of Chongqing Xiaokang Group, Huawei is a supplier of electric components for Celes SF5 and HiCar cockpit components. At the same time, in order to solve the problem of survival of Huawei authorized mobile phone retail stores in the situation where Huawei’s mobile phones are greatly reduced, Huawei is supporting some retail stores to sell this car, and retail stores can obtain corresponding benefits. It can be seen from Huawei’s statement that Huawei’s positioning of itself has not changed, and that it is a provider of automotive intelligent network components. Huawei will not directly enter the vehicle manufacturing industry, and rumors about “Huawei making cars” in the market are all false. Huawei said that it can help car companies build good cars. Of course, Huawei has the strength to fulfill its promises. Huawei has launched a comprehensive layout around the three core areas of “smart driving, smart cabin, and three-electricity”. On April 18, at the Huawei HI new product launch conference, Wang Jun, President of Huawei Smart Car Solutions BU, said that Huawei will release five new products, covering smart cockpits, computing platforms, radars, autonomous driving open platforms and thermal management systems. “From the perspective of business portfolio and technical solutions, Huawei’s full-stack self-developed almost all core businesses of smart cars, including hardware and software. Tesla’s advantage is the massive trip data of global users, Baidu’s advantage is algorithms, and Huawei’s However, the advantages of the company are all-round, and it can open up the upstream and downstream of the industrial chain. This kind of strength is not possessed by new car-building forces or cross-border car-building technology companies.” Industry insiders analyzed and said to reporters. “Catch up” with Huawei’s car companies Although Huawei has always stated that it will not build cars, rumors about Huawei building cars in the market have been uninterrupted. It was reported on March 9 that Huawei and GAC Group’s new energy vehicle company GAC Aian had begun to jointly develop the next generation of smart electric vehicles. Both parties invested in R&D teams of more than 100 people. After the news was released, on the same day, GAC Group’s AH shares soared collectively, with A shares rising 6.39% and H shares rising 4.26%. At the end of April, there was news that Huawei was negotiating with Xiaokang shares to acquire a controlling stake in Chongqing Jinkang New Energy Automobile, in order to produce smart cars with the Huawei brand. Subsequently, Shen Wei, the secretary of the board of Xiaokang shares, said that the cooperation with Huawei was only in business, and he clearly denied that Huawei will control or participate in Jinkang. And Huawei also said that “there is no such thing.” But even denying it will not affect the performance of Xiaokang shares in the capital market. The share price of Xiaokang shares has risen from around 23 yuan in early April to 66.54 yuan on May 18, which has soared nearly three times. Since the new energy vehicle Cyrus SF5 under Xiaokang shares entered the Huawei Mall on April 19, only one week, the order of Cyrus SF5 reached 6,000. In sharp contrast, the sales volume of SF5 in 2020 is only 732 units. SF5’s weekly sales volume is eight times that of last year’s full-year orders. On the eve of the Shanghai Auto Show on April 17, Huawei and BAIC New Energy Jihu released the first smart car jointly created-Alpha S, officially called the “global new benchmark for autonomous driving.” Since then, BAIC Blue Valley’s share price has risen from about 12 yuan in mid-April to a peak of more than 19 yuan. At the Shanghai Auto Show on April 20, Changan Automobile’s chairman Zhu Huarong revealed that he has teamed up with CATL and Huawei to create a smart electric networked vehicle platform (ie CHN). The plan for high-end smart electric vehicles is on track, and a new high-end brand name is about to come. Announced. On May 20, Changan Automobile issued an announcement to formally rename its holding subsidiary Changan Weilai New Energy Automobile Technology Co., Ltd. to Avita Technology Co., Ltd., and jointly create autonomous and controllable intelligent electric vehicles with Changan Automobile, Huawei and CATL The connected car platform (CHN) creates a rich series of smart car products. On May 21, the share price of Changan Automobile rose 8.46% to close at 25 yuan per share. In the past 40 trading days, the share price of Changan Automobile rose 76%. Although in this process, Huawei has not formally stated its position to build cars, news about Huawei’s participation in car building has been spread out one after another, which has continuously aroused the enthusiasm of the market. As long as car companies have a relationship with Huawei, the market will definitely buy it, and it will have the most direct manifestation in the stock price. And this time Huawei completely denies building a car, which can be regarded as breaking the market’s thinking about Huawei building a car. Huawei’s 2020 annual report shows that its growth has slowed sharply, with annual revenue of 891.4 billion yuan, a year-on-year increase of only 3.8%. In the previous three years, Huawei has achieved a year-on-year growth of about 19%. On April 28, Huawei announced its operating results for the first quarter of 2021. Due to the sales of Honor and the decline in mobile phone sales, operating income fell 16.9% year-on-year to 150.57 billion yuan. Huawei’s overall revenue is expected to face greater pressure in 2021. “The automotive business may be the focus of Huawei’s efforts in the next few years. Huawei needs to find new profit growth points. At the moment when smart cars are in the air, with Huawei’s technical strength, they choose to help automakers build good cars instead of their own. It is undoubtedly a safe and wise choice to build a car in person.” said the industry insider. Editor: Zhai Yanan Editor: Wang Dayong

The decrease in travel demand, plus the outbreak of the COVID-19 epidemic in some localities, also caused many people to restrict travel, causing airlines to adjust fares to stimulate travel demand. Flights during the holiday season cost up to 3-4 million VND/ticket (one-way), but now only less than half a million VND/ticket. Airfares are cheap after April 30 – Photo: Quoc Thai Specifically, record the flight Ho Chi Minh City – Phu Quoc departing on May 3-4, if usually bought close to the time of departure, the ticket price is very high, but at the ticket office, the price is only 496,000 VND/ticket due to Pacific Airlines exploits, similar to Vietjet and Vietnam Airlines, the price is also in the range of 510,000-525,000 VND/ticket, and there are many flight time frames to choose from. Or the route Hanoi – Phu Quoc before the recognition ceremony, the prices of most airlines are high, at the peak of customers flying with Bamboo costs up to 4.2 million VND / ticket (1 way) but now starting from 3 / 3. 5 fares for this leg are about 650,000 VND/ticket, equivalent to 1.3 million VND/person (round-trip), passengers also have a lot of choices of hours and airlines depending on demand. The route from Ho Chi Minh City to Hanoi after the ceremony is also at an average of 600,000-650,000 VND/ticket, for guests to choose at night flight hours and from 700,000 VND/ticket for guests flying in beautiful time frames; Similar to other flight routes from Ho Chi Minh City – Hue/Chu Lai (Quang Nam)/Da Nang/Da Lat, etc., the average fare is only about 500,000 VND/ticket. Or a special route like Ho Chi Minh City – Con Dao in May, the flight ticket price is only at 2-2.3 million VND/person (round trip), usually this one-way ticket is also about 2 million VND. Airlines such as Vietnam Airlines, Bamboo Airways, or Vietjet Air… still maintain promotions lasting from here until the end of October 2021. For example, Bamboo Airways has a program to fly domestic routes from 30,000 VND/ticket (except for flights to/from Con Dao) that lasts until October 30. Vietnam Airlines in addition to preferential fares also cooperates with some localities to promote tourist attraction. For example, with Ninh Binh, the airline has a free program to visit Thung Voi (Ninh Binh) applied to guests with tickets departing from April 28 to May 31; Or on the occasion of the 67th anniversary of the Dien Bien Phu victory, from May 3 to June 15, this airline will sell tickets from Hanoi to Dien Bien with prices from VND 299,000/way (equivalent to VND 759,000/way included). taxes, fees)… (According to Women in HCMC)

If the decline in performance in 2020 is caused by the epidemic, it is a bit confusing that its performance in the first quarter of 2021 is still declining when the performance base for the first quarter of 2020 is already low enough. On the day after the results were announced, 360’s stock price also gapped and opened lower, eventually closing down 5.65%, and the stock price hit a new low since its successful backdoor listing. As one of the Internet giants in the past, the 360 ​​in the mobile Internet era is clearly unaccustomed. In terms of operations, since 2016, 360 has repeatedly missed the vent, and finally defeated in the mobile Internet era; in the capital market, its stock price has continued to fall in the past three and a half years, and now its stock price is only at its peak. About 20% of the total, participating investors suffered heavy losses; in terms of word of mouth, 360 has also become the spokesperson of the bundled installation of “Family Bucket” from the eulogized Internet changer in the past. What happened to the former cybersecurity leader? The performance dropped again and again, the stock price has plummeted 79% in three and a half years “I thought that the performance of the first quarter of 2020 was already the worst, but I did not expect the performance of the first quarter of 2021 to be worse!” This is a message from an investor in the stock bar after the announcement of the 360 ​​results yesterday. On April 21, 360 announced its 2020 annual report and quarterly report for the first quarter of 2021.In addition to the unsuspecting performance decline in 2020, what people did not expect is that with the performance of the first quarter of 2020 already such a low base, the performance of three or six zero in the first quarter of 2021 will actually be stolen. Regarding the reasons for the decline in the first quarter of 2021, as it was not stated in the first quarter report, we dare not guess. However, judging from the data in recent quarters, its performance is not very good. Since the best single-quarter performance was achieved in the second quarter of 2019, in the next seven quarters, the net profit growth rate in five quarters of 360 and 60 was negative, and the trend of performance decline was quite obvious. Under the influence of the performance, the share price of 360 has also been “declining steadily” and has continued to decline since the beginning of 2018.Today, its stock price is only 13.18 yuan, which has fallen by 79.12% from the high point on February 28, 2018, and its market value has evaporated by 380 billion yuan. Transformation attempts continue, but advertising is still inseparable Recently, there has been news on the Internet that the 360 ​​may try the auto business. According to a report from the AI ​​Finance and Economics Agency, on the opening day of the 2021 Shanghai International Auto Show, the founder of 360 Company, Hongt Zhou, appeared at the Nezha Auto booth and plans to cooperate with Nezha Auto to build cars; however, the 360 ​​will soon make a move. In response, he said that he had no comment on the news of the car. According to previous media reports, 360 has been planning to build a car for some time, and will put the car building on the agenda in early 2020. Currently, the project team has about 10 people. An insider of Nezha Automobile revealed that the two sides have been in contact for two months. Zhou Hongt once took his team to the Nezha Automobile Factory to investigate and experience Nezha automobile products. Of course, these are all market rumors. As for whether 360 will end up building cars in the future, we don’t know. However, many Internet companies such as Huawei, Xiaomi, Baidu and others have participated in this car war. In fact, it is not surprising that the next car is built. In fact, this is not the first time Three Six Zero has tried to develop a new business. From cooperating with Coolpad and LeTV to develop mobile phone business in 2016, then transforming to make games in 2018, and then transforming to bet on government-enterprise network security business in 2020, although there are no good results in the end, it is not difficult to see that in fact, in recent years Over the past few years, 360 has been trying to transform. However, as of December 2020, although there have been many attempts and bets on the security of the transformation of government and enterprises in 2020, the most profitable business of 360 is still in “advertising.” According to the analysis of the main business composition, for the whole year of 2020, 360’s advertising revenue will be 7.512 billion, accounting for 64.68% of the total revenue, and the profit ratio will reach 72.69%; followed by smart hardware and the Internet. Value-added services, revenues were 2.142 billion and 1.134 billion, accounting for 18.44% and 9.77% of revenue, and 5.43% and 13.44% of profit. And its government-enterprise network security business that it wants to transform bets has revenue of only 808 million, accounting for only 6.96% of 2020 revenue. Poor reputation, it’s a bit difficult for 360 to break the game In addition to declining performance, plummeting stock prices, and frequent failures in transformation, there is also the issue of its reputation. At this year’s 3.15 party, CCTV exposed 360 Search’s illegal placement of false medical advertisements. In the screenshots exposed by CCTV, a 360 search platform was used to search for Chengdu Second People’s Hospital for short “City Second Hospital”. The results were all advertisements for other hospitals including Chengdu Zongnan Hospital. In fact, this is not the first time that 360 has had a word-of-mouth problem. In recent years, with the development of Internet technology, the network environment has become more and more secure, and the 360, which has network security business as its core, has undoubtedly been hit hard. As security protection software is used less and less frequently, 360’s presence is getting lower and lower, but once the 360’s software is installed, it will continue to pop up advertisements, which arouses users’ disgust; , Many netizens even jokingly called him “the spokesperson of the whole family bucket”: once the 360 ​​software is installed, a lot of software will be bound to it, and it is easy to install and difficult to uninstall. As an Internet company, users are undoubtedly the most precious resource. And 360’s rogue advertisements and bundled downloads have undoubtedly left a bad impression on users. Under such a background, it may be difficult for 360 to break through the current predicament.

In particular, the number of attacks on Vietnamese enterprises fell sharply, from 536.6 thousand cases in 2019, to 204.7 thousand cases in 2020. This pulled Vietnam’s ranking to 11 worldwide. , improved from the 7th place in 2019. In Southeast Asia, Singapore remains the country with the least number of detected attacks, ranking 78 globally. However, out of six Southeast Asian countries, Singapore is the only one experiencing an increase in the number of ransomware infection attempts. Number of detected cases increased from 2,275 in 2019 to 3,191 in 2020. Number of attacks on SMEs detected by Kaspersky in Southeast Asian countries. Although Indonesia still ranks 5th globally in terms of the number of ransomware incidents detected, the country has dropped from 1,158,837 cases in 2019 to 439,473 cases in 2020. This downtrend also coincides with export. currently in other countries in the region including the Philippines, Malaysia and Thailand. China remains at the top of the list for the number of ransomware cases globally in both 2019 and 2020. Meanwhile, Brazil and Russia have swapped the 2nd and 3rd place in the rankings, with Brazil currently ranked 2nd by 2020. Ransomware is designed to infect organizations and individuals’ computers, encrypt the internal data and block access to the computer. The attackers will then request a fee from the victim in exchange for re-activation of the system. Ransomware attacks may be on the decline, but Kaspersky has been warning businesses of all sizes in every sector about the growing activity of ‘Ransomware 2.0’, also known as software. targeted extortion. In the new method, the criminals do not ask for ransom to unlock the data, they threaten to publicly disclose the data they hold, adding pressure to the victims to pay the ransom to protect their reputation. .

Author: Cheng Connaught Editor: small sister city

“Chinese Partners” said, “Don’t partner with a good friend to start a company.” It seems that entrepreneurial partners can only work together but not share sufferings.

16 years ago, they started a company in partnership; 16 years later, he was kicked out by himself. Even business partners who have been in partnership for many years are never reluctant to fight inwardly.

In more than 500 days, the founder Gong Dou was staged twice within the company, and the chairman and the president dismissed each other. The stock price has fallen all the way, and the cumulative decline has even exceeded 90%.

This company is known as Xunyou Technology, which provides acceleration services for Tencent’s “League of Legends”.

In 2015, Xunyou Technology successfully went public under the aura of “the first share of online game accelerator”. At the beginning of its listing, the stock price once crushed Moutai and became the veritable “strongest demon stock” that year.

On April 9th, at the extraordinary shareholders meeting of Xunyou Technology, the board of directors simultaneously carried out a proposal for the removal of directors from chairman Zhang Jianwei and president Yuan Xu. In the end, Chairman Zhang Jianwei was dismissed with a very high number of votes, and President Yuan Xu smoothly stayed on. At this point, Zhang Jianwei was completely out of this infighting!

▲Voting at the general meeting of shareholders

As the founder of the company, why is Zhang Jianwei so unpopular?

Zhang Jianwei founded Xunyou Technology’s predecessor-Lanyue Technology in 2005 as the founder.

Under his management, the company’s stock price soared by 567% in the early days of listing. As high as 297.3 yuan/share, it beat Maotai at that time.

But now, with the gradual passing of the end game era, the popularization of 4G and 5G technologies, the improvement of network facilities, and the improvement of game manufacturers’ own operation and maintenance capabilities, players’ demand for accelerators is gradually decreasing. The competition of major manufacturers such as NetEase UU accelerator and Tencent online game accelerator has made market competition increasingly fierce. Xunyou Technology has experienced skyrocketing and plummeting. For now, its stock price is 168 times different from Kweichow Moutai.

The stock price plummeted and the continuous losses were the responsibility of the management. Chairman Zhang Jianwei became the target of public criticism. Therefore, in more than 500 days, Zhang Jianwei was asked to be removed from the chairmanship twice.

Summarizing the reasons for the two recalls, it was because other directors and shareholders of the company believed that Zhang Jianwei lacked a sensitive understanding of industry changes and an understanding of the company’s development strategy and other directions in the process of transforming from traditional interconnection to mobile and intelligent interconnection. explore.

The official sentence of Zhang Jianwei’s evaluation is very harsh. He is like a programmer over 35 years old. He has gone through a golden age, but he has been left behind by the era of rapid renewal. If you move forward, you will be disgusted; if you stop, you will be abandoned.

But about Zhang Jianwei’s “out”, some people think: in the final analysis, this is a struggle of people’s hearts. Everything on the board of directors is for the good “coat” of the company, and it is flooded with power and interests! And Zhang Jianwei is just the loser.

Is the former founder and chairman of the glorious period abandoned by the times or lost to the hearts of the people?

Disclaimer

This article relates to the content of listed companies. It is the author’s personal analysis and judgment based on the information publicly disclosed by listed companies in accordance with their legal obligations (including but not limited to temporary announcements, periodic reports, and official interactive platforms, etc.); the information or opinions in the article are not It constitutes any investment or other business advice, and Market Value Watch does not assume any responsibility for any actions resulting from the adoption of this article.

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For example, Deng Lun’s “One Thousand and One Nights”, Zhang Binbin’s “Qin Shi Liren”, Huang Jingyu’s “Happiness, within reach”, Zhou Yimin’s “Fire as a Song”, Gao Weiguang’s “Three Lives Three Worlds Pillow Book”, etc. And so on, these are not considered hot styles. Now it seems that the “Long Song Xing” starring Wu Lei and Zhao Lusi is also very difficult to burst.

Maybe many people will use “Three Lives III, Ten Miles of Peach Blossom” and “Kara Lover” to refute. The problem is that these two are really selling well, but they are Yang Mi and Tang Yan respectively, so it’s not her.

Maybe there are netizens who will say that “Beautiful Li Huizhen” is very popular and won a grand prize. But the drama was popular not because of how well it played, but because it caused huge controversy after she won the Golden Eagle Double Vision.

Looking at the work is the confidence that fans like idols. This sentence is indeed good, but for Reba, this sentence is really a bit hypocritical. The top is Zhao Wei and Zhang Ziyi and other big flowers, the bottom is Yang Mi and other 85 flowers, and the bottom is Yang Zi and 90 flowers. There is at least one well-known big hit work, and Di Lieba is the only actress who has no big hits. …

That year, Reba was still a student at the Shanghai Academy of Traditional Chinese Opera. He blushed after a few words and secretly ran to participate in the audition of Lu Chuan’s “Feast of the King” and “Yuji” Shanghai Station. Although he lost the election in the end, it caused the director and Yang Mi noticed that Lu Chuan took a photo of Reba on the spot and posted it on social media, calling the girl “a warm response from the masses.”

At this time, Yang Mi has already become popular in the entertainment industry. After all, he was born as a child star. He has a long acting career, looks beautiful, and has good acting skills. A firm foothold is the kingly way, so Yang Mi does not want to continue to be popular at this time. , But want to establish a company, the right time and place, people and people, Reba came.

Two years later, Reba went to Beijing to be interviewed by “Micro Times”, but she was still not confident that she did not know that she had been delineated by Yang Mi. In addition to Reba, this youth idol drama also includes Zhang Yunlong and Li Xirui. , Gao Weiguang, Zhang Binbin, etc…These actors will all become Yang Mi’s “Humanity” and the mainstay of “Yangjiaban” in the future.

Which work does everyone think is more worthy of “explosion”?

This time is in the season of pumpkin harvest, although it has a high yield, from 1.5 to 2 tons / ha, however, compared to the previous time, the current price of squash is very low. Previously, each kilogram of pumpkin people sold in the field was priced from 10,000-15,000 VND / kg depending on the quality but only 3,000-5,000 VND / kg.

Due to the low price of pumpkins, people only dare to harvest in moderation. Photo: Tien Dong

Ms. Nguyen Thi Giang’s house, Hoi Lam hamlet, Cam Son commune, this year planted more than 3 sao of pumpkin, although it did not take too much care, but like other spring vegetables and fruits, this year squash the price is very low, only 3,000 VND / kg. Sometimes even lower, traders try to force prices, so people only harvest small.

For each pumpkin pole, the cost of seed and fertilizer costs nearly 1 million VND, not to mention the care and hiring of the harvester. Currently, due to the low price of pumpkins, farmers face many difficulties. Photo: Tien Dong

Mr. Hoang Manh Ha, chief hamlet of Hoi Lam hamlet, Cam Son commune, said: The whole village of Hoi Lam has about 50 pumpkin growers, this is a highly productive pumpkin variety, the time from planting to harvest is 3. month. Mr. Ha’s family also produces 3 sao, the cost of seed and fertilizer for each pole is nearly 1 million VND, not including the care for 3 months and the cost of hiring the harvester. If the price of squash is stable, each pole also gives an income of nearly 10 million VND. However, recently, the low price of squash makes farmers very difficult.

Mr. Ha said that, due to the longer time for pumpkins to stay in the field than other crops, when the price of pumpkins is low, farmers can harvest them in moderation to wait for higher prices.

People have finished harvesting pumpkins and gathered along National Highway 7A. After that, traders will come to buy them. Photo: Tien Dong

Mr. Dang Dinh Luan – Head of the Agriculture and Rural Development Department of Anh Son district said: Usually at the beginning of each crop, the purchasing establishments still ask about signing offtake contracts with farmers, but due to low contract prices. Therefore, people do not agree but accept the market price.

Regarding the planning issue, Mr. Luan said that the district also now has a plan for vegetable growing areas on the land, and regularly provides technical guidance to farmers, thereby gradually improving production efficiency. bring higher income on the same area than before.