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Xiaokang shares were investigated by 87 institutions: only about 8,000 SF5s were delivered in 2021, and the reason for the small delivery was mainly due to chip problems (with survey questions and ans

  () The Record Form of Investor Relations Activities was released on January 8th, and the company was investigated by 87 institutions on January 7th, 2022. The types of institutions are QFII, insurance companies, others, fund companies, overseas institutions, securities companies and Sunshine private equity institutions.

  The main contents of investor relations activities are introduced:

  First, introduce the company’s situation. Xiaokang and Huawei create a new model of deep cross-border cooperation in joint business. On April 19th, 2021, we started a mobile phone shop to buy cars. On December 23rd, Huawei released a new mobile phone and our new car at the same time, which was the first time that two smart terminals, a mobile phone and a car, were released at the same conference. The conference was a great success. It cooperated with Huawei and has a strong online digital marketing channel, especially in the core business district, which has a large number of offline store resources and is convenient for users to reach. We pursue quality delivery, adopt experiential marketing, and adopt a new sales model based on our vast offline store resources, which has a good response and strong customer purchase intention. We think this new sales model is the development trend of intelligent electric vehicles.

  Second, explain the company’s current hot topic in the market (1) Xiaokang initiated a new model of joint cross-border cooperation.

  On the question of whether Xiaokang is a foundry, we made it clear that we didn’t do it before and now, let alone a foundry. Eighteen years ago, before we entered the automobile industry, the cooperation with Dongfeng Group realized the first successful cross-border of Xiaokang shares, and Xiaokang shares did not work as a foundry. According to the strategic agreement, joint business cooperation agreement and related agreements signed by us and Huawei, we and Huawei are long-term partners. From R&D to manufacturing to delivery of automobile business, the company is responsible for R&D, manufacturing, delivery, service and creating user experience in the whole life cycle; Huawei is deeply involved in product definition, quality control and channel sales.

  The cross-border cooperation between Xiaokang and Huawei is deeply successful. The teams of the two sides have worked hard day and night and invested huge manpower and resources. Now and in the future, there is no reason for the two sides not to cooperate.

  (2) Regarding whether SF5 is discontinued:

  SF5 and Wujie M5 are both models of Celestial Company, and the company will continue to introduce new models to meet the needs of more users. As far as the company is concerned, we will not take the initiative to stop production. As long as users have demand, we will produce and deliver it. That’s the case with SF5. We will not take the initiative to stop production. The price of SF5 and Wujie M5 are different, so users can choose. We give the choice to users! Orders will be produced, delivered and served, and Cyrus will serve every car and every new and old user! Whether SF5 or M5, we will achieve high-quality delivery.

  (III) Question and answer session of investors

  Q: A new model of cooperation between Huawei and Xiaokang emerged at the end of the 21st century. Can you introduce the cooperation model in detail and how to learn from each other’s strengths?

  A: The cooperation with Huawei is cross-industry cooperation. Huawei Terminal Company is well aware of customer needs. As a mature vehicle enterprise, Xiaokang has experience in automobile research and development, manufacturing, sales and service. The cooperation between the two parties has created a precedent in the industry and produced a lot of valuable experience. This model is also the development trend and future of the smart electric vehicle industry, and it has also achieved some success. Before Xiaokang was engaged in automobile and () cooperation, Xiaokang shares crossed the border into the field of micro-cars. Since we entered this industry in 2003, there were many friends, and now there are only three enterprises left in that year: Wuling, Changan and Xiaokang. This shows that we have experience in cooperation with other enterprises, and we also have a successful experience base. Xiaokang is a modern private enterprise with high efficiency. The cooperation with Huawei over the past year has also proved the success of an efficient and standardized private enterprise mechanism. We launched a new model in March last year, and everyone saw our M5 debut in December last year. I believe that the effect of cross-border cooperation will begin to be reflected in the first quarter of this year, and batch delivery will begin in March this year. We are very confident about the sales data in the second and fourth quarters.

  The monthly sales target of the new energy automobile industry is over 10,000 yuan. We think this is the threshold sales volume of new energy vehicles in 2022, which is our goal, and the threshold sales volume will be higher in the future. At present, it usually takes a certain time for the sales of high-end electric vehicles to climb. We have full confidence and confidence in our products and channels, and hope to achieve the sales scale achieved by others in five or six years within two years.

  Q: The delivery volume of SF5 last year was less than the market expectation. What did the company think?

  A: Only about 8,000 SF5s were delivered in 2021, and the reason for the small delivery was mainly due to chip problems. The chip will affect our delivery mainly because our owner of SF5 is developed in the United States, so he uses more American electronic materials, which has been greatly affected.

  Q: Can you tell us about the follow-up vehicle planning?

  A: We have now launched the M5, and it is expected that a new large SUV will be launched at the end of the second quarter or the beginning of the third quarter in the middle of the year. I’ve been driving the M5 myself for some time, and I’m confident that it’s a car that can’t be separated once I get started. We are also developing a new large-size SUV, which will be released in 2023.

  Q: What is the pace of the subsequent launch of pure electric vehicles?

  A: There will be pure electric vehicles coming out this year. Because in 23 years, Shanghai’s extended journey can’t get a green card. Considering these market demands, we will have a pure electric version of M5.

  Q: When will the M5 be officially delivered? What is the output scale?

  A: There will be small batch delivery in February, and batch delivery will start in March. Wenjie M5 is mainly produced in Liangjiang Factory in Chongqing, which can produce 30 sets per hour, and its automation efficiency is still very high. This factory can produce 15,000 units a month. The models in the second half of the year will be produced in another factory in Chongqing, which will not affect the production capacity of M5.

  Q: Will Huawei cooperate with other car companies?

  A: Although it’s not up to us to decide who Huawei will cooperate with, our cooperation is already deep. As mentioned earlier, Xiaokang Co., Ltd. is a modern private enterprise, and its efficient and flexible mechanism is our advantage, so it is difficult for other manufacturers to reproduce it in a short time. Our cooperation is our common choice.

  Q: Why is Huawei’s self-driving system not reflected in the M5? Will it be reflected in subsequent models?

  A: Huawei’s autopilot is different from Tesla’s autopilot. Huawei’s auto-driving is vehicle-road coordination, which requires vehicle-road coordination. Without road coordination, the auto-driving of the car cannot be played out. Tesla’s auto-driving is self-adaptive auto-driving, and the road is only an aid. The contents of China’s road regulations on autonomous driving are still under study, and we also hope that China’s roads will be opened to autonomous driving as soon as possible. Auto-driving vehicle-road coordination is not only to ensure that my car does not hit the wall, but also to ensure that other people’s cars do not hit me. This high-order auto-driving technology of vehicle-road coordination is very advanced and needs time data verification. Our follow-up models will definitely have Huawei’s advanced autonomous driving.

  Q: What do you think of the present integrated die casting technology? Will you consider using integrated die casting technology for any vehicle model in the future? Is there a die casting factory or die casting machine factory in communication?

  A: It is expected that from the end of this year to the first half of next year, we will realize integrated die-casting body. Now it has entered the stage of comprehensive research and development. This technology will reduce the weight of the car body and increase the output. Because at present, the front section and the rear section are provided for welding, the technology will be integrated aluminum alloy die casting, which will greatly improve the production efficiency;

  Chongqing Xiaokang Industrial Group Co., Ltd. is a manufacturing enterprise integrating R&D, manufacturing, sales and service of passenger cars, commercial vehicles, powertrains and other automobile parts. The company currently has complete vehicle brands such as SERES, Dongfeng Scenery, Dongfeng Xiaokang, DFSK, Ruichi, etc. The main product pedigree includes SUV, MPV, mini-car and core parts. Among them, the whole vehicle products cover intelligent electric vehicles and fuel vehicles, and the core components include powertrain and three electric products with displacement from 1.5t to 2.0t..

  Details of participating institutions are as follows:

Name of participating unit Category of participating units Name of participants Wanjia fund Fund company — CITIC Prudential Fund Fund company — Industrial fund Fund company — Chuang Jin he Xin Fund company — Huaxia fund Fund company — China Resources Yuanda Fund Fund company — Harvest fund Fund company — China Life Security Fund Fund company — Yuanxin Yongfeng Fund Fund company — Yuancheng fund Fund company — da cheng fund management co.,ltd Fund company — Anxin fund Fund company — Rich country fund Fund company — ICBC Credit Suisse Fund Fund company — Guangfa fund Fund company — Investment promotion fund Fund company — Morgan Stanley Huaxin Fund Fund company — Jing Shun Great Wall Fund Fund company — Yongying fund Fund company — HSBC Jintrust Fund Fund company — Huian fund Fund company — Hongde fund Fund company — Puyin AXA Fund Fund company — Chengtong fund Fund company — Jinyuan Shun ‘an Fund Fund company — Xinyuan fund Fund company — Changsheng fund Fund company — Citic jiantou securities securities company — CITICS securities company — BOC International Securities securities company — Everbright securities securities company — Huachuang proprietary securities company — Huatai Securities securities company — Bohai securities securities company — Western securities securities company — Caitong securities securities company — Tongben investment Sunshine private placement organization — Jianxin fund Sunshine private placement organization — De Rui heng feng Sunshine private placement organization — Yitong investment Sunshine private placement organization — Xiniu investment Sunshine private placement organization — Ruipu investment Sunshine private placement organization — Guanfu assets Sunshine private placement organization — Qingli investment Sunshine private placement organization — Gaoyi assets Sunshine private placement organization — Hongdao investment Sunshine private placement organization — China People’s Life Insurance insurance company — Chinese people’s insurance insurance company — Agricultural bank of China life insurance insurance company — Guotai property insurance insurance company — Allianz insurance assets insurance company — Xinhua endowment insurance insurance company — Xinhua assets insurance company — Taikang assets insurance company — Yingda insurance assets insurance company — Sunshine assets insurance company — Anatole Investment Management Limited overseas establishment — Green Court Capital overseas establishment — Citic jiantou international overseas establishment — Aia insurance overseas establishment — Hanya investment QFII — Wanna assets other — Dongfang jiafu other — Zhongmin investment Ben other — Zhongrong International Trust other — Agricultural bank wealth management other — Dajia assets other — Ningquan assets other — Ningyin wealth management other — Yudi investment other — Cigna other — Zhaoyin international other — Zhengxingu investment other — Fengjing capital other — Haidingyuan — — Chengjin asset management other — Panjing investment other — Sheng quan heng yuan other — Guandao assets other — Heqi investment other — Honghua investment other — Juming investment other — Jinyu investment other — Yinye investment other — Ruitian investment other — Sunshine Tianhong assets other — Hongshang capital other —

Where is the difficulty in mass production of solid-state batteries?

    Solid-state batteries not only have high safety and high energy density, but also have excellent "high and low temperature" performance. All kinds of advantages make people look forward to them, and they are regarded as the next generation of power batteries, and also the strategic commanding heights for countries to compete. However, at present, all three technical routes have corresponding basic shortcomings that need to be solved urgently, and the cost is also an insurmountable hurdle for enterprises.

  Toyota Motor Corporation recently announced at the technical briefing that it has found good materials to commercialize solid-state batteries from 2027 to 2028 and put pure electric vehicles equipped with all-solid-state batteries on the market. However, because Toyota did not publish convincing technical details, it caused public opinion to question.

  Solid-state batteries not only have high safety and high energy density, but also have excellent "high and low temperature" performance. All kinds of advantages make people look forward to them, and they are regarded as the next generation of power batteries, and also the strategic commanding heights for countries to compete. Thirty years ago, Oak Ridge National Laboratory claimed to have built a solid-state battery, but it is a pity that it has not been mass-produced so far. In the past two years, with the popularity of new energy vehicles around the world, many companies have reported the progress of mass production of solid-state batteries, but after the news was exposed, there was no more.

  According to the material system, solid-state batteries can be divided into three technical routes. Japan and South Korea are betting on sulfide systems. In Europe, the main route is polymer, while in China, the main route is oxide. Among them, Japanese and Korean companies, represented by Toyota, Samsung SDI and Hitachi, have profound technology accumulation and obvious first-Mover advantage, and the trend of joint research and development is obvious. However, these three technical routes all have corresponding basic shortcomings that need to be solved urgently.

  Specifically, sulfide electrolyte has poor air stability, and when it is exposed to air, it will produce toxic gas. At the same time, with the destruction of electrolyte structure and the attenuation of electrochemical performance, the synthesis, storage, transportation and post-treatment of sulfide electrolyte need to rely heavily on inert gas or drying chamber. At room temperature, the ionic conductivity of polymer electrolyte is low, which makes the charging of polymer solid-state battery need to be completed in high temperature environment, which greatly limits its commercialization. Most oxide electrolytes have wider electrochemical stability "window" and better oxidation stability, but in order to ensure good interface contact between rigid oxide electrolytes and cathode materials, it is often necessary to sinter at high temperature, otherwise it will lead to serious interface chemical side reactions. In addition, some oxide electrolytes also have the problem of lithium dendrite growth.

  At the same time, cost is also a difficult hurdle for enterprises to overcome. At present, the cost of semi-solid battery is much higher than that of commercialized liquid battery. According to industry research and calculation, taking NCM811 liquid battery and NCM811 semi-solid battery as examples, the cost of semi-solid battery increases by about 80% compared with that of liquid battery. Among them, the cost of solid electrolyte is the main new cost and the main cost in semi-solid battery, accounting for about 50%. Due to the change of electrolyte material, production process and lack of experience in product quality control, the cost of all-solid battery is higher than that of semi-solid battery.

  There are five main indicators to measure whether a power battery can be mass-produced, namely, energy density, charge-discharge rate performance, cost, safety and cycle life. The laboratory research results of power batteries generally make a major breakthrough in one or several indicators at a certain stage, and it is possible to mass-produce them only when they meet the requirements of five indicators. In other words, as far as the current research and development progress of major enterprises is concerned, solid-state batteries seem to be "windy", but in fact they are "long and long", and the mass production is still quite difficult.

  Compared with structural innovation, the improvement of battery materials is slower and indeed more difficult. However, being difficult does not mean not doing it. We often say that it is reasonable to do the "difficult and correct thing". From the perspective of technological change, the technological innovation of power battery has played a major role in promoting the development of automobile electrification. The reason why China’s new energy automobile industry can lead the world is that we have surpassed the power battery, and a global power battery giant like Contemporary Amperex Technology Co., Limited was born.

  In the industrial transformation driven by the goal of "double carbon", the innovation of power battery has become the key to strengthen the competition level of new energy vehicles, build the national industrial competitiveness and stabilize the competitive advantage of enterprises. Whether it is the first country or the catch-up country of new energy vehicles, or the main enterprises of the power battery chain, they are all aiming at new technologies and laying out solid-state batteries. This is both a great challenge and a rare opportunity. Super-large-scale market advantage, leading industry-wide competitiveness and rising innovation make China more qualified to win the strategic commanding heights of power batteries.

Why is Extreme Yue 01 more sincere than Zhiji LS6?

  Extreme Yue 01 was officially listed, with an official price of 249,900. After seeing this price, many people will think that Yuejie 01 is more expensive than Zhiji LS6 and Tucki G6. Especially after Extreme Vietnam officially announced that it would buy out 19,900 high-end smart drivers, it undoubtedly aggravated the wait-and-see mood of users, because the smart driver LS6 next door has come standard, and the smart driver of Tucki G6 does not need to spend money. Suddenly, Extreme Yue 01 was labeled as "low intelligence-price ratio".

  This "strategic flicker" algorithm not only ignores the software and hardware advantages of the ultra-Yue 01 in intelligent driving and intelligent driving, but also ignores the small order rights of the ultra-Yue 01 and the car purchase rights of 70,000 yuan.

You can enjoy 10,000+high configuration for more than 1,000 yuan. Why is Extreme Yue 01 more sincere than Zhiji LS6 _fororder_image001

  One question: What are the comprehensive rights and interests provided by Extreme Yue 01? Compared with Zhiji LS6 and Tucki G6, where are the "intelligent price ratio" and "intelligent driving ratio" of Extreme Yue 01?

  In fact, if all kinds of rights and interests are added up, Extreme Yue 01 is only more expensive than Zhiji LS6 in 1000 yuan, and it can also enjoy the buyout high-level intelligent driving service. Coupled with Qualcomm’s new generation 8295 chip+dual NVIDIA Orin chip and 35.6-inch 6K integrated screen, isn’t this configuration and price fragrant?

More than 1000 yuan, enjoy 10,000 yuan+high configuration. Why is Extreme Yue 01 more sincere than Zhiji LS6 _fororder_image003

You can enjoy 10,000+high configuration for more than 1,000 yuan. Why is Extreme Yue 01 more sincere than Zhiji LS6 _fororder_image005

  In terms of basic space, there is little difference between Ji Yue 01 and Zhi Ji LS6. Objectively speaking, Zhiji LS6 is a little taller and has the typical height of a traditional SUV. The extreme crossing 01 is a little lower and wider, belonging to the sports SUV figure. The biggest difference is that the wheelbase of Extreme Yue 01 reaches 3000mm, which is 50mm larger than that of Zhiji LS6 2950mm, which means that the space of Extreme Yue is a little bigger. The trunk volume of Zhiji LS6 is 596L, which can be expanded to 1571L after the rear seat is put down, while the data of Extreme Yue 01 are 710L and 2161L respectively.

  On the other hand, in terms of basic three electrical properties, the total power of the front and rear motors of Extreme Yue 01 is 400kW, while that of Zhiji LS6 is 396kW, and the power is smaller. In the zero-hundred-kilometer acceleration, the polar crossing was accelerated for 3.8 seconds, while Zhiji LS6 was accelerated for 3.48 seconds. The two models have won and lost each other, but the bigger gap is also reflected in the CDC shock absorber.

  The technical characteristics of CDC shock absorber are that it can realize millisecond monitoring and response ability, and can automatically adjust the suspension damping according to the road conditions. When the road conditions are good at high speed, the suspension will automatically harden and improve handling. In poor road conditions such as suburbs, the suspension automatically softens, improving comfort. The value of this configuration is far more direct and tangible than accelerating by a few tenths of a second.

  The first question: directly buy the lowest-equipped model, not choose smart driving, lose money?

  The starting price of Extreme Yue 01 is 249,900 yuan, and you can enjoy a deposit of 5,000 yuan to get a discount of 10,000 yuan, as well as a reward of 5,000 yuan for the recommended car purchase. The total discount is 10,000 yuan. That’s not counting. If the user participates in the pre-sale (small reservation) before October 27th, he/she will also enjoy an additional 10 times expansion bonus of 1,000 yuan, which can reach 10,000 yuan. In other words, it is equivalent to a discount of 19,000 yuan, and only 230,900 yuan can win the ultra-01 low-profile version. If the user happens to be a Tesla owner, then on the basis of 230,900 yuan, 20,000 yuan can be reduced, which is 228,900 yuan.

More than 1,000 yuan is more than 10,000 yuan+high configuration. Why is Extreme Yue 01 more sincere than Zhiji LS6 _fororder_image007

  Extreme Yue 01 also provides an optional fund of 15,000 yuan, which can be used to deduct any optional configuration. You can choose a comfortable suit with interior (including Nappa leather seat, massage and ventilation of main and auxiliary seats, suede roof, audio system of unit 18, and car fragrance system), or you can choose an endurance upgrade package or a smart driving package of 19,000 yuan, which will be discussed later.

  In addition, Extreme Yue 01 provides lifelong vehicle/three-electricity warranty, lifelong road rescue, free home charging or a certain amount of free charging for 2 years, and a 6-month free subscription to the advanced intelligent assisted driving function.

More than 1,000 yuan is more than 10,000 yuan+high configuration. Why is Extreme Yue 01 more sincere than Zhiji LS6 _fororder_image009

  Frankly speaking, the configuration of the entry-level model of Extreme Yue 01 has reached the configuration of the flagship model. Compared with Zhiji LS6, the Extreme Yue 01 is only 1000 yuan more expensive, but it has more drivers’ and drivers’ seat massage, suede roof, headrest audio, fragrance system, four electric doors, three-zone independent air conditioning, fatigue detection, free home charging or two-year free charging, lifetime warranty of the whole vehicle, three batteries and electricity, brand-new 8295 chips from Qualcomm+two Orin X chips from NVIDIA, and 35.6 inches without splicing.

More than 1,000 yuan is more than 10,000 yuan+high configuration. Why is Extreme Yue 01 more sincere than Zhiji LS6 _fororder_image011

  The comfortable package of the Extreme Yue 01 (equipped with Nappa leather/ventilation of two seats of the main driver and the auxiliary driver+electric massage/equipped with 18 speakers/car fragrance including the whole car’s suede roof/aluminum door trim/headrest sound of the main driver) is worth about 15,000 yuan.

  Life-long vehicle, three-power warranty and life-long road rescue are worth about 8,000 yuan. Free home filling pile or 2 years free charging, worth 7500 yuan. These are sent directly to the user when placing an order. The extra configuration of the ultra-01 has been very affordable.

More than 1,000 yuan is more than 10,000 yuan+high configuration. Why is Extreme Yue 01 more sincere than Zhiji LS6 _fororder_image013

  As for Zhiji LS6, intelligent driving comes standard. There are two sides to this matter. Zhiji LS6 intelligent driving belongs to castrated version, and it is equipped with a single Orin chip. Compared with the two Orin chips of Extreme Yue 01, the computing power of Zhiji LS6 is only 254TOPS, which is equivalent to half.

  The high-level intelligent driving of Extreme Yue 01 has rich functions, and ROBO Drive Max can be used when picking up the car, and there is no need to wait for the subsequent OTA. At present, ROBO Drive Max includes: point-to-point navigation assistance PPA+ parking service AVP+ROBO Drive full function.

  Even if you don’t buy ROBO Drive Max, you will get a free 6-month experience. In addition, ROBO Drive is equivalent to a rich ADSD assisted driving function, which is standard and free of charge.

  Point-to-point pilot-assisted PPA, with high-order intelligent driving assistance capability covering high-speed and urban scenes. When PPA is started, it can complete a series of functional scenes such as autonomous lane change overtaking, getting on and off ramps, obstacle avoidance in and between lanes at high speed and overhead. In urban roads, zebra crossings and traffic lights can be accurately identified, and driving tasks such as courtesy to pedestrians, unprotected left turn and avoiding non-motor vehicles can be completed.

  Extreme Yue 01 has achieved the world’s first voice control/parking support outside the vehicle. Parking service AVP can not only identify various types and complex parking spaces, but also support the distance of up to 2 kilometers. It can be used in both indoor and outdoor parking lots, and supports the parking of any parking space on the same floor to the entrance and exit of the parking lot.

More than 1,000 yuan is more than 10,000 yuan+high configuration. Why is Extreme Yue 01 more sincere than Zhiji LS6 _fororder_image015

  ROBO Drive includes many intelligent driving functions, such as lane keeping, automatic parking assistance, collision warning, lane departure warning, etc., which realizes the complete opening of cabin driving and supports voice-controlled intelligent driving, such as adjusting cruising speed, changing lanes and choosing parking spaces. At present, ROBO Drive functions are all standard, and now it covers the whole country, the whole city and the whole road, and it is free.

  The second question: it costs 19,900 yuan to buy out the smart car. If you choose smart car, will you lose money?

  Then, discuss whether it is worthwhile to drive intelligently. Many people see that it costs 19,900 yuan to buy out the smart car. Isn’t the car price calculated to be 249,900 yuan+19,900 yuan = 269,800 yuan? This algorithm does not take into account the car purchase rights provided by Extreme Yue 01, and belongs to a typical "strategic flicker" algorithm.

  First of all, it’s true that the buyout of smart driving costs 19,900 yuan. Deduction with the optional fund of 15,000 yuan, only 4,900 yuan is needed to buy out the high-level intelligent driving. That is to say, the price of Extreme Yue 01 after buyout is 230,900 yuan+4,900 yuan = 235,800 yuan.

  In this way, the price of Extreme Yue 01 after buying out Zhijia is less than 5,000 yuan more expensive than Zhiji LS6. However, compared with Zhiji LS6, Extreme Yue 01 has more free home-filled piles or two-year free charging, lifetime warranty for the whole vehicle and three electric appliances, brand-new 8295 chip from Qualcomm +2 pieces of Orin X from NVIDIA, four electric doors, fatigue detection, and a 35.6-inch 6K integrated screen without splicing. The value of these configurations is enough to cover three 5,000 yuan.

More than 1,000 yuan is more than 10,000 yuan+high configuration. Why is Extreme Yue 01 more sincere than Zhiji LS6 _fororder_image017

  Imagine how much money can be saved when the vehicle is used for 3-5 years. When selling an old car for a new one, how much can the whole car and the three-power lifetime warranty increase the value of the car?

  Talking about Qualcomm 8295 chip, this fast chip uses dual NPU, and the AI computing power is 8 times that of Qualcomm 8155, and 2 times that of the current flagship mobile phone Qualcomm 8GEN2 chip. This performance is enough to guarantee life-long use without card. Let’s look at the current mainstream 8155. Many cars have frequent interactive experiences when they are in a new car state. Referring to the problem that the Android system uses more cards, the model with 8155 will only use more cards later.

  In the future, when you want to sell a deadly smart car, how much is its value? Cars are bulky items with low replacement frequency, so whether the long-term value of smart cars should be reasonably evaluated.

  Finally, discuss the difference between extreme wisdom and wisdom.

  First of all, the ultra-high-level intelligent driving is richer in function than the intelligent driving, and there are more AVP parking service and voice parking outside the car.

  Secondly, the ultra-high-level intelligent driving is out of the box, and it can be used directly without waiting, which belongs to "buy early and enjoy early". The intelligent driving of Zhiji LS6 needs to wait for opening, which belongs to "buy early and wait early". As for when it will be opened, it depends on the official rhythm. Now that the wisdom is on fire, whether to choose to use it out of the box or wait for futures is a question that needs careful consideration.

More than 1,000 yuan is more than 10,000 yuan+high configuration. Why is Extreme Yue 01 more sincere than Zhiji LS6 _fororder_image019

  To put it simply, if you want to experience the sense of science and technology of the intelligent cockpit and the more advanced interactive experience, Extreme Yue 01 not only gives the Qualcomm 8295 chip, but also gives the 35.6-inch ultra-clear 6K real integrated screen, as well as more scientific and technological configuration and two-year free charging, which promotes the experience of the intelligent cockpit to a higher dimension. If you want to experience intelligent driving, Extreme Yue 01 can give an out-of-the-box intelligent driving experience. As for Zhiji LS6, although intelligent driving is standard, it needs to wait. (Photo: provided by Jiyue Automobile)

On Guangzhou Automobile Science and Technology Day, the solid-state battery that will not spontaneously ignite was officially released!

Earlier, Guangzhou Automobile held the 2024 Guangzhou Automobile Science and Technology Day, and released the unmanned pure visual intelligent driving system and the large-capacity all-solid-state power battery, both of which are the leading technologies in China.

No-graph pure vision intelligent driving system

We all know that most of the intelligent driving systems on the market at present are based on high-precision maps, but one problem with high-precision maps is that they are slow to update and have poor adaptability to complex road conditions such as sudden road repairs.

The intelligent driving system without map and pure vision is like giving a car "eyes", completely getting rid of the dependence on high-precision maps and perceiving the world like a human being. There is no complicated lidar, and a more concise and low-cost hardware system is used to realize a wider range of intelligent driving experience. At the same time, the intelligent driving system without map and pure vision also has the ability of continuous improvement and self-improvement and progress.

However, in my opinion, there are still limitations in the unmanned pure vision intelligent driving system. For example, in a thunderstorm with low visibility, or in the face of such an emergency as a "ghost probe", the pure vision scheme has the same visual blind spot as the human eye. Therefore, I personally guess that in the future, "multi-sensor fusion technology" and "map-free pure vision technology" will coexist, and they will not replace each other.

The unmanned pure vision intelligent driving system will be installed on the family car at a lower cost, so that the users of the family car can also have high-level intelligent driving, while the high-end models are still lidar+vision solutions. This technology will be officially loaded in 2026.

Large-capacity all-solid-state power battery

In addition to the unmanned visual intelligent driving system, another black technology is all-solid-state power battery. At present, the expected loading time of all-solid-state power battery in the industry is in 2030, and GAC announced that they plan to complete the loading of all-solid-state power battery in 2026, which is much faster than the industry standard.

So what are the advantages of all-solid-state power batteries? Its biggest advantage is that it increases the energy density of the battery and reduces the risk of spontaneous combustion.

According to the official information, the negative electrode adopts the third generation sponge silicon negative plate technology, that is, the "silicon" material, while the positive electrode adopts the solid-state positive electrode technology with high surface capacity, but the electrolyte that everyone is very concerned about has not been announced.

The overall energy density can reach more than 400Wh/kg, which is not particularly high. After all, Contemporary Amperex Technology Co., Limited has released a battery with a single energy density as high as 500Wh/kg before. Personally, it is expected that GAC will deliberately reduce the energy density for safety reasons.

According to the official data, the all-solid-state power battery of GAC does not explode in the hot box test at 200°C, and can maintain stable performance under extreme conditions such as-78°C dry ice and 90°C high temperature.

The announcement of these two technologies represents that GAC is continuing to deepen their technical strategy and demonstrates the strong R&D and innovation capabilities of GAC Group. However, the actual performance will not be known until the actual loading has been tried.

500,000 vehicles delivered! Behind the new milestone in LI, the strategic strength is consistent.

With the delivery of an ideal L7, LI has reached a new delivery milestone.

On September 27th, LI completed the delivery of the 500,000th product to the users in Beijing Delivery Center, which also marked that LI became the first and fastest new force car company in China.

It is understood that since LI officially delivered its first car in December 2019, it took only 46 months to deliver 500,000 products. Among them, the delivery of 100,000 vehicles took 22 months, 300,000 vehicles took 39 months, 400,000 vehicles took 42 months, and 500,000 vehicles took 46 months, constantly setting new delivery records.

Some people think that the consistent strategic strength is behind LI’s rapid and excellent market performance. "LI still insists on making products, applications, technologies and systems thorough in the field of smart electric vehicles." Li Xiang, chairman and CEO of LI, once said that he hopes to achieve the same level as Apple in ten years, which is the strategic strength and core of LI.

Delivered to a new high, forming a new pattern of luxury SUVs in China

In fact, since this year, LI has maintained a strong trend in the terminal market. Data show that from January to August this year, the cumulative delivery volume in LI has reached 208,165 vehicles, and the monthly delivery volume is increasing. In August, LI delivered nearly 35,000 new cars, a year-on-year increase of 663.8%, a record high.

In addition, from January to August this year, LI’s market share in the domestic new energy vehicle market of more than 300,000 yuan exceeded 30%, becoming the sales champion of luxury new energy vehicles. Among them, judging from the market sales volume with terminal transaction price of over 300,000 in August, LI also surpassed Audi with 33,885 vehicles, second only to Mercedes-Benz and BMW.

Specific to the SUV market segment, starting from the second quarter of this year, LI won the SUV sales champion with a price of more than 300,000 in China market for five consecutive months, creating a new pattern of luxury SUV sales in China.

It is understood that since the delivery, the ideal L7 has been ranked first in the sales of medium and large SUVs in China market for six consecutive months, and won the sales crown from January to August; Ideal L8 has been the champion of six medium and large SUVs, and ranks in the top two market segments with ideal L7. Ideal L9 has won the sales champion of large SUV in China for many times. Since the first car rolled off the assembly line in August 2022, the cumulative delivery has exceeded 100,000 vehicles.

It is worth noting that with the continuous delivery of products, LI’s word-of-mouth has a positive communication effect. According to "Research on Brand Health of New Energy Vehicles in Jielan Road in the First Half of 2023", LI ranks first in the brand net recommendation degree (NPS), with a net recommendation value of 86.5%, leading the brand of new energy vehicles.

In addition, from the sales data, we can also see that the power of the ideal L series products continues to be recognized by home users in China. At present, the weekly sales volume of LI is stable at more than 8,000 vehicles, with sales exceeding 9,000 vehicles in the 38th week (9.11~9.17) and the 39th week (9.18~9.24) this year. While staying at the top of the sales volume of new power brands in China, it also maintains the top three sales volume of new energy brands in China market.

According to the financial report in the second quarter of this year, LI is expected to deliver 100,000 to 103,000 vehicles in the third quarter of this year, with a year-on-year increase of 277.0%~288.3%. As of September 24th, LI has sold 29,200 vehicles this month. While continuing to lead the new forces, it also plans to deliver 40,000 vehicles in November.

maintain strategic focus

From the market perspective, LI focuses on the high-end family car market. Li Xiang revealed: "Our strategy should guarantee two things: winning in this field and ensuring that our resources are concentrated. For example, when we look at the whole market, we can’t get into the market of 100,000 yuan and 200,000 yuan, because when the technology changes, the cost of new technology is slightly higher, and we don’t have the ability to fight price wars with traditional technologies. "

It is understood that LI’s core mission is to change travel with science and technology, and its vision is to become a leader in the field of automobile travel. Since its establishment, LI has been practicing this mission, insisting on full-stack self-research, and keeping 10% of its revenue for technology research and development every quarter, and has achieved many phased results.

At this year’s Shanghai Auto Show, LI released the "dual-energy strategy", which made great efforts in both "intelligence" and "electric energy" and entered a new stage of development. Reflected in the results, LI has built the first NOA scheme of the city based on the large model, which does not rely on high-precision maps; Around 5C Kirin battery, 800V high-voltage platform and 5C super-charged pile, the pure electric solution is optimized globally.

In addition, behind the rapid development of LI, the continuous upgrading of its organization also plays an important role. Li Xiang said: "(Building a car) This is a marathon, but every 4 kilometers of nodes will be eliminated. It is necessary to have long-term strategic strength and the ability to face short-term competitive elimination. The biggest challenge is its own organizational ability. "

In December last year, with the increase of new products, LI officially announced that its organizational structure had been adjusted from a vertical organizational structure to a matrix organizational structure. On the basis of the original two horizontal entity departments "Strategy Department" and "Product Department", five new entity departments were added, including commerce department, supply department, process department, organization department and finance department, which supported the management mode of LI and upgraded from a vertical functional organization to a matrix organization.

In the eyes of insiders, LI’s strategic focus, technical accumulation and organizational structure upgrading and adjustment have helped it stand out in the knockout stage of the automobile industry. "Technology, products, delivery capabilities, etc. are indispensable. Enterprises cannot have shortcomings, and the next elimination and involution will accelerate." Li Xiang said.

At the same time, LI continues to enrich the vehicle matrix. It is reported that MEGA, the flagship ideal of home technology in LI, will be officially released in December this year and will be delivered in February next year. In addition, the ideal L6 will also be listed next year. According to the plan, LI plans to achieve the goal of becoming the top luxury car brand in China market in 2024, and achieve the annual sales of 1.6 million vehicles by 2025.

Text/lianli

From 319,800, M7 got 20,000 orders in 4 hours.

[car home Information] Recently, we learned from the official poster released by AITO that its second model, the Wenjie M7, received 20,000 orders four hours after its launch. The new car is positioned as a medium-sized and large-sized SUV, which was launched on July 4, with a total of three configuration models, and the price range is 319,800-379,800 yuan.

Home of the car

Celestial car asked M7 2022 1.5T extended two-wheel drive comfort version.

In terms of appearance, the new car adopts a similar double grille shape, with a narrow strip inverted trapezoid shape above and connected with the light groups on both sides to form a penetrating style. Judging from the official map, the front of the car can be lit through the light group, and the visual effect is good. Below is a large-size trapezoidal air inlet, and chrome trim strips are added inside for embellishment, which has a prominent layering.

Celestial car asked M7 2022 1.5T extended two-wheel drive comfort version.

The overall design of the new car side is relatively heavy, with straight roof lines and 20-inch wheels, which looks very powerful overall. In terms of the tail, the new car adopts the shape of a penetrating taillight group, which echoes the front face. In terms of body size, according to the information declared by the Ministry of Industry and Information Technology, the length, width and height of the new car are 5020/1945/1775mm and the wheelbase is 2820mm respectively.

Celestial Auto M7 2022 1.5T Extended Range Four-wheel Drive Deluxe Edition

In terms of power, Wenjie M7 is equipped with an extended-range hybrid system consisting of a 1.5T four-cylinder range extender and two motors, in which the maximum power of the extended-range engine is 92kW, the maximum power of the front and rear drive motors is 130kW/200kW respectively, the comprehensive maximum power reaches 330kW, and the official 0-100km/h acceleration score is 4.8s. It is also equipped with a battery pack with a capacity of 40.06kWh. When commuting in the city, the pure battery life of CLTC can reach 230km (rear drive) /200km (four-wheel drive), and when driving long distances, the battery life of CLTC can reach up to 1220km and the fuel consumption is as low as 5.8L/100km. (Zhouyi)

What if there are only three readers left in online celebrity Bookstore?

  On July 6th, 2022, Beijing Youth Daily reported that online celebrity Bookstore withdrew from Beijing and left in a daze. Nearly ten months have passed, but the complaints that there is no way to spend stored-value cards after saying a few words and withdrawing from the store have intensified. Up to now, there are 6,986 matching results on the black cat complaint platform with "saying a few words" as the key word.

  On April 12, the reporter of Beiqing Daily found that more than 500,000 rents and property fees owed to Haidian Wukesong Huaxi LIVE Commercial Complex were still in an unresolved state. Regarding the complaints of member customers’ stored-value cards, Yanji’s customer service hotline in Chengdu Headquarters replied to the reporter of Beiqing Daily, saying, "Yanji’s personal mobile phone number is registered and recharged, and the member stored-value cards need customers to apply for card refund and refund to Yanji’s platform. After waiting for the scheduled processing, it is expected that the refund will be completed within 180 working days. The refund is handled by our company’s finance, and the refund will eventually be returned to the customer. Don’t worry about this. "

  Long term arrears

  Ten months after defaulting on more than 500,000 rental property fees, it is still on hold.

  According to public information, in 2006, the predecessor of the word — — Today’s reading bookstore was founded in Chengdu. Since 2008, today’s reading has entered the commercial center and expanded to Beijing, Shanghai, Kunming and other cities. Yanjiyou is positioned as an integrated store of urban innovation and cultural life, which mainly provides comprehensive cultural services for urban youth groups aged 18 to 40, and on this basis, provides new lifestyle products led by brand-new design for a new generation of young people, such as new food, new ornaments, new homes, new hanging ornaments, new animation products, new sex toys, etc., and is committed to creating an urban cultural space covering bookstores, cafes, art galleries, cultural and creative life halls and creative incubators. According to the "Enterprise Check" information, Sichuan Yanjiyou Culture Communication Co., Ltd. was established in October 2014, and has completed four rounds of financing. The investors include JD.COM Science and Technology, Xinghan Capital and other well-known institutions, with a total financing amount of about 240 million yuan.

  In 2014, Yanji opened its first store in Beijing — — The "Reading Today" store opened, located in Chuangye Street, Zhongguancun, Haidian District, and opened its first flagship store in Daxing in 2016. By the end of 2018, Yanji had opened eight more stores in Beijing, achieving full coverage of major urban areas such as Dongcheng, Xicheng, Haidian, Chaoyang, Daxing and Changping. In the first half of 2022, Yanji was in the last few stores in Beijing — — Liangmaqiao Guanshe Store, Wukesong Store and Financial Street Store closed one after another. At this point, Yan Ji withdrew from Beijing across the board.

  As early as June 25th, 2022, the reporter of Beiqing Daily saw that the door of "Yanjiyou Reading Today" bookstore was locked during the on-site visit to Huaxi LIVE· Wukesong Commercial Complex in Haidian District, and the notice letter of termination of lease contract from Beijing Wukesong Cultural and Sports Center Co., Ltd. to Beijing Yanjiyou Cultural Service Co., Ltd. was posted at the door. According to the letter of notification, there have been long-term defaults such as arrears. As of June 14, 2022, the rent and property fees were owed more than 548,000 yuan.

  Now that nearly ten months have passed, when the reporter of Beiqing Daily made a telephone call back to the property owner of Huaxi LIVE in Wukesong, the property owner said, "We have sent several lawyers’ letters here, and the debts are still being recovered. Up to now, it is in a state of shelving and unresolved. Although Yanji has withdrawn from Beijing, its corporate headquarters is still there. As a lessee, our shopping mall property company has received many complaints from customers that the stored value card can’t continue to consume after several words and withdrawal. We have all connected these complaints to the headquarters of Yanjiu, and they will handle the complaints in a unified manner. "

  Expansion result

  Nearly 60 stores in the country have been closed, leaving only 3 companies listed as untrustworthy by the Supreme Law.

  At its peak, Yanji once opened nearly 60 stores in big cities such as Beijing, Shanghai, Guangzhou, Shenzhen, Tianjin, Hangzhou, Xiamen and Xi ‘an. Today, only three stores in Chengdu base camp are still open, including Youfang Shopping Center in High-tech Zone and Joy City in Wuhou District.

  According to "Tianyancha", Beijing Yanjiyou Cultural Service Co., Ltd. has entered the list of dishonesty, which is 100% owned by Shanghai Yanjiyou Brand Management Co., Ltd., which is a untrustworthy company publicized by the Supreme People’s Court and listed by the court as a high-consumption enterprise for many times. In April, the company added three pieces of information about the person being executed, with a total execution target of more than 64 million yuan.

  Duiji went from the online celebrity Bookstore with infinite scenery to the sudden departure, and finally shouldered huge debts, which became the mess of the untrustworthy company. He Qicong, an associate professor at the Institute of Cultural Innovation and Communication of Beijing Normal University, who has long been engaged in the study of the format of physical bookstores, said that Duiji took the mode of opening a store quickly with capital — — It is said that the founder of Yanji once said that he would "quickly open 100 stores in 16 cities across the country". The common way of this rapidly expanding consumer brand is to quickly lay offline consumer terminals in the core cities of the country, so as to quickly expand the total asset plate and seek more financing or even listing. It has been reported that most of them rely on external funds to "supply blood", and when investors can’t get a return, they lose the patience to continue investing. The break of the capital chain is estimated to be the direct cause of the large-scale closure of the store.

  The aftermath of closing the store

  It takes 180 working days for the member’s stored-value card to be refunded if the after-sales phone number of several stores is cancelled.

  A few words and a large-scale closure of stores have also made the complaints of members’ customers who have no way to spend stored-value cards worse and worse. A large number of consumers who have no way to defend their rights have gathered in the message area of the store of the consumer comment website, and the amount of stored-value cards of members to be refunded in their hands is between 100 yuan and 1,500 yuan. On the black cat complaint platform, "Yan Ji You" was used as the key word to search, and a total of 6986 matching results appeared.

  In this regard, the reporter of Beiqing Daily, as a member consumer, called the headquarters of Huaxi LIVE Store in Haidian District to handle two after-sales calls, all of which were unable to answer. After many twists and turns, the reporter of Beiqing Daily got through the phone number left in Beijing Guanshe Store. The operator said that because many stores had been closed for a long time, the phone number left was naturally cancelled.

  Regarding the complaint that the member customers’ stored-value cards can’t be refunded after the store is closed, the operator said, "There are two kinds of cards that are sent to customers after a few words: one is a gift card used as a group purchase, and the money in this card can’t be refunded. Customers who hold this card can search for ‘ in the WeChat applet after we go online. Say a few words again ’ Bind gift cards for consumption. The other kind of card is the stored value card of Yanji Member, which is recharged by registering the customer’s personal mobile phone number. After the customer applies to our platform for card refund, it is expected that the refund will be completed within 180 working days … …”

  The reporter of Beiqing Daily asked, "Why wait 180 working days for such a long time?" After a few words, the customer service operator responded, "Because after a few words, there are only three stores in Chengdu, and there are too many customers who go through the formalities of returning cards and fees, all of which are concentrated in Chengdu headquarters for unified handling, so it is necessary to schedule … Throw away the holidays in a year, so that you can get a refund after almost one year. The refund is handled by our company’s finance according to the normal process, and the refund will eventually be returned to the customer. Don’t worry about this. "

  Text/reporter Zhang Enjie

  Coordinator/Liu Jianghua

Power battery scrapping tide is coming, recycling must be traced back to the source.

  In order to avoid the "small workshop" of recycling with crude technology and backward technology from affecting the overall healthy development of the industry, the newly revised "Industrial Standard Conditions for Comprehensive Utilization of Waste Power Batteries of New Energy Vehicles" upgraded the environmental protection requirements. For example, the on-line monitoring devices for wastewater, waste gas and industrial solid waste generated in the process of comprehensive utilization have been changed from "encouraging installation" to "should have".

  The production and sales of new energy vehicles in China have ranked first in the world. According to the data released by China Association of Automobile Manufacturers, 1-mdash in 2019; In August, the sales volume of new energy vehicles in China was 793,000, maintaining a year-on-year growth rate of 32%. With the large-scale popularization and application of new energy vehicles, the comprehensive utilization of waste power batteries is particularly urgent.

  Recently, the Ministry of Industry and Information Technology has recently revised and officially solicited opinions from the public on the industrial standard conditions for the comprehensive utilization of waste power batteries in new energy vehicles (hereinafter referred to as the standard conditions) and the Interim Measures for the Administration of the industrial standard announcement for the comprehensive utilization of waste power batteries in new energy vehicles (hereinafter referred to as the Measures) issued in 2016, which put forward requirements for the comprehensive utilization of power batteries to be more perfect, safer, more energy-saving and environmentally friendly.

  Recycling is still in its infancy.

  According to the calculation of China Automotive Technology and Research Center, combined with the factors such as automobile scrapping years and battery life, in 2018 — In 2020, the total number of scrapped power batteries in China will reach 120,000 — 200,000 tons, reaching the scale of 350,000 tons in 2025. It can be said that the wave of large-scale scrapping of power batteries for new energy vehicles is coming.

  "The service life of power batteries is generally 5-mdash; 8 years, the effective life is 4-mdash; In 6 years, this means that the first batch of new energy vehicle power batteries put into the market are basically at the critical point of elimination. " Zhang Tianren, Chairman of Tianneng Group’s Board of Directors, told the Science and Technology Daily reporter that when the capacity of power storage battery decays below 80%, it will not fully meet the power demand of automobiles and can be used in other fields step by step.

  The "Investigation Report on Recycling and Utilization of Power Batteries in New Energy Vehicles (Introduction)" issued by the Ministry of Industry and Information Technology shows that most of the current cascade utilization of power batteries is in the experimental demonstration stage, mainly in the fields of power preparation and energy storage. In 2018, China Tower Company stopped purchasing lead-acid batteries, and vigorously promoted the step-by-step utilization of lithium batteries. The application of step-by-step utilization of batteries for power preparation has been carried out in about 120,000 base stations in 31 provinces and cities, and business development has been strengthened in the application scenarios of power preparation, energy storage and external power generation. State Grid has built a 1 MW-hour energy storage system demonstration project using lithium iron phosphate batteries in steps to accept renewable energy for power generation and frequency modulation.

  Zhang Tianren said that at present, there are two main destinations for retired power batteries of new energy vehicles, one is step-by-step utilization, and the other is recycling. After dismantling the scrapped batteries, the heavy metals in them will be refined and reused. "From the perspective of the whole life cycle, the batteries used in the cascade need to be recycled after they are finally scrapped." The state attaches great importance to the recycling of power batteries. In 2018, the ministries and commissions of industry, information technology, environmental protection and other countries jointly issued the Interim Measures for the Management of Recycling of Power Batteries for New Energy Vehicles and other regulations to strengthen the recycling management of power batteries, standardize the development of the industry and promote the comprehensive utilization of resources. However, the recycling of power batteries is still a new field, and it is still in its infancy, facing many difficulties and deficiencies. It is particularly critical and important to revise the Specifications and Measures in time.

  Establish a perfect and mature comprehensive utilization database

  The newly released revised draft of the Specification Conditions and the revised draft of the Measures are revised and improved on the basis of relevant documents in 2016, especially reflecting the technology and technology-driven, making the traceability and utilization of power batteries more perfect and safer.

  In the recycling of used batteries, traceability is considered to be a key link. The Interim Provisions on the Traceability Management of Power Battery Recycling in New Energy Vehicles proposes that a comprehensive traceability management platform will be established to collect information on the whole process of production, sales, use, scrapping, recycling and utilization of new energy power lithium batteries, and to test the fulfillment of recycling responsibilities by all link subjects.

  Zhang Tianren said that at present, China’s battery recycling system is not perfect, and there is no effective cooperation mechanism among automobile manufacturers, battery manufacturers, recycling enterprises and recycling enterprises, and the rights and responsibilities are not clear enough. These institutional measures have played a positive role in strengthening the efficient utilization of scrapped batteries. The further improvement of the traceability management of power batteries is highlighted in the revised draft of the Specification.

  For example, in the general requirements of "technology, equipment and technology", the revised draft of "Specifications and Conditions" added a new item, "It should meet the relevant requirements of traceability management of recycling and utilization of power batteries for new energy vehicles, and have the ability of information traceability, such as traceability information system and auxiliary facilities and equipment such as code identification." When it comes to the inability to dispose of "electronic components, metals, graphite, plastics, rubber, diaphragms, electrolytes and other parts and materials produced in the process of comprehensive utilization", it requires enterprises to "hand over relevant qualified enterprises for centralized treatment according to relevant national requirements" and "do a good job in tracking management"; In the article "Product Quality and Vocational Education", recycling enterprises are required to upgrade from "establishing a complete traceability system" to "establishing a complete information production process management system", which is also conducive to establishing a more complete and mature comprehensive utilization database of used power batteries.

  Safety is the foundation of the development of power batteries. Similarly, the revised version of Specification and Conditions puts forward higher requirements for the safety of power batteries in the process of recycling. Among them, in the "Environmental Protection Requirements" clause, more detailed treatment requirements are added for "gas" separately, "the residues that are flammable and explosive at normal temperature and pressure and discharge toxic gases generated in the process of comprehensive utilization must be pretreated to make them stable before storage, otherwise they will be stored as flammable and explosive dangerous goods"; In the clause of "Safety in production, personal health and social responsibility", a new requirement for transportation is added: "The transportation of waste power batteries should meet the requirements of relevant national laws, regulations and standards, and the battery structure should be ensured as far as possible. Before transportation, the waste power batteries should be classified according to their safety characteristics, and the corresponding transportation plan should be adopted according to relevant standards, with safety guarantee measures such as fire prevention, waterproof, explosion prevention, insulation and heat insulation, and emergency plans should be formulated."

  Key common technologies need to be broken through urgently.

  China’s lithium resources are about 7 million tons, ranking fourth in the world. However, due to the poor grade, difficult purification and high cost of lithium ore, it is necessary to import a large number of lithium ore every year, and its dependence on foreign countries exceeds 85%. "China demand" has also promoted the skyrocketing price of battery-grade lithium carbonate, from less than 50,000 yuan/ton at the beginning of 2015 to 180,000 yuan/ton at the end of 2017, an increase of nearly three times, which is not conducive to the development of new energy automobile industry and poses a serious challenge to China’s resource security.

  Zhang Tianren said that waste power batteries are precious "urban mines", and the metal content is much higher than that of ores. Recovering and recycling valuable metals such as lithium, cobalt and nickel in them can improve resource utilization efficiency and reduce external dependence. Waste power batteries will do great harm to the ecological environment if they are improperly treated and discarded at will. "Heavy metal elements such as cobalt and nickel in cathode materials, organic substances in electrolyte and carbon materials in cathode will cause serious pollution to water and soil, especially once heavy metals penetrate into soil, it will be difficult to recover for decades."

  Therefore, in the aspect of energy conservation and environmental protection, the revised draft of the Specifications and Conditions puts forward a specification for the recovery rate of lithium for the first time, that is, it is not less than 85%, and the material recovery rate should be not less than 90% if the material repair process is adopted. In order to avoid the "small workshop" of recycling with crude technology and backward technology from affecting the overall healthy development of the industry, the revised draft of "Specifications and Conditions" upgraded the environmental protection requirements. New construction, renovation and expansion of comprehensive utilization enterprises should strictly implement the environmental assessment system, and be included in the construction projects listed in the classified management list of pollutant discharge permits of fixed pollution sources, and apply for pollutant discharge permits in accordance with the relevant management regulations of the state on pollutant discharge permits; On-line monitoring devices such as wastewater, waste gas and industrial solid waste generated in the process of comprehensive utilization have changed from "encouraging installation" to "should have".

  The revised version of the Specification emphasizes that "production equipment and facilities with high production automation efficiency, advanced energy consumption indicators, environmental protection standards and high comprehensive utilization rate of resources should be selected, and new technologies and processes that are energy-saving, environmental protection, clean, efficient and intelligent should be adopted." Zhang Tianren said that at present, the recycling technology is not mature, the level of automation is low and the cost remains high. "In view of the weak links in the recycling of waste power batteries, Industry-University-Research should be organized to jointly tackle key problems, continuously improve the level of process equipment, metal refining technology, energy saving and consumption reduction, break through key common technologies, effectively reduce production costs, and gradually cultivate mature industrial systems." (Reporter Li He)

The epidemic situation awakens the public’s awareness of fitness, and cloud fitness opens up more sports scenes.

  In Shijiazhuang, Hebei Province, the fitness instructor led the cloud marathon contestants to warm up before the game through live broadcast equipment. Photo by Zhang Xiaofeng (Xinhua News Agency)

  In the waters of Shandong Rongcheng Binhai Park, children are practicing sailing and windsurfing. Photo by Li Xinjun (People’s Vision)

  92-year-old Li Chunfu plays basketball in the open-air basketball court at the foot of Jinan Hero Mountain. Xinhua News Agency reporter Wang Kaishe

  At Borui Boxing Club in Guiyang, Guizhou, 6-year-old Liu Quanzhou is doing warm-up training. Xinhua News Agency reporter Ou Dongyu photo

  Marathon events are closed, gyms and stadiums are closed … … Since the beginning of this year, affected by the COVID-19 epidemic, the sports industry in China has suffered from the cold winter, and the vigorous national fitness enthusiasm is facing unprecedented challenges. In the face of the crisis, from the government to enterprises, all parties in the national fitness work together to overcome difficulties, relieve the demand for fitness with innovative models, and open up new markets with transformation and upgrading.

  Nowadays, with the situation of epidemic prevention and control improving, the hard ice of industrial development has gradually melted. After the exploration during the epidemic period, the enthusiasm of national fitness is in generate.

  The epidemic awakens the public’s awareness of fitness

  Since it reopened in April, the gymnasium in Li Yang has resumed its former liveliness. "Most of the former members came back to exercise, and there were many new customers who came to consult and experience. After this epidemic, everyone generally pays more attention to sports and health. "

  Affected by the epidemic, at the beginning of this year, sports consumer enterprises in various places, including gymnasiums and offline sports training, stopped working, and Li Yang’s gym in Hangzhou, Zhejiang Province was no exception. After being closed for many months, the operation of the gym once faced difficulties, and Li Yang once had the idea of shutting it down. "But many members called and asked about the time to resume business. So I want to bite my teeth and stick to it. I can’t live up to everyone’s enthusiasm. "

  It is because of persistence that Li Yang saw the dawn. With the relief of the epidemic, the long-lost fitness industry has gradually recovered. The epidemic situation has further awakened the public’s awareness of fitness and reshaped their lifestyles, and people’s consumer demand for physical fitness has brought new kinetic energy to the industry.

  Many people in the fitness industry believe that although they are experiencing the stage of recovery from pain, they believe that after the epidemic, with the upsurge of people’s fitness enthusiasm, the fitness industry will usher in a new period of rapid development.

  An epidemic has made more people deeply understand the significance of sports to life. Xiao Luo, who works in Beijing, recently returned to the gym in the community. During the epidemic, she insisted on exercising at home, and now she has returned to the fitness "base camp". She has set herself the goal of exercising four times a week. "This epidemic really made me feel ‘ Health is the capital of revolution ’ The truth is, it is only when you practice your body well that you can ‘ Working for the health of the motherland for 50 years ’ 。”

  It’s the summer vacation, and the youth fitness training is also quite hot. You Wu, a parent of the post-80s generation, said that during the summer vacation, he gave his son a physical education class in fencing and basketball, hoping that he would have a healthy body since he was a child.

  "During the epidemic, children didn’t get enough physical exercise, and many parents took advantage of the summer vacation to give it to their children ‘ Make up physical education class ’ 。” You Wu said that in addition to football, basketball, physical fitness and other courses, sailing, equestrian and other "high-end" projects are also favored by parents.

  In fact, this epidemic has prompted many parents to change their living habits and educational concepts, and pay more attention to their children’s physical education. Some experts pointed out that the epidemic will eventually pass, but parents’ investment in children’s physical education will be more scientific and rational.

  Nationwide, regional mass sports activities have also become active recently.

  In Wuhan, where the epidemic was the worst, the joy of sports has returned to people’s lives. At present, the opening rate of outdoor sports and fitness venues such as basketball, football, tennis and racing in Wuhan has reached 70%, and the fitness participation rate of open outdoor venues can basically reach 80% in the same period last year; The opening rate of indoor fitness venues reached 40%, and the fitness participation rate was about 10% to 20% compared with the same period last year.

  According to the person in charge of the sports department in Wuhan, as the epidemic prevention and control situation continues to improve, Wuhan Stadium will continue to expand its opening to the outside world. In the second half of the year, Wuhan is expected to organize sports events such as National Fitness Games, Crossing the River Festival and Wuhan Marathon to further enhance the participation rate of citizens in sports events.

  Experts believe that the impact of the epidemic on national fitness is temporary, and the sports industry in China still has a good development prospect.

  Wang Yuxiong, director of the Sports Economic Research Center of the Central University of Finance and Economics, believes that the rapid growth of the sports industry in recent years is based on a solid foundation for economic and social development, which will not be reversed by the impact of the epidemic. "In the long run, after the epidemic, people’s sports consumption concept will be enhanced, and our public management system will be more perfect, so there will be no problems in the industry prospects, and the momentum of rapid development in recent years will not be reversed."

  Cloud fitness opens up more scenes

  During the epidemic, home-based fitness and home-based sports became the new fashion. With the off-line fitness venues closed, more and more sports enthusiasts have moved to the online, and the "cloud" fitness method has been popular and ushered in a wave of outbreaks.

  After the Spring Festival this year, Chen Long, a citizen of Jinan, Shandong Province who works from home, became a "heavy user" of fitness software. "I used to play football with my friends. After the outbreak, I didn’t exercise for a long time and felt uncomfortable. Later, influenced by my friends, I downloaded some fitness courses on the mobile APP." Chen Long said that she thought online fitness was "boring" before, but after practicing it several times, she found that the courses on her mobile phone were very rich and professional. Now, after returning to work, in addition to resuming the offline appointment, I will "punch in" in the fitness software every week.

  The emergence of the epidemic has made "Cloud Fitness" a compulsory physical education course for many people in China. It is the choice of many fitness enterprises and sports practitioners to let the national fitness link the cloud and embrace the cloud. During the epidemic, users of fitness software skyrocketed; Many fitness institutions have launched online services; The fitness instructor became a "online celebrity" on the live broadcast platform; Many retired and active sports stars also boarded the "cloud" and recorded videos to guide mass fitness.

  According to the data of fitness software Keep, during the epidemic, users’ exercise duration averaged 36.2 minutes each time, nearly doubling compared with 2019. The cumulative coverage of sports live broadcasts launched by Keep in conjunction with many institutions and fitness experts exceeded 56.5 million. In addition, Internet companies such as Ali Sports and PP Sports have also launched a variety of home fitness courses, attracting a large number of users to watch.

  At the same time, all localities are actively exploring new fitness models that integrate online and offline. In Xiamen, Fujian, the local home fitness online sports meeting attracted many citizens to participate; In Qinghai, local online home fitness activities have been launched, and a number of "promotion leaders" and "fitness experts" have emerged to actively lead the fitness fashion; In Chengyang District, Qingdao, Shandong Province, the first "Balcony Marathon" and "Family Fun Games" were popular among residents … …

  A few days ago, a survey on home fitness of urban and rural residents in Zhejiang Province showed that during the epidemic period, 81.54% of the residents in the province carried out fitness activities, and 82.5% of them recognized the necessity of home fitness.

  The insiders believe that the "cloud fitness" during the epidemic has brought multiple benefits to the national fitness. With the development of exercise habits, the sports population will definitely increase after the epidemic. The fiery online sports will also drive the growth of sports consumption and drive the development of sports industry.

  During the "618" shopping festival this year, sports consumption achieved outstanding results, among which fitness equipment categories ushered in a full-scale outbreak. According to the data of JD.COM, from June 1 to 14, the turnover of barbells and kettlebells increased by 64% and 109% respectively. The turnover of skipping rope and yoga circle increased by more than 240% year-on-year, and the turnover of rowing machine and elliptical machine increased by more than 50% year-on-year.

  "After this epidemic, many people realized that health is the best investment." Some fitness enthusiasts say this.

  Many people in the industry said that after the epidemic, mass fitness will tend to be normalized, and outdoor and venue fitness will still become the mainstream, but this does not mean that "cloud fitness" will disappear. The epidemic situation can accelerate the Internet gene implantation of sports fitness and leisure industry, and the fitness and leisure industry based on offline scenes will strengthen online education and training and realize diversified business models.

  Li Xinyan, general manager of Keep, said: "In the long run, the exercise habits developed online during this period will still be reserved, and it will become a normal state to go to sports meetings regularly. There are many new forms and opportunities in generate, which may be a new tipping point for the future sports industry. "

  Do everything possible to boost fitness enthusiasm

  With the situation of epidemic prevention and control improving, national fitness activities have been resumed in various parts of China. In order to encourage the development of the fitness market and promote related enterprises to return to work and achieve production, various localities have built platforms and boosted confidence for fitness enthusiasts and sports enterprises in various ways.

  In March of this year, Jiangsu introduced the "15 sports industries" policy to help enterprises out. At present, the provincial sports industry development special fund with a total project amount of 185 million yuan, the central and provincial public stadiums and gymnasiums open to the public free of charge or at low fees, and the provincial fitness club special support fund have been allocated.

  Tianjin recently launched the "You Fitness, I Subsidy" Huimin Fitness Consumption Subsidy Activity, with the first payment amount of 1 million yuan. Local citizens only need to use Alipay client to spend money at contracted merchants, and they can enjoy full subsidy reduction.

  Sports tourism, which is seriously affected by the epidemic, has also become a good starting point for all localities to stimulate consumption and tap new economic growth points. In order to restore the development of sports tourism as soon as possible, various localities have introduced corresponding measures.

  Recently, the 2020 Hainan hydrophilic sports season kicked off in Boao. During the six-month activity, Hainan will organize six major theme month activities, and hold a series of events, trainings and experience activities to attract all kinds of people to participate in sports tourism activities, so as to create new hotspots and new formats for national fitness and tourism consumption.

  The National Fitness Day is coming, and all localities are gearing up to "add a fire" to the enthusiasm of national fitness.

  Recently, the Beijing Municipal Sports Bureau announced that it will jointly hold the first "8 8 Beijing Sports Consumption Festival" with JD.COM Group. The activities are divided into three sections: online shopping, online booking and online competition. Among them, the "online buying" section will carry out sports goods exhibition, which will benefit sports consumers to the greatest extent and stimulate sports consumption. The "Online Booking" section will invite the public to make an appointment to participate in fitness activities. On August 8, public stadiums and gymnasiums with open conditions in Beijing will be open to the public free of charge. At the same time, all kinds of operating sports and fitness venues in the city will be openly solicited, and eligible venues will also launch free fitness services and experience products on August 8.

  In addition, Beijing will also invite the public to participate in online events in the "Online Competition" section, including "August 8 Beijing Sports Consumption Festival Beijing International Long-distance Running Festival", "Brave Forward, Fitness Beijing", "Running to 2022" Park Half Marathon Online Series, "Nanchang — Beijing "city online public welfare relay race, etc.

  As the venue of the 2021 National Games, Shaanxi Province launched the "I want to participate in the National Games" sports skill exhibition on the occasion of the National Fitness Day. During the activity, Shaanxi will carry out a series of events or activities, such as the national physical training standard test, the "five-in" activity of sports health, the three-on-three basketball game, the five-a-side football game, the rope skipping game and the sports night market.

Shangxin is in Xiaohongshu | Fashion Clothing, Sports and Outdoor Industry, 5 categories, and the new battle report is released in the spring.

[MOMENT node marketing column] focuses on three major marketing nodes, namely, new, courtesy and promotion, in luxury goods and fashion apparel industry. With four sections, namely, [Everything grows], [Courtesy highlights], [Gathering everything] and [Promoting breakthrough], it brings dry goods in the little red book industry, such as industry opportunity foresight, courtesy marketing strategy, search and delivery guide, and promotion of practical play, so as to light up the flash moment of nodes and decode the most in-depth play of node marketing.

Spring is infinite, and everywhere is beautiful. The first quarter of 2024 has come to an end, and countless spring hot spots have emerged in Xiaohong’s book, bringing new business opportunities to the trend clothing and sports outdoor industry. Major brands have launched new products one after another, and joined hands with Xiaohongshu to make joint efforts in this spring season to promote the rapid outbreak of new products and achieve double sales in the spring of 2024.

As a bridge connecting users and brands, Xiaohongshu looks forward to the trend of the industry, bringing comprehensive new ideas to solve problems for major fashion and sports outdoor brands in terms of trend interpretation, style update and inspiration innovation. At the same time, Xiaohongshu has been actively building a commercial model for a long time, opening up the global links in the station and bringing more potential business opportunities to the brand. With the help of Xiaohongshu’s unique grass planting attribute, the brand can deeply integrate new product marketing with trend content according to its new emphasis, realize the integrated business channel of "marketing+marketing", and promote business transformation and efficiency improvement. Nowadays, Xiaohongshu has become the new preferred position in the trend clothing and sports outdoor brand.

In this issue of "Everything grows", the commercialization team of Xiaohongshu brought outstanding achievements of 12 selected brands in five categories: "Fashion Clothing-Women’s Wear, Men’s Wear, Underwear, Accessories" and "Sports Outdoor". Through in-depth analysis of the brand’s efficient marketing style in the new period of spring, the brand highlights will be lit up, which will bring inspiration to more trendy clothing and sports outdoor brands in the next marketing layout and seek new business development.

Slide down to see this issue of "Everything grows"

Looking at Xiaohongshu Fashion Clothing & Five Categories of Outdoor Sports

Excellent achievements made in New China in spring.

Ending early spring and rejuvenating, and then starting a new season.

Chaoliu clothing

01 women’s dress

Simple pieces| | Little White Pants Series

Simple pieces delves into the real needs of girls’ trousers, grasps the hot spots of wearing in spring, and launches a series of small white trousers that are "impervious and not easy to wrinkle"; Through the combination of hot scenes in spring from multiple angles and the popularity of fashion bloggers, we will create a new product to launch a big K into the store to broadcast big events. In the end, the total GMV of Xiaohongshu station in the past three months exceeded 1000w, and the highest GMV in a single day exceeded 100 W.

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W.Amber| | New Chinese Cheongsam

W.Amber focuses on the popular new Chinese trend, launches the cheongsam series, and takes advantage of multiple scenes to seize the style and mind; Accurately target potential people to make appointments before the live broadcast, and get through the whole link to help the business break out. In the end, the total GMV in Xiaohong Bookstore exceeded 310w, the highest GMV in a single day exceeded 27w, and the brand popularity increased by 70% from the previous month.

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02 | Men’s Wear

HetingHome| | Men’s Spring Series

HetingHome captures the needs of men for changing seasons in spring, taking advantage of the new situation, and creating a one-stop guide for trendy men from dating to traveling; Through browsing and searching, the product notes can be reached at a touch, and the transformation of people wearing clothes in spring and changing seasons can be accelerated. During the new period in spring and summer, brand stores achieved a 34% increase in GMV and a 5+ increase in product ROI.

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Lee| | Beauty Jeans

Lee accurately captures the pain points of women’s jeans in spring, steps on the trend of traveling in mid-spring, focuses on subdividing the figure, and deduces the cowboy’s one-button [beauty]; Adopt double-field fine operation, take advantage of the new season in Xiaohongshu, and help the single product to be new in spring. In the end, "Beauty Cowboy" jumped to the TOP list of brand cowboy series, and the search volume of "Beauty Cowboy" by Lee increased by 71% from the previous month.

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03 underwear

Inside and outside | Swan Cup Bra

Grasp the demand points in the spring scene inside and outside, and design with a V-shaped curve, so that consumers can gracefully expose the swan neck and create a light Look; in spring; KOL is preferred to plant grass in advance, adopting F information flow +S search refined operation, accelerating consumption decision-making through commercial note components, and directly guiding commodity purchase. In the end, the "Swan Cup" single product was put into the self-closed-loop ROI of 2, and the sales volume of Xiaohongshu store increased by 777% year-on-year.

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04 | Accessories

Ooak| | flowing gold series

Ooak captures the popular wearing scenes in spring and combines multiple topics to plant grass; Create a matrix buyer’s live broadcast, presenting a variety of spring and winter collocations; We will continue to expand our influence by creating a mode of high-point live broadcast by the manager and long-term daily store broadcast. In the end, the new GMV of new products increased by 1304% month-on-month, the reading volume of related notes of [ooak Golden Series] increased by +182%, and the popularity of brand search increased by 55% during the new period in spring.

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Tender society|Rosalie Series &Tensi Series

Tender society combines the hot trends in spring to anchor new boosters in spring; Through the cooperation of star live broadcast, interpret the sense of spring atmosphere; Multi-dimensional expansion of high-profile style crowd, accurate operation, to achieve a strong bond between new products and spring high-grade sense. In the end, GMV broke 60W in the last 10 days, "Rosalie series powder Fritillaria" was out of stock when it went on the market, and the reading volume of related notes of "Tensi series" increased by 246%.

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Fakeme|Bijou retro series

Fakeme has planted grass in a matrix through a variety of new products, which has wiped out the popular styles in spring; Linking everyone’s fashion week, leveraging the offline platform of Daren to achieve strong preheating of new products; Taking advantage of the new season of Xiaohongshu, the multi-touch explosion was realized with the cooperation of live broadcast of talents and live broadcast of shops. During the new harvest period in spring, the DGMV of the store broke 740w in March, and the search popularity of "Fakeme" soared by over 290% and that of "Fakeme bijou" soared by 1000%.

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Bai Lan | Natural Morning Dew Necklace & Dawn Pearl Earline

Bai Lan strongly grasped the sense of spring atmosphere and launched a new series for pre-planting grass; Before the live broadcast, accurately target the potential crowd to make an appointment, and create a fashion blogger to enter the store to broadcast the big event for strong exposure. In the end, the DGMV of shops in the new season in spring broke 350w in March, the search popularity of "Bailan" soared by over 50%, and the reading volume of the new "Dawn & Morning Dew" series increased by 7400 times.

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Sports outdoor

Nike|Zenvy series

Nike teamed up with IP to show the soft beauty of women in multiple scenes and release the soft features of Zenvy series. Through "online matrix search layout+offline immersive appearance", the brand successfully seized the high-heat demand of 38 knots, showing the multiple softness of the product. In the end, the search volume of "Nike Zenvy" little red book increased by 9100% month-on-month, and the new product "Zenvy" topped the Nike brand search for the downstream word TOP1.

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Li Ning | Rijin Doujin Series

Li Ning takes advantage of the New Year’s good fortune, permeates the life scene of the Spring Festival, creates big events and builds brand goodwill; At the same time, we adopt the strategy of crowd-intensive operation, and take advantage of the new year scene to grow a series of minds of "daily progress". In the end, the series was successfully pushed from the regular product line to the hot sale in the Spring Festival, achieving a 422% year-on-year increase in the popularity of Tmall’s "daily gold" search and a 36% increase in the penetration of brand new year interest groups.

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Weflower | 2024 new flower shoes

WE FLOWER’s new products exclusively launch Little Red Books, which are fermented for a long time through private domain groups and promote sales point to point; Multi-quadrant matrix development, strengthening brand mind; Adopt the trilogy of scientific grass planting, reach the crowd continuously and accurately at multiple points, and realize the whole link opening. In the end, the small flower shoes were successfully harvested. In January, Xiaohongshu exclusively launched the whole store GMV100w, the brand number rose by nearly 5K, and the brand search increased by 65 times.

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