标签： 上海后花园 上海419

　　Huawei’s Mate XT Extraordinary Master and Apple’s iPhone 16 series mobile phones were also officially launched on September 20 after the new product launch conference was held at the same time.

　　After the official launch on September 20th, Huawei Mate XT Extraordinary Master Series, the world’s first three-fold screen mobile phone, snapped up direct "second light" online. It is understood that the official stores of Huawei Mate XT Extraordinary Masters are currently out of stock, and some third-party stores need to increase their prices even if they have goods, such as the 16GB+512GB (Ruihong) model. The price of Huawei Mall is 21999 yuan, and the price of the same mobile phone in the third-party stores of JD.COM Mall is 36999 yuan, which is 68% higher than the official price.

　　Similarly, the newly-launched Apple iPhone 16 series phones are also queued in Apple stores, but most of Apple’s flagship stores in JD.COM are sold in stock. For the hot-selling phenomenon of Huawei Mate XT extraordinary master series and Apple iPhone 16 series mobile phones, some institutions believe that it will have a positive incitement to the development of Huawei’s industrial chain and Apple’s industrial chain.

　　Huawei and Apple Promote Iteration of Mobile Phone Technology

　　Three-fold screen, Apple intelligent system comes out

　　Huawei Mate XT is the world’s first three-fold screen mobile phone, while Apple iPhone 16 series mobile phones are integrated into its own AI technology system-Apple Intelligence.

　　IPhone 16 is Apple’s first smartphone built around AI. In the autumn conference of Apple with the theme of "highlight moment", Apple released the iPhone 16 series and iPhone 16 Pro series, and also released new wearable devices such as AirPods 4 and Apple Watch Series 10. In terms of chips of iPhone 16 series and iPhone 16 Pro series, the standard version of iPhone 16 is equipped with A18 chip, and the flagship model of iPhone 16 Pro/Pro Max is equipped with A18 Pro chip. A18/A18 Pro bionic chip adopts the world’s first batch of second-generation 3nm process, and the transistor is smaller, faster and more energy efficient. Adopt the latest Armv9 instruction set architecture, equipped with 6-core CPU(2 performance cores +4 energy efficiency cores); There is also a 16-core neural network engine optimized for running large generative AI models. Compared with A16 bionic chip used in iPhone 15, the new neural engine machine learning speed is up to 2 times.

　　According to Sribalan Santhanam, vice president of Apple’s silicon engineering team, the CPU of A18 Pro is "the fastest CPU in today’s smart phones", which has a larger cache than A18, saves more power in handling complex tasks, and has a new generation of machine learning accelerator built in, which can help drive Apple Intelligence. The difference between A18 Pro and A18 is also reflected in the number of GPU cores. Among them, A18 Pro is equipped with 6-core GPU and A18 is equipped with 5-core GPU.

　　At the Apple conference, the demonstration of Apple Intelligence was the highlight, and Apple Intelligence has always been regarded as a milestone in the development of end-side AI. In the demonstration, Apple Smart can help users to generate emoticons and generate summaries for emails, messages and notifications, but the Apple Smart function failed to be installed in the iPhone 16/iPhone 16 Pro series mobile phones at the first time. It is understood that Apple Smart is expected to launch a beta version of English in the US market in October, and the China market will be launched in 2025. In the official version of iOS 18 pushed by Apple to iPhone users on September 17, Apple’s smart related functions did not appear.

　　In terms of price, the price of iPhone 16 equipped with A18 is 5999 yuan, and the price of iPhone 16 Plus is 6999 yuan. The iPhone 16 Pro equipped with A18 Pro starts at 7999 yuan, and the iPhone 16 Pro Max starts at 9999 yuan.

　　On the same day that Apple held a new product launch conference, Huawei saw the extraordinary brand ceremony and HarmonyOS Zhixing held a new product launch conference in Shenzhen. At this conference, Huawei officially launched the world’s first mass-produced three-folding-screen mobile phone Mate XT extraordinary master, and at the same time launched new products such as the M9 five-seat model and the first smart coupe SUV Zhijie R7.

　　According to the introduction of Huawei Mall, the extraordinary master of Huawei Mate XT has achieved many technological breakthroughs, such as Huawei Tiangong Hinge System, which has achieved internal and external bending for the first time, and at the same time relied on unique innovative technology to achieve slimness of the whole machine. For another example, the screen of this product adopts laminated design and uses the industry’s largest ultra-thin flexible glass (UTG), which has strong impact resistance. From the user’s point of view, Huawei Mate XT extraordinary master can provide a better office and entertainment experience, such as providing AI empowerment for users’ work and study through the Pangu model, and opening up the boundaries between mobile phones and computers.

　　At the new product launch conference, Yu Chengdong, managing director of Huawei and chairman of BG, said that behind the launch of the three-folding-screen mobile phone was Huawei’s continuous in-depth research and development in the fields of imaging technology, folding hinge and basic material science. This mobile phone realized the industry-leading technologies such as a new generation of double-rotating water drop hinge, ultra-reliable Kunlun glass and non-Newtonian fluid inner screen.

　　Regarding the release of Mate XT, Liu Xingliang, an expert from the Ministry of Industry and Information Technology, said that this marks another major breakthrough in folding screen technology of Huawei, a microcosm of Huawei’s technological innovation and a new starting point for the development of the entire smartphone supply chain.

　　According to the information of Huawei Mall, Huawei Mate XT Master currently has two colors and three versions, namely 16GB+256GB, 16GB+512GB and 16GB+1TB, and the prices are 19999 yuan, 21999 yuan and 23999 yuan respectively. Before Huawei released the mobile phone, the number of reservations in Huawei Mall exceeded 3.4 million, and before the official launch on September 20, the number of reservations had exceeded 6.85 million. After the official sale, Huawei Mate XT extraordinary master series mobile phones are sold online every day, that is, every second, and they are out of stock.

　　Many organizations expect that the launch of new products from Apple and Huawei will promote the arrival of mobile phone replacement, and also bring new development opportunities to related supply chains.

　　Apple’s mobile phone "super cycle" is difficult to reproduce.

　　Yongxing Securities pointed out in the newly released research report that "the extraordinary master of Mate XT launched by Huawei and related industrial chains are expected to continue to benefit. Mate XT’s unique design includes two hinges, one folding inward and the other folding outward, enabling the device to form a zigzag fold. When fully unfolded, it will show a 10.2-inch OLED display with a resolution of 2232×3184 and an aspect ratio of 16:11. We believe that with the release of new folding screen mobile phones, relevant industrial chains are expected to continue to benefit. TechInsights predicts that the global shipment of iPhone 16 series will reach 73 million units in 2024, and related industrial chains are expected to continue to benefit. The iPhone 16 Pro Max is expected to become the highest-selling model of the iPhone 16 series, accounting for 35% of the total sales. We believe that Apple’s press conference may promote the process of user replacement, and related industrial chains are expected to continue to benefit. "

　　According to the data of iResearch, in the folding screen mobile phone market in the first half of the year, Huawei occupied 42% of the market share, while in the ultra-high-end market of more than 10,000 yuan, Huawei’s market share reached 67%. According to IDC’s forecast, in 2024, the China folding screen mobile phone market shipped about 10.68 million units, a year-on-year increase of 52.4%; By 2028, the shipment of folding screen mobile phones in China will exceed 17 million units, with a five-year compound growth rate of 19.8%. IDC predicts that China’s folding screen mobile phone market will occupy about 40% of the global market share for a long time.

　　In terms of Apple, there have been two rounds of "supercycle" in Apple’s history, one was caused by the iPhone 6 series and the other was caused by the iPhone 12 series. The former met the needs of Apple users for large-screen mobile phones, while the latter was based on 5G connection and all OLED displays. Take the iPhone 12 series as an example. The product series was released in October 2020, and by April of the following year, the sales volume of the whole series of mobile phones exceeded 100 million.

　　However, although the newly released iPhone 16 series this year includes a number of innovative technologies including Apple Intelligence, the newly released report of market research organization Counterpoint Research believes that Apple’s intelligent function has limited boosting effect on iPhone 16 sales, so it is unlikely that there will be a sales "supercycle" this year. The report predicts that there will be no sales blowout in the short term.

　　Multi-folding screen and apple industry chain viewed by institutions

　　In the secondary market, institutions have looked at the multi-fold screen industry chain and the Apple industry chain.

　　For example, Yongxing Securities believes that the folding screen benefits from the release of the new Android machine, and it is recommended to pay attention to (), (), Tonglian Precision, (), (), (); In terms of Apple’s industrial chain, thanks to the release of the new iPhone, it is suggested to pay attention to (), (), (), () and so on.

　　From the perspective of consumer electronics industry chain, Haitong Securities is actively optimistic about consumer electronics materials and consumer electronics components & assembly and other sub-industries. In the recent research report, it believes that in terms of consumer electronic materials, it is recommended to pay attention to (), (), () and Shihua Technology; In terms of consumer electronic components & assembly, it is recommended to pay attention to (), Luxshare, (), Lingyizhi, Lansi Technology, (), Pengding Holdings, (), (), Changxin Technology, Shunyu Optical Technology (Hong Kong stocks), Gaowei Electronics (Hong Kong stocks), Dongshan Precision, (), () and ().

　　Take Dongshan Precision recommended by Yongxing Securities and Haitong Securities as an example. Some investors asked the company in Shenzhen Stock Exchange: "Huawei Extraordinary Masters released more than 3 million reservations, and Apple released 16 with its own AI function. It is expected that the replacement boom will come soon. Will your PCB orders increase?" On September 12th, the company replied, "The company’s electronic circuit sector mainly serves customers in consumer electronics, new energy vehicles, servers, industrial control, communication equipment, medical care and other industries, while paying attention to the application of new technologies and new products, attaching importance to R&D, innovation and product upgrading, and striving to enhance the company’s market position and core competitiveness."

　　In the secondary market, the Apple Index rose by 0.22% from September 10 to September 24, and the interval showed that it first fell and then rose. Among the 50 constituent stocks, there are 7 companies whose share prices have increased by more than 5%, among which the market value of Industrial Fulian and Luxshare exceeds 100 billion yuan (see attached table).

　　Attached Table Companies with Top Recent Increases in the Share Price of Apple Index Components

　　It should be pointed out that,LuxshareThe reason for the stock price surge may not only be related toappleThe new machine is released. Orient securities summarized in three aspects in his recent research report.LuxshareAdvantages: First, precision manufacturing.platformB-type leading benchmark, with broad prospects for diversified business layout; Second, the innovation cycle of AI empowering major customers in North America has started, and the consumer electronics business is in the ascendant; Third, "communication.+"Automobile" opens the second growth curve, accumulating deep card positions and making a clear and rapid start.

In [Easy Car Shangqiu Local Auto Market Discount Promotion Channel], we have sorted out the ongoing
Promotions. As a model that has attracted much attention, the Iveco Eurostyle is currently offering amazing price reductions. The highest discount can even reach 5,000. The minimum starting price is only 223,400. You can get a larger discount by clicking the "Inquire" button in the quotation form. If you are looking for a practical and affordable model, you may wish to find out about the Iveco Eurostyle offers.

Take a look at the appearance of the IVECO European style first. The front shape of the IVECO European style looks very sporty and very sporty. Then with comfortable headlights, it adds a bit of refinement. The car is equipped with LED daytime running lights, front fog lights, headlight height adjustment, etc. Come to the side of the car, the body size of the car is 7145MM*2080MM*2920MM, the car adopts fashionable lines, the side looks very fashionable and simple, and with large-sized thick-walled tires, it leaves a very stable atmosphere. In the rear design, the rear of the car and the front face echo each other, the tail lights are very young and fashionable, and with the unique exhaust pipe, it is generally relatively simple.

Sitting in the car, the front face of the IVECO European style looks very energetic, which is very in line with the taste of young consumers. The steering wheel design of the car is very atmospheric, made of plastic material, which makes people love it. Let’s take a look at the central control. The design of the center console is reasonable, which makes the interior design quite layered, and looks a certain sense of technology. The dashboard and seats are also eye-catching. The dashboard of the car presents a simple and fashionable design style, and the design is relatively unique. The car uses fabric seats, which are wide and thick, and are very comfortable to ride.

The IVECO European wind is matched with a manual (MT) transmission, with a maximum power of 125KW and a maximum torque of 400N.m, resulting in good power performance.

Trainee reporter | Zhang Zhuoran

Image source | Respondents provided

Walking on the streets of Liuzhou, the unique smell of snail powder fills the air, it is difficult to say whether it is "intentional" or "careless", perhaps the city of Liuzhou has the unique personality of "Internet celebrity manufacturing machine", which can always make some seemingly niche products popular all over the country: Jin Yong praised "Liuzhou coffin, famous all over the world" in "Deer’s Cauldron"; Liuzhou golden throat treasure, is the first impression of Ronaldo after many 90s; Liuzhou street snack snail powder, in recent years, has become a phenomenon of "national cuisine"…

Wuling Hongguang MINIEV is the same. It is also a generation of "Internet celebrity" produced by Liuzhou. As of now, the cumulative sales of Wuling Hongguang MINIEV have exceeded 1.11 million, and it is popular all over the world.

Global sales champion of small pure electric vehicles

"In 2022, the cumulative sales volume of Wuling Hongguang MINIEV exceeded 554,000 units, becoming the global sales champion of small pure electric vehicles." On January 30, SAIC-GM Wuling held the Wuling Hongguang MINIEV2022 Global Sales Champion Celebration and Thanksgiving Owner Conference at Wuling Liuzhou Direct Store (Bayi Store). Cui Dongshu, Secretary General of the Passenger Federation, announced the championship transcript of Wuling Hongguang MINIEV at the event site.

This is a landmark moment. Since its launch in July 2020, as of January 29, 2023, the cumulative sales of Wuling Hongguang MINIEV have exceeded 1.11 million, won the first place in the sales of pure electric vehicles of Chinese brands for 28 consecutive months, and topped the global monthly sales champion of new energy single models for 7 times.

This "high score answer sheet" highlights the benchmark position of Wuling Hongguang MINIEV in the new energy scooter market segment. Cui Dongshu pointed out: "Wuling’s global sales record proves that China’s pure electric cars have supported the market leader, and new energy scooters have become the new mainstream of the world." At the event, SAIC GM Wuling announced that before March 31, 2023, Wuling Hongguang MINIEV will be priced at 29,800 yuan for a limited time.

Insight into users’ short-distance travel needs

"The most popular car on the road here is the Wuling Hongguang MINIEV. In some neighborhoods, eight out of ten households own this car," a local taxi driver told reporters.

At present, the Wuling Hongguang MINIEV can almost be called a city card of Liuzhou. In the city center area, this exquisite car can be seen everywhere. The municipal government even designated a parking area for the A00-class car represented by the Wuling Hongguang MINIEV on the sidewalk of the roadside, and built a "10-minute charging ecosystem", forming a local spectacle. In other cities, the place used to park bicycles and electric cars is full of Wuling Hongguang MINIEVs in Liuzhou.

"The new energy conversion rate of automobiles in Liuzhou is close to 50%, and Wuling Hongguang MINIEV has contributed greatly." The relevant person in charge told reporters.

What is the secret of Wuling Hongguang MINIEV’s hot sales? The reporter got a variety of answers from a group of car owners: "Cost-effective, cheap and high-quality." "Exquisite and compact, it is very convenient to drive and park, and it can come and go freely in the city." "Household electricity can be charged, and the charging speed is fast and the power consumption is low, which can fully meet the commuting needs in the city."

Whatever the reason, Wuling Hongguang MINIEV meets the needs of this group of users for a city scooter, which also coincides with the car consumption scene observed by Wuling. "80% of Chinese users drive less than 30 kilometers per day, and the average speed does not exceed 30 kilometers per hour. This simple short-distance travel demand faces many travel pain points such as difficult parking, high cost and insecurity in the city," said Zhang Yiqin, director of brand and public relations at SAIC-GM Wuling Wuling.

Wuling Hongguang MINIEV, which is positioned as a "people’s scooter", was born in response to the situation, with a smart body, flexible control, small battery for easy replenishment, and safety that can stand the test as the product label, bringing users the value experience of "easy to open, easy to stop, and easy to save".

Millionchaochuang, directly connecting users

Wuling Liuzhou Direct Store (Bayi Store) is located in the center of Liuzhou. In the past year, this direct-operated store has sold more than 4,000 Wuling and Baojun brand pure electric cars, making it a benchmark store for Wuling LING HOUSE.

Large floor-to-ceiling windows, various peripherals, coffee desserts, modified areas… In the Bayi store, there are only 4 cars on display, but there is an endless stream of customers entering the store.

"The meaning of LING HOUSE is different from that of traditional dealers. This is the window where we can directly connect with users," Wei Shengyun, a partner at Liuzhou New Energy Vehicle Experience Center, told reporters. "This can be a rest area for users, and it can also allow users to make tide changes and personalized DIY on vehicles. It also allows us to directly hear the voices of users and avoid the valuable opinions of users being filtered by the dealer system."

This direct user window has given SAIC-GM Wuling the confidence to defeat competitors and attack the next "1 million" sales. According to Wei Shengyun, there used to be a 4S store of the same level of competitors that opened diagonally opposite the Bayi store, but the inflow of customers and the sales volume of the store are less than one-tenth of the Bayi store. Now there are no people there.

Big data shows that among Wuling Hongguang MINIEV users, the post-90s generation accounts for more than 75% of users, and the proportion of female users is as high as 78%. "No makeup." This is the customary "habit" of many Wuling Hongguang MINIEV owners represented by "Wuling Girls". Through customization, they have turned the car into a carrier of personality and hobbies, which has also led to a change in domestic car consumption attitudes, allowing the concept of car modification to gradually penetrate from overseas to domestic.

The relevant person in charge introduced: "Wuling Hongguang MINIEV has achieved a user trend creation rate of up to 72%." With Wuling Hongguang MINIEV as the carrier, SAIC-GM Wuling plays with users to create and resonate at the same frequency, continuing to lead the trend creation and trendy makeup culture. It also cooperates with KFC, Wufangzhai, Fashion Bazaar and other young people’s favorite brands to establish multi-faceted links with consumers.

This user-created cross-border marketing is also one of the reasons why Wuling Hongguang MINIEV has sold a long rainbow all the way. If the first "million sales" cannot be separated from Wuling’s first-mover advantage in the blue ocean of the "people’s scooter" category, then a high proportion of young users, as well as the company’s strong user request insight and system power, will become the source of confidence for this car to hit the next "million sales".

"After the demand for short-distance transportation is met, the small new energy vehicle market will develop in the direction of meeting the advanced needs of user differentiation (such as large space, intelligence, personalization and other needs). SAIC-GM-Wuling will continue to put people’s needs first and market development as the guide to bring users a more diverse and personalized travel experience," said the relevant person in charge.

　　On March 31st, China Star Group, a Hong Kong stock company, released its annual report for fiscal year 2022. From January 1, 2022 to December 31, 2022, the company realized an operating income of HK$ 3,879,000, a year-on-year increase of 4.36%, a net loss attributable to the parent company of HK$ 94,101,000, a year-on-year decrease of 39.87%, and a basic earnings per share of HK$ -0.04.　　

　　China Star Group Limited is an investment holding company. The company’s branches include: the hotel and gambling service business division, which is engaged in providing hotel services, food and beverage business services, gambling business services and gambling promotion services at Lan Kwai Fong Hotel in Macau; Gambling promotion business division, which is engaged in the business of investing in the profits collected from gambling promotion business; Film-related business division, engaged in the production and distribution of films and TV series, film investment and other film-related services, such as: artist management; Property development business division, engaged in the investment and development of properties located in Hong Kong and Macao; North-South Bank operates a business division, which is engaged in selling Chinese medicine and other pharmaceutical products, health care products, ginseng and seafood products to wholesalers and retailers, as well as providing clinical services of Chinese medicine.

Note: Operating income = turnover+other income-taxes and surcharges; Net profit attributable to mother = net profit attributable to shareholders of the Company-net profit attributable to other equity holders of the Company in the current period.

(Source: () iFinD)

　　(Reporter Zhu Jianyong) In late February, the police of Qianjin Police Station in Nanxun, Zhejiang Province saw six men playing poker on the Tik Tok APP. Unexpectedly, it was this short video that made the police crack a gambling case in the form of "Liuhe". The players didn’t know that the video was shot by friends around them and sent to Tik Tok.

　　At present, the persons involved have been punished according to law, and the case is being further processed.

　　One day in late February, when Zhou Moumou, a policeman on vacation, swiped Tik Tok with his mobile phone, a push video caught his attention. This is the vibrato video released by Yao Moumou, a former drug addict.

　　In the video, six men are playing cards and giving money. The police immediately judged that the six people were gambling by playing poker.

　　"Tik Tok has a function that will automatically push friends’ videos according to the phone address book. I accidentally brushed this gambling video. Later, when I saw it, the push actually came from Yao Moumou in my mobile phone. This Yao Moumou, a local, has a criminal record, so the contact information has been kept in my mobile phone address book. " Zhou Moumou, a policeman handling the case, said.

　　The police quickly locked in the video shooter Yao Moumou, and after many inquiries, after knowing the identities of some of them, on March 1, they summoned two gamblers in the video, Zhang Mochao and Wu Mou Kai. In the face of the video and gambling facts, the two confessed to the illegal facts suspected of gambling after they arrived at the case.

　　It turned out that in late January, six gamblers had nothing to do, so they agreed to play "Liuhe" with playing cards in the office upstairs of a KTV in Nanxun, and the bet was 50 yuan to 150 yuan.

　　"I was drunk, so I sat on the sofa next to them and watched them play cards. I thought it was quite fun, so I took a video and posted it on Tik Tok. " Video shooter Yao Moumou said, "I was seen by the police unexpectedly."

　　Yao Moumou, who filmed the video at that time, was not among the six gamblers, and the six gamblers didn’t know that their gambling video had been filmed by Yao Moumou and put in Tik Tok to "show off". It was not until the moment when they were summoned by the police that they knew that their good friends had "betrayed" themselves.

　　At present, the people involved have been punished according to law.

　　Xinhuanet Wuhan, February 6 (Reporter Wan Houde, Xiong Jinchao) On February 6, the Lunar New Year’s Eve, Wang Xungao, who lives in Donghu Street Village, Wulijie Sub-district Office, Jiangxia District, Wuhan, began to set up their own reunion dinner. Different from the past, this year’s reunion dinner, the family is eating in the office of the village Committee.

　　A rare snowstorm for many years turned the original adobe house of Lao Wang’s family into a dangerous house, and the village Committee office became the "new home" for the family to reunite this year.

　　Although not at home, Lao Wang’s family didn’t lack anything for the New Year. The government sent solatium from 500 yuan before the New Year. Considering the practical difficulties of his family’s relocation and resettlement, the government also sent cotton-padded quilts and other daily necessities, together with the unified distribution of fish, meat, rice, noodles, oil and other daily necessities, all of which made Lao Wang’s family feel warm and practical.

　　When the reporter came to his temporary home, he saw that Lao Wang’s family were busy, preparing the most abundant dinner of the year, and they were happy. "I have never seen such heavy snow or such a cold winter, but my heart is particularly warm." Wang Xungao, who is in his fifties, said, "Thanks to the government, the village committee and the governments at all levels for their care." What moved Lao Wang’s family even more was that it was New Year’s Eve, and the civil affairs cadres were still worried about his family’s life, so they made a special trip to see what difficulties he still had.

　　Although the Chinese New Year’s Eve has been listed as a national statutory holiday, there are still hundreds of civil affairs cadres in Wuhan who give up the opportunity to reunite with their families and go deep into the homes of needy families to visit and sympathize with the affected farmers to see if they are short of materials for the holiday and have any unresolved difficulties.

　　Wang Xungao’s family is just one of thousands of families affected by snow in Wuhan. Ma Lixi, director of the Disaster Relief Department of Wuhan Civil Affairs Bureau, said that this year, Wuhan suffered a rare rain, snow and freezing disaster, and there were more than 1,800 households with housing difficulties and more than 3,500 people in the city due to the disaster.

　　In order to make every citizen have a happy and festive New Year, Wuhan has adopted the method of decentralized transfer and resettlement. Some have mobilized them to visit relatives and friends, and some have used welfare homes and government offices to centrally resettle the victims. For the relocated victims, the Wuhan Municipal Government has decided to give them a living allowance of 20 days according to the standard of 20 yuan per person per day, and a maintenance allowance of 3,000 yuan per collapsed and damaged 576 houses of 282 families according to the standard of 1000 yuan, so as to ensure that the victims can live a happy and peaceful Spring Festival.

　　With the setting off of 50,000 firecrackers, the large village committee office was full of festive atmosphere. The Lao Wang family sat around the table, and a family of three had a reunion dinner with more than ten dishes.

　　This New Year’s Eve dinner, though somewhat different, is exceptionally warm and peaceful.

Editor: Li Erqing