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Wang Chuanfu clarified “to advise Lei Jun not to build a car”; HKUST iFlytek Thunder; Didi went public in the United States···

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Ali’s 1,000 logistics unmanned vehicles rolled off the assembly line and officially entered unmanned freight transport

On June 10, at the 2021 Global Smart Logistics Summit, Alibaba CTO and Cainiao Chief Technology Officer Cheng Li announced that Cainiao will invest 1,000 logistics unmanned vehicles into campuses and communities, and revealed that Alibaba Dharma Academy and Cainiao has initiated the definition and research of open road unmanned logistics trucks.

Under the background of building vehicles in the whole industry, starting from the familiar logistics scene, and then moving to the unmanned truck freight track, it is undoubtedly the embodiment of Ali’s wisdom. Moreover, Ali’s car-building ambitions are not limited to “third-party” empowerment, especially in passenger cars. Ali not only invested in Xiaopeng, but also jointly established Zhiji Auto with SAIC and Pudong New Area, placing heavy bets. The reason may be due to self-confidence in its own autonomous driving technology.

In fact, there have been companies involved in the field of unmanned trucks, whether it is domestic Tucson Future, Pony Smart, Mainline Technology, or foreign Mercedes-Benz, Google, and even Tesla. With Ali’s entry, this field will become more active. At least, with the support of Cainiao’s data and the accumulation of autonomous driving technology of Dharma Academy, Ali should also make achievements in the field of unmanned trucks.

Didi goes public in the U.S., IPO is imminent

On June 10, U.S. Eastern Time, Didi Chuxing formally submitted an IPO application to the U.S. Securities and Exchange Commission (SEC). It plans to list on the Nasdaq Stock Market or the New York Stock Exchange under the ticker symbol “DIDI”. The amount is tentatively set at 100 million U.S. dollars.

It is understood that Didi’s IPO will raise approximately US$10 billion in funds and seek a valuation close to US$100 billion. If the listing goes well, Didi will become the largest IPO of a Chinese company in the United States since Alibaba raised $25 billion in its IPO in 2014.

From the perspective of capital, Didi seems to be a “unicorn fed by capital.” Since the day of its establishment, Didi has conducted 23 rounds of financing, with a total amount of more than 20 billion U.S. dollars. Moreover, it is Didi’s shared bicycle Qingju (valuation of US$1.9 billion), autonomous driving business (valuation of US$3.4 billion), Didi Cargo (valuation of US$2.8 billion), and Orange Heart (valuation of 1.8 billion US dollars). U.S. dollars) and other subsidiaries, the total valuation has reached nearly 10 billion U.S. dollars, not to mention its main business that occupies most of the Chinese travel market share.

In addition, Didi also defines autonomous driving, shared travel platforms, car service networks, and electric vehicles as four core strategic sectors in its prospectus. It is not difficult to see that Didi also intends to keep up with “car making”. After all, its related travel business scenarios have just solved the “mass use” demand of pure electric smart cars.

HKUST iFLYTEK has a thunderstorm, iFLYTEK’s input method is delisted, stock price plummets On June 11, iFLYTEK had a thunderstorm. Not only did the stock price drop by nearly 9.6% on that day, it was also a hot search on two microblogs called “XiTi”. The reason for this is that “the iFlytek input method was removed from the shelves of major mobile application markets” was the fuse that triggered the “thunderstorm” incident of iFlytek. Tracing back to the source, as early as May 1 this year, in the “Notice on the Illegal and Illegal Collection and Use of Personal Information by 33 Apps including Input Method” published by the National Internet Information Office, the iFLYTEK Input Method was “out of the top” and improperly collected users. Information problem. Judging from the current results, iFlytek’s rectification measures for the past one month do not seem to be in place. Therefore, the removal on June 11 is a further legal measure by the competent authority. But what is thinking is that if iFLYTEK is removed from the shelves today, will there be another XX input method coming out tomorrow? Excessive collection of user information has long become a common occurrence. But what is even more frightening is that some people are using the collected information to meticulously weave “Trumen’s world” one after another. While building information cocoon rooms, they are selling “false” beauty. But the good news is that people’s awareness of privacy is getting stronger and stronger, and the continuous removal of input methods will be a good start. Blue Origin sells its first commercial space travel ticket for $28 million On June 12, 2021, local time, an unidentified bidder bid for US$28 million (approximately RMB 180 million) to bid for Blue Origin, a space travel company owned by Amazon founder Bezos. Tickets for the first manned space flight. According to the plan previously announced by Blue Origin, the winning bidder will take the “New Shepard” (New Shepard) into space together with Bezos and his brother Mark on July 20 to embark on the first commercial tourism in space. It is reported that the first manned flight of the “New Shepard” will carry four passengers, including Bezos, Bezos’ brother, the winning bidder in this auction, and the fourth person will be announced later. On May 5 this year, Blue Origin announced the sale of a ticket for the first space cruise through an online auction. The initial bid for this ticket was 4.8 million U.S. dollars, but it exceeded 20 million U.S. dollars in the first few minutes of the auction. According to reports, the auction proceeds will be donated to Blue Origin’s education-focused non-profit organization “Future Club”, which provides support to young people interested in future science and engineering careers. BYD President Wang Chuanfu clarified “Persuade Lei Jun not to build a car” On June 13, at the 2021 China Automotive Chongqing Forum, BYD President Wang Chuanfu made a special clarification in response to his remarks three days ago that he advised Xiaomi not to build cars. Wang Chuanfu said: “There are reports that BYD persuades the founder of Xiaomi Technology Lei Jun not to build a car. This is wrong. Lei Jun and we have a very good cooperative relationship. We OEM a large number of Xiaomi phones and are strategic partners.” According to media reports, on June 10, Wang Chuanfu said at the Yabuli China Entrepreneurs Forum: “There are not many companies that have the advantage of making cars. Lei’s total investment of 100 billion yuan may be a loss of money and a waste of time.” No The young media interpreted it as “Wang Chuanfu advised Lei Jun not to build a car.” In general, this incident may not be counted as an Oolong by BYD. Moreover, the news of Lei Jun’s visits to major car companies continues, and BYD is also unable to push the partners who have been sent to the door. But the strategic direction and time-consuming thinking is indeed something that companies like Xiaomi need to do. Although, with the blessing of various large flows, the “cake” of “car building” is getting bigger and bigger, but cars must not only be built, but they must also survive. As President Wang Chuanfu said, there are three key points for making a car to “survive”. The first is to have core competitiveness; the second is to have a very precise strategy; and the third is to have a rapid decision-making mechanism. New energy vehicles are a new thing, and there are many routes, but if the route is skewed, it may suffer heavy losses. Cruise receives US$5 billion support from GM, and Waymo raises another US$2.5 billion On June 16, GM officially announced that GM Finance will provide Cruise with a $5 billion multi-year credit line to help the operation and expansion of Cruise Origin’s self-driving fleet. GM’s move is not only a further boost to autonomous driving, but also shows GM’s determination and confidence in the commercialization of Cruise. Coincidentally, the commercialization of the Cruise Dubai cooperation and the California unmanned vehicle passenger “license” is in full swing; Waymo, whose CEO and CFO have just resigned, has also begun to add weights, raising $2.5 billion in a lump sum. “Hot Money”. It is reported that Waymo’s financing news was also announced on June 16, investors including Google parent company Alphabet, Andreessen Horowitz, AutoNation, Canada Pension Plan Investment Commission and other major capital. It has to be said that Waymo’s ability to attract funds is commendable, after all, after this financing, its valuation has reached 30 billion US dollars. But the increasingly serious problem of brain drain is also becoming a shackle of Waymo. In other words, as the concept of smart car making is deeply rooted in the hearts of the people, the competition for talent will become more and more serious. OnePlus merged with OPPO, is it an “Oga” mobile phone or an “Oga” car? On June 16, OnePlus CEO Liu Zuohu released an internal email, announcing that OnePlus mobile phones will be fully integrated with OPPO, and OnePlus will also become an independent brand of OPPO. This is another big move since OPPO exposed the car. OnePlus and OPPO are in the same line. Although both are independent brands, from a capital perspective, both OnePlus and OPPO are controlled by Ouga Holdings, which is also the basic condition for the two to merge. It is reported that as early as August last year, news of Liu Zuohu’s return to OPPO has flowed out on the Internet. At that time, OPPO gave the response: Liu Zuohu will return as the senior vice president of Ouga Holdings, and is fully responsible for the product planning and experience of Ouga . Of course, from the mobile phone market, the integration of the two will further strengthen OPPO’s market weight in the field of smart phones. However, the organization and personnel adjustments between OPPO and OnePlus seem to be related to car manufacturing issues. OPPO CEO Chen Mingyong may intend to let Liu Zuohu participate in part of the car building work, and Liu Zuohu also recently visited Li Xiang, the founder of Ideal Auto. C-dimensional star list/Tu Datong Reasons for the list: It can provide the most powerful hybrid solid-state lidar that has been installed in mass-produced models Innovusion, established in November 2016, is headquartered in Suzhou. It is an entrepreneurial company with the nature of a supplier. Its main research areas involve lidar, autonomous driving, and smart transportation. The founders are Bao Junwei and Li Yimin, both of whom are typical engineering masters and have more than 20 years of work experience. In January of this year, the cooperation between Tudatong and NIO revealed that on NIO DAY2020, the latest NIO ET7 equipped with a lidar provided by Tudacom officially entered the stage of history. It is understood that the radar has an ultra-wide viewing angle of 120 degrees, a high resolution equivalent to 300 lines, and a maximum detectable distance of 500 meters. Taking advantage of the hot spots of ET7, in May of this year, Tu Datong completed the B round of financing, the latest valuation of 300 million US dollars, a total of 64 million US dollars in financing. This round of financing was jointly invested by Temasek, BAI Capital and Joy Capital. Old shareholders NIO Capital, Stow Capital and F-Prime also participated. 1. Founder Bao Junwei & Li Yimin Second, best practices Tudatong claims to be the world’s first 300-line high-definition ultra-long range lidar provider. Related lidar products are mainly used in smart transportation, smart high-speed, urban rail transit, and mining. In addition to the dream linkage with Weilai, Tudatong also has related cooperation with Baidu. At present, Tudatong’s image-level long-range lidar has been deployed in Baidu’s Apollo intelligent transportation city project, including Beijing, Changsha, Cangzhou and other places. It is understood that Tudatong’s lidar products mainly include: Jaguar Elite Edition (for smart cities), and Aquila lidar (Falcon architecture) carried on Weilai ET7. See the figure below for details: Three, technical route TuDatong believes that lidar is the inevitable result of the evolution of autonomous driving. Compared with mechanical rotary lidar and solid-state lidar, hybrid solid-state radar has more advantages. In addition to being smaller and lower cost than mechanical rotary lidar, it is also more realizable than pure solid-state lidar. The lower the difficulty and the stronger the certainty, the easier it is to achieve. In addition, the standard detection distance of 300 lines and 250m is the other two points that Tudatong insists on. With a resolution of less than 300 lines, the human eye will miss some important information due to the large distance between the lidar wire harness and the wire harness when looking at the picture, which may be reflected in the perception system of the autonomous vehicle. Cause a traffic accident. The standard detection distance of 250m is because when an autonomous vehicle is driving at a high speed of 120km/h, the safe distance that can be reliably sensed is at least 250m. Fourth, there is a “money” way According to Tianyan Check, since 2017, Tudatong has experienced four rounds of financing, namely seed round, A round, strategic financing and the most recent B round of financing. The latest valuation reached 300 million U.S. dollars. Among them, it is worth noting that Weilai went directly off the market and participated in Tudatong’s A round and B rounds of financing. In addition to being optimistic about the lidar industry, it is also an affirmation of Tudatong’s technical capabilities

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