China Times (www.chinatimes.net.cn) reporter Lu Xiao reports from Beijing
The new life (Love Recycling) who is engaged in the second-hand electronics business rang his own bell to go to the United States.
On the evening of June 18, Wanwu Xinsheng announced that it would first publicly issue approximately 16.23 million ADS shares and begin trading on the New York Stock Exchange on June 18, U.S. stock time. The price of ADS is 14 US dollars per share, and the total issuance scale is approximately 227 million US dollars.
Love Recycling was established in 2011. At the end of May this year, the renamed Wanwu Xinsheng Group submitted a prospectus for the US.
According to the prospectus, as of March 31, 2021, the overall revenue of Wanwu Xinsheng Group in the past 12 months was 5.68 billion yuan, a year-on-year increase of 49.4%. In 2020, its overall revenue was 4.858 billion yuan, a year-on-year increase of 23.5% compared to 2019.
However, despite the increase in income, the new life, which was founded ten years ago, is still at a loss.
The prospectus shows that from 2018 to 2020, the net losses of New Life will be 208 million yuan, 705 million yuan, and 471 million yuan, totaling about 1.4 billion yuan. In the first quarter of this year, Wanwuxinsheng’s loss was close to 95 million yuan.
According to a reporter from China Times, the main business lines of New Life include the C2B mode of Aihui, B2B mode of shooting, C2B mode of shooting and overseas-oriented AHS Device four major businesses.
“China Times” reporters previously learned from Wanwu Xinsheng that among its 70,000 orders a day, the most profitable is the B2C business that trades more than 10,000 units a day. According to the reporter’s understanding, Wanwu Xinsheng’s B2C business came from the merger with Jingdong’s second-hand trading platform “Pai Pai” in June 2019.
However, compared to the more profitable C-end market, the revenue of All New Life mainly depends on the B-end market. The prospectus shows that Wanwuxin’s revenue is divided into self-operated product revenue and platform revenue. Among them, the revenue of self-operated goods in 2020 is 4.24 billion yuan, accounting for 87% of the total income of the new life. Among them, 88% of merchandise sales are sold to second-hand merchants on the B-end through Paijitang. In addition, the revenue of the B2B platform also reached 280 million yuan in service revenue.
Wanwu Xinsheng’s public financing record before the IPO stayed in the F round. Before the IPO, JD.com held a 34.7% stake in Wanwu Xinsheng, making it its largest shareholder. Its founder Chen Xuefeng holds 10.9% of the shares. When it completed the E+ round of financing of more than 100 million U.S. dollars led by JD.com in September last year, Chen Xuefeng once told reporters such as China Times, “The valuation of Aihuishou must be properly based on 40, 50 IPOs will be considered only on the volume of 100 million U.S. dollars.” However, based on a rough calculation of the price of 14 U.S. dollars, the market value of New Life is less than 4 billion U.S. dollars.
Behind the “anxious” listing of Wanwu Xinsheng, its own hematopoietic ability still needs to be improved. In 2019, 2020 and the first quarter of 2021, its operating cash flow was -62716,600 U.S. dollars, -63,016,600 U.S. dollars and -46,174,400 U.S. dollars. As of March 1, 2021, the cash and cash equivalents on its accounts were only 100 million U.S. dollars.
What needs to be mentioned is that Wanwu Xinsheng stated in the prospectus that the net proceeds from the IPO will be mainly used to further improve technical capabilities, provide more diversified platform services, expand the network of Aihuishou stores, and develop new platforms for the auction platform. Sales channels and used for working capital and general corporate purposes.
As of March 31, 2021, Wanwusheng operates 755 offline stores in 172 cities in China. Among them, 753 are love recycling shops and 2 are photo shops. At the same time, AHS Device, the overseas business brand of Wanwu Xinsheng, also covers Hong Kong, the United States, Japan, India and other regions

According to the micro-net news, as Ideal Auto recently announced its financial report for the first quarter of 2021, the three major new domestic automakers, Weilai Auto, Ideal Auto, and Xiaopeng Auto have all released their first quarter revenues. According to statistics, the three companies have combined their operations in the first quarter. Revenue was 14.513 billion yuan, only 21.86% of Tesla’s first quarter revenue.

In the first quarter of this year, Weilai Automobile’s total revenue was RMB 7.982 billion, an increase of 481.8% compared with the same period of the previous year; net loss was RMB 451 million, which was a decrease of 73.3% compared with the same period of the previous year; attributable to the company’s common stock Shareholders’ net loss was RMB 4.875 billion, an increase of 183.0% compared to the same period last year.

Ideal Auto’s total revenue in the first quarter of 2021 was 3.58 billion yuan, an increase of 319.8% from 851.7 million yuan in the same period in 2020; a net loss of 360 million yuan, an increase of 366.9% from the net loss of 77.1 million yuan in the same period in 2020. In this quarter, the deliveries of Ideal ONE were 12,579 units, an increase of 334.4% from 2,896 units in the same period in 2020; car deliveries in the second quarter are expected to reach 14,500-15,500 units, a year-on-year increase of 119.6% to 134.7%. At the same time, Ideal Auto’s auto sales in the quarter were 3.46 billion yuan, an increase of 311.8% year-on-year; the auto profit margin was 16.9%.

Xiaopeng Automobile’s total revenue in the first quarter was 2.951 billion yuan, a year-on-year increase of 616.1%; of which 13,340 vehicles were delivered and sales revenue was 2.81 billion yuan, a year-on-year increase of 655.2%; in addition, the gross profit margin was 11.2%, a year-on-year decrease of 4.8%; net The loss was 786.6 million yuan, an increase of 21.05% year-on-year. For the second quarter, Xiaopeng Motors expects vehicle deliveries to be 15,500-16,000 vehicles, a year-on-year increase of approximately 380.2% to 395.7%.

In the same period, Tesla’s revenue in the first quarter reached 10.4 billion U.S. dollars (about 66.39 billion yuan), an increase of 74% year-on-year; net profit was 464 million U.S. dollars, an increase of 582% year-on-year; net profit attributable to common shareholders was 438 million U.S. dollars, A year-on-year increase of 2638%; of which sales of carbon credits achieved revenue of US$518 million.

The total revenue of the three new domestic car manufacturers in the first quarter was 14.513 billion yuan, only 21.86% of Tesla’s, and none of them achieved profitability. The analysis believes that the investment in R&D by the three new car manufacturers is an important reason why they have not yet been able to achieve profitability. In the first quarter of this year, the research and development expenses of Weilai Automobile, Ideal Automobile and Xiaopeng Automobile were 687 million yuan, 515 million yuan, and 535 million yuan, respectively, accounting for 8.61%, 14.41%, and 18.13% of overall revenue.

It should be noted that Ideal Automobile achieved a profit of 108 million yuan in the fourth quarter of 2020. Although it failed to maintain profitability in the first quarter of this year, Ideal Automobile is still expected to become the first of the three new car manufacturers to achieve a positive annual net profit. enterprise. (Proofreading/Arden)

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

Nationwide electricity generation Coal is overtaking wind power again

Status: 06/11/2021 1:53 p.m.

A spring without storms has led to a decline in wind energy. Coal grew to become the most important energy source in the country in the first quarter. At the same time, the demand for electricity is increasing, says Minister of Economic Affairs Altmaier. Electricity production using coal in Germany overtook wind power again in the first quarter of 2021. According to the Federal Statistical Office, a “windless spring” resulted in almost a third less electricity from wind power. According to the authorities, the gap has been filled by increasing electricity generation from coal and natural gas power plants. From January to March inclusive, a total of 138.2 billion kilowatt hours of electricity was generated and fed into the grid. According to preliminary results from the Federal Office, that was 2.6 percent less than in the first quarter of 2020.

Coal, gas and nuclear power dominate

While the electricity in the same period last year came mainly from renewable energy sources such as wind power, biogas and sun (51.4 percent), coal, gas and nuclear energy dominated at the beginning of this year (59.3 percent). With a share of 28.9 percent of the total amount of electricity fed into the grid, coal was the most important energy source for electricity generation in Germany in the first quarter of this year. The amount of electricity generated in coal-fired power plants increased by more than a quarter (26.8 percent) to almost 40 billion kilowatt hours compared to the same period in the previous year. The amount of electricity from natural gas increased by 24 percent to 22.5 billion kilowatt hours. In contrast, there was a strong minus of almost a third (32.4 percent) in wind power: The feed-in of 33.5 billion kilowatt hours was the lowest value for this energy source for a first quarter since 2018. In the two previous years, there was wind power significantly higher values ​​achieved due to strong spring storms.

Altmaier sees increased demand for electricity

Meanwhile, Federal Minister of Economics Peter Altmaier admitted that his department had so far underestimated how much the demand for electricity in Germany is likely to increase in the course of the energy transition. “Due to the more stringent climate targets in Germany and the EU, we have to assume a significantly higher electricity demand than was previously assumed,” said the CDU politician to Wirtschaftswoche. “My house will submit new calculations for this.” Altmaier said that more energy must be produced, “from all available renewable sources: wind power and photovoltaics”. Altmaier said that he would present specific proposals on how offshore wind power on the high seas and other renewable energies could be expanded more than previously planned. For “green hydrogen” for use in the steel industry or the expansion of electromobility, many experts believe that significantly more electricity will be required in the coming years, which should come from renewable energies.

SPD puts pressure on

The SPD criticized Altmaier: “For months now, the SPD and the entire German industry and energy sector have been calling on the Federal Minister of Economics in vain to anchor realistic electricity requirements and a correspondingly ambitious expansion of wind power and photovoltaics in the EEG,” said parliamentary group vice-president Matthias Miersch of the dpa news agency. If Altmaier now announces new proposals, which can only then be implemented by the next federal government, it is “poor” and unworthy of a federal minister of economics, according to Miersch. The SPD had already submitted proposals months ago which, based on realistic electricity consumption, determine the associated expansion paths for green electricity up to 2030 and contain funds for acquiring space and accelerating it. “We could implement this next week,” said the politician.

Author: Zhang Rui Produced | Deep Web・QQ MusicNews Xiaoman Studio May 24,quick workerScience and Technology announces its financial report for the first quarter of 2021 (three months ended March 31, 2021). The financial report shows that Kuaishou’s revenue in the first quarter was 17.019 billion yuan, a year-on-year increase of 36.6%; a net loss of 57.75 billion yuan, an increase of 89.4% year-on-year, and an adjusted net loss of 4.918 billion yuan, an increase of 13.2% year-on-year. For adjusted net losses, Kuaishou financial reports are defined as losses during the period plus share-based compensation expenses and changes in the fair value of convertible redeemable preferred stocks. Adjusted net loss of 4.918 billion yuan increased employee compensation expenses The financial report shows that the cost of sales of Kuaishou increased by 22.3% from RMB 8.2 billion in the same period in 2020 to RMB 10 billion in the first quarter of 2021. Regarding the increase in cost of sales, Kuaishou provided the following explanation in the financial report: The expansion of the user base and business growth have led to an increase in user traffic, as well as increased bandwidth fees and server hosting costs, depreciation of property and equipment and right-of-use assets, and amortization of intangible assets. On the other hand, increasing the number of employees and increasing share-based compensation expenses in order to support business growth has led to an increase in employee compensation expenses. In terms of gross profit, Kuaishou’s gross profit increased by 64.1% from RMB 4.3 billion in the same period in 2020 to RMB 7 billion in the first quarter of 2021. Gross profit margin increased from 34.2% in the same period in 2020 to 41.1% in the first quarter of 2021. Kuaishou’s explanation in the financial report was mainly due to the expansion of other businesses such as online marketing services and e-commerce business, which led to a decrease in our live broadcast revenue as a percentage of total revenue, which in turn led to a decrease in sales cost as a percentage of total revenue. Sales and marketing expenses increased by 44.0% from RMB 8.1 billion in the same period in 2020 to RMB 11.7 billion in the first quarter of 2021. Its percentage of total revenue increased from 65.0% to 68.5%, mainly due to promotion and Due to increased advertising expenses. Promotion and advertising expenditures increase in the first quarter of 2021. The explanation given by Kuaishou in the financial report was mainly due to the increase in marketing expenses and brand promotion activities for our promotion of Kuaishou Express Edition and other applications. In terms of administrative expenses, it increased by 128.2% from RMB 308.2 million in the same period in 2020 to RMB 703.4 million in the first quarter of 2021, and its percentage of total revenue increased from 2.5% to 4.1%. The explanation given by Kuaishou in the financial report was mainly due to the increase in the number of administrative staff and the increase in share-based compensation expenses to support business development, which led to an increase in employee welfare expenses. Excluding the impact of share-based compensation expenses, the percentages of administrative expenses to revenue in the first quarter of 2021 and 2020 are 2.7% and 1.8%, respectively. In terms of R&D expenditure, it increased by 199.2% from RMB 939.5 million in the same period in 2020 to RMB 2.8 billion in the first quarter of 2021, and its percentage of total revenue increased from 7.5% to 16.5%. Kuaishou’s explanation in the financial report was mainly due to the continued investment in artificial intelligence, big data and other advanced technologies, which significantly increased the number of R&D personnel and increased share-based compensation expenses, resulting in increased employee welfare expenses. Excluding the impact of share-based compensation expenses, the percentages of R&D expenses to revenue in the first quarter of 2021 and 2020 are 10.8% and 6.4%, respectively. Live broadcast revenue declines, online marketing services revenue has increased significantly From the perspective of revenue composition, revenue from online marketing services and other services increased year-on-year, while revenue from live broadcast business declined year-on-year. Revenue from online marketing services increased by 161.5% from RMB 3.3 billion in the same period in 2020 to RMB 8.6 billion in the first quarter of 2021. Kuaishou’s financial report explained that it was mainly due to the expansion of the user base to attract more online marketing customers, and the strength of artificial intelligence and big data to enhance the effectiveness of online marketing services. The revenue of live broadcast business decreased by 19.5% from RMB 9 billion in the same period in 2020 to RMB 7.3 billion in the first quarter of 2021. The explanation of the Kuaishou financial report is mainly due to the fact that the average monthly paying users of live broadcast have changed from 67.0 million in the same period in 2020 to 52.4 million in the first quarter of 2021. There were more monthly paying users in the first quarter of 2020, partly due to strict quarantine during the COVID-19 outbreak, and more users turned to online social and entertainment activities. In the first quarter of 2021, the general public returned to their normal lifestyles. The time spent on activities is reduced. Revenue from other services increased by 589.1% from RMB 175.8 million in the same period in 2020 to RMB 1.2 billion in the first quarter of 2021, mainly due to the expansion of e-commerce business. Over 150 million MAU in overseas markets In terms of user volume, both the scale and activity of Q1 users in 2021 will increase significantly. In 2021, the average daily active users of Chinese apps and mini programs of Kuaishou in Q1 of 2021 reached 379.2 million, a year-on-year increase of 26.4%. The average daily usage time of each daily active user of the Kuaishou app increased to 99.3 minutes, an increase of 10.5% from the 89.9 minutes announced in the fourth quarter of last year. Kuaishou also disclosed the latest developments in the international market for the first time: with South America and Southeast Asia as its core targets, it has achieved breakthroughs in different overseas products such as Kwai and SnackVideo. Data shows that the average monthly active users in overseas markets in the first quarter of Kuaishou exceeded 100 million. In April this year, MAU (monthly active users) in overseas markets further increased to more than 150 million. Kuaishou’s overseas business began to deploy around 2017. Since 2020, Kuaishou has further adjusted its strategy, increased investment and layout in overseas markets, and demonstrated a clear determination to internationalize. At the end of 2020, the former Didi international business COO Qiu Guangyu joined Kuaishou and became the new Kuaishou international business head; in April this year, Kuaishou ushered in a new head of overseas technology, former Facebook Chinese engineering executive Wang Meihong. Kuaishou’s investment in overseas markets shows Kuaishou’s determination to enter the international market. According to statistics, the number of active users of the overseas version of Bytedance TikTok has reached more than 800 million globally. Copyright statement: The content produced by Tencent News is not allowed to be copied or reprinted without authorization, otherwise legal responsibility will be pursued.

All of these vaccines are allocated to priority subjects according to Resolution 21 and localities with industrial parks. Vaccines for COVID-19. Photo: Times of India. In addition, from now until the end of the third quarter, Vietnam will also receive an additional 2 million doses of AstraZeneca’s vaccine ordered by the Ministry of Health through VNVC. In the third quarter, information from the pharmaceutical company Pfizer said that 3 million doses of vaccine can be shipped to Vietnam, the rest will be concentrated in the fourth quarter. However, the specific time and quantity may change due to dependents. of the world situation. According to Professor Dang Duc Anh, the COVID-19 vaccine has a very short shelf life, only about 6 months. Meanwhile, the time from the production facility to Vietnam takes about 2 months, so it only takes 3-4 months to deploy the injection. In particular, Pfizer’s vaccines must be stored at deep minus temperatures (-70 degrees Celsius). If the temperature is 2-8 degrees Celsius, this vaccine is only used for one month. Therefore, in the coming time, the Ministry of Health will coordinate with units of the Ministry of National Defense across the country to ensure the preservation and transportation of vaccines to the injection point in the shortest time. Up to this point, Vietnam has urgently approved four COVID-19 vaccines: AstraZeneca, Sputnik V, Sinopharm and Pfizer. Vietnam aims to have 150 million doses of COVID-19 vaccine this year for at least 70-80% of the population, to form herd immunity. However, only 4 batches of AstraZeneca’s vaccine have arrived in Vietnam with a total of nearly 2.9 million doses. Earlier, Minister of Health Nguyen Thanh Long stated that Vietnam is facing the 4th wave of COVID-19 epidemic with the Delta variant of SARS-CoV-2 capable of spreading quickly and widely. The Vietnamese government is drastically directing epidemic prevention and control measures to soon stabilize the situation. One of Vietnam’s priorities in COVID-19 prevention is to have a COVID-19 vaccine early and to implement broader vaccination coverage for the population. Therefore, in parallel with efforts to find, negotiate and discuss with partners and vaccine manufacturers to bring vaccines to Vietnam, the Ministry of Health and related ministries and branches also focus on developing domestic vaccines to gradually ensure vaccine autonomy. At the same time, Vietnam also participates in COVAX’s global vaccine supply mechanism.

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.

Illustrated photo TL Generali Group’s Deputy Chief Financial Officer, Mr. Cristiano Borean, commented: “Generali Group ended the first quarter of 2021 with excellent results, in line with the set targets and affirming the effectiveness of the strategy. Generali 2021′”. “The Group continues to be one of the market’s leading insurers, with a strong financial position. We are in the process of rebalancing our life insurance product portfolio and thus have been able to maintain positive profitability in the context of low interest rates. Generali also continues to achieve the best and most consistent mix ratios in the market, as well as impressive results in asset management and other businesses. The strong growth in operating profit and net profit also shows that the group continues to operate effectively in the context of the macro economy still facing many uncertainties caused by the pandemic.” – Mr. Cristiano Borean shared. Specifically, as of March 31, 2021, Generali’s operating profit reached 1.6 billion euros (up 11%), thanks to the profit growth of non-life insurance, asset management and other business activities. At the same time, the life insurance segment achieved a stable profit compared to the same period last year. Gross premium revenue reached 19.7 billion euros (+4.2%), of which life insurance increased by 5.5% and non-life increased by 1.9%. Net cash flow from life insurance business amounted to €3 billion (up 1%), focused on unit-linked and protection products. The combined ratio hit 88% (down 1.4 percentage points) and the return on new mining revenue also recorded impressive results, leading the market at 4.44% (up 0.4 points). percent). Net profit of up to 802 million euros (compared to 113 million euros in the same period last year) – the first quarter of 2020 was significantly affected by the decline in investment assets and funding costs for the Special International Fund Covid-19. Strong financial position, with a solvency margin of 234%, thanks to an effective capital optimization strategy and positive market situation in the first quarter of 2021.

In the first 6 months of the year, party committees at all levels have inspected 53 party organizations and 186 party members; supervises 24 party organizations and 169 party members; disciplining 1 party organization and 28 party members. Inspection Committees at all levels conducted inspection when there were signs of violations against 1 party organization and 8 party members; inspect the performance of inspection and supervision tasks for 22 party organizations; inspect the implementation of discipline within the Party for 5 party organizations; supervise 11 party organizations and 33 party members; disciplining 12 party members; inspect the collection, payment, management and use of party fees for 36 party organizations; settlement of accusations of 3 party members… Mr. Nguyen Van Ghi requested the next time the inspection committees at all levels base themselves on the regulations and work processes of inspection and supervision of the Provincial Party Committee to advise the committee to amend and supplement to suit the local situation. . In addition, strengthen inspection and supervision of the formulation and implementation of the working regulations of the Party Committee; regularly monitor and grasp the situation of the area in order to promptly correct and check when there are signs of violations, to prevent defects, prolonged violations … NGUYEN NGUYEN

No.15-BYD Tang Sales: 431 Even in the 15th place, BYD Tang’s product competitiveness is still very strong. And on April 7th, the blade battery began to be fully equipped, and the acupuncture test was fully implemented as an enterprise standard. The decentralization of blade batteries at a certain level indicates that BYD’s pure electric car products have entered a new era. Of course, this also includes the 2021 Tang EV. Although the new exterior and interior does not have much innovation, and the comprehensive subsidy price of this car has reached 279,500 yuan to 314,800 yuan, but it is among the products of the same level. , Its battery technology and product safety are indeed unmatched. No.14 ―Roewe Marvel R Sales: 434 Although its sales are almost the same as BYD Tang, its style is very different from BYD Tang. The biggest selling point of Marvel R is the world’s first full-cabin interactive 5G mass-produced car. The exterior and interior design are also closely linked to the positioning of its technological car. It is a product of the era of the integration of the Internet and the car. In contrast, Marvel R may be more favored by the fashionable urban crowd in the new era, and BYD Tang may be favored by more family car consumers. No.13-SAIC Volkswagen ID. 4 X Sales: 459 Although it was not officially released until March 26, Volkswagen is a traditional car giant after all, and sales reached 459 in just a few days. As the first pure electric SUV under SAIC Volkswagen, SAIC Volkswagen ID.4 X is based on Volkswagen’s new MEB platform. As an exclusive platform for electric vehicles, the MEB platform uses a large number of cutting-edge technologies. As Volkswagen’s first powerful product in China’s new energy vehicle market, SAIC Volkswagen ID.4 X broke the lack of high-quality products priced at 200,000 to 300,000 heads. Future market feedback should be quite good. No.12-Mercedes-Benz EQC Sales: 557 In fact, the sales of Mercedes-Benz EQC in overseas markets are still good, but I don’t know why the performance in China has been relatively flat. At present, Mercedes-Benz EQC’s terminal preferential margin is still considerable, and it is very worthwhile to start. No.11-BYD Yuan Sales: 650 The performance of BYD Yuan in the domestic new energy small SUV market has always been very good. Like BYD Tang, the product style is more oriented towards household use. With a blade battery, it has a cruising range of 401 kilometers, which can handle city commuting and short outings. As the first car for young people, this BYD Yuan is very suitable. No.10-Idea VE1 Sales: 748 The concept VE1 may not be familiar to many people. It is actually a product under the Guangqi Honda brand. Although the car logo adopts the concept, you can think of it as a pure electric version of Binzhi. This car is still mainly aimed at users It is a consumer of family cars, and its current discount rate is also very good, friends who like it can consider starting. No.9-Geely Geometry C Sales: 959 Geometry C is Geely’s second model after the launch of Geometry A. The subsidized price is 129,800 to 182,800 yuan. The design style of this car is very young and has its own characteristics. It also has a design that echoes its name in some details, which is very valuable among products of the same price. No.8-GAC Trumpchi AION V Sales: 1052 It is not difficult to find that GAC Trumpchi AION V is also a very young style work. And among the compact SUVs, the AION V’s space performance is relatively good, and it can provide a good ride experience. In terms of price, the AION V manufacturer’s guide price is 159,600 to 239,600 yuan. Unfortunately, the discount rate for this car is not large at present, and friends who like it can wait and get started. No.7-Weilai ES8 Sales: 1467 No.3-Weilai EC6 Sales: 2484 No.2-Weilai ES6 Sales: 2960 I have to say that Weilai is now very strong, and all of Weilai’s products are on the list. According to Weilai’s insurance coverage in the first quarter of 2021, Weilai’s three models ES8, ES6 and EC6 sold 19,844 vehicles, a year-on-year increase of 420%. It is worth mentioning that the average transaction price of Weilai in the first quarter reached 428,000 yuan, and the average transaction price of Weilai Auto ranked third, behind Porsche and Land Rover. Although the sales momentum is very objective, Weilai’s current production capacity is being affected by chips. Weilai’s founder Li Bin once said that Jianghuai Weilai’s production capacity is now 400 units per day. Based on 25 working days per month, monthly production capacity can reach 10,000 units, but affected by the supply chain (chips and batteries), the production capacity of 7,500 units per month is also under pressure. Due to the increase in the number of products on the market, NIO added 5 power swap stations and 9 overcharge stations in March, and a total of 196 power swap stations, 139 overcharge stations and 1826 destination charging piles have been built. Users have cumulatively replaced power. It has exceeded 2 million times. At present, it seems that Weilai’s insistence on the main luxury product positioning and the intimate service model for high-quality customers is very reasonable and correct. No.6-BMW iX3 Sales: 1526 The BMW iX3 is actually an electrified version of the BMW X3, so in terms of handling, the iX3 inherits BMW’s sporting genes very well. It feels like a fuel car when driving. The 500-kilometer range under the NEDC standard completely breaks the owner’s mileage anxiety. . And this year, the BMW Group will launch a total of 25 new models in the Chinese market, which is worth looking forward to. No.5-Weimar EX5 Sales: 1526 No.4-Xiaopeng G3 Sales: 5120 Ranked fifth is Weimar’s EX5, and fourth is Xiaopeng’s G3. The positioning of these two models is also home. As a new force in car manufacturing, Xiaopeng’s sales closely follow the pace of Weilai. According to statistics, in March, Xiaopeng Motors delivered a total of 5,102 vehicles, of which Xiaopeng P7 delivered 2,855 units and Xiaopeng G3 delivered 1,955 units. Throughout the first quarter, Xiaopeng Motors delivered a total of 13,340 vehicles, which is also the quarter with the highest delivery volume of Xiaopeng Motors. No.1-Tesla ModelY Sales: 10140 Finally came to the first place, without a doubt, Tesla’s Model Y, with monthly sales reaching 10140 units, surpassing the second place by nearly 7,000 units. In the first quarter of this year alone, Tesla delivered a total of 184,800 new cars worldwide, while in the Chinese market, Tesla delivered a total of 35,478 new cars in March. I have to say that this number is very exaggerated. Following this trend, the future will no longer be the BBA tripartite power, and Tesla has successfully entered the circle. Although the product sales are very good, Tesla’s wind reviews have always been controversial. From last year’s accidents that suspected that the brakes had safety defects to the so-called “real hammer”, you will work together on the whole network. Under the circumstances, yin and yang Tesla seems to have gradually become a kind of “political correctness.” Tesla really doesn’t look at it this way, which is not necessarily the case in my opinion. In communication, there is a theory called the “silent spiral”. In short, if a person finds that the opinions and opinions of most people are consistent with his own ideas, then that person will express himself bravely, and if his The more popular the view, the more active the participation. On the contrary, if this person is in the minority and his views and ideas are ignored or disagreeable, the more he will hide his ideas and remain silent. Maybe this is what Tesla is going through now. Compared with the overwhelming controversy, a large number of car critics are unifying. After all, the criticism is to urge a car company to get better, not the self-revelry between the marketing account and a group of people who don’t know the truth. Well, to make a summary, on the whole, this year’s new energy vehicle market sales are very good, which is also an important sign of the transformation of automobiles to electrification. Judging from the list, Chinese brands occupy a large market share, especially NIO. On April 7th, the 100,000 mass-produced car has also officially rolled off the assembly line. It is not difficult to see through various signs that the new energy boom in China’s auto market may have begun. Note: The above pictures are from the official brand

The location of the British team. England’s stars will stay at the Hilton for the duration of EURO 2020. To get to the venue, they will have to travel up to 140 miles across the M1 motorway to Wembley. In this hotel, there are full facilities such as indoor swimming pool, spa, bar. Meanwhile, the dishes for the England team will be cooked by famous chef Omar Meziane – who used to cook for the Spice Girls. Just like the previous gatherings, the England team will also ban the WAGs from the gathering place of the players. However, the team’s leadership is still considering allowing the players to meet their relatives during the break, but still ensure safety in the prevention of the COVID-19 epidemic. See where the England team is stationed at EURO 2020: All members of the England team will stay at the Hilton Hotel in St George’s Park to rest and prepare for the matches in the EURO 2020 finals. Football Association headquarters area in Burton-upon-Trent. The players will rest in a luxurious bedroom, fully equipped and safe in the prevention of the COVID-19 epidemic. The hotel also has a full swimming pool for the players to relax and practice. The bathroom also has enough equipment for players to clean their bodies or prepare before each match. The gym has full equipment for players to practice and maintain fitness during EURO 2020. Like other gatherings, England players will not be allowed to bring their wives or girlfriends to the gathering place. For example, Harry Kane’s wife Kate will not be allowed to enter the campus at St George’s Park while her husband and teammates gather for the tournament. Windows and balconies will offer beautiful views of the Staffordshire countryside. The England team will take about 2.5 hours to get from the campsite to the match place. List of England team at EURO 2020.

Pilot area from Aeon mall Ha Dong to BRT Van Khe station According to the Hanoi Department of Transport, the pilot project of a two-wheeled electric vehicle model connecting public passenger transport modes in Hanoi city is researched and researched by the University of Transport Technology. offer. The basic scheme is consistent with one of the solutions to strengthen the management of road vehicles in order to reduce traffic congestion and environmental pollution in Hanoi city according to Resolution No. 04/2017/NQ- People’s Council dated July 4, 2017 of the People’s Council. Pilot area from Aeon mall Ha Dong to BRT Van Khe station. The pilot period is expected to be until the end of 2023, after which it will be re-evaluated to replicate the whole city. During the pilot period, users do not have to pay service fees. As a result, improving the efficiency of public passenger transport, reducing private vehicles. The piloting of two-wheeled electric vehicles helps passengers form the habit of using green means of transport, while raising awareness of environmental protection. Thereby, strengthening solutions to manage road vehicles, reducing traffic congestion and environmental pollution in Hanoi city. Two types of electric vehicles are used, including electric scooters and electric bicycles. In which, there are 50 electric PCX cars of Honda Vietnam Company and 10 electric bicycles of QIQ Vietnam Company. Specifically, when passengers arrive at Aeon mall Ha Dong, if there is a need to use the BRT bus, there will be staff to assist in installing the application on the phone and declaring personal information. Once the information is accepted, the user can borrow a two-wheeled electric vehicle to move to the BRT rapid transit area at Van Khe point, then return the car and take the BRT bus. Similarly, with the process from BRT waiting room to Aeon mall Ha Dong. For those using private vehicles, they can drop off at the first and last two points and then borrow a two-wheeled tram to move to the regular bus stop or BRT bus. The process of moving from these two points is stored and monitored in the system through the previously installed application. The system also provides the necessary functions for the electric vehicle sharing model, including monitoring the battery condition of the vehicle and raising an alarm in the event of a problem.

Dell posted record revenue of $24.5 billion in the first quarter. Photo: Dell According to the latest report, the company achieved sales of $24.5 billion, up 12% year-on-year. This figure is higher than the forecast of financial analysts of 23.4 billion USD. Product revenue was $18 billion, up 12%, service revenue was $6.5 billion, up 10%. In that, non-GAAP earnings of $2.13 per share, higher than the prediction of $1.61. On that basis, Dell earned $1.13 per share, operating income of $1.4 billion, up 96%. Gross margin was unchanged from a year ago, at 31%. Dell said cash flow from operations over the past 12 months hit a record $14.4 billion. In revenue from its businesses, Dell recorded a 20% increase in the PC business of $13.3 billion, while orders for Alienware gaming laptops increased by 76%. Group operating income was $1.1 billion, up 84%, consumer revenue grew 42%, commercial customer revenue grew 14%. Infrastructure Solutions had $7.9 billion in revenue, up 5%. Server and network revenue was $4.1 billion, up 9%, while storage revenue was $3.8 billion. The VMware business brought in total revenue of $2.99 ​​billion, up 9% year over year. Dell and VMware will continue their strategic relationship as Dell transferred 81% of shares to Dell Technologies shareholders last month in the fourth quarter of 2021. Jeff Clarke, CEO of Dell, said there has been a significant acceleration in digital transformation globally, and it shows in Dell’s business numbers. Technology has become increasingly central to the global economy and society. Dell sees opportunities ahead and for the future using the data Dell is creating. However, the Covid-19 pandemic is a problem that affects the global supply chain of Dell and other technology companies, causing difficulties for the information technology industry today. Shortages of semiconductors, supply for displays, memory, and graphics chips are also the reasons why orders like PCs are affected this year and into the next.

Swissotel hotel was selected by Vietnam as a place to stay when coming to Dubai during the training period. Before that, Mr. Park’s teachers and students chose another hotel, but as the date of departure, the location changed. The hotel is located in the busy Downtown Dubai area. The hotel lobby is quite small, but inside there are 2 more basements to serve the specific needs of the delegations, including the Vietnamese team. In the basement is a separate area. Vietnam team booked a dining room for a group of 47 people. Disinfectant water is required to be kept in the room for everyone to wash their hands before meals. The team gathers to eat and drink in this area from 12:15 local time (about 15:15 Hanoi time). The dishes are carefully noted by the logistics department and the team doctor during each trip. The next technical meeting room is also prepared to serve the Vietnamese team. The seating arrangement has a certain distance. The room is equipped with a projector and screen for professional work. The Vietnamese team will stay at this hotel from the evening of May 26 to the morning of June 3. This is the training phase, so VFF will take care of all expenses. After that, they will move to the Crowne hotel arranged by the local organizers to officially enter the 3 second qualifying matches of the 2022 World Cup. The big players can spend private time to call family and relatives. The large campus, modern architecture is made in the style of a resort, an oasis in the heart of Dubai that makes players excited. The hotel has 2 quite large communal swimming pools, but it is likely that Coach Park Hang-seo will not allow the students to live here in the context of the Covid-19 epidemic that may affect the team. The hotel also has a separate dining room for casual guests. The Vietnamese team does not operate in this area in order to limit contact with others when it is not necessary. Vietnamese Ambassador to the UAE wishes Park’s teachers and students a successful competition Sharing with Zing, Ambassador Extraordinary and Plenipotentiary of Vietnam to the UAE Nguyen Manh Tuan sent his best wishes to the Vietnamese team before the final matches of the second qualifying round of the World Cup 2022.

Xiaomi “integrated” fashion and technology in the launch event of Mi 11 lite and Mi 11 lite 5G in Vietnam in mid-April. Xiaomi (stock code: 1810) has just announced the unaudited consolidated results of the first three months of the year to March 31, 2021. In the first quarter of 2021, total adjusted revenue and net profit exceeded market expectations. In which, total revenue in the period reached 76.9 billion yuan, up 54.7% over the same period last year, while adjusted net profit reached 6.1 billion yuan, up 163.8 percent over the same period last year. last. Regarding the smartphone business, this quarter continued to record a remarkable growth rate. Smartphone sales reached 51.5 billion yuan, up 69.8% year-on-year. Global smartphone shipments in the period reached 49.4 million units and gross profit margin reached 12.9%. According to Canalys, Xiaomi continues to hold the third position in terms of smartphone shipments, accounting for 14.1% of the global market share. Notably, the premium smartphone portfolio is increasingly diversified, contributing to Xiaomi’s strong growth in this segment. In the first quarter of the year, Xiaomi shipped more than 4 million phones priced over 3,000 yuan in China and over 300 euros in international markets. In addition, third-party data shows that Xiaomi accounted for 16.1% of the market share of smartphones priced between 4,000 yuan and 6,000 yuan in China in the first quarter of 2021, far ahead of 5.5% in the first quarter of 2020. Meanwhile, Xiaomi’s core strategy of “Smartphone x AIoT” continues to underpin outstanding performance. IoT and lifestyle products saw strong business performance with revenue up 40.5% year-on-year to 18.2 billion yuan. Also in this quarter, the number of Xiaomi smart TVs sold reached 2.6 million units. According to All View Cloud (AVC), the number of TVs shipped ranked first in China for nine consecutive quarters and was always in the top five globally. In particular, widescreen smart TVs are well received by the market. AVC said that Xiaomi and Redmi TVs continue to take the No. 1 position in retail sales in the 70-inch TV segment in China with 29% market share, retail sales increased by more than 160% over the same period. last year. The group’s IoT and lifestyle product segment is also following a hot growth trajectory in the international market. Revenue from IoT and lifestyle products in overseas markets increased by 81.1% over the same period last year. The products of electric vehicles, air conditioners, Mi Box receivers … of Xiaomi have penetrated widely into families. Xiaomi is increasingly expanding its AIoT platform. As of March 31, 2021, the number of IoT connected devices (excluding smartphones and laptops) on the AIoT platform has reached 351.1 million units. The number of consumers owning at least 5 devices connected to the AIoT platform (excluding smartphones and laptops) reached 6.8 million, up 48.9% over the same period last year. In March 2021, Xiaomi’s AI Assistant had 93.0 million monthly users, while the number of monthly Mi Home software users reached 49.2 million, up 22.8% year-on-year. The Group’s Internet services segment continued to grow steadily with revenue increasing 11.4% year-on-year to 6.6 billion yuan in the first quarter of 2021. Gross profit margin of the services segment Internet reached 72.4%. Advertising revenue hit a quarterly record of 3.9 billion yuan, up 46.3% year-on-year. Also in the first quarter of 2021, Xiaomi’s revenue from overseas markets increased by 50.6% year-on-year to 37.4 billion yuan. According to Canalys, Xiaomi’s market share in the first quarter was in the Top 5 smartphone companies in terms of number of shipments in 62 countries and territories globally, in particular, taking the No. 1 position in 12 countries and regions. earth. Xiaomi has positioned itself to compete in key markets. According to Canalys, this quarter Xiaomi entered the Top 2 smartphone companies for the first time in Europe, with smartphone shipments increasing by 85.1% year-on-year and 22.7% market share. Notably, Xiaomi has held the No. 1 throne in Eastern Europe for 2 consecutive quarters, with smartphone shipments increasing by 81.8% over the same period last year, accounting for 32.5% of the market share. The group was also ranked 1st in Russia for the first time with 32.1% market share. Xiaomi still maintains the 3rd position in Western Europe with market share increasing to 16.6%, after smartphone shipments increased by 89.3% over the same period last year. The group ranked No. 1 in Spain for 5 consecutive quarters, achieving 35.1% market share. Also, promoted to No. 2 in Italy; 3 in Germany and France, and broke into the top 5 for the first time in the UK, all with over 90% growth in phone shipments compared to the same period last year. Most impressively, Xiaomi maintained the No. 1 position for 14 consecutive quarters in India, capturing 28.3% of the market share. The group is on a strong growth path when conquering new markets…

The facade of the house at 75 Thuoc Bac street. This narrow and deep house is located at 75 Thuoc Bac street, in the middle of Hanoi Old Quarter with 4 households living together. In addition to the facade, the place owned by Ms. Vu Thi Diem – 76 years old is leased as a metal shop. From the perspective of a visitor coming to visit, the address 75 Thuoc Bac seems to be an alley with many closed families, only using the alley as a common passageway. But when entering, quite a few people will be surprised because the living space is “not closed” in the literal sense of the households here. At first, everyone thought this was a common alley. Ms. Diem – a little-known person who has won the Kovalevskaya award with the coating of the 500kV power poles said: “This is just the way from house to house, the families in the alley are mostly elderly people, so most of the families in the alley are elderly. living together does not block the alley because the width is too narrow, only 2.1m, if the alley is divided, there is no room for the bed. She also explained, the lifestyle of households here from the past to now have been used to living together, there is nothing inconvenient as many people think. Ms. Vu Thi Diem explained her “non-closed” alley. In the past, the house was 2.95m wide according to the papers, but during the French period, the wall was quite thick, more than 35cm on each side, not including bricks, but later covered, so now the house is only 7 tiles wide, about 2.1m wide. Households living from eating, sleeping are not closed. This house in turn goes to another house, from the bed, the kitchen, … can pass when the other house is sleeping or eating. Ms. Diem said that she and other households here are used to sleeping or eating with family members passing by because they have lived here for many years. Previously, the house 75 Thuoc Bac had 9 households, but now there are only 4 households living on a single floor without a second floor. Mrs. Diem is the outermost household, so she keeps the key and is in charge of checking the door every morning and evening. House No. 75 Thuoc Bac was formerly the Cu Hien woolen weaving factory from the French period of Mrs. Vu Thi Diem’s ​​family. During the Revolutionary period, the house was chiseled to Hang Bo street and close to Hang Can street. Later, it was filled in, but the house is still 70m deep. Of all the households here, only Mrs. Diem’s ​​house has a second floor, keeping almost intact traces of an old house. Wooden stairs from the early twentieth century. The altar is still preserved intact from the altar, the door frame to the floor tiles. Wooden wall and Tho crossword from before 1945 of Mrs. Diem’s ​​house. “I keep almost everything from the time my father moved here before 1945, but now the second floor is just for storage and worship, but I still sleep and live on the first floor to take care of the house and lock the door” – Mrs. Good omen. Although every household has a key to the outside door, she still carefully checks the door until she goes to bed at night. “While sleeping, it is normal for people to pass by, the houses here are not related but live very well. Before, they used to eat together, but now it’s stopped because each person eats for an hour.” – she added happily. Where Mrs. Diem slept and read books. She also told a story that in the past, when she was doing research in chemistry, she knew many foreign experts and invited them to her house to play, they asked jokingly: Do you sleep in the alley? Why not enter the house, who sleeps in this aisle? The kitchen, toilet and laundry of Mrs. Diem’s ​​house have an open skylight. The Hanoi Old Quarter area has a fairly high population density with many households living in a narrow and non-closed space, but nonetheless for many people here, especially the elderly here since birth and Keeping the old house full of memories of a bygone era is really: “The land has turned into the soul!”. All difficulties in life seem to disappear and sometimes, according to Mrs. Diem: “I’m very happy!”.

The intersection between Ta Hien Street and Luong Ngoc Quyen Street is sparsely populated, shops and restaurants proactively suspend service under the direction of the People’s Committee of Hanoi. (Photo: The Manh/Vietnam+) The most crowded and bustling scene in Hanoi of the “sleeping” street of Ta Hien, which used to be, is now gone. Instead, it was deserted, quiet since “closed.” (Photo: The Manh/Vietnam+) People accept the closure to prevent and control the COVID-19 epidemic. (Photo: The Manh/Vietnam+) Bich Hanh (owner of a beer shop on Ta Hien Street) said: “Since she was asked to suspend operations, this week she has closed the shop. Only in the morning, she comes to clean and disinfect. Now she just hopes that the epidemic will pass quickly so that the government and medical staff, border guards… will be less hard and people can live and do business with peace of mind.” (Photo: The Manh/Vietnam+) Some famous bars and pubs on Ta Hien and Ma May streets are now closed. The scene is quiet and dreary in contrast to the usual vibrant look. (Photo: The Manh/Vietnam+) The street is empty of tourists, the street is used as a playground. (Photo: The Manh/Vietnam+) Some other pictures of the restaurant situation on Ta Hien and Ma May streets in the afternoon of May 6. (Photo: The Manh/Vietnam+) Some other pictures of the restaurant situation on Ta Hien and Ma May streets in the afternoon of May 6. (Photo: The Manh/Vietnam+) Some other pictures of the restaurant situation on Ta Hien and Ma May streets in the afternoon of May 6. (Photo: The Manh/Vietnam+) Some other pictures of the restaurant situation on Ta Hien and Ma May streets in the afternoon of May 6. (Photo: The Manh/Vietnam+)

AMD recorded 8.9% growth in the first quarter of 2021, the highest in 15 years In 2020 and into the first quarter of 2021, AMD has focused on high-end desktop CPUs and EPYC chips for servers. The first quarter of the year recorded a record increase of 41% over the same period last year, which is the highest number for the CPU market in 25 years. AMD’s biggest growth most recently came in 2006, when the chipmaker saw its server CPU market share increase from about 5-7% to about 22% in just 18 months with the 64-bit Opteron processor. bits. Then, Intel overtook AMD to let Intel regain its leadership in technology and hold it for 10 years. AMD has launched EPYC Milan and it is used for data centers and supercomputers. Consistent growth in the first quarter will propel AMD further in its goal of becoming a leader in the server CPU segment. The choice of EPYC chip has proven that AMD’s direction is appropriate in recent times. One question is what the growth of ARM architecture means for ARM and Intel in the near future, while Nvidia, Microsoft and others are gradually moving to produce ARM-based CPUs. As for Intel, most recently launched Rocket Lake processors and they compete directly with AMD Ryzen 5000. However, Intel’s chips are more commonly found in retail stores at very affordable prices. competition while AMD’s chips are still rare on store shelves. AMD still has a strong portfolio of next-gen EPYC CPUs such as the 4th Gen EPYC Genoa chips that are expected to be announced next year and will feature the all-new Zen 4 core architecture and a host of other features to addresses Intel Sapphire Rapids & Granite Rapids Xeon CPUs.

In the first quarter, national tax revenue increased by 24.8% year-on-year and 4.3% year-on-year. Among them, domestic value-added tax increased by 23.9% year-on-year; the national general public budget expenditure was 5,870.3 billion yuan, a year-on-year increase of 6.2%. The “three guarantees” and other key points Expenditure grew rapidly, among which expenditures on education, health, social security and employment increased by 13.8%, 8.3%, and 6.1% respectively. (Website of the Ministry of Finance) ｜Reviews｜ The fiscal revenue in the first quarter achieved a year-on-year growth of 24.2%, mainly due to the low income in the same period caused by the new crown pneumonia epidemic last year. It is worth noting that due to the active securities market, the securities stamp duty in fiscal revenue increased by 94.2% year-on-year, and this item alone was a net income of 88 billion yuan. The increase in fiscal revenue has ensured that the country can continue to implement tax and fee reduction policies for small and medium-sized enterprises. Although the epidemic has passed, many small and medium-sized enterprises are still under tremendous pressure. Therefore, relevant policies will continue for some time. From this perspective, it is expected that the growth rate of fiscal revenue in the next quarter may be reduced. In the first quarter, the national per capita disposable income of residents was 9,730 yuan According to news on April 22, the National Bureau of Statistics updated and released data on the per capita disposable income of residents in 31 provinces in the first quarter, with Shanghai, Beijing, and Zhejiang ranking the top three. In the first quarter, the national per capita disposable income of residents was 9,730 yuan, a nominal year-on-year increase of 13.7%. The national median per capita disposable income of residents was 8,014 yuan, an increase of 12.7%. In the first quarter, the national per capita disposable income continued the trend of increasing quarter by quarter since the same period last year, maintaining stable and restorative growth. At the same time, on the basis of sustained and stable recovery of residents’ income growth, residents’ consumption expenditure rebounded sharply year-on-year. Data show that in the first quarter, the national per capita consumption expenditure was 5978 yuan, a nominal increase of 17.6%, and a decrease of 8.2% in the same period of the previous year. In terms of growth trends, in the first quarter, household consumption has reversed the four consecutive quarters of decline since the same period last year, showing a recovery growth trend. (China News Network) ｜Comments｜ Increase in national income is the guarantee for stable economic development. What’s exciting is that my country’s per capita income rose steadily last year. The first quarter’s household consumption data reversed the downward trend in the past year and started to grow, although it has not fully recovered to the level before the epidemic. It is foreseeable that stimulating the recovery of consumption is still the focus of the government’s work. However, judging from the recent central bank reverse repurchase and MLF’s stable style, monetary policy is quite cautious, and it is expected that there will be no much action in the near future. Therefore, there should be a relative slowdown in import and export, or some adjustments in taxation policies. Real estate tax is not included in this year’s legislative plan On April 22, the Standing Committee of the National People’s Congress announced the 2021 legislative work plan. In terms of tax legislation, it is clearly required that laws such as the Stamp Tax Law and the Customs Law be reviewed for the first time. However, in the real estate tax legislation that has attracted much attention from the market, this legislative plan is still not mentioned. In recent years, only the 2015 Legislative Work Plan of the Standing Committee of the National People’s Congress explicitly mentioned the real estate tax law as a preliminary project that year. Real estate tax will levy taxes on individual housing, so it has attracted much attention from the market. The current real estate tax legislation is drafted jointly by the Budget Working Committee of the Standing Committee of the National People’s Congress and the Ministry of Finance. In the legislative work plan of the Ministry of Finance this year, there is no mention of real estate tax legislation. (China Business News) ｜Reviews｜ The news of real estate tax has been so many years, the “boots” have never landed. This should be based on the fact that the market has only begun to recover after the current domestic epidemic, and there is a lack of a legislative social environment. After all, the impact of real estate tax on the real estate market is too great, which is not conducive to the orderly progress of the 14th Five-Year Plan. In addition, we must also see the trend of negative population growth. After ten or twenty years, housing demand will decrease, housing prices will inevitably be affected, and real estate taxes will also have an impact on the market. However, how to rationally allocate the real estate resources in hand is a problem that people need to consider now. The VAT exemption period for sales of houses in Guangzhou is increased to 5 years On the evening of April 21, the General Office of the Guangzhou Municipal People’s Government issued a notice on improving the policy for the steady and healthy development of the real estate market in Guangzhou. The notice clearly stated that the VAT exemption period for individual sales of houses in 9 districts including Yuexiu District, Tianhe District, and Baiyun District will be increased from 2 years to 5 years; in addition, talent purchasers must provide 12 consecutive months of payment of social guarantees, and no repayment is allowed. The above policy will be implemented on April 22. This is after the beginning of April, Guangzhou has introduced another property market regulation and control policy. On the evening of April 2nd, Guangzhou issued a document stating that newly purchased housing (including newly-built commercial housing and second-hand housing) by enjoying the talent policy will extend the sales restriction period from 2 years to 3 years. (Broker China) ｜Reviews｜ This time Guangzhou further introduced a regulatory policy, which should be in response to the request of the Ministry of Housing and Urban-Rural Development. Earlier, Guangzhou was one of the five cities that the Ministry of Housing and Urban-Rural Development asked to resolutely curb speculative real estate speculation, which shows that there is still pressure on its property market regulation. In fact, among the five cities interviewed, only Dongguan’s property market regulation is relatively strict, and the four cities including Guangzhou are relatively loose. Guangzhou’s upgraded regulatory policies have also filled a loophole in talent purchases. Talent purchases must be paid for one year of social security, which can stop the behavior of “fake talents” in real estate speculation, which has a clear direction. TeslaPublish pre-accident data of rights protection vehicles At about 4:30 pm on April 22, Tesla disclosed the data one minute before the accident of the Shanghai Auto Show rights protection accident vehicle, and made a text explanation. The note pointed out that when the driver stepped on the brake pedal for the last time, the data showed that the speed of the vehicle was 118.5 kilometers per hour. After the driver stepped on the brake pedal, the vehicle speed continued to decrease, and before the collision, the vehicle speed was reduced to 48.5 kilometers per hour. In addition, with regard to the condition of the vehicle 30 minutes before the accident, Tesla said: In the 30 minutes before the accident, the driver drove the vehicle normally and had more than 40 records of depressing the brake pedal. More than 100 kilometers per hour and multiple stops occurred. (Comprehensive China Market Supervision News) ｜Reviews｜ Under the high attention of the whole society, Tesla finally announced the technical data and text descriptions before the accident vehicle accident. From its unilateral discussion, it does not seem to be like the brakes that the rights defenders claimed before. , More like the driver himself is suspected of speeding. Of course, this is only a side word of the enterprise, and then a third party is required to participate in the test before an authoritative conclusion can be made. However, if the facts are that there are operational problems with the rights protection vehicles themselves, then Tesla cannot be blamed blindly. After all, what we ultimately hope to see is a fair and reasonable result. Tsinghua University established “Chip Academy” On April 22, the School of Integrated Circuits of Tsinghua University was formally established. In the future, it will be committed to solving the “stuck neck” problem of current chips, and is determined to prevent China’s semiconductor industry from being “stucked” in the future. The college will become an important base for my country’s integrated circuit talent training, and is expected to provide strong talent support for the localization of the semiconductor industry. According to incomplete statistics, there are as many as 27 well-known Tsinghua-based chip companies with a total market value of 600 billion yuan. In the most cutting-edge chip research in the world, the Tsinghua team has also achieved fruitful results. (China Youth Network) ｜Reviews｜ The global “chip shortage” crisis that began in the first half of 2020 has made China more aware of the importance of chips, and at the same time, it also realizes that in these core industries, it cannot be stuck. Taking advantage of this moment, China must be more aggressive, cultivate its own chip talents, and build its own chip industry chain. Of course, this will not happen overnight, but no matter how difficult it is at the beginning, we must take a step forward. Taking a path of your own semiconductor industry, the establishment of a “chip academy” is only one step, and there are many other things to do. Beijing Culture (000802.SZ)Law Enforcement Corps: To Douyinquick workerKey supervision On April 22, at a press conference on the status of intellectual property protection in Beijing, Wang Ningzhi, deputy chief and second-level inspector of the Beijing Cultural Market Comprehensive Law Enforcement Corps, stated that the Cultural Market Comprehensive Law Enforcement Corps continued to strengthen the classification and supervision of websites and monitor the Internet. The entire network is dynamically monitored in key areas such as literature, video, music, animation, and games.IQIYI, Douyin, Kuaishou and other nationally influential video websites are under key supervision. The Beijing Cultural Market Comprehensive Law Enforcement Corps will inspect 18,000 websites (times) in 2020, close 13 infringing and pirating websites, deleting 8 million infringing and pirating links, and destroying more than 200,000 infringing and pirated books. (Comprehensive Beijing Business Daily) ｜Reviews｜ The short video industry is in full swing, and the corresponding intellectual property issues have also attracted attention. In particular, some short video websites used extensive use of film and television material from the media, which, strictly speaking, constituted infringement and caused strong dissatisfaction in the film and television industry. Relevant departments are focusing on supervision of video websites with national influence such as Douyin and Kuaishou because of their large number of users, fast transmission speed, and wide range, which can achieve a multiplier effect with half the effort. In this regard, relevant platforms should be highly valued, otherwise it may have a serious impact on its content production and industrial development. The three major A-share indexes split again on Thursday On April 22, the three major indexes opened higher and dived to a collective green after the opening. In terms of sectors, the medical aesthetics concept sector continued to be strong, and the steel sector led the two markets; nearing the end, the index rebounded.gemThe performance was relatively strong, rising by more than 1% at one time. In terms of sectors, the food and beverage sector was strong, while the liquor sector fell. In the afternoon, the three major indexes continued to trade sideways. The trend of the indexes remained differentiated. The ChiNext board performed strongly. In terms of sectors, the medical and aesthetics sector continued its strong momentum, the digital currency moved up, and the semiconductor sector collectively strengthened. As of the close,Shanghai IndexFell 0.23% to 3465.11 points, with a turnover of 317.1 billion yuan;Shenzhen Component IndexIt rose 0.41% to 14,209.44 points, with a turnover of 423.8 billion yuan; the Chuang Index rose 0.77% to 2939.39 points, with a turnover of 145.4 billion yuan. (Sina Finance) ｜Reviews｜ On Thursday, the A-share market showed another trend of differentiation between Shanghai and Shenzhen. The downturn in the weight sector made it more difficult for the index to break through. However, there was no deep intraday correction during the shock period, indicating that the current market atmosphere is still warm , The probability of selecting the direction upward after the adjustment is over is increasing.The profit-making effect in terms of disk characteristics is not yetIdeal carThere is no change in hotspots with sustainability. Other news-driven hotspots have little value. The continuity of individual industries (such as steel and securities firms) remains to be observed. The rapid recovery of China’s economy in the post-epidemic era shows that many industries that have rebounded at a high speed have already had a clear response to their share prices. You might as well pay attention to related sectors. The content of stock market and futures in the article is for reference only Does not constitute investment advice Duty Editor | Chen Wei | Chen Zhe | Column Editor | Wei Yingjie Chief Editor | He Mengfei | Chief Editor | Zheng Yuanmei

Braised beef noodles Braised beef is often prominent with a thick broth. Beef comes from all kinds of lean, flank, dandruff, tendons … soft stewed with carrots, adding a little herbs and onions for a delicious taste. Diners can enjoy braised beef with noodles, noodles or bread. In addition, beef noodles is also a popular culinary version. Address: Truong Sa, District 3 Price: 60,000 VND Business hours: 6h30-13h and 16-21h A bowl of hot beef noodles is an ideal suggestion for you to recharge. Photo: Bokhotron. Diners commented: Elsa Diep: “Beef stock is rich in flavor, noodles are chewy and delicious, beef balls are quite big. In particular, other shops usually only have beef tendons, but this shop also has soft flower corn”. Sa Mum Mim Nguyen: “The broth is fragrant with herbs, soft corn, and the ham is fat and not greasy”. Roasted duck mixed noodles, char siu With a harmonious combination of ingredients, mixed noodles are a street food that will stimulate your taste buds. In addition to the familiar noodle styles such as chili salt, peach eggs, mussels … you have the opportunity to change taste with roasted duck noodles, char siu and sauce with Chinese culinary flavors. Address: Le Van Sy, District 3 Price: 58,000-70,000 VND Business hours: 10-21h Roasted duck noodle, char siu is suitable for Chinese culinary devotees. Photo: Chuyencuaneo_. Diners commented: Chuyencuaneo: “Roasted duck and char siu are seasoned. The duck meat is tender, the skin is crispy, the inside is succulent. Chuyencuaneo is sweet and fatty. The noodles are chewy, crisp and the taste is not too salty. For many, suitable for the price. Comfortable space and enthusiastic staff “. Tebefood: “The meat is a bit chewy, the skin is crispy, if the shop is thinly sliced ​​it will be better. The dry dish is served with a cup of soup”. Hao Hao: “The pork belly is a bit fat, the duck’s thigh is rotated in the quadrant a lot of meat, not broken. The sauce is delicious and similar to the typical taste of the Chinese people that I used to eat in Singapore”. Noodle with duck Potato duck noodles impress the broth with a combination of herbs stewed with bone. After preliminary frying, duck is cooked in the broth until tender. The highlight is the chewy noodles, eye-catching yellow color, served with green vegetables, so it is not too tired. Address: Thanh Thai, District 10 Price: 45,000 VND Business hours: 14-23h Attractive pot of duck noodles with colors from a variety of vegetables and tubers. Photo: Mai Thanh Tung. Diners commented: Duc Phan: “Potato duck noodle has strong water, not pungent smell of Chinese medicine. The noodle is a bit small, but the meat is a lot, not fat. The sauce is perfect”. Mai Thanh Tung: “A popular restaurant, cool space, staff quickly cook up. Potty duck noodles here have many options for you to choose such as wings, thighs, head, neck … The broth is simmered for a long time. Naturally sweet and fragrant, faintly smell of Chinese medicine. The duck is rich in flavor, the meat is soft and juicy “. Crispy chicken noodles Fresh, chewy yellow noodles combined with crispy chicken, improved vegetables create a strange dish that attracts culinary devotees. The highlight is the garlic sauce or salted egg sauce that is mixed with the taste of the person eating. Address : Quach Dinh Bao, Tan Phu district Price: 38,000-45,000 VND Business hours: 10-22h Crispy chicken noodles attract customers by strange sauce. Photo: Citastyfood. Diners commented: Citastyfood: “Chicken is crispy, the inside of the meat is soft and moist with a salty, sweet and sweet sauce that is quite delicious. The soup is sweet. You should enjoy more kumquat tea for a complete meal”. Huynh Tran: “The menu is rich with all kinds of noodles combined with braised meat, wonton, crispy bacon, fish cakes … but the chicken noodles with garlic sauce and salted egg sauce are better than the rest. If you like, you can remind the staff to add more fat to make the meal more attractive. The shop is airy, clean, and the owner is friendly. Pasta Spaghetti (or spaghetti) is featured with chewy noodles, rich in sauces with traditional Southern European flavors. Besides the familiar minced beef sauce, do not miss the chance to change flavors with other special versions of pasta. Flavored beef & scotch egg noodles with crispy melted cheese egg wrap. Green curry noodles have a pungent flavor of chili and pepper, served with seafood, beans, eggplant … Tom yum seafood noodles have a characteristic spicy and sour taste, blending the fatness of coconut milk. . Address: Vo Van Kiet, district 5 Price: 35,000-78,000 VND Business hours: 10-22h Spaghetti with minced beef sauce & scotch egg is the most outstanding dish at the store. Photo: Ansapsaigon. Diners commented: Ansapsaigon: “The noodles are chewy, fragrant, medium-cooked. I prefer ketchup over tom yum. For special pasta dishes, you only need to add 6,000 VND if you want to upgrade to a bigger part. The plus point is the preparation time. The dish is not too long. The shop is spacious, the staff is enthusiastic “. Dô: “Although the shop does not have air conditioning, the space is bright and clean. Most of the taste is good. The typical dish not to be missed is the spaghetti with scotch egg. Car parking staff and attentive and enthusiastic service staff “. NNguyen: “I ordered to eat, so the serving size is not very attractive, quite a bit compared to the price of 62,000 VND. The quality of the dish is okay, the sauce is not much”. How to make a large pan of fried beef noodles for a home party The following recipe for fried beef noodles helps you and your loved one have a Korean meal. The dish is more delicious when the combination of kimchi and eggs is added.

The joy after the training hours of the soldiers of the Reconnaissance Company (the Military Headquarters of Ninh Thuan province). Despite the unfavorable weather and weather, the Reconnaissance Company’s increased gardens remained green year round. On the gourd of fruit, Captain Nguyen Minh Phuong, Politician of the Reconnaissance Company, said: “In order for the orchard to grow and develop well, the soldiers regularly compost manure, green manure and dredged ponds and lakes, taking Young mud improves the entire cultivated land. Depending on the characteristics of each plant or vegetable, the cultivation and care methods are also different. Making a lot of familiar things, whether it is sunny or rainy, we always have high quality vegetables, tubers and fruits to serve the daily meals of the army. Boiled gourd with egg fish sauce, chicken and chicken soup, anabas, crab soup, jute vegetables served with eggplant, fish sauce, boiled meat are the favorites of the army in hot days. After two days of weekend, after the fishing entertainment part, the soldiers had a lot of delicious dishes made from fish. According to Captain Mr. Quang Thang, Captain of the Reconnaissance Company, by maintaining stable numbers of livestock, including cows, goats, crossbred pigs, chickens, ducks, geese, geese, and French pigeons, with a total number of nearly With 800 children, each year the unit earns hundreds of millions of dong profits, creates a capital fund, contributes to step by step improve the material and spiritual life of the army. The scouts eat loudly, with high intensity of training and exercise, to improve their fitness and health, in addition to the general standard regime, from homegrown products made by themselves, sometimes The team is again enriched with delicious dishes such as pigeon porridge, stewed chicken, and boneless pork belly. Every festival, Tet, the unit organizes the slaughter of cows, slaughtering goats to desire troops, encouraging cadres and soldiers to actively strive, practice, and fulfill their assigned tasks.

Thus, for every 10 laptops in use in Vietnam, more than 3 are purchased at FPT Shop. “This achievement is the result of many factors: Branding efforts associated with the technology destination; diversify brands and business products by adding new products from Microsoft Surface, AVITA, LCD monitor, printer … In addition, the system always closely monitors the market, forecasts accurately and satisfies the needs of users, making good use of its leading position in gaming laptops, Macbook M1. FPT Shop has also applied the right strategy when focusing on customer experience, simultaneously opening 70 new standard laptop centers across the country. ” – Mr. Nguyen The Kha, Director of Mobile Telecom Division of FPT Shop shared. It is known that FPT Shop has opened 23 more laptop centers, reaching the milestone of 70 laptop centers nationwide, far exceeding the system’s plan. These are all specialized stores, focusing on selling laptop products and many related accessories. Opening laptop centers is also one of the important factors that helps FPT Shop improve customer experience and better meet the increasing shopping demand of today’s consumers. On the occasion of reaching 70 laptop centers, FPT Shop sharply discounts from 5 to 10% of most genuine laptop products on sale here. Specifically, Apple, Asus, HP, Dell, MSI brand laptops get 5% discount, Acer, Lenovo, Avita, Microsoft Surface brand laptops get 10% discount, apply to products over 8 million and get the bar. 100% payment. If you choose to pay by installment, you will enjoy 0% interest rate and no upfront payment required. The installment payment procedure is also very simple, only requires ID card and driver’s license (or household registration book). In addition, all customers who choose to buy a laptop at FPT Shop will receive a 20% discount on a laptop protection combo package, a fashion laptop backpack, 30% off when buying additional 23-inch and 27-inch LCD screens, 10% off for LCD 32 inch, 300,000 VND discount when buying HP printer.

“Since we were reopened, our business has been very dire. Vietnamese customers are few, let alone foreigners, ”said Ms. An, a person who specializes in trading lanterns and bird lanterns on Hang Trong Street. To Tich Street, which is famous for unique souvenirs, no longer has a bustling scene when translating COVID -19 is still complicated. A shop owner who sells wooden products shook his head in frustration when he could only surf the internet and burn time all day. “It would be boring if I spent the whole day playing indoors. We still bring these items to sale, but the whole morning no one looks at all, ”he said. Small traders sell goods to help relieve sadness and sit on the web This man said that such items as sticky rice or wooden spoons are very popular with Korean and Japanese tourists, priced from 30,000 to 40,000 VND / item, now falling into a dire situation due to Disease.

8 provinces exceed the national average

Data show that in the first quarter of 2021, Shanghai people can earn the most, with a per capita disposable income of 21,548 yuan, and Shanghai is also the only region to break the 20,000 yuan mark. Followed by Beijing and Zhejiang, the per capita disposable income is 19,585 yuan and 18,263 yuan respectively.

Previously released data by the National Bureau of Statistics showed that in the first quarter of 2021, the national per capita disposable income of residents was 9,730 yuan, a nominal increase of 13.7% over the same period last year. Measured by this standard, in the first quarter of 2021, the per capita disposable income of residents in Shanghai, Beijing, Zhejiang, Jiangsu, Tianjin, Guangdong, Fujian, and Shandong exceeded the national average.

In terms of nominal growth rates, the growth of per capita disposable income of residents in the 10 provinces of Hubei, Zhejiang, Anhui, Inner Mongolia, Yunnan, Guizhou, Guangdong, Ningxia, Jiangsu, and Sichuan outperformed the country in the first quarter, with Hubei’s nominal growth rate reaching 24.4%.

Wage income is the cornerstone of driving residents’ income growth

According to income sources, in the first quarter, the national per capita wage income was 5,505 yuan, an increase of 12.4%, accounting for 56.6% of disposable income. Fang Xiaodan, director of the Household Survey Department of the National Bureau of Statistics, explained that wage income is the cornerstone of the growth of residents’ income.

Fang Xiaodan further analyzed that since the first quarter, the national economy has continued to recover steadily, and the effect of ensuring employment for residents and ensuring market players has continued to show. At the same time, the local Chinese New Year has significantly increased residents’ working hours, accelerated industrial production growth, and the gradual recovery of the service industry, which has led to an increase in rural residents’ going out to work, laying a solid foundation for the steady growth of urban and rural residents’ wage income.

51job.com recently released the “Salary Research Report for the First Quarter of 2021” and pointed out that the current company has adapted to the “normalization of the epidemic” and its operations have stabilized. Compared with 2020, the internal and external conditions for the company to adjust employee compensation have gradually improved. As an important adjustment window for the annual salary, a considerable proportion of enterprises have made corresponding salary adjustments in the first quarter.

The above report also mentioned that by geographical space, non-first-tier developed cities led the increase in salary; according to the nature of the company, private and state-owned enterprises were relatively leading; according to the type of industry, financial/investment/securities, communications/telecommunications/networks The equipment industry, electronic technology/semiconductor/integrated circuit industry led the salary increase.

Data map: RMB.Photo by Xiong Siyi, Sino-Singapore Jingwei

Regarding income increase, experts say this

This year’s government work report proposes to stabilize and expand consumption. Increase residents’ income through multiple channels. Efforts will be made to increase the income of low-income groups and expand middle-income groups. The growth of per capita disposable income of residents is basically synchronized with the growth of GDP.

In addition, the “14th Five-Year Plan” outlines the implementation of an action plan to expand the middle-income group, focusing on college and vocational college graduates, skilled workers, and migrant workers, and continuously increasing the proportion of the middle-income group.

How to achieve the goal of “Expanding China”? In an interview with the Overseas Edition of the People’s Daily, Su Hainan, a special researcher of the Chinese Society of Labor, said that employment is the biggest livelihood of the people and the source of the expansion of middle-income groups; improving the quality of middle- and high-level employees is an important support for the “expansion”.

It is worth mentioning that Cai Fang, chief expert of the National High-end Think Tank of the Chinese Academy of Social Sciences and a member of the Monetary Policy Committee of the Central Bank, said that in the future, more than 100 million rural people will gradually become middle-income groups, and 290 million migrant workers will gradually become middle-income groups, 2.45 Hundreds of millions of elderly people over 60 years old are gradually leading a middle-income life.

In early April, Xia Gengsheng, deputy director of the National Bureau of Rural Revitalization, stated that to achieve the leap from poverty alleviation to entering the middle income, three main measures were taken: first, to promote income growth through the development of industries, second, to promote income growth through stable employment, and third through innovation. Entrepreneurship promotes income growth. (Zhongxin Jingwei APP)

Among them, in terms of total GDP, Guangdong is firmly seated as the “biggest Guangdong” with 2.7 trillion yuan; in terms of GDP growth, the GDP growth rate of 22 provinces is both double-digit, and Hubei, which was at the bottom last year, topped the list with a growth rate of 58.3%. . Among them, the GDP growth rate of 7 provinces outperformed the national GDP growth rate.

The GDP data of 22 provinces in the first quarter of 2021.

Total GDP: Guangdong is still the boss

From the perspective of total GDP, Guangdong still holds the top spot without any suspense.

Statistics from the Guangdong Bureau of Statistics show that the GDP of Guangdong in the first quarter of 2021 was 2,711,796 million yuan, an increase of 18.6% year-on-year, and an average growth of 5.2% in two years.

The pattern of Guangdong, Jiangsu, and Shandong in the top three in terms of total economic output remains unchanged.

As the second-ranked “Su Daqiang”, the province’s GDP in the first quarter was 2,587,838 million yuan, a year-on-year increase of 19.2%, and an average increase of 6.4% in two years.

Guangdong and Jiangsu are the only two provinces with a “2 trillion club” GDP in the first quarter.

Shandong, ranked third, had a total output value of 1805.55 billion yuan in the first quarter, an increase of 18.0% year-on-year, and an average growth rate of 5.4% in two years.

In addition, Henan (1.330665 billion yuan), Sichuan (1,185.924 billion yuan), Fujian (1,075.06 billion yuan), Hunan (1,022.399 billion yuan) in the first quarter GDP in the “1 trillion club.”

On April 7, the “Meet in Spring” anti-epidemic photo exhibition was displayed on Chuhe Han Street in Wuhan to attract citizens to visit.Zhang Changshe

GDP growth rate: Hubei ranks first

From the perspective of GDP growth, Hubei, which has been in a negative growth last year and at the bottom, has counterattacked, ranking first.

Data from the Hubei Bureau of Statistics show that in the first quarter of 2021, the province’s regional GDP was 987.267 billion yuan, an increase of 58.3% over the same period of the previous year.

According to Ye Fusheng, chief statistician of the Hubei Provincial Statistics Bureau, the economy of Hubei Province had a good start in the first quarter of this year, with stable economic recovery and steady improvement. The main economic indicators have achieved substantial growth. The influence of factors such as the increase of working days during the Chinese New Year, on the other hand, is a manifestation of Hubei’s economic recovery and development.

As the province most severely hit by the epidemic last year, Hubei once pressed the pause button, and GDP fell by 39.2%, 19.3%, 10.4%, and 5.0% in the first quarter, first half, first three quarters, and full year of 2020, respectively. Now, it finally ushered in a positive change.

Data map.Drawing by Zhang Jianyuan

The GDP growth rate of 7 provinces outperforms the national growth rate

According to data from the National Bureau of Statistics, preliminary calculations show that the gross domestic product in the first quarter was 24,931 billion yuan, an increase of 18.3% year-on-year at comparable prices.

The national GDP growth rate rebounded to double digits in the first quarter, as did the local level. For the 22 provinces that have released data, the GDP growth rate in the first quarter reached double digits.

Among them, Hubei (58.3%), Hainan (19.8%), Jiangsu (19.2%), Anhui (18.7%), Guangdong (18.6%), Jiangxi (18.4%), Chongqing (18.4%), the GDP growth of 7 provinces Faster than the national GDP growth rate.

Among the 22 provinces, Qinghai (12.8%) and Heilongjiang (12.4%) had a GDP growth rate of less than 15% in the first quarter, Hunan had a GDP growth rate of 15% in the first quarter, and the remaining provinces had a GDP growth rate of higher than 15% in the first quarter.

The scenery of Sanya, Hainan.Photo by Fan Yong

The two-year average growth rate of Hainan temporarily ranks first

It is worth noting that among the 22 provinces, except for Hubei, all the other provinces have announced the two-year average GDP growth rate. The two-year average growth rate refers to the growth rate calculated using the geometric average method based on the corresponding period in 2019.

From the two-year average GDP growth rate, Hainan temporarily ranks first. According to statistics from the Hainan Bureau of Statistics, the province’s GDP in the first quarter was 139.599 billion yuan, a year-on-year increase of 19.8% at constant prices (down 4.5% in the first quarter of the previous year); an increase of 14.4% over the same period in 2019, an average increase of 7.0 in two years %.

Wang Yu, deputy director of the Hainan Provincial Bureau of Statistics, said that due to the low base affected by the epidemic in 2020, it can objectively reflect economic recovery and actual development after deducting the base impact. From the two-year average growth rate, the regional GDP is better than The country’s total investment in fixed assets was 2.0 percentage points better than the country’s by 5.9 percentage points, and the total retail sales of consumer goods was 1.1 percentage points better than the country’s.

Obviously, under the support of a series of favorable policies in the Hainan Free Trade Port, Hainan’s economy is taking off.

(Originally titled “First quarter GDP of 22 provinces: Hubei has the first growth rate, 7 provinces outperformed the whole country”)

(This article is from The Paper. For more original information, please download the “The Paper” APP)

Compared with the fact that funds frequently experienced explosive products and the fund’s net value repeatedly hit new highs in the previous period, only a quarter has passed, but the investment enthusiasm in the fund market has significantly cooled down. At the same time, due to the impact of market adjustments, the performance of common public funds in the first quarter was not satisfactory. According to data, the overall loss of public funds in the first quarter of 2021 was 210.266 billion yuan, and the total loss of equity funds and hybrid funds was close to 300 billion yuan.

The loss of funds is largely related to the market decline in the first quarter. Among them, the ChiNext Index, the leading index in the A-share market, has experienced the largest cumulative drop of nearly 25% since peaking this year. In addition, the Shanghai Composite Index, which has a high degree of market attention, has the largest cumulative drop of about 10% during the year.

Although the volatility of the market index in the first quarter was great, the degree of market differentiation did not decrease. Even if the market index showed a rapid decline in the first quarter, it was mainly affected by the sharp decline of the White Horse stock. As a white horse stock with a higher market weight, its irrational adjustment trend will definitely have a greater impact on the market index. pressure. However, on the other hand, for the small and medium-sized market capitalization stocks whose growth rate was low in the previous two years, and even far underperformed the market index during the same period, their overall performance this year has not been inferior, and they basically have a certain degree of resilience. This is also the year The manifestation of the serious market differentiation.

While the fund’s performance was poor and the overall loss occurred in the first quarter, the enthusiasm for fund issuance was also largely affected. At the beginning of the year, we also frequently saw the phenomenon of intensive issuance of hot funds, but now, the enthusiasm for fund issuance has dropped to a freezing point.

Faced with the phenomenon that fund issuance has dropped to a freezing point, it is mainly affected by the market environment. In the context of intensive fund issuance and concentrated fundraising in the early stage, in fact, the homogeneity of the overall fund market is still very obvious. Although there is a lot of private capital in the domestic market, the capital is smart and they are willing to find investment channels with profitable effects. Therefore, in the context of intensive fund issuance, it is easier for star funds to complete their fund-raising goals in a short period of time, but for small and medium-sized funds, the task of fundraising is still relatively arduous, and they may even face failures in issuance. risk.

From the historical performance analysis, when the hot funds frequently appear or the average fund position reaches a historical high, this time often indicates that the market may face the risk of adjustment. On the contrary, when funds frequently fail to issue, or when the average fund position declines rapidly, it often indicates that the market adjustment has come to an end.

Judging from the magnitude of the adjustment, many White Horse stocks have generally fallen between 20% and 30%. This level of decline is not low. Relative to the stock price, it has suddenly fallen from the highest position of the bull market to the vicinity of the bull-bear boundary. However, from the analysis of the adjustment cycle, since the adjustment on February 18 this year, the adjustment time of the A-share market has only been 2 months, which is not enough to indicate that the market adjustment has been fully realized. However, judging from the current level of the major market indexes, the technical bear market has not yet been touched, so for the major market indexes, it can still be defined as a bull market.

Since the market operation trend can still be defined as a bull market environment, the adjustment market in the first quarter of this year can be regarded as a mid-term adjustment market under the bull market. However, from the time of adjustment, it seems to be insufficient, and the future market does not rule out that it will complete this turbulent process in the form of time for space.

With the continuous disclosure of the annual report of the A-share market and the quarterly report, the valuation level of the A-share market will also improve to a certain extent. Judging from the financial report data of listed companies in the first quarter of this year, most listed companies have shown their performance pre-happy, which will also add points to the profitability of A-share listed companies this year, and the corresponding valuation pressure will also decrease.

At this stage, the biggest external risk comes from the end of the Fed’s easing cycle or the trend of in-depth adjustments in the US stock market. Internally, there may be concerns about changes in the policy environment, which may affect the high degree of market rebound. However, due to the better domestic economic fundamentals and the strong profitability improvement capabilities of listed companies, under the background of low stock market valuations, the market downside will also be limited. This year, there is a high probability that they will get out of the turbulent market.

Since the second half of 2019, pig raising has become the new wealth code. In addition to traditional pig breeding companies, real estate companies such as Vanke, Country Garden and some Internet companies have started to raise pigs. In 2020, pig companies have indeed made unprecedented profits. Tianbang shares have increased their profits by more than 1,000 times a year, but the result of relying on the sky is that the profits of pig companies will shrink sharply when the price of pigs falls after the year.

The pigs that fly into the air have a one-year profit exceeding 4.6 times the total since the listing

In fact, the same is true. As long as the pigs can be raised alive to the slaughter, a lot of money can be made. In this wave of pig cycles, the price of pork rose from about ten yuan a catty to more than fifty yuan a catty.

At present, most pig companies have disclosed performance data for 2020, which is basically a big increase as expected, and some even earn enough profits for decades in a year.

On April 21, Tianbang Co., Ltd. announced its 2020 performance report. It achieved operating income of 10.764 billion, a year-on-year increase of 79.2%, realized a net profit of 3.245 billion attributable to the parent, a year-on-year increase of 3131.98%, and realized a non-net profit of 3.312 billion, a year-on-year increase of 106917.13 %.

Interestingly, since Tianbang shares went public in 2007, its main business includes pig breeding and pork product processing, pig vaccines, pig feed and aquatic feed, and pig breeding technical services. Based on historical data as of 2019 It can be seen that the total net profit of the company attributable to the parent is only 702 million, and the net profit in 2020 is 4.6 times that.

In other words, no matter how long this strong performance can last, Tianbang has made more than sixty years of profits in this year alone. Previously, due to the impact of African swine fever, the national pork production capacity fell off a cliff in 2019. Although it is in the process of recovery in 2020, the market is still in short supply, resulting in a high level of live pig market prices throughout the year.

According to data from the Ministry of Agriculture and Rural Affairs, the average price of live pigs in 2020 is 34.03 yuan/kg, a sharp increase of 60.36% year-on-year, while the annual report of Tianbang shares shows that the average sales price of the company’s multi-breed combination of live pigs reached 51.46 yuan/kg, an increase of 177% year-on-year . In addition, Tianbang shares achieved 3.0778 million pigs for slaughter throughout the year, an increase of 26.17% year-on-year. Among them, the number of breeding pigs for slaughter was 329,100, an increase of 515% year-on-year, and the number of piglets for slaughter was 1.687 million, an increase of 443% year-on-year. The main reason for the huge increase in company profits.

On the 22nd, Wen’s shares also published its annual report. In 2020, operating income was 74.923 billion, a year-on-year increase of 2.47%, but the net profit attributable to the parent was only 7.426 billion, a year-on-year decrease of 46.83%, and non-net profit was only 6.381 billion, a year-on-year decrease. 51.11%. Judging from the current leading pig companies that have publicly disclosed their performance, Wen’s shares are also the only pig company that has experienced negative profit growth.

Unlike Tianbang, which only breeds live pigs, Wen’s breeding business includes live pigs and white feather chickens and other poultry. In 2020, the revenue of pig farming will increase by 10.84% ​​year-on-year, and the gross profit rate will increase by 1.74%. However, the revenue of broiler and other farming products fell by 9.3% and 1.92% respectively. Especially when the price of broiler chicken and the price of live pigs fluctuated in the opposite direction, the gross profit margin of the broiler business fell sharply by 25.93% to 0.38%, which is also the company’s net profit. One of the main reasons for the decline.

Pig prices fell, performance fell, piglet market enthusiasm continued

Unlike the elated annual report, the quarterly report of the pig company is full of sorrows.

From New Year’s Day to early April, pork prices were nearly cut in half, with a drop of 43.74%. Especially after the Spring Festival, market demand was weak. Since March, the price of pigs has continued to decline. As of April 9, the average domestic pig price was 20.84 yuan/kg, a drop of 30.99% from March 2.

A few days ago, the relevant person in charge of the Ministry of Agriculture and Rural Affairs also said that as the supply and demand situation continues to improve, pork prices have fallen for 12 consecutive weeks, falling to about 40 yuan per kilogram, a year-on-year decrease of about 25%. After April 9th, the pig price bottomed out and rebounded. As of the 21st, the pig price has experienced two short-term rebounds.

But at the same time, the cost of raising pigs has increased, with corn up 47.0% year-on-year, and compound feed for fat pigs up 16.1% year-on-year. Pig prices fell and feed prices climbed. In the end, the price of pigs and grains fell rapidly. In late March, it fell to around 9.23, and it was as high as 20 in the same period in 2020. It is currently falling back to the level of August 2019.

In such a market environment, the quarterly reports of pig companies have almost all fallen. The profit of Tianbang shares shrank to 191 million to 238 million, a year-on-year decrease of 50%-60%. Zhengbang’s net profit also fell to 205 million to 305 million, a year-on-year decrease of 66.32%-77.36%. Wen’s shares realized net profit attributable to the parent 544 million, a year-on-year decrease of 71.28%.

The reason is mostly due to the sharp decline in domestic pig prices and the superimposed increase in corn and other feed prices to squeeze profits. In addition, the slaughter structure of live pigs is also known as one of the other major influencing factors. Early elimination of some sows and early slaughter of fat pigs to avoid the risk of epidemic accounted for a relatively high proportion, while breeding pigs and piglets accounted for a relatively small proportion.

At present, only Muyuan’s first quarterly report has achieved growth. The company expects the net profit attributable to the mother will reach 6.7 billion to 7.3 billion, an increase of 62.17%-76.7% year-on-year. The company said that it was due to the expansion of the scale of pig farming and sales of 7.72 million pigs in the first quarter. , An increase of 201.09% year-on-year.

In fact, my country has always been a big country for pig breeding and consumption. However, due to various factors, it has been plagued by the “pig cycle” all the year round. This time, after many real estate companies and Internet companies have entered the pig breeding market, can they change the problem? The situation of the neck may be the point.

Different from the volatility and decline of live pig prices, since December 2020, piglet prices have risen steadily. Even if they decline after the year, they are still higher than the live pig market prices. From this perspective, the market supply has more momentum for continuous pig raising. .

Perhaps it is a question of the uncertainty of the pig breeding sales market. The live pig futures listed on DCE have continued to fluctuate and fall after the market plummeted, and the pork sector in the secondary market is also more negative than positive. (Blue Whale Capital Xu Xiaochun xuxiaochun@lanjinger.com)

This result is due to the improvement of domestic market demand as the COVID-19 epidemic has gradually been controlled. Demand for diesel oil is high and gasoline demand is quite good. Demand for Jet A1 jet fuel has improved compared to the COVID-19 outbreak in late January 2021. Binh Son Refining and Petrochemical Joint Stock Company. In addition, oil prices in recent months have increased, making production and business activities of Dung Quat Oil Refinery more favorable. At the beginning of March 2021, the price of Brent oil sometimes increased to nearly 70 USD / barrel. In particular, the drastic implementation of the COVID-19 response solution package and oil price volatility are also very important factors to help BSR overcome all difficulties and exceed the targets. In addition, the Board of Directors of BSR has devised a strategy to overcome difficulties during a pandemic, implemented many drastic solutions such as adjusting the capacity range to suit market needs, enhancing cash flow management, and reducing maximizing costs and promoting activities of scientific research, innovation, innovation, and labor creation. With these foundations and the results achieved in the first quarter of 2021, BSR continues to propose flexible and trendy solutions and strategies to make stronger breakthroughs in the coming time. Accordingly, the company set targets to strive to achieve an output of about 6,497 million tons; revenue is 70,661 billion dong, paid to the State budget 7,698 billion dong and profit after tax is about 864 billion dong. To complete the tasks of 2021, BSR has proactively built business scenarios and plans to actively respond to unpredictable market fluctuations such as: Focusing on safe and stable plant operations in high capacity with optimal operating mode and product structure; continue to do well in market forecast work; promote innovation, research, application and diversification of new products with higher value. BRS also continues to thoroughly implement the work of reducing, saving costs and managing cash flow; improve governance capacity, increase digitalization of the management system to improve operational efficiency; continue to well implement the PetroVietnam Cultural Restoration Project, build BSR’s foundational culture based on the program “7 effective habits” to strengthen employees’ spiritual strength. In 2020, BSR also successfully overcame the crisis with positive results. BSR completed the 4th general maintenance of Dung Quat Oil Refinery; operating the plant safely, continuously and stably; production output reached 5.93 million tons, finishing 19 days before, exceeding 7% of the year plan. Notably, BSR achieved revenue of 57,895 billion VND, paid to the State budget 6,242 billion VND and reduced the loss to only 2,852 billion VND, lower than originally expected. BSR started to be profitable again from the third quarter of 2020, ending the accumulated loss for 2 consecutive quarters; cost reduction is nearly 2,000 billion VND; over 350 innovations and 40 initiatives were put into use, benefiting the company hundreds of billion dong.

Judging from the holdings in the first quarter, the changes in the holdings of these two funds have changed compared with the previous quarter. Among the top ten heavy holdings, there are not many stocks in Baima or Baotuan. On the contrary, the leader of small and medium caps and the allocation of Hong Kong stocks are increasing.

It can be said that from the perspective of Ruiyuan’s configuration, their style has changed significantly compared with the market style of the structural bull market at that time. Gradually reduce positions from the previous holdings, and buy Hong Kong stocks or small and medium market value leaders.

1. Ruiyuan’s growth value: Shigecang China Mobile, Jiacang Luxshare Precision

According to wind, the current capital scale of Ruiyuan Growth Value under Fu Pengbo exceeds 25 billion yuan. Since its establishment at the end of the first quarter of 2019, it has achieved 105.39% of revenue, but this year’s revenue is only -0.53%. However, in terms of overall positions, Ruiyuan’s growth value position is the latest at 89.98%, which is an extreme increase of 0.94% compared to the previous one.

From the configuration point of view, Fu Pengbo aimed at the information industry, telecommunications, and medical care, increasing positions by 6.81%, 6% and 1.47% compared with the previous quarter. At the same time, he reduced positions on a large scale in the manufacturing industry, reducing positions by 8.44% overall.

Looking specifically at the subject matter, Among the top ten heavyweight stocks, Hong Kong stocks China Mobile became the largest heavyweight stocks, Luxshare Precision, Oriental Yuhong, Wanhua Chemical and other veterans.

Add position: Compared with other heavy stocks, the stock that Fu Pengbo increased significantly this time was Luxshare Precision, which increased its position from the original position of about 1 billion to 1.9 billion. In the process of the fall of Baotuan stocks that came back after the year, consumer electronics was in the hardest hit area, and Luxshare Precision’s stock price fell by more than 40%. It can be seen that Fu Pengbo’s logic for the growth of Luxshare still exists.

New: The surprise of the relatively large position is the new entry of Weining Health, with a market value of over 1.7 billion, making it the fourth largest stock. This company is the first domestic listed company focusing on medical and health informatization, and is committed to providing medical and health informatization solutions to continuously improve people’s medical experience and health.

At present, Weining Health has been in a sideways consolidation phase after its previous highs fell. Moreover, since the first quarter, Weining Health’s stock price has performed strongly. Since the bottom, the cumulative increase has exceeded 25%, and the total market value has only been more than 20 billion.

Lighten up: Liquor, new energy. In the last quarter, Fu Pengbo had two baijiu and three new energy sources. Now, Kweichow Moutai and Wuliangye are no longer in the top ten heavy warehouse stocks, while Longi and Pioneer Intelligence have done some lightening, while Fuyao Glass has not appeared. In the heavy stocks series.

Increasing the allocation of Hong Kong stocks has become a feature of Fu Pengbo this year. Hong Kong stocks China Mobile also appeared in the largest heavyweight stock, with a cumulative position of over 2 billion.

Since the “13th Five-Year Plan”, my country has built the world’s largest information and communication network. Among them, the 5G network covers all prefecture-level cities, and the number of mobile phone terminal connections reaches 2.6 billion.

According to survey data from the China Academy of Information and Communications Technology, 5G will directly drive a total economic output of 810.9 billion yuan in 2020, and will directly drive an economic added value of 189.7 billion yuan. Yang Jie, chairman of China Mobile, said at the Boao Forum for Asia that half of the 810.9 billion yuan is 5G mobile terminals, about 200 billion yuan is investment in network construction, and less than 200 billion yuan comes from 5G information services.

5G has opened two tracks, one is for consumers and the other is for thousands of industries, including domestic ports, mining, medical, manufacturing and other industries.

Data show that China Mobile’s Q1 operating revenue in 2021 was 198.4 billion yuan, an increase of 9.5% over the same period last year. Among them, communication service revenue was 177.7 billion yuan, up 5.2% year-on-year; net profit was 24.1 billion yuan, up 2.3% year-on-year. As of March 31, the total number of mobile customers of the group was approximately 940 million, of which the total number of 5G package customers reached 189 million, and the total number of 5G network customers reached 92.76 million.

Regarding the above asset allocation, Ruiyuan Growth Value concluded in the quarterly report that the strategy of individual stock allocation is based on the discovery of targets with obvious competitive advantages in the industry chain, carefully reviewing valuations at different stages, and selecting companies that fit the industry development direction in the medium and long term. .

2. Ruiyuan Balanced Value: Shigekura Xiaomi Group, Xinjin Siyuan Electric

The current scale of Ruiyuan’s equilibrium value exceeds 13 billion yuan. Since its establishment on 2020-02-21, the fund has achieved 71.69% of the return, and the return rate this year is 6.26%. Unlike Fu Pengbo, the overall position of Zhao Feng’s Ruiyuan Equilibrium Value has been reduced to 88.06%, a decrease of 3.25%.

From the perspective of its holdings, the allocation of Hong Kong stocks in Zhao Feng’s stock is obviously more than that of Fu Pengbo. There are three Hong Kong stocks in the top ten heavy stocks, of which Xiaomi Group and China Mobile are the top two heavy stocks. These two stocks, China Mobile, are underestimated and are in the air of a technology iteration and update cycle and are not valued by institutions. As the leader of Hang Seng Technology in Hong Kong stocks, Xiaomi Group is naturally valued by funds.

As for other individual stocks, Zhao Feng made simple adjustments compared to the previous quarter, reducing its holdings of some higher-increasing varieties. On the contrary, it is noteworthy that the new Siyuan Electric has a market value of 541 million yuan.

Siyuan Electric is a listed company specializing in power technology research and development, equipment manufacturing, and engineering services. In 2020, it will achieve operating income of 7.373 billion yuan, a year-on-year increase of 15.56%; net profit attributable to shareholders of the listed company is 933 million yuan, a year-on-year increase of 67.39%; The net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses was 847 million yuan, a year-on-year increase of 72.82%.

In the first quarter report, Zhao Feng said that “we reduced our holdings of some varieties that had risen sharply in the previous period and had higher valuations, and increased their holdings of varieties with stable fundamental prospects and reasonably low valuations. For the control of individual stock valuations, we must Choose varieties with stable fundamentals and reasonably low valuations. However, in terms of the stock-earnings ratio of heavy stocks reported in the first quarter, Wind statistics show that the average value is already 69.34 times, and some stocks in the information industry and chemical industry are still experiencing valuation corrections. space.

Earlier news said that the price of Li Ning Wade’s Way 4 All-Star Silver on a certain platform has been as high as 48,889 yuan, and its reference price is 1,499 yuan, an increase of 31 times! For a time, Li Ning’s “high-priced shoes” became the focus of heated discussions, and even more public opinion pointed the finger at the Li Ning brand itself.

On April 15th, Li Ning Company responded to the shoe speculation incident. The relevant person said that from the perspective of the Li Ning brand, the company did not want to have any connection with the speculation shoe ring. “We hope to sell shoes to people who really need it. I don’t want anyone to buy Li Ning shoes for higher profits.”

Li Ning also stated that in order to prevent someone from using software to snap up limited edition shoes, it will set a “threshold”, including the adoption of IP address verification, that is, if an IP address is found to appear multiple times, it will be regarded as a suspected shoe speculator. Then the store will refuse to ship for it. Offline, the company also adopted the method of ID card verification. “Although it cannot completely eliminate shoe speculation, the company hopes to provide consumers with a fair consumption environment as much as possible.”

After Li Ning responded, some media visited many offline stores in Beijing and Chongqing to experience the “ID Card Verification” regulations. It was found that Li Ning’s offline stores do not need to show ID cards for shopping, and only the sale money needs to be purchased with ID cards. The clerk also said that none of the items displayed in the store need to be purchased with an ID card.

Comments: Nowadays, shoe-frying is no longer a personal behavior. The shoe-frying seems to be a collection battle between sneaker fanatics, but behind it is organized and purposeful “joint operations”. If you want to really curb shoe-frying craze In order to return consumption to rationality, it is necessary for relevant departments to jointly conduct supervision.

The Chinese bought nearly a quarter of Swiss watches

According to data from the Federation of the Swiss Watch Industry, Swiss watch exports to China accounted for approximately 24.09% of total global exports in 2020. Last year, the Chinese mainland was the only export market for Swiss watches and China has become the largest consumer market for Swiss watches. In other words, Swiss watches, which firmly occupy the high-end global watch market, were bought by the Chinese by nearly a quarter last year.

On April 14, Geneva’s top watch exhibition “Watches and Miracles”, one of the world’s two major watch exhibitions, once again entered the mainland of China and opened in Shanghai. It is worth noting that the Geneva Watch Fair, which has always been known for its luxury, began to accelerate its cooperation with domestic e-commerce after entering China. For example, it was once again opened to the public through the Tmall “Cloud Watch Fair”; only 88 pieces and Roger Rogers are available for sale worldwide. Dubuis and Lamborghini have joined forces to launch the “Excalibur Aventador S” king watch, the Vacheron Constantin Platinum Collection limited to 15 pieces in the world, the Montblanc 1858 series with a global limit of 1858 pieces, the North and South Hemisphere World Time Watch Desert Brown, and the first Paner in China The Hailu Mino series mechanical watches have been sold on Tmall; Cartier, Piaget, Jaeger-LeCoultre, IWC, Chopin, Baume & Mercier, Lange, etc. have also launched a number of watches on Tmall.

(Chen Kun appeared at the “Watches and Miracles” Montblanc exhibition area at Geneva’s top watch exhibition)

The data also shows that the turnover of Tmall hard luxury watches in 2020 has increased by more than 200% year-on-year. It can be seen that China, which took the lead in recovering economic growth from the epidemic, is already a “life-saving straw” for hard luxury products such as jewelry and watches.

Comments: In the past hundred years, the Swiss watch industry has been following the route of luxury, low-key, respect for tradition and history, but due to the impact of the epidemic, the Swiss watch industry has begun to actively seek changes online, at least from the perspective of sales data, the Chinese market and China E-commerce has become a new opportunity for practitioners in the Swiss watch industry.

Chiara Ferragni, the world’s number one fashion blogger, joins TOD’S board of directors

Italian luxury goods group Tod’s recently announced that Chiara Ferragni, the world’s number one fashion blogger, has become a member of the board of directors. As soon as the news came out, TOD’s stock price rose by 14%.

Chiara Ferragni, 33, has more than 23 million followers on Instagram and is one of the world’s most valuable fashion bloggers. Diego Della Valle, founder and chairman of TOD’S, said in a statement that “Chiara Ferragni’s understanding of the world of young people will definitely be very valuable.” Affected by this news alone, TOD’S Group’s share price soared by 12% in a single day last Friday. The market value reached 1.1 billion euros, becoming the best performing stock in the FTSE Italy All-Share Index that day, and trading volume also rose sharply.

(Chiara Ferragni visits TOD’S family factory)

Chiara Ferragn’s fashion career began in 2009 when she founded theblondesalad.com, a fashion blog. In 2013, the personal brand Chiara Ferragni Collection was established. Chiara Ferragni is not only a fashion blogger, but also an entrepreneur who has really made gold in the era of fashion and social media.

In 2016, Chiara Ferragni expanded its fashion blog into a complete lifestyle website and e-commerce platform. She also expanded the fashion company The Blonde Salad, which she co-founded with her boyfriend and photographer Riccardo Pozzoli at the time, into an artist agency and digital creative production company. In 2018, Chiara Ferragni became the chairman of the personal brand Chiara Ferragni Collection. Chiara Ferragni’s commercial success led Harvard Business School to make a case study for her. Forbes also included her on the list of 30 young people under 30.

(Chiara Ferragni visits TOD’S family factory)

Compared with Chiara Ferragni’s popularity in the social media era, TOD’S, which developed from a family workshop-style small family shoe factory into a luxury group in the 1940s, does need to be boosted by social media vitality. Group revenue has been declining for five consecutive years. Last year it plunged 30.4% to 637 million euros, of which the fourth quarter fell 22.6% to 184 million euros. The news that Chiara Ferragni joined the board of directors alone can raise TOD’S stock price, which shows the market’s expectation for the rejuvenation of TOD’S.

Comments: The joining of Chiara Ferragni is only temporary for the increase in TOD’S stock price. The problem that TOD’S currently needs to solve is actually the problem of product and brand positioning in the era of social media and the collective rejuvenation of fashion brands. After all, TOD’S has lost what it used to be. The high-net-worth customer group did not grasp the hearts of young consumers too much, and lacked popular items, and the situation was a bit embarrassing. Only improving the product design itself is the long-term way to revive the brand.

Gucci releases Gucci × Balenciaga joint collaboration series

To celebrate the 100th anniversary of the brand’s founding, Gucci released the 2021/2022 new series “Aria-Fashion Aria” this week. Alessandro reassembles and rebuilds Gucci’s history and modernity, reborn in a new style. The show opened at The Savoy Club in London, which is also where Guccio Gucci worked before creating the brand.

Alessandro Michele also used this show to invite Balenciaga, a brand under the Kering Group, to participate together. The two sides conducted a special brand interweaving experiment and released the Gucci × Balenciaga joint collaboration series. Prior to this, Gucci started the cross-border collaboration with Balenciaga through cooperation with the outdoor sports brand The North Face, and Gucci cooperated with other brands to develop a complete series for the first time.

Balenciaga’s classic logo combination pattern, hourglass bag and other elements appeared in the big show, especially a sparkling Gucci x Balenciaga suit, which perfectly interprets the characteristics of the two brands and the characteristics of current fashion cross-border cooperation.

This series can also see the equestrian world praised by Alessandro Michele, and added the shoulder-padded silhouette design and signature logo emphasized by Demna Gvasalia after taking over Balenciaga.

Gucci also reinterpreted the classic red velvet suits launched during Tom Ford’s tenure as a designer, and followed the trend of the times, reinterpreting them in the form of men’s and women’s models.

Comments: Gucci’s recent decline in sales does require new ideas to stimulate sales. Balenciaga, which is characterized by youthfulness, subculture, and anti-fashion, is not only popular among young people, but also brings new ideas and selling points to Gucci. Co-branding within the group, resource integration, and complementary advantages, I wonder if it will become a new way to play in the fashion circle in the future.

PRONOVIAS Group and Vera Wang signed a licensing agreement

PRONOVIAS, a world-renowned luxury bridal group from Spain, signed a ten-year licensing agreement with well-known bridal designer Vera Wang. The content includes the cooperation between the two to launch the bridal brand “Vera Wang Bride”, and from October this year At the beginning, PRONOVIAS Group will sell “Vera Wang Bride” wedding dresses and gowns in its global stores. Because the price of Vera Wang Bride is 60% lower than that of Vera Wang haute couture wedding dresses, outsiders believe that this move is aimed at broadening the brand’s global customer base.

(Left: Vera Wang; Right: Amandine Ohayon, CEO of PRONOVIAS Group)

It is reported that the Vera Wang Bride series will launch 60 wedding dresses and 60 dresses, all from Vera and its design team. The series will incorporate innovative ideas and Vera Wang’s iconic design elements, and will be handmade with luxurious fabrics and materials. The Vera Wang Bride brand will also open an official website and social media, adopt personalized marketing strategies and carefully formulated global distribution strategies.

PRONOVIAS is a world-renowned luxury wedding company. Through this cooperation, PRONOVIAS has helped the expansion of the Vera Wang Bride brand in the Chinese and American markets, and has increased the brand’s global reputation. At the same time, it has once again expanded the group’s Brand Portfolio-After the birth of Vera Wang Bride, PRONOVIAS Group has owned six major bridal product portfolios since then.

Comments: Vera Wang said in his speech: “I believe this new cooperation can further convey my wedding dress design and aesthetic concepts, and launch the VERA WANG wedding dress at a more affordable price, ensuring the original quality of craftsmanship and allowing more women to show the beauty of happiness. “If Vera Wang Bride can really reduce the price and guarantee the quality, it may be a boon for brides worldwide.

Blocked more than 8.5 million fraudulent calls in the first quarter. Artwork From July 1, 2020, the Telecommunications Department – Ministry of Information and Communications has coordinated with carriers Viettel, VNPT and MobiFone to deploy a technology solution to filter and disconnect subscribers who distribute spam calls. Specifically, from July 2020 to March 2021, the above 5 carriers have blocked 128,970 calls with suspicious signs of being spam calls. Through the technical system, the network operators also detected and prevented 29,497,735 calls with signs of fraud, contributing to ensuring safety, security and social order; separately from January to March 2021, 39,321 spam calls and 8,500,702 suspected phishing calls were blocked. At this point, the Telecommunications Department (Ministry of Information and Communications) will continue to promote measures to manage and handle violations related to “telecommunications junk” (spam sims, spam calls, spam messages). On the other hand, the Telecommunications Department also coordinates with carriers to deploy technical solutions to prevent fake phone calls, prevent sales of pre-activated sims …

According to statistics from Tianxiang Investment Consulting, as of the end of the first quarter, the top ten major stocks of 3544 actively investing in partial-equity funds included in the statistics were: Kweichow Moutai, Wuliangye, Hikvision, China Freedom, Luzhou Laojiao, Mindray Medical, WuXi AppTec, Midea Group, Longji. Among them, Kweichow Moutai continues to be the largest stock in public funds. At the end of the first quarter, a total of 1,476 funds held Kweichow Moutai, holding a total of 69.937 million shares, an increase of 7,319,700 shares from the previous quarter; total fund holdings The market value is 140.503 billion yuan, an increase of 15.394 billion yuan compared to the market value of positions held at the end of the fourth quarter of last year. The stock rose 0.55% in the first quarter of this year.

It is worth mentioning that in addition to Kweichow Moutai, liquor stocks also include Wuliangye and Luzhou Laojiao in the list of the top ten heavy warehouse stocks. It is reported that at the end of last year, Wuliangye was the second-largest stock in public funds, and the position of Luzhou Laojiao rose one position from the seventh-largest to the sixth-largest stock. Among them, the total market value of the fund holdings of the two stocks is 101.561 billion and 46.302 billion respectively.

In addition to three liquor stocks, which continue to be in the top ten stocks list, there are also the top ten stocks of new funds such as Hikvision and WuXi AppTec. According to data from Tianxiang Investment Consulting, as of the end of the first quarter, there were 505 active equity funds holding Hikvision, an increase of 231 from the previous quarter, and the market value of fund holdings reached 61.230 billion yuan; while the active equity funds holding WuXi AppTec had a total of 505 active equity funds 474, an increase of 78 from the previous month, and the market value of fund holdings exceeded 40 billion yuan.

According to data from Tianxiang Investment Consulting, as of the end of the first quarter, the 50 stocks with the largest increase in active equity funds were mainly concentrated in several sub-sectors such as banking, information technology components, and biological products.

If there is an increase in holdings, there will be a decrease in holdings. In the first quarter, Luxshare Precision suffered a massive sell-off. According to data from Tianxiang Investment Consulting, at the end of the first quarter, a total of 222 active equity funds held Luxshare Precision, holding 49,303.06 million shares; and at the end of the fourth quarter of last year, Shigekura held as many as 627 Luxshare Precision Funds. The number of shares is also as high as 702,371,400 shares. It can be seen that there has been a sharp drop in the number of funds held and the number of shares held.

Traphaco’s system of medicine blister blister machines Specifically, net revenue reached nearly 472 billion, up 20.4% over the same period, after subtracting COGS, gross profit reached 265 billion, up 21% compared to the first quarter of 2020. Profit after tax reached VND 55.3 billion, an increase of 35% compared to the same period of 2020; Parent company EAT is more than 51 billion. In 2021, Traphaco sets a double growth business plan with the goal of consolidated revenue and profit after tax of VND 2,100 billion and VND 240 billion, up 10% and 11% respectively compared to the performance of 2020. Thus, after the first quarter of the year, the Company has reached 20.8% of the revenue plan and 23% of the profit after tax plan of the year. In the period of 2021 – 2025, Traphaco expects that the growth rate of revenue and pre-tax interest can reach a compound rate of 13.3% and 15%. Traphaco also said that during this term the company will restructure the traditional and non-traditional medicine businesses, in which the company will increase the proportion of the western medicine industry. When consolidating the business segments, Traphaco believes that the growth rate will be even higher than the plan set out for the 2021 – 2025 term. At the close of the session on April 22, TRA shares increased slightly by 0.1% to VND69,900 per share.

After SF’s chairman Wang Wei apologized for the company’s losses, SF Holdings seemed to be turbulent.

On the evening of April 22, SF Holdings announced that in the first quarter of 2021, the company achieved revenue of 42.62 billion yuan, a year-on-year increase of 27.07%; a net profit loss of 989 million yuan, a profit of 907 million yuan in the same period last year, a year-on-year decrease of 209%. At the same time, SF Holdings stated that the board of directors has recently received a job transfer notice from Wu Weiting, the chief financial officer. Due to personal reasons, Wu Weiting has applied for resignation from the positions of member of the audit committee, chief financial officer and deputy general manager of the company’s board of directors from April 24, 2021.

SF Express said that before the company’s board of directors appoints a new financial officer, director Chen Fei temporarily assumed the duties of the company’s financial officer.

Earlier, at the 2020 annual general meeting of shareholders held by SF Holdings, SF’s chairman and general manager Wang Wei apologized to investors for the loss of the stock price and frankly had negligence in management. Similar problems will not occur a second time. As of the close of April 22, SF Holdings reported 63.18 yuan per share, with a market value of 287.876 billion yuan. The stock price fell nearly half from the February 18 high, and the market value had evaporated by more than 270 billion yuan.

In this regard, netizens said: What is the financial matter? Finance is too difficult.

Therefore, the National Bureau of Statistics also released data compared with the first quarter of 2019-a real growth of 10.3% year-on-year in the two years, and the average growth rate of the two years slightly exceeded 5%, which is also a relatively high level in the world. And it is also expected to continue to be the “highest growth country” among the world’s major economies.

In addition, in the first quarter of this year, my country’s pork production increased by 31.9% year-on-year, which is also the main reason for the recent gradual decline in pork prices in my country; the total retail sales of consumer goods reached 1,05221 billion yuan, a year-on-year increase of 33.9%. Among them, the retail sales of urban consumer goods was 9,134.5 billion yuan, a year-on-year increase of 34.6%; the retail sales of rural consumer goods was 1,3877.5 billion yuan, a year-on-year increase of 29.4%.

In the first quarter, the per capita disposable income of residents hit a new high

With a GDP of 24.93 trillion yuan, based on a population of slightly more than 1.4 billion, my country’s quarterly GDP per capita rose to 1.78 trillion yuan. This includes “salary + interest + rent + profit + indirect tax and corporate transfer payment + depreciation”. What really belongs to our residents’ income is only a small part.

How much does it belong to the income of our residents?Public In the first quarter, the per capita disposable income of residents was about 9,730 yuan, a year-on-year increase of 13.7% . Among them, the per capita disposable income of urban residents was about 13,120 yuan, a year-on-year increase of 12.2%.

The per capita disposable income of rural residents was 5398 yuan in the first quarter, an increase of 16.3%. The income ratio of urban and rural residents is “2.43 to 1”, indicating that the income distribution gap between urban and rural residents in my country is still large. It is necessary to continue to improve the secondary income distribution system and increase the income-generating projects of rural residents.

After reading income, let’s look at consumption: in the first quarter, the per capita consumption expenditure of Chinese residents was 5978 yuan. Among them, the per capita consumption expenditure of urban residents was 7,495 yuan, and the per capita consumption expenditure of rural residents was 4,039 yuan-the per capita balance of urban residents was 5,625 yuan, and the per capita balance of rural residents was 1,359 yuan.

What was the median income of urban and rural residents in the first quarter?

When it comes to the average per capita disposable income, many netizens say that “he is equal to Jack Ma, Ma Huateng or Wang Jianlin, and he is also a billionaire.” They believe that the average tends to exaggerate the income data of ordinary residents, and they hope to see it. To the median-that is, the median level of residents’ income.

In the first quarter of this year, the national median per capita disposable income of residents was 8,014 yuan , An increase of 12.7%, and the median is 82.4% of the average. Among them, the median per capita disposable income of urban residents is 11090 yuan, and the median per capita disposable income of rural residents is 4340 yuan. Have you or your family met the standard? This article is organized and written by[Nansheng]please do not reprint or plagiarize without authorization!

Today’s A shares are very lively. Last night, the overseas indexes were all hitting new highs. After the news of today’s GDP came out, A shares almost plunged, but as of the close of noon, they stabilized.

China’s GDP in the first quarter was 24.931 trillion yuan

Year-on-year increase of 18.3%

Today (April 16), the State Council Information Office held a press conference to introduce the operation of the national economy in the first quarter of 2021.

According to preliminary calculations, the gross domestic product in the first quarter was 24,931 billion yuan, a year-on-year increase of 18.3% at comparable prices, an increase of 0.6% from the fourth quarter of 2020, an increase of 10.3% from the first quarter of 2019, and an average increase of 5.0% over the two years.

View by industry:

• The added value of the primary industry was 1,133.2 billion yuan, an increase of 8.1% year-on-year, and an average growth rate of 2.3% over the two years;
• The added value of the secondary industry was 9262.3 billion yuan, a year-on-year increase of 24.4%, and an average growth rate of 6.0% in two years;
• The added value of the tertiary industry was 1,45355 billion yuan, an increase of 15.6% year-on-year, and an average growth rate of 4.7% over the two years.

On the one hand, the gross domestic product in the first quarter increased by 18.3% year-on-year, which was affected by incomparable factors such as the lower base of the previous year and the increase in employee working days during the New Year; An increase of 5.0% indicates that my country’s economy has recovered steadily.

The Shanghai stock index fluctuated up 0.46% and returned to above 3400 points

After the news of GDP came out, A-shares once plunged, but quickly regained their gains. As of the close, the Shanghai Composite Index rose 0.46% to 3,114.74 points, the Shenzhen Component Index fell slightly by 0.05%, and the ChiNext Index fell 0.71%; the two markets The total turnover was 418.1 billion yuan; the net inflow of northbound funds was 2.321 billion yuan.Large and small cap stocks diverged in early trading, and the ChiNext index fell more than 1% during the session, mainly dragged down by some heavyweight stocks such as Ningde Times



On the disk, the winemaking sector rose strongly, with the daily limit of Kuaijishan, Laobaigan wine, Yilite, and highland barley wine; the coal sector rose sharply, and the Liaoning Energy and Jinkong Coal Industry daily limit; media entertainment, tourism, real estate, software, insurance, gas , Automotive and other sectors are strong; digital currency, infant and child concepts, intellectual property rights, online games, new crown detection and other topics are active.



Huawei’s autonomous driving is finally here

Two auto stocks have strong daily limit!

Wherever Huawei goes, there will be a daily limit!

On the 16th, BAIC Blue Valley (600733.SH) opened higher and moved higher. It has now been strongly closed at 12.51 yuan. Its share price has hit a new high for more than two and a half years, with a total market value of 43.7 billion yuan.



In addition, Changan Automobile also has a daily limit, the stock price closed at 15.81 yuan per share, and the daily limit was over 300,000 lots.



What happened behind? It turned out that on April 15th, the HI version of the BAIC New Energy Polar Fox Alpha S model equipped with Huawei’s autonomous driving technology had a public test ride in Shanghai. This was also the first public test ride of Huawei’s autonomous driving technology in the world.



It is understood that the driving conditions of the on-site test vehicles are relatively stable, and the urban commuting can be achieved without intervention and automatic driving in situations such as traffic lights start and stop, unprotected left turn, avoid intersection vehicles, courteous pedestrians, and change lanes.

Prior to the Huawei Global Analyst Conference, Xu Zhijun, the rotating chairman of Huawei, said that Huawei will continue to increase investment in smart car software to realize the intelligence, automation, and electrification of the automotive industry. Xu Zhijun emphasized that Huawei’s positioning in the automotive field is an incremental component supplier in the intelligent networked automotive field.

Xu Zhijun said that Huawei’s decision not to build cars and to help car companies build good cars was a matter of years of discussion. This strategy has not changed so far. Huawei will choose partners to empower car companies. Huawei has currently cooperated with three partners to launch three brands of smart cars. First, BAIC New Energy has built the ARCFOX Polar Fox brand. Starting in the fourth quarter of this year, a series of vehicles will be launched on the market in the future; the other are Chongqing Changan and Guangzhou Automobile. However, the names of the two brands have not yet been determined. Among them, the extremely fox brand jointly created by Huawei and BAIC New Energy will launch a series of models starting in the fourth quarter of this year. Related models will be marked with HI LOGO on the body, HI stands for Huawei Inside. Vehicles marked with HI LOGO are equipped with Huawei’s high-end autonomous driving system and all Huawei smart car solutions.

“The R&D team told me that Huawei’s autonomous driving can achieve 1,000 kilometers of autonomous driving without intervention in the urban area.” Xu Zhijun said.

Come and watch the video.

A bunch of netizens commented at the bottom: awesome!



Over 130% in 5 days

This sci-tech innovation board stock is on fire

On April 16, Hotview Bio once again rose by its daily limit, with an increase of 20%, to 120.34 yuan.



On the news, Hotview Bio is expected to achieve a net profit of 560 million yuan to 660 million yuan attributable to the owners of the parent company in the first quarter, an increase of 109125.67% to 128630.25% year-on-year, ranking first in the pre-increased shares of the two cities.

Hotview Biotech has become the king of pre-increasing in the first quarter. First, the base number in the first quarter of 2020 is relatively small. Second, in the first quarter of 2021, the company’s two rapid detection reagents for new crown antigens were certified by the German Federal Institute of Medicines and Medical Devices on March 2 and 22 respectively for home free testing. They can be used in German supermarkets and pharmacies. , Internet stores and other sales, leading to explosive growth of the company’s foreign trade orders.

Regarding the reasons for the growth in performance, Hotview Bio said that in the first quarter of 2021, the company’s new coronavirus 2019n-CoV antigen detection kit (front nasal cavity) and new coronavirus 2019n-CoV antigen detection kit (saliva) two new types of coronavirus Viral antigen rapid detection reagent products were certified by the German Federal Institute of Pharmaceuticals and Medical Devices (BfArM) for home free testing on March 2 and 22 respectively, and can be sold in German supermarkets, pharmacies, and Internet stores. This led to the explosive growth of the company’s foreign trade orders.

Since April, Hotview Bio has continued to rise. So far, the cumulative increase has exceeded 170%. Among them, from April 13th to 15th, three consecutive daily limits were obtained.

The company issued a risk warning on the evening of the 15th, saying that as of April 15, the company’s closing price was 100.28 yuan per share, corresponding to the company’s 2019 deducted non-recurring gains and losses, which is the lowest diluted P/E ratio of 189.21 times. As of April 15, 2021, according to the company’s latest rolling price-earnings ratio released by China Securities Index Co., Ltd., the company’s pharmaceutical manufacturing industry has an average rolling price-earnings ratio of 43.51 times in the most recent month. The company’s price-earnings ratio is significantly higher than the industry price-earnings ratio. . The company especially reminds investors to pay attention to investment risks, make rational decisions and invest prudently.



On March 2 and March 22, 2021, the company obtained the new coronavirus 2019n-CoV antigen detection kit (front nasal cavity) and new Coronavirus 2019n-CoV Antigen Detection Kit (Saliva) Two new coronavirus antigen rapid detection reagent products, which are special approvals, are valid for three months, and the certification is valid until June 2 and June 20, 2021, respectively. The risk that the certification cannot be successfully renewed after the validity period expires.

Second child + medical beauty concept blessing

This company has ten daily limit!

On the 16th, the blonde rabbi set its daily limit again. In just a dozen days, it was already the tenth daily limit, with a skyrocketing over 1160%.



Why is it so fierce? On the evening of April 14, the Central Bank issued a working paper “Awareness and Countermeasures for my country’s Demographic Transition”, which pointed out that my country is about to transition from stage III to stage IV of population transformation, and the main contradiction facing China has changed from population expansion to The demographic dividend is about to disappear and the aging and declining birth rate crisis is approaching. The countermeasures are: comprehensively liberalize and vigorously encourage childbirth, and effectively solve the difficulties women encounter in pregnancy, childbirth, nursery school, and school; attach importance to savings and investment; promote pension reform; promote education and technological progress, and establish basic social insurance System, control housing prices, attach importance to mothers and children’s education, attach importance to basic education, and attach importance to science and engineering education.

Gold Rabbi is engaged in the design, research and development, production and sales of mid-to-high-end maternal and child consumer products, which is tinged with the dual concept of “second child + medical beauty”.

On the evening of April 14, Gold Rabbi released the 2020 annual results bulletin. The total operating income was about 313 million yuan, a year-on-year decrease of 28.69%; the net profit attributable to shareholders of listed companies was about 32.29 million yuan, a year-on-year decrease of 30.71%; basic per share The revenue was RMB 0.09, a year-on-year decrease of 30.77%.

At the same time, Gold Rabbi expects the net profit attributable to shareholders of listed companies in the first quarter of 2021 to be 5 million to 7.5 million yuan, a year-on-year increase of 567.29% to 900.93%.

Gold Rabbi disclosed the risk warning of stock trading on the evening of April 15, saying that although the maternal and child market has a bright future, the company is also facing the risk of intensified industry competition. Whether the future performance improvement can meet the company’s expectation of transformation and upgrading development still exists. Certain uncertainty. The company’s investment in the Han Fei project is based on its development strategy and business layout. There are still many uncertainties in whether the cooperation can smoothly cooperate with each other and achieve the goal of mutual promotion.

Liquor stocks are also going crazy!

Today’s liquor stocks are picking up collectively, and the liquor index has soared by nearly 5%! Yilite, Qinghai Barley Wine, and Old Baigan Wine have their daily limit. Shuijingfang rose 8% and approached a historical high. Jinhui Wine and ST were willing to rise sharply.



Last Friday evening, Shuijingfang announced its foreign investment in sauces and wines and an announcement on its first-quarter performance increase. The forecast for the first quarter shows that in the first quarter of 2021, Shuijingfang expects to achieve an increase of approximately 510 million yuan in operating income compared with the same period of the previous year, an increase of approximately 70.2% year-on-year; the net profit attributable to shareholders of listed companies has increased by approximately 228 million compared with the same period last year. , An increase of approximately 119.7% year-on-year. At the same time, Shuijingfang announced the establishment of a joint venture of Guizhou Shuijingfang Guowei Liquor Co., Ltd. (tentative name). The joint venture project aims to “create a new series of well-known brands of first-line sauce-flavor liquor.”

And ST is willing to become the first ST stock in the history of A-shares to break 100 yuan. ST is willing to continue to increase its performance in recent years. Net profit has increased from 7.128 million yuan in 2015 to 508 million yuan in 2019, an increase of more than 70 times, with a compound annual growth rate of close to 200%, and a profit of 311 million yuan for the third quarter of 2020. Continue Maintain year-on-year growth.

The reason why ST is willing to wear a cap is not because of general performance losses, but because of shareholders’ funds. On August 20, 2020, Xide Liquor Industry revealed that the company’s controlling shareholder Tianyang Holdings and its related parties occupied the company’s principal of 440 million yuan through non-operating funds of Pengshan Liquor Industry in Pengxi County, Sichuan Province, and the capital occupied interest of 34.86 million yuan. .

On the last day of 2020, Yuyuan, a listed company under the Fosun Group, bid for a 70% stake in Tuopai Shede Group (indirectly holding 29.9% of the company) through a judicial auction for 4.53 billion yuan. The actual controller of the company is Shehong County. The government became Guo Guangchang, and Fosun successfully entered ST and was willing.

On the one hand, the gross domestic product in the first quarter increased by 18.3% year-on-year, which was affected by incomparable factors such as the lower base of the previous year and the increase in employee working days during the New Year; An increase of 5.0% indicates that my country’s economy has recovered steadily.

The Shanghai stock index fluctuated up 0.46% and returned to above 3400 points

After the news of GDP came out, A-shares once plunged, but quickly regained their gains. As of the close, the Shanghai Composite Index rose 0.46% to 3,114.74 points, the Shenzhen Component Index fell slightly by 0.05%, and the ChiNext Index fell 0.71%; the two markets The total turnover was 418.1 billion yuan; the net inflow of northbound funds was 2.321 billion yuan.Large and small cap stocks diverged in early trading, and the ChiNext index fell by more than 1% during the session, mainly dragged down by some heavyweight stocks such as Ningde Times

On the disk, the winemaking sector rose strongly, with the daily limit of Kuaijishan, Laobaigan wine, Yilite, and highland barley wine; the coal sector rose sharply, and the Liaoning Energy and Jinkong Coal Industry daily limit; media entertainment, tourism, real estate, software, insurance, gas , Automotive and other sectors are strong; digital currency, infant and child concepts, intellectual property rights, online games, new crown detection and other topics are active.

Huawei’s autonomous driving is finally here

Two auto stocks have strong daily limit!

Wherever Huawei goes, there will be a daily limit!

On the 16th, BAIC Blue Valley (600733.SH) opened higher and moved higher. It has now been strongly closed at 12.51 yuan. Its share price has hit a new high for more than two and a half years, with a total market value of 43.7 billion yuan.

In addition, Changan Automobile also has a daily limit, the stock price closed at 15.81 yuan per share, and the daily limit was over 300,000 lots.

What happened behind? It turned out that on April 15th, the HI version of the BAIC New Energy Polar Fox Alpha S model equipped with Huawei’s autonomous driving technology had a public test ride in Shanghai. This was also the first public test ride of Huawei’s autonomous driving technology in the world.

It is understood that the driving conditions of the on-site test vehicles are relatively stable, and the urban commuting can be achieved without intervention and automatic driving in situations such as traffic lights start and stop, unprotected left turn, avoid intersection vehicles, courteous pedestrians, and change lanes.

Prior to the Huawei Global Analyst Conference, Xu Zhijun, the rotating chairman of Huawei, said that Huawei will continue to increase investment in smart car software to realize the intelligence, automation, and electrification of the automotive industry. Xu Zhijun emphasized that Huawei’s positioning in the automotive field is an incremental component supplier in the intelligent networked automotive field.

Xu Zhijun said that Huawei’s decision not to build cars and to help car companies build good cars was a matter of years of discussion. This strategy has not changed so far. Huawei will choose partners to empower car companies. Huawei has currently cooperated with three partners to launch three brands of smart cars. First, BAIC New Energy has built the ARCFOX Polar Fox brand. Starting in the fourth quarter of this year, a series of vehicles will be launched on the market in the future; the other are Chongqing Changan and Guangzhou Automobile. However, the names of the two brands have not yet been determined. Among them, the extremely fox brand jointly created by Huawei and BAIC New Energy will launch a series of models starting in the fourth quarter of this year. The car body of the relevant model will be marked with HI LOGO, HI stands for Huawei Inside. Vehicles marked with HI LOGO are equipped with Huawei’s high-end autonomous driving system and all Huawei smart car solutions.

“The R&D team told me that Huawei’s autonomous driving can achieve 1,000 kilometers of autonomous driving without intervention in the urban area.” Xu Zhijun said.

Come and watch the video.

A bunch of netizens commented at the bottom: awesome!

Over 130% in 5 days

This sci-tech innovation board stock is on fire

On April 16, Hotview Bio once again rose by its daily limit, with an increase of 20%, to 120.34 yuan.

On the news, Hotview Bio is expected to achieve a net profit of 560 million yuan to 660 million yuan attributable to the owners of the parent company in the first quarter, an increase of 109125.67% to 128630.25% year-on-year, ranking first in the pre-increased shares of the two cities.

Hotview Biotech has become the king of pre-increasing in the first quarter. First, the base number in the first quarter of 2020 is relatively small. Second, in the first quarter of 2021, the company’s two rapid detection reagents for new crown antigens were certified by the German Federal Institute of Medicines and Medical Devices on March 2 and 22 respectively for home free testing. They can be used in German supermarkets and pharmacies. , Internet stores and other sales, leading to explosive growth of the company’s foreign trade orders.

Regarding the reasons for the growth in performance, Hotview Bio said that in the first quarter of 2021, the company’s new coronavirus 2019n-CoV antigen detection kit (anterior nasal cavity) and new coronavirus 2019n-CoV antigen detection kit (saliva) two new types of coronavirus Viral antigen rapid detection reagent products were certified by the German Federal Institute of Medicines and Medical Devices (BfArM) for home free testing on March 2 and 22, respectively, and can be sold in German supermarkets, pharmacies, and Internet stores. This led to the explosive growth of the company’s foreign trade orders.

Since April, Hotview Bio has continued to rise. So far, the cumulative increase has exceeded 170%. Among them, from April 13th to 15th, three consecutive daily limits were obtained.

The company issued a risk warning on the evening of the 15th, saying that as of April 15, the company’s closing price was 100.28 yuan per share, corresponding to the company’s 2019 deducted non-recurring gains and losses, which is the lowest diluted P/E ratio of 189.21 times. As of April 15, 2021, according to the company’s latest rolling price-earnings ratio released by China Securities Index Co., Ltd., the company’s pharmaceutical manufacturing industry has an average rolling price-earnings ratio of 43.51 times in the most recent month. The company’s price-earnings ratio is significantly higher than the industry price-earnings ratio. . The company especially reminds investors to pay attention to investment risks, make rational decisions and invest prudently.

On March 2 and March 22, 2021, the company obtained the new coronavirus 2019n-CoV antigen detection kit (front nasal cavity) and new Coronavirus 2019n-CoV Antigen Detection Kit (Saliva) Two new coronavirus antigen rapid detection reagent products, which are special approvals, are valid for three months, and the certification is valid until June 2 and June 20, 2021, respectively. The risk that the certification cannot be successfully renewed after the validity period expires.

Second child + medical beauty concept blessing

This company has ten daily limit!

On the 16th, the blonde rabbi set its daily limit again. In just a dozen days, it was already the tenth daily limit, with a skyrocketing over 1160%.

Why is it so fierce? On the evening of April 14, the Central Bank issued a working paper “Awareness and Countermeasures for my country’s Demographic Transition”, which pointed out that my country is about to transition from stage III to stage IV of population transformation, and the main contradiction facing China has changed from population expansion to The demographic dividend is about to disappear and the aging and declining birth rate crisis is approaching. The countermeasures are: comprehensively liberalize and vigorously encourage childbirth, and effectively solve the difficulties women encounter in pregnancy, childbirth, nursery school, and school; attach importance to savings and investment; promote pension reform; promote education and technological progress, and establish basic social insurance System, control housing prices, attach importance to mothers and children’s education, attach importance to basic education, and attach importance to science and engineering education.

Gold Rabbi is engaged in the design, research and development, production and sales of mid-to-high-end maternal and child consumer products, which is tinged with the dual concept of “second child + medical beauty”.

On the evening of April 14, Gold Rabbi released the 2020 annual results bulletin. The total operating income was about 313 million yuan, a year-on-year decrease of 28.69%; the net profit attributable to shareholders of listed companies was about 32.29 million yuan, a year-on-year decrease of 30.71%; basic per share The revenue was RMB 0.09, a year-on-year decrease of 30.77%.

At the same time, Gold Rabbi expects the net profit attributable to shareholders of listed companies in the first quarter of 2021 to be 5 million to 7.5 million yuan, a year-on-year increase of 567.29% to 900.93%.

Gold Rabbi disclosed the risk warning of stock trading on the evening of April 15, saying that although the maternal and child market has a bright future, the company is also facing the risk of intensified industry competition. Whether the future performance improvement can meet the company’s expectation of transformation and upgrading development still exists. Certain uncertainty. The company’s investment in the Han Fei project is based on its development strategy and business layout. There are still many uncertainties in whether the cooperation can smoothly cooperate with each other and achieve the goal of mutual promotion.

Liquor stocks are also going crazy!

Today’s liquor stocks are picking up collectively, and the liquor index has soared by nearly 5%! Yilite, Qinghai Barley Wine, and Old Baigan Wine have their daily limit. Shuijingfang rose 8% and approached a historical high. Jinhui Wine and ST were willing to rise sharply.

Last Friday evening, Shuijingfang announced its foreign investment in sauces and wines and an announcement on its first-quarter performance increase. The forecast for the first quarter shows that in the first quarter of 2021, Shuijingfang expects to achieve an increase of approximately 510 million yuan in operating income compared with the same period of the previous year, an increase of approximately 70.2% year-on-year; the net profit attributable to shareholders of listed companies has increased by approximately 228 million compared with the same period last year. , An increase of approximately 119.7% year-on-year. At the same time, Shuijingfang announced the establishment of a joint venture of Guizhou Shuijingfang Guowei Liquor Co., Ltd. (tentative name). The joint venture project aims to “create a new series of well-known brands of first-line sauce-flavor liquor.”

And ST is willing to become the first ST stock in the history of A-shares to break 100 yuan. ST is willing to continue to increase its performance in recent years. Net profit has increased from 7.128 million yuan in 2015 to 508 million yuan in 2019, an increase of more than 70 times, with a compound annual growth rate of close to 200%, and a profit of 311 million yuan for the third quarter of 2020. Continue Maintain year-on-year growth.

The reason why ST is willing to wear a cap is not because of general performance losses, but because of shareholders’ funds. On August 20, 2020, Xide Liquor Industry revealed that the company’s controlling shareholder Tianyang Holdings and its related parties occupied the company’s principal of 440 million yuan through non-operating funds of Pengshan Liquor Industry in Pengxi County, Sichuan Province, and the capital occupied interest of 34.86 million yuan. .

On the last day of 2020, Yuyuan, a listed company under the Fosun Group, bid for a 70% stake in Tuopai Shede Group (indirectly holding 29.9% of the company) through a judicial auction for 4.53 billion yuan. The actual controller of the company is Shehong County. The government became Guo Guangchang, and Fosun successfully entered ST and was willing.

Previously, the outside world generally predicted that after experiencing the test of the new crown epidemic and affected by the too low base last year, the GDP growth rate in the first quarter of this year will rebound sharply, and the growth rate may reach double digits.

At the same time, foreign media such as Reuters, Bloomberg, the Financial Times, and Nikkei Asia have also written articles to analyze and forecast China’s first quarter economic data and annual economic growth. And international institutions such as the International Monetary Fund have also been optimistic about the future of China’s economy and raised their expectations for the Chinese economy.

Foreign media are generally concerned about China’s economic growth

As we all know, due to the sudden new crown epidemic, China’s GDP in the first quarter of 2020 has experienced negative growth, a year-on-year decrease of 6.8%. However, relying on scientific and effective anti-epidemic measures, China quickly contained the epidemic, and the social economy was back on track. The GDP growth in the next three quarters was positive. In 2020, the GDP for the whole year increased by 2.3% compared with the previous year. Therefore, China It became the only major economy in the world that achieved positive economic growth last year.

Now, what makes the outside world more concerned is that 2021 is the beginning year of the “14th Five-Year Plan”. How about China’s economic growth in the first quarter? Can you get a good start? This is not only about China, but also about the global economy, and many foreign media are also very concerned.

Judging from the analysis and reports of major foreign media, they all predict that China’s GDP will achieve substantial growth in the first quarter of this year, and the growth rate may reach double digits.

Reuters pointed out that, driven and affected by events such as strong domestic and foreign demand and continued government support for small and micro enterprises, China’s GDP in the first quarter will rebound sharply compared to when it was hit by the epidemic at the beginning of last year. The report also predicts that this increase will be the strongest since the quarterly data was available in 1992.

On the morning of April 16, the National Bureau of Statistics announced my country’s GDP data for the first quarter. In the first quarter, my country’s GDP was 24,931 billion yuan, an increase of 18.3% year-on-year at comparable prices, an increase of 0.6% from the fourth quarter of 2020, and a year-on-year increase of 0.6% compared to 2019. The growth rate was 10.3% in the first quarter of the year, and the average growth rate was 5.0% in the two years.

In addition to GDP data, China has also performed well in other economic data. In the data released a few days ago, China’s foreign trade import and export also achieved a good start.

April 13, The General Administration of Customs introduced my country’s imports and exports in the first quarter of this year: The total value was 8.47 trillion yuan, an increase of 29.2% over the same period last year; of which, the trade surplus was 759.29 billion yuan, an increase of 690.6%.

It is worth noting that due to the impact of the new crown epidemic at the beginning of last year, my country’s total import and export value of goods trade in the first quarter of 2020 was 6.57 trillion yuan, a decrease of 6.4% over the same period in 2019; of which, the trade surplus was 98.33 billion yuan, a decrease of 80.6%. In 2019, despite the influence of external factors such as the Sino-US trade conflict, the total value of my country’s foreign trade imports and exports in the first quarter of that year was 7.01 trillion yuan, an increase of 3.7% over the same period in 2018; of which, the trade surplus was 529.67 billion yuan, an increase of 75.2. %.

One thing that cannot be ignored: the cardinal effect

On March 15, Liu Aihua, a spokesperson for the National Bureau of Statistics, said that from the specific indicators, last year was a low base of 6.8%, which was reflected in the year-on-year growth rate. In the first quarter, there is likely to be a year-on-year growth or even a sharp rebound.

The first quarter of China’s economy has achieved a good start and substantial growth is gratifying, but after careful analysis, we also need to remain calm and rational.In the report, foreign media also mentioned The “low base” in the same period last year was one of the reasons for the rapid growth of GDP in the first quarter of this year.

Bloomberg specifically talked about the “base effect” in its analysis report. According to the report, in order to better understand the economic situation in the past three months, a good way is to compare the data with the previous quarter (quarter-on-quarter) instead of the same period last year (year-on-year). Some abnormal situations during the blockade and quarantine period are eliminated, and the current economic situation can be “pulled” more accurately.

Bloomberg quoted Goldman Sachs economists as saying that considering that China’s GDP in the first quarter of this year increased significantly compared with the first three months of last year, this means that the economic growth rate in the first quarter was basically the same as that in the previous quarter. It is a dividing line that will show whether the economic recovery will reach its peak at the end of 2020 or will continue to accelerate.

But both Bloomberg and Reuters believe that The road to China’s economic recovery is still positive For example, demand in overseas markets has promoted strong exports, and strong exports have driven economic recovery. Factories are racing to complete overseas orders. These trades will contribute a considerable share of economic output.

The two major economies of China and the United States, the competition has become fierce

As the world’s two largest economies, the economic comparison of China and the United States is naturally a topic that the media likes to focus on. “Nikkei Asia” (Nikkei Asia) analysis reports, mainly based on the situation of interviews with economists and industry insiders.

In a survey of 32 economists conducted by Nikkei Asia, many people hold the view that China may surpass the United States at some point between 2030 and 2034 and become the world’s largest economy. This is mainly due to China’s effective control of the new crown epidemic.

According to the report, two-thirds of economists (12 people) in the 18 samples of valid responses predict that this “transposition” will occur between 2030 and 2034, and 5 people think it will be between 2025 and 2029. In the year, one person chose the year 2035-2039.

Sean Taylor, chief investment officer for the Asia-Pacific region of DWS, a subsidiary of Deutsche Bank’s asset management unit, chooses between 2030 and 2034. In his view, after China achieves a strong economic recovery in 2021, the economic growth rate may be It will stabilize in the healthy and benign mid-to-high-speed range. On the other hand, in the United States, the heavy debt accumulated due to the epidemic may drag the economic growth rate in the low-speed range for a long time.

“Nikkei Asia” quoted an economist from Bank of East Asia as saying: “China has controlled the epidemic well, which will boost consumer and business sentiment and support consumption and investment.”

The report also pointed out that for some time, there have been more and more speculations about when China will surpass the United States to become the world’s largest economy.

In December last year, the British think tank, the Centre for Economics and Business Research (CEBR), stated that based on the fact that China is better at preventing and controlling the new crown epidemic than Western countries, China’s economy will surpass the United States faster than previously expected, or will To complete the “overtaking” of the United States in 2028, a full five years earlier than previously expected.

International institutions are optimistic about the future of China’s economy

On April 6, the International Monetary Fund (IMF) released the latest “World Economic Outlook Report” (hereinafter referred to as the report). It is estimated that China’s economy will grow by 8.4% in 2021, an increase of 0.3 percentage points from the January forecast. The IMF also predicts that the global economy will grow by 6% in 2021.

Regarding China’s economic growth, the IMF stated in the report that China has successfully overcome the epidemic by adopting active measures and has returned to the economic level before the epidemic. Tobias Adrian, Director of the IMF’s Currency and Capital Markets Department, said that China’s economic recovery is far ahead of any country in the world.

In fact, the IMF forecasts China’s growth data of 8.4%, which is higher than my country’s GDP growth target set this year.On March 5 this year, the fourth session of the 13th National People’s Congress opened. Premier Li Keqiang made a government work report, outlining the main goals of the 14th Five-Year Plan and this year’s main goals, and announced”Above 6%” economic growth target .

At that time, foreign media made many interpretations of “6%”, thinking that this number was “conservative”, “cautious”, “moderate” and so on. For example, Reuters quoted analysts in its report that China has set a moderate annual economic growth target and emphasized the need to create more urban job opportunities. “As the world’s second-largest economy, China plans to act cautiously after a year of being affected by the new crown epidemic.”

The Wall Street Journal also considers this a “relatively moderate” goal. One year after the new coronavirus hit the global economy, this goal reflects China’s optimism. The Nikkei Chinese website also explained that in the midst of the uncertainty of the world economy, China’s setting of “over 6%” seems to emphasize that this is the minimum.

Source | Observer Network

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Global IPO transaction volume increased by 85% year-on-year, and fundraising increased by 271%

IPO activities of special purpose acquisition companies are more active than in 2020

The first quarter of 2021 is the best-performing first quarter in two decades

The market sentiment has been active so far in 2021. Calculated by the number of transactions and the amount of funds raised, it has been the best first quarter for the same period in the past two decades. Although the market conditions in the first quarter were traditionally quiet, the first quarter of this year broke the tradition and transactions were very active. Not only the traditional IPO market is active, but also the IPOs of special purpose acquisition companies (SPACs) have also reached new highs. Both the number of transactions and the amount of funds raised in the first quarter were higher than those of the whole of 2020. There were a total of 430 transactions in the global IPO market in the first quarter, raising US$105.6 billion, an increase of 85% and 271% year-on-year respectively.

The “new normal” under the new crown epidemic has stimulated market liquidity and brought new opportunities, and promoted the continuous rise of IPO market sentiment. At the same time, speculative transactions and non-institutional investment platforms that are open to the general public (including the younger generation) have become more popular, making investment more convenient than ever. Looking ahead, due to concerns about the imminent adjustment of the market, investor sentiment remains cautious and will continue to use existing liquidity to obtain investment returns.

The Americas market remained resilient in the first quarter, with 121 transactions and a total of US$45.2 billion in funding. On the whole, the trading volume and funding of the Americas Exchange are the highest in more than two decades. The Asia-Pacific region has the highest IPO funding in two decades, with 200 IPOs totaling US$34.3 billion. The Europe, Middle East, India and Africa (EMEIA) region recovered from the quiet market sentiment of 2020 in the first quarter of 2021, and recorded 109 IPOs with a total amount of US$26.1 billion.

From an industry perspective, the technology industry remains strong in the first quarter of 2021, ranking first with 111 IPOs and US$46.1 billion in funding. The healthcare industry ranked second, with 78 IPOs and a total of 14 billion U.S. dollars raised. Calculated by the number of transactions, the industrial products industry ranked third with 57 transactions and a total of 6.3 billion U.S. dollars in funding.

Ernst & Young Global Listing Services Director Wu Jilong Means:

“Market liquidity has flooded the market, making the number of global IPO transactions and the amount of funds raised have reached new highs in two decades. However, many uncertain factors still exist, which may cause market fluctuations and affect the IPO market.

These factors include: the vaccination plan is slower than expected, and the ongoing epidemic hinders any real economic recovery; the tightening of the regulatory process has slowed down IPO applications and the withdrawal of listing applications by companies; the reduction of leverage by banks has led to increased risks in the capital market, etc. Companies need to prepare for listing while the opportunities in the IPO market are still open. ”

In the first quarter of 2021, the number of IPO market transactions and funds raised in the Americas reached a record high

In the first quarter of 2021, the number of IPO transactions in the Americas increased sharply by 218% (total of 121 IPOs), more than three times that of the first quarter of last year. Funding also recorded a stronger than expected trend, reaching US$45.2 billion, a 446% increase from the same period last year and a record high. The healthcare industry still dominates the region’s IPO transaction volume, with 44 transactions, raising US$8.7 billion. The technology industry ranked first in terms of funding, raising US$21.4 billion, with 33 transactions in total.

Similar to the global market, the US IPO market usually slows down in the first quarter. However, in the first quarter of 2021, benefiting from the continued transactions from 2020 and the high valuation led by issuers using technology companies, there were a total of 99 IPOs in the United States during the quarter, raising US$41.1 billion. The outbreak of SPAC IPO activities will continue into 2021, and the number of transactions in the first quarter of this year has broken the record for the entire year of 2020. Although the number of traditional IPO transactions on US exchanges has also risen sharply in the first quarter of this year, the number of SPAC IPOs is still three times that of traditional IPOs. In the first quarter of 2021, there were a total of 300 SPAC IPOs in the United States, raising a total of 93.4 billion U.S. dollars.

The Asia-Pacific IPO market beats expectations, and the momentum remains positive

In the first quarter of this year, IPO activities in the Asia-Pacific region accounted for nearly half (47%) of the global total. There were a total of 200 transactions in the district during the quarter, raising US$34.3 billion, the highest amount raised in the first quarter in two decades, breaking the record in the first quarter of 2010. As far as the industry is concerned, the technology industry surpasses other industries in terms of the number of transactions and the amount of funds raised. There are 51 transactions and US$17.7 billion in funding.

Cai Weirong, Head of Listing Services, EY Asia Pacific Means:

“This is the first quarter of the new year, and it is also the first year of the new president of the United States. The new team will handle Sino-US relations. In addition, entering the second year of the new crown epidemic, the market is both optimistic and full of optimism. Uncertainty, this may cause volatility in the Asia-Pacific IPO market in 2021. Companies in the Asia-Pacific region need to maintain resilience in this challenging environment in order to successfully go public.”

The strong IPO momentum in Greater China reflects its positive economic growth. Despite the implementation of the new IPO review process by Chinese regulators, the number of transactions and the amount of funds raised in Greater China have increased by 51% (total of 133 transactions) and 121% (US$28.9 billion) respectively year-on-year.

In Greater China, it is expected that the full implementation of the IPO registration system in Mainland China will have a positive impact on the capital market. The registration system is one of the most significant reforms in China’s capital market. The measures will help the market continue to develop in the long term. Together with the delisting mechanism and the newly released IPO approval process, it is expected that the quality of listed companies in Mainland China will gradually be optimized.

In Hong Kong, as economies around the world gradually get back on track and China’s concept stocks continue to be listed on the Hong Kong Stock Exchange, Hong Kong’s IPO activities are expected to remain active.

He Zhaofeng, Head of Listing Services, Ernst & Young Greater China Point out:

“Driven by the economic recovery and abundant market liquidity, IPO activities in the first quarter of 2021 will remain strong. The tightening of the IPO approval process may have a certain degree of impact on A-share listing activities, but the country’s 14th Five-Year Plan It is also good for the listing of companies in related key industries. In Hong Kong, the return of Chinese concept stocks will boost the number of IPOs. Although the volatility of the capital market is expected to increase this year, we believe that 2021 will still be the largest IPO in Greater China. year. ”

EMEIA’s IPO market in the first quarter was more active, optimistic and more unicorns appeared

In the first quarter of 2021, the EMEIA area will take on the momentum of the fourth quarter of 2020 and have a good start. The continued growth of IPO activity in the region stems from high valuations, low volatility and confidence in the gradual restart of the economy. Overall, there were 109 IPOs in the district, a year-on-year increase of 179%. The amount of funds raised was US$26.1 billion, an increase of 646% year-on-year.

Despite the restrictions imposed by the new crown epidemic, the European market remains resilient, and investor sentiment has improved. IPO activity in Europe resumed its trajectory in the first quarter of 2021. The number of transactions rose by 315% (83 cases in total), and the amount of funds raised increased by 1,814% (US$23.1 billion). In the UK, investors are still interested in investing, and companies are taking full advantage of the accelerated growth due to the epidemic and the high liquidity of the market. There were 17 IPO transactions in the UK in the first quarter, raising a total of US$7.5 billion, an increase of 467% and 1,031% respectively.

Outlook for the second quarter of 2021: uncertainty may increase market volatility, triggering a “perfect storm”

Although market sentiment tends to be positive, uncertainties will increase, causing market volatility. The new crown epidemic in various countries around the world may still rebound. In addition, different countries’ vaccination schedules, geopolitical risks, inflation, interest rates and the ability of global financial markets to withstand shocks may all be the trigger points of the perfect storm. Regardless of whether the company decides to conduct a traditional IPO, SPAC or direct listing, companies that are well prepared, are in a hot industry, and have an appropriate investment story should act now and seize the trading opportunities that are still open.

This article is written for the purpose of providing general information and is not intended to be relied upon accounting, taxation, legal or other professional advice. Please ask your consultant for specific advice.

Illustration. Although this impressive growth rate is partly due to the already bleak first-quarter sales of 2020, there is no denying the positive signal of the technology market in recent months. With 82.7 million units delivered to consumers, this is the highest sales volume in the first quarter of the year since 2012. The main driver of growth in the personal computer market has been on the back of small businesses rebounding after a tough pandemic year, with the emphasis on laptops. According to records, sales of this model reached 67.8 million units in the first quarter of 2021, up to 79% over the same period last year. For its part, the desktop computer business also prospered after a bleak year, but has yet to come out of the decline. A total of 14.8 million desktops were sold in the first three months of 2021, down 5% from the same period in 2020. The strong market recovery in the first quarter of 2021 indirectly helped five manufacturers Export leader (accounting for 78% of total market volume) achieved double-digit growth. Specifically, Lenovo – the market leader with 25% market share – sold 20.4 million units in the last quarter, up 61% over the same period in 2020. For its part, HP – thanks to a boom in sales. Chromebook line (cheap computers using Google operating system) – “came in second” in the first quarter of the year with 19.2 million units sold (up 64% over the same period in 2020). In third place is Dell, with modest growth compared to the two competitors, only 23% (equivalent to 12.9 million units sold). This contributes to the US computer company’s market share continued to decline, currently only 15.7% – much lower than the 19.6% recorded after the first quarter of 2020. The other two names in the top five selling PC makers were Apple and Acer, with 6.6 million and 5.7 million units sold, respectively. However, these are the brands with the best growth in the first quarter of 2021 compared to the same period last year, respectively 105.2% and 82.1%. Forecasts about the market outlook for the whole year 2021, the analysts are optimistic in the context that businesses and organizations start to regain investment in technology infrastructure. However, the supply shortage will still slow the growth of the computer market, leaving many opportunities wasted. In that context, experts urged governments to soon increase investment to support the production of semiconductor components, in order to soon remove these bottlenecks.

Today’s A shares are very lively. Last night, the overseas indexes were all hitting new highs. After the news of today’s GDP came out, A shares almost dived, but as of the midday close, they stabilized.

China’s GDP in the first quarter was 24.931 trillion yuan

Year-on-year increase of 18.3%

Today (April 16), the State Council Information Office held a press conference to introduce the operation of the national economy in the first quarter of 2021.

According to preliminary calculations, the gross domestic product in the first quarter was 24,931 billion yuan, a year-on-year increase of 18.3% at comparable prices, an increase of 0.6% from the fourth quarter of 2020, an increase of 10.3% from the first quarter of 2019, and an average increase of 5.0% over the two years.

View by industry:

• The added value of the primary industry was 1,133.2 billion yuan, an increase of 8.1% year-on-year, and an average growth rate of 2.3% over the two years;
• The added value of the secondary industry was 9262.3 billion yuan, a year-on-year increase of 24.4%, and an average growth rate of 6.0% in two years;
• The added value of the tertiary industry was 1,45355 billion yuan, a year-on-year increase of 15.6%, and an average increase of 4.7% over the two years.

On the one hand, the gross domestic product in the first quarter increased by 18.3% year-on-year, which was affected by incomparable factors such as the lower base of the previous year and the increase in employee working days during the Chinese New Year; on the other hand, the first quarter increased by 0.6% quarter-on-quarter, with a two-year average An increase of 5.0% indicates that my country’s economy has recovered steadily.

The Shanghai stock index fluctuated up 0.46% and returned to above 3400 points

After the news of GDP came out, A-shares once plunged, but quickly regained their gains. As of the close, the Shanghai Composite Index rose 0.46% to 3,114.74 points, the Shenzhen Component Index fell slightly by 0.05%, and the ChiNext Index fell 0.71%; the two markets The total turnover was 418.1 billion yuan; the net inflow of northbound funds was 2.321 billion yuan.Large and small cap stocks diverged in early trading, and the ChiNext index fell more than 1% during the session, mainly dragged down by some heavyweight stocks such as Ningde Times



On the disk, the winemaking sector rose strongly, with the daily limit of Kuaijishan, Laobaigan wine, Yilite, and highland barley wine; the coal sector rose sharply, and the Liaoning Energy and Jinkong Coal Industry daily limit; media entertainment, tourism, real estate, software, insurance, gas , Automotive and other sectors are strong; digital currency, infant and child concepts, intellectual property rights, online games, new crown detection and other topics are active.



Huawei’s autonomous driving is finally here

Two auto stocks have strong daily limit!

Wherever Huawei goes, there will be a daily limit!

On the 16th, BAIC Blue Valley (600733.SH) opened higher and moved higher. It has now been strongly closed at 12.51 yuan. Its share price has hit a new high for more than two and a half years, with a total market value of 43.7 billion yuan.



In addition, Changan Automobile also has a daily limit, the stock price closed at 15.81 yuan per share, and the daily limit was over 300,000 lots.



What happened behind? It turned out that on April 15th, the HI version of the BAIC New Energy Polar Fox Alpha S model equipped with Huawei’s autonomous driving technology had a public test ride in Shanghai. This was also the first public test ride of Huawei’s autonomous driving technology in the world.



It is understood that the driving conditions of the on-site test vehicles are relatively stable, and they can realize automatic driving without intervention in urban commuting under conditions such as traffic lights starting and stopping, unprotected left turn, avoiding vehicles at intersections, giving way to pedestrians, and changing lanes.

Prior to the Huawei Global Analyst Conference, Xu Zhijun, the rotating chairman of Huawei, said that Huawei will continue to increase investment in smart car software to realize the intelligence, automation, and electrification of the automotive industry. Xu Zhijun emphasized that Huawei’s positioning in the automotive field is an incremental component supplier in the intelligent networked automotive field.

Xu Zhijun said that Huawei’s decision not to build cars and to help car companies build good cars was a matter of years of discussion. This strategy has not changed so far. Huawei will choose partners to empower car companies. Huawei has currently cooperated with three partners to launch three brands of smart cars. First, BAIC New Energy will build the ARCFOX Polar Fox brand. Starting in the fourth quarter of this year, a series of vehicles will be launched on the market in the future; the other are Chongqing Changan and Guangzhou Automobile. However, the names of the two brands have not yet been determined. Among them, the extremely fox brand jointly created by Huawei and BAIC New Energy will launch a series of models starting in the fourth quarter of this year. Related models will be marked with HI LOGO on the body, HI stands for Huawei Inside. Vehicles marked with HI LOGO are equipped with Huawei’s high-end autonomous driving system and all Huawei smart car solutions.

“The R&D team told me that Huawei’s autonomous driving can achieve 1,000 kilometers of autonomous driving without intervention in the urban area.” Xu Zhijun said.

Come and watch the video.

A bunch of netizens commented at the bottom: awesome!



Over 130% in 5 days

This sci-tech innovation board stock is on fire

On April 16, Hotview Bio once again rose by its daily limit, with an increase of 20%, to 120.34 yuan.



On the news, Hotview Bio is expected to achieve a net profit of 560 million yuan to 660 million yuan attributable to the owners of the parent company in the first quarter, an increase of 109125.67% to 128630.25% year-on-year, ranking first in the pre-increased shares of the two cities.

Hotview Biotech has become the king of pre-increasing in the first quarter. First, the base number in the first quarter of 2020 is relatively small. Second, in the first quarter of 2021, the company’s two rapid detection reagents for new crown antigens were certified by the German Federal Institute of Medicines and Medical Devices on March 2 and 22 respectively for home free testing. They can be used in German supermarkets and pharmacies. , Internet stores and other sales, leading to explosive growth of the company’s foreign trade orders.

Regarding the reasons for the growth in performance, Hotview Bio said that in the first quarter of 2021, the company’s new coronavirus 2019n-CoV antigen detection kit (front nasal cavity) and new coronavirus 2019n-CoV antigen detection kit (saliva) two new types of coronavirus Viral antigen rapid detection reagent products were certified by the German Federal Institute of Pharmaceuticals and Medical Devices (BfArM) for home free testing on March 2 and 22 respectively, and can be sold in German supermarkets, pharmacies, and Internet stores. This led to the explosive growth of the company’s foreign trade orders.

Since April, Hotview Bio has continued to rise. So far, the cumulative increase has exceeded 170%. Among them, from April 13th to 15th, three consecutive daily limits were obtained.

The company issued a risk warning on the evening of the 15th, saying that as of April 15, the company’s closing price was 100.28 yuan per share, corresponding to the company’s 2019 deducted non-recurring gains and losses, which is the lowest diluted P/E ratio of 189.21 times. As of April 15, 2021, according to the company’s latest rolling P/E ratio issued by China Securities Index Co., Ltd., the company’s pharmaceutical manufacturing industry has an average rolling P/E ratio of 43.51 times in the most recent month. The company’s P/E ratio is significantly higher than the industry P/E ratio. . The company especially reminds investors to pay attention to investment risks, make rational decisions and invest prudently.



On March 2 and March 22, 2021, the company obtained the new coronavirus 2019n-CoV antigen detection kit (front nasal cavity) and new Coronavirus 2019n-CoV Antigen Detection Kit (Saliva) Two new coronavirus antigen rapid detection reagent products, which are special approvals, are valid for three months, and the certification is valid until June 2 and June 20, 2021, respectively. The risk that the certification cannot be successfully renewed after the validity period expires.

Second child + medical beauty concept blessing

This company has ten daily limit!

On the 16th, the blonde rabbi set its daily limit again. In just a dozen days, it was already the tenth daily limit, with a skyrocketing over 1160%.



Why is it so fierce? On the evening of April 14, the Central Bank issued a working paper “Awareness and Countermeasures for my country’s Demographic Transition”, which pointed out that my country is about to transition from stage III to stage IV of population transformation, and the main contradiction facing China has changed from population expansion to The demographic dividend is about to disappear and the aging and declining birth rate crisis is approaching. The countermeasures are: comprehensively liberalize and vigorously encourage childbirth, and effectively solve the difficulties women encounter in pregnancy, childbirth, nursery school, and school; attach importance to savings and investment; promote pension reform; promote education and technological progress, and establish basic social insurance System, control housing prices, attach importance to mothers and children’s education, attach importance to basic education, and attach importance to science and engineering education.

Gold Rabbi is engaged in the design, research and development, production and sales of mid-to-high-end maternal and child consumer products, which is tinged with the dual concept of “second child + medical beauty”.

On the evening of April 14, Gold Rabbi released the 2020 annual results bulletin. The total operating income was about 313 million yuan, a year-on-year decrease of 28.69%; the net profit attributable to shareholders of listed companies was about 32.29 million yuan, a year-on-year decrease of 30.71%; basic per share The revenue was RMB 0.09, a year-on-year decrease of 30.77%.

At the same time, Gold Rabbi expects the net profit attributable to shareholders of listed companies in the first quarter of 2021 to be 5 million to 7.5 million yuan, a year-on-year increase of 567.29% to 900.93%.

Gold Rabbi disclosed the risk warning of stock trading on the evening of April 15, saying that although the maternal and child market has a bright future, the company is also facing the risk of intensified industry competition. Whether the future performance improvement can meet the company’s expectation of transformation and upgrading development still exists. Certain uncertainty. The company’s investment in the Han Fei project is based on its development strategy and business layout. There are still many uncertainties in whether the cooperation can smoothly cooperate with each other and achieve the goal of mutual promotion.

Liquor stocks are also going crazy!

Today’s liquor stocks are picking up collectively, and the liquor index has soared by nearly 5%! Yilite, Qinghai Barley Wine, and Laobaigan Wine have their daily limit. Shuijingfang rose by 8% and approached a historical high. Jinhui Wine and ST were willing to rise sharply.



Last Friday evening, Shuijingfang announced its foreign investment in sauces and wines and an announcement on its first-quarter performance increase. The forecast for the first quarter shows that in the first quarter of 2021, Shuijingfang expects to achieve an increase of approximately 510 million yuan in operating income compared with the same period of the previous year, an increase of approximately 70.2% year-on-year; the net profit attributable to shareholders of listed companies has increased by approximately 228 million compared with the same period last year. , An increase of approximately 119.7% year-on-year. At the same time, Shuijingfang announced the establishment of a joint venture of Guizhou Shuijingfang Guowei Liquor Co., Ltd. (tentative name). The joint venture project aims to “create a new series of well-known brands of first-line sauce-flavor liquor.”

And ST is willing to become the first ST stock in the history of A-shares to break 100 yuan. ST is willing to continue to increase its performance in recent years. Net profit has increased from 7.128 million yuan in 2015 to 508 million yuan in 2019, an increase of more than 70 times, with a compound annual growth rate of close to 200%, and a profit of 311 million yuan for the third quarter of 2020. Continue Maintain year-on-year growth.

The reason why ST is willing to wear a cap is not because of general performance losses, but because of shareholders’ funds. On August 20, 2020, Xide Liquor Industry revealed that the company’s controlling shareholder Tianyang Holdings and its related parties occupied the company’s principal of 440 million yuan through non-operating funds of Pengshan Liquor Industry in Pengxi County, Sichuan Province, and the capital occupied interest of 34.86 million yuan. .

On the last day of 2020, Yuyuan, a listed company under the Fosun Group, bid for a 70% stake in Tuopai Shede Group (indirectly holding 29.9% of the company) through a judicial auction for 4.53 billion yuan. The actual controller of the company is Shehong County. The government became Guo Guangchang, and Fosun successfully entered ST and was willing.

On the one hand, the gross domestic product in the first quarter increased by 18.3% year-on-year, which was affected by incomparable factors such as the lower base of the previous year and the increase in employee working days during the Chinese New Year; on the other hand, the first quarter increased by 0.6% quarter-on-quarter, with a two-year average An increase of 5.0% indicates that my country’s economy has recovered steadily.

The Shanghai stock index fluctuated up 0.46% and returned to above 3400 points

After the news of GDP came out, A-shares once plunged, but quickly regained their gains. As of the close, the Shanghai Composite Index rose 0.46% to 3,114.74 points, the Shenzhen Component Index fell slightly by 0.05%, and the ChiNext Index fell 0.71%; the two markets The total turnover was 418.1 billion yuan; the net inflow of northbound funds was 2.321 billion yuan.Large and small cap stocks diverged in early trading, and the ChiNext index fell more than 1% during the session, mainly dragged down by some heavyweight stocks such as Ningde Times

On the disk, the winemaking sector rose strongly, with the daily limit of Kuaijishan, Laobaigan wine, Yilite, and highland barley wine; the coal sector rose sharply, and the Liaoning Energy and Jinkong Coal Industry daily limit; media entertainment, tourism, real estate, software, insurance, gas , Automotive and other sectors are strong; digital currency, infant and child concepts, intellectual property rights, online games, new crown detection and other topics are active.

Huawei’s autonomous driving is finally here

Two auto stocks have strong daily limit!

Wherever Huawei goes, there will be a daily limit!

On the 16th, BAIC Blue Valley (600733.SH) opened higher and moved higher. It has now been strongly closed at 12.51 yuan. The stock price has reached a new high for more than two and a half years, with a total market value of 43.7 billion yuan.

In addition, Changan Automobile also has a daily limit, the stock price closed at 15.81 yuan per share, and the daily limit was over 300,000 lots.

What happened behind? It turned out that on April 15th, the HI version of the BAIC New Energy Polar Fox Alpha S model equipped with Huawei’s autonomous driving technology had a public test ride in Shanghai. This was also the first public test ride of Huawei’s autonomous driving technology in the world.

It is understood that the driving conditions of the on-site test vehicles are relatively stable, and they can realize automatic driving without intervention in urban commuting under conditions such as traffic lights starting and stopping, unprotected left turn, avoiding vehicles at intersections, giving way to pedestrians, and changing lanes.

Prior to the Huawei Global Analyst Conference, Xu Zhijun, the rotating chairman of Huawei, said that Huawei will continue to increase investment in smart car software to realize the intelligence, automation, and electrification of the automotive industry. Xu Zhijun emphasized that Huawei’s positioning in the automotive field is an incremental component supplier in the intelligent networked automotive field.

Xu Zhijun said that Huawei’s decision not to build cars and to help car companies build good cars was a matter of years of discussion. This strategy has not changed so far. Huawei will choose partners to empower car companies. Huawei has currently cooperated with three partners to launch three brands of smart cars. First, BAIC New Energy will build the ARCFOX Polar Fox brand. Starting in the fourth quarter of this year, a series of vehicles will be launched on the market in the future; the other are Chongqing Changan and Guangzhou Automobile. However, the names of the two brands have not yet been determined. Among them, the extremely fox brand jointly created by Huawei and BAIC New Energy will launch a series of models starting in the fourth quarter of this year. The car body of the relevant model will be marked with HI LOGO, HI stands for Huawei Inside. Vehicles marked with HI LOGO are equipped with Huawei’s high-end autonomous driving system and all Huawei smart car solutions.

“The R&D team told me that Huawei’s autonomous driving can achieve 1,000 kilometers of autonomous driving without intervention in the urban area.” Xu Zhijun said.

Come and watch the video.

A bunch of netizens commented at the bottom: awesome!

Over 130% in 5 days

This sci-tech innovation board stock is on fire

On April 16, Hotview Bio once again rose by its daily limit, with an increase of 20%, to 120.34 yuan.

On the news, Hotview Bio is expected to achieve a net profit of 560 million yuan to 660 million yuan attributable to the owners of the parent company in the first quarter, an increase of 109125.67% to 128630.25% year-on-year, ranking first in the pre-increased shares of the two cities.

Hotview Biotech has become the king of pre-increasing in the first quarter. First, the base number in the first quarter of 2020 is relatively small. Second, in the first quarter of 2021, the company’s two rapid detection reagents for new crown antigens were certified by the German Federal Institute of Medicines and Medical Devices on March 2 and 22 respectively for home free testing. They can be used in German supermarkets and pharmacies. , Internet stores and other sales, leading to explosive growth of the company’s foreign trade orders.

Regarding the reasons for the growth in performance, Hotview Bio said that in the first quarter of 2021, the company’s new coronavirus 2019n-CoV antigen detection kit (front nasal cavity) and new coronavirus 2019n-CoV antigen detection kit (saliva) two new types of coronavirus Viral antigen rapid detection reagent products were certified by the German Federal Institute of Pharmaceuticals and Medical Devices (BfArM) for home free testing on March 2 and 22 respectively, and can be sold in German supermarkets, pharmacies, and Internet stores. This led to the explosive growth of the company’s foreign trade orders.

Since April, Hotview Bio has continued to rise. So far, the cumulative increase has exceeded 170%. Among them, from April 13th to 15th, three consecutive daily limits were obtained.

The company issued a risk warning on the evening of the 15th, saying that as of April 15, the company’s closing price was 100.28 yuan per share, corresponding to the company’s 2019 deducted non-recurring gains and losses, which is the lowest diluted P/E ratio of 189.21 times. As of April 15, 2021, according to the company’s latest rolling price-earnings ratio released by China Securities Index Co., Ltd., the company’s pharmaceutical manufacturing industry has an average rolling price-earnings ratio of 43.51 times in the most recent month. The company’s price-earnings ratio is significantly higher than the industry price-earnings ratio. . The company especially reminds investors to pay attention to investment risks, make rational decisions and invest prudently.

On March 2 and March 22, 2021, the company obtained the new coronavirus 2019n-CoV antigen detection kit (front nasal cavity) and new Coronavirus 2019n-CoV Antigen Detection Kit (Saliva) Two new coronavirus antigen rapid detection reagent products, which are special approvals, are valid for three months, and the certification is valid until June 2 and June 20, 2021, respectively. The risk that the certification cannot be successfully renewed after the validity period expires.

Second child + medical beauty concept blessing

This company has ten daily limit!

On the 16th, the blonde rabbi set its daily limit again. In just a dozen days, it was already the tenth daily limit, with a skyrocketing over 1160%.

Why is it so fierce? On the evening of April 14, the Central Bank issued a working paper “Awareness and Countermeasures for my country’s Demographic Transition”, which pointed out that my country is about to transition from stage III to stage IV of population transformation, and the main contradiction facing China has changed from population expansion to The demographic dividend is about to disappear and the aging and declining birth rate crisis is approaching. The countermeasures are: comprehensively liberalize and vigorously encourage childbirth, and effectively solve the difficulties women encounter in pregnancy, childbirth, nursery school, and school; attach importance to savings and investment; promote pension reform; promote education and technological progress, and establish basic social insurance System, control housing prices, attach importance to mothers and children’s education, attach importance to basic education, and attach importance to science and engineering education.

Gold Rabbi is engaged in the design, research and development, production and sales of mid-to-high-end maternal and child consumer products, with the dual concept of “second child + medical beauty”.

On the evening of April 14, Gold Rabbi released the 2020 annual results bulletin. The total operating income was about 313 million yuan, a year-on-year decrease of 28.69%; the net profit attributable to shareholders of listed companies was about 32.29 million yuan, a year-on-year decrease of 30.71%; basic per share The revenue was RMB 0.09, a year-on-year decrease of 30.77%.

At the same time, Gold Rabbi expects the net profit attributable to shareholders of listed companies in the first quarter of 2021 to be 5 million to 7.5 million yuan, a year-on-year increase of 567.29% to 900.93%.

Gold Rabbi disclosed the risk warning of stock trading on the evening of April 15, saying that although the maternal and child market has a bright future, the company is also facing the risk of intensified industry competition. Whether the future performance improvement can meet the company’s expectation of transformation and upgrading development still exists. Certain uncertainty. The company’s investment in the Han Fei project is based on development strategy and business layout. There are still many uncertainties whether the cooperation can be smoothly coordinated and the goal of mutual promotion can be achieved.

Liquor stocks are also going crazy!

Today’s liquor stocks are picking up collectively, and the liquor index has soared by nearly 5%! Yilite, Qinghai Barley Wine, and Laobaigan Wine have their daily limit. Shuijingfang rose by 8% and approached a historical high. Jinhui Wine and ST were willing to rise sharply.

Last Friday evening, Shuijingfang announced its foreign investment in sauces and wines and an announcement on its first-quarter performance increase. The forecast for the first quarter shows that in the first quarter of 2021, Shuijingfang expects to achieve an increase of approximately 510 million yuan in operating income compared with the same period of the previous year, an increase of approximately 70.2% year-on-year; net profit attributable to shareholders of listed companies increased by approximately 228 million compared with the same period last year , An increase of approximately 119.7% year-on-year. At the same time, Shuijingfang announced the establishment of a joint venture of Guizhou Shuijingfang Guowei Liquor Co., Ltd. (tentative name). The joint venture project aims to “create a new series of well-known brands of first-line sauce-flavored liquor.”

And ST is willing to become the first ST stock in the history of A-shares to break 100 yuan. ST is willing to continue to increase its performance in recent years. Net profit has increased from 7.128 million yuan in 2015 to 508 million yuan in 2019, an increase of more than 70 times, with a compound annual growth rate of close to 200%, and a profit of 311 million yuan for the third quarter of 2020. Continue Maintain year-on-year growth.

The reason why ST is willing to wear a cap is not because of general performance losses, but because of shareholders’ funds. On August 20, 2020, Xide Liquor Industry revealed that the company’s controlling shareholder Tianyang Holdings and its related parties occupied the company’s principal of 440 million yuan through non-operating funds of Pengshan Liquor Industry in Pengxi County, Sichuan Province, and the capital occupied interest of 34.86 million yuan. .

On the last day of 2020, Yuyuan, a listed company under the Fosun Group, bid for a 70% stake in Tuopai Shede Group (indirectly holding 29.9% of the company) through a judicial auction for 4.53 billion yuan. The actual controller of the company is Shehong County. The government became Guo Guangchang, and Fosun successfully entered ST and was willing.

The unemployment rate of working age in the first quarter of this year was 2.42%, the rate of young people who were unemployed and not participating in study or training in quarter 1 was 16.3%, equivalent to nearly 2. million young people.

Also according to the General Statistics Office, 9.1 million workers aged 15 years and over are affected by the epidemic, 540,000 people lose their jobs, 2.8 million people have to take a break, temporarily stop doing business, and 3.1 million people are affected by the epidemic. cut working hours or forced to quit, take turns, 6.5 million people have their income reduced.

Urban workers were more affected than rural areas with 15.6%, compared with 10.4% in rural areas.

Millions of workers are affected by COVID-19. (Illustration)

In terms of three regions, the region least affected is agriculture, forestry and fishery with 7.5% of workers being negatively affected by the pandemic. Industry and construction sector ranked second. Labor in the service sector was hit the hardest, with a rate of 20.4%.

Meanwhile, the average monthly income of employees in the first quarter reached about 6.3 million dong / month, a slight increase compared to the previous quarter as well as the same period last year.

Although the average income increased, this growth was uneven across sectors. Many industries are still heavily affected by the COVID-19 epidemic, causing the income of workers in that industry to decline. These are industries: art, entertainment, transportation, warehousing …

According to Mr. Pham Hoai Nam, Director of the Department of Population and Labor Statistics (General Statistics Office), the numbers on the employment situation in the first quarter of 2021 reflect many difficulties and fluctuations in the economy. in general and the Vietnamese labor market in particular.

To remove difficulties for the job market, the General Statistics Office proposed the Government, ministries and branches to immediately study the issue of “vaccine passports”, to develop the necessary criteria to open the market. The international tourism school aims to help the service and tourism industry not miss opportunities for recovery and development.

AAA said that at the end of the first quarter of 2021, the recorded revenue reached 2,280 billion dong, up 45.04% over the same period last year, equivalent to an increase of 708 billion dong. Profit after tax in the first quarter of 2021 reached VND 89 billion, an increase of 41.27% over the same period last year, equivalent to an increase of VND 26 billion.

Regarding the business plan for the second quarter of 2021, AAA’s Board of Directors has approved the target of total consolidated revenue of VND 2,500 billion, consolidated profit after tax of VND 120 billion, up 138.05% and 162.16% respectively. compared with the same period last year.

AAA shares have grown strongly since the beginning of the year. Specifically, AAA shares currently increase by more than 20% compared to the market price at the beginning of the year on 4/1/2021 (14,550 VND / share).

In 2021, SBSI Securities Company forecasts that AAA’s revenue will reach VND 8,895 billion, an increase of 19.7%; AAA’s after-tax profit reached VND 621 billion, 2.2 times higher than that of 2020. In which, the profit dropping point came from 3 segments: industrial real estate, packaging and self-produced products. biodegradation continues to increase.

Specifically, the real estate segment rebounded thanks to the remaining area revenue of An Phat Complex Industrial Park and the new project An Phat 1 Industrial Park started commercial exploitation from the third quarter of this year. In addition, the production of packaging continues to increase thanks to the optimization of equipment productivity and the contribution from Jumbo bags of An Vinh Plastic and Packaging Company.

SSI Securities Company has also had a positive assessment report related to AAA. According to SSI, AAA has positive growth prospects in both the packaging segment and industrial real estate. In particular, the industrial park is expected to be the biggest profit growth driver this year, with gross profit estimated at VND 205 billion (up 118% year on year) in 2021.

AAA plans to lease the remaining 10% to An Phat Complex Industrial Park in 2021. In addition, An Phat 1 Industrial Park is in the process of site clearance, scheduled for commercial exploitation by the end of 2021 and will generate about VND 200 billion in revenue and VND 50 billion in profit this year.

On the other hand, SSI estimated that the output of plastic packaging could increase by 9.2% over the same period, reaching 112 thousand tons. Conventional packaging output may increase at a more stable rate of 3% with recovery in worldwide demand. Consumption of industrial packaging is also expected to more than double to 9 thousand tons from 3.5 thousand tons in 2020, due to the contribution of subsidiary An Vinh in the whole year 2021.

In addition, the profit margin of thin film packaging could also be improved due to the greater profit from self-destructing products, which is expected to account for 20% of total packaging sales in 2021, compared to with the rate of 10% in 2020.

AAA stock is recommended to buy with a positive prospect.