Huawei and Apple’s "Shuanglong Club" and related industrial chains ushered in new growth opportunities.

  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.

Guangzhou’s "taxi-hailing difficulty" has reappeared, and the media says it is time to evaluate the new policy of online car-hailing

  At such a time node, it is more appropriate and necessary to discuss and summarize the implementation effect of the new special car policy.

  It has been half a year since the implementation of the new car-hailing policy in Guangzhou. Recently, the Guangzhou Public Culture Observatory held a special seminar on the implementation effect of the new car-hailing policy in Guangzhou, inviting deputies to the National People’s Congress, members of the Chinese People’s Political Consultative Conference of Guangdong Province, deputies to the National People’s Congress and relevant lawyers and experts to put forward suggestions on the implementation of the new car-hailing policy. The seminar also released the "Evaluation Report on the Implementation Effect of the New Car-hailing Policy in Guangzhou" (hereinafter referred to as the "Report"). (Nanfang Daily, June 19)

  The implementation of the new policy on online car-hailing in Guangzhou for half a year means that both the online car-hailing market and passengers have completed the running-in and adaptation to the policy. At such a time node, it is more appropriate and necessary to discuss and summarize the implementation effect of the new policy on special cars.

  The "Report" shows that due to the decrease in vehicles and drivers, it is "difficult" and "expensive" for citizens to take a taxi. The survey data shows that during the morning and evening peak driving period, the average waiting time for calls from Guangzhou citizens has doubled, and more than 40% of the demand for ride-hailing calls cannot be met. At the same time, the distance and time for receiving orders for vehicles have also increased significantly. According to incomplete statistics, the average waiting distance is more than 1.5 kilometers, an increase of 35%. The decrease in vehicles and drivers, in addition to the decrease in subsidies for online car-hailing platforms, is obviously directly related to the New Deal, which has raised the entry threshold for online car-hailing and restricted the market supply of online car-hailing.

  According to the Guangzhou Municipal Traffic Commission, as of June 8, 2017, Guangzhou has issued 2467 online car-hailing driver licenses; received 9,853 applications for online car-hailing vehicle transportation licenses (based on the number 500,000 registered online car-hailing drivers, the application ratio is less than 2%). With the gradual implementation of the new policy, more online car-hailing cars will withdraw from operation, and the trend of "difficult" and "expensive" may further intensify.

  For example, the average daily passenger traffic of taxis in Guangzhou has rebounded from the lowest point of 1.54 million passengers to the current 1.71 million passengers. But taxis are obviously unable to fully digest the social travel demand transferred by the new policy of online car-hailing, and they are also facing the hidden danger of declining service quality. Just recently, the Guangzhou traffic law enforcement department informed the media of the investigation and punishment of taxi violations. Since 2017, Guangzhou has investigated and dealt with 4,868 cases of various taxi violations, an increase of 67.2% compared with the same period in 2016. The sharp increase in the number of taxi violations, in addition to the reason of lax management, some online car-hailing drivers joined the taxi industry in the form of "non-editor" because they did not meet the requirements of the New Deal, and the decline in the market "catfish effect" caused by online car-hailing, I am afraid it is also very important. In fact, the number of "non-editor" drivers who violated the rules accounted for the highest proportion of the total number of taxi violations.

  From the above, it can be seen that the impact of the new policy on online car-hailing is all-round. From changes in the way passengers travel, to the supply of the online car-hailing market, to the regulation of the taxi market, it can be said that the whole body is affected. This also inspires that the evaluation of the social effect of the new policy on online car-hailing should have a "global perspective". The high threshold for online car-hailing is mainly based on security considerations, but as experts have pointed out, the guarantee of security can be fully leveraged by Internet technology, without having to rely too much on access barriers. For example, the inspection of the driver’s own quality can be carried out by the financial credit information system and the public security identity management system and the third-party platform integration for information sharing and identification; the safety of the transportation vehicle condition should be reviewed by the public security vehicle management department’s annual review system and the third-party platform integration for information sharing and identification; the safety of the driver’s driving process and behavior can be confirmed by the collection of the driving process data (including facial recognition, etc.) and the collection of passenger opinions.

  The new policy of online car-hailing has triggered a chain reaction, and Guangzhou is not an exception. In some places, due to strict restrictions on household registration, license plates, displacement, wheelbase, etc., "difficult to take a taxi" and "expensive to take a taxi" have shown signs of re-emergence, and "black cars" have become more and more. Not only will passenger travel needs and user experience be affected, but the management cost of the market will also increase. When evaluating the social effects of the new policy of online car-hailing, only by taking these factors into account can a more objective evaluation be obtained. With the end of the running-in period between the new policy of online car-hailing and the market, it is necessary for all localities to examine what changes the new policy of online car-hailing has brought to people’s travel, and how much sense of gain the people really enjoy.

These commonly used Chinese patent medicines are expected to meet the "group purchase price"

  Yangcheng Evening News reporter Chen Zeyun Intern Zhang Song

  The curtain of centralized collection of Chinese patent medicines is being opened. On September 14th, Guangdong Pharmaceutical Trading Center issued the Procurement Document with Quantity of 58 Pharmaceutical Groups such as Guangdong Alliance Qingkailing (Draft for Comment). The alliance regions participating in this centralized procurement include Guangdong, Shanxi, Henan, Hainan, Ningxia, Qinghai and Xinjiang, and the selected drugs in the centralized procurement of proprietary Chinese medicines in the seven provinces and regions are all the dosage forms and specifications of 58 generic drugs with large consumption and high purchase amount in the basic medical insurance catalogue.

  The reporter of Yangcheng Evening News found that the 58 drugs collected by Guangdong Alliance are all proprietary Chinese medicines, among which 36 are exclusive varieties, such as Xiyanping, Lianhua Qingwen and Xiaoer Chiqiao Qingre, which have sold over 100 million yuan. There are also many commonly used drugs such as Qingkailing, antiviral oral liquid and orange phlegm cough. This also means that after chemical drugs, the "price-cutting boots" hanging on the head of Chinese patent medicines will finally fall.

  58 "high price and large quantity" Chinese patent medicines were included in Guangdong centralized procurement.

  According to the "Draft for Comment", the range of varieties purchased by the pharmaceutical group this time is all the dosage forms and specifications of 58 generic drugs with large consumption and high purchase amount in the basic medical insurance drug list. The main participants in the procurement are all public medical institutions in the alliance area, and medical institutions and designated pharmacies designated by medical insurance can participate voluntarily.

  The centralized procurement of Chinese patent medicines led by Guangdong has made detailed requirements for dosage forms, quotation requirements and successful selection. The quotation of enterprises must be based on "daily average treatment expenses". On the basis of effective declared price, the lower the price, the easier it is to win the bid.

  According to the "Draft for Comment", 58 kinds of Chinese patent medicines with high price and large quantity, including 36 exclusive varieties such as Aidi, Shenkang and Lianhua Qingwen, cover many popular Chinese patent medicines in the market. According to the data of Minenet, many drugs such as Suhuang Zhike Capsule, Xiyanping Injection, Bering Capsule, Lanqin Oral Liquid, etc., which are included in the centralized procurement alliance, will all exceed 100 million yuan in terminal sales in public hospitals in key cities in 2020.

  Actively explore the centralized collection of Chinese patent medicines in many places

  Under the normalization of centralized procurement, the centralized procurement of generic drugs and medical devices has gone through many rounds, and promoting the centralized procurement reform of Chinese patent medicines has become the key direction of the next medical reform. It has become a trend that the pace of centralized procurement extends from generic drugs to proprietary Chinese medicines. On August 9th, the website of the National Medical Insurance Bureau clearly revealed in the public reply "Suggestions on Accelerating the Centralized Procurement of Chinese Medicine and Formula Granules" that the next step, the Medical Insurance Bureau will, together with relevant departments, improve the quality evaluation standards of Chinese patent medicines and formula granules, adhere to quality priority, take clinical demand as the guide, and start with high-priced and large-quantity varieties to scientifically and steadily promote the centralized procurement reform of Chinese patent medicines and formula granules.

  "At present, Chinese patent medicines have not yet risen to the level of national collection, or the provinces are taking the lead in trying." Shi Lichen, founder of Dingchen Consulting, told the Yangcheng Evening News reporter that the rapid progress of generic drug collection was due to the previous implementation of a consistency evaluation system, which allowed all generic drugs participating in the collection to compete in the market under the premise of unified specifications and unified efficacy. The difficulty of centralized collection of Chinese patent medicines stems from the fact that the origin, processing technology and dosage forms of different Chinese patent medicines are not uniform, which also leads to different curative effects of the same medicine.

  The reporter found out that before Guangdong, Qinghai Province, Jinhua, Zhejiang Province, Puyang, Henan Province and other places had carried out centralized exploration for some varieties of Chinese patent medicines with large demand and high amount. Among them, in November 2019, Jinhua City, Zhejiang Province included 180 Chinese patent medicines in the procurement with quantity. In May 2020, the catalogue of procurement with quantity published by Qinghai Province also included traditional Chinese medicine injections such as Xuesaitong, Xueshuantong, Tanreqing and Xiyanping.

  How much to reduce the price depends on the centralized purchasing strategy

  "The purpose of centralized collection of Chinese patent medicines and centralized collection of chemical medicines is the same, both of which are to promote drug price reduction. However, because most of the products included in centralized mining are exclusive varieties, how much the price reduction can be reduced depends on the centralized mining strategies of various provinces and cities. " Shi Lichen said.

  How much can the price reduction of centralized collection of Chinese patent medicines be reduced? Taking the previous regional centralized procurement as an example, in the publicity list of the second batch of enterprises to be selected for purchasing drugs with quantity published by Jinhua City, Yunnan Baiyao selected compound Danshen tablets (0.3g/ tablet) at a price of 0.18 yuan, and Zhejiang Kangenbei selected ginkgo leaves at a price of 0.71 yuan/tablet (containing 19.2mg of total flavonol glycosides and 4.8mg of terpenoid lactones). The reporter found that the price reduction of the above drugs is about 20%-30%, which is relatively mild compared with the price reduction of chemical drugs.

  Shi Lichen pointed out that for exclusive varieties, the incentive for manufacturers to reduce prices will not be particularly great. However, it is worth noting that the exclusive variety of proprietary Chinese medicines is a relative concept, which is mainly measured from the perspective of the number of manufacturers. If it is extended to the level of indications, many proprietary Chinese medicines generally do not have the so-called exclusive efficacy. Therefore, if the indications or functional indications are similar, the exclusive variety of proprietary Chinese medicines may not be exempted, and once it is included in the centralized purchase, it may face competition with other varieties with indications and functional indications, which will also bring pressure on enterprises to reduce prices.

  Involving a number of A-share listed companies.

  The reporter noted that at present, the collection of Chinese patent medicines led by Guangdong belongs to the stage of soliciting opinions, but if it falls, it may have an impact on the market structure of related drugs.

  Among them, Qingkailing series drugs and Zishen Yutai Pill, the exclusive variety, are important products of Baiyun Mountain. Baiyun Mountain’s 2020 annual report shows that Qingkailing Granules achieved a revenue of 174 million yuan, with a gross profit margin of 53%, and the sales volume of Qingkailing series reached 461 million (bags/sticks/granules); The annual revenue of Zishen Yutai Pills was 342 million yuan, with a gross profit margin of 85.20%. The annual sales volume was 5.67 million boxes, of which 4.138 million boxes were purchased by medical institutions.

  Xiangxue Pharmaceutical, another local listed company in Guangzhou, whose antiviral oral liquid and orange phlegm cough are also planned to be included in the list of centralized purchase. According to Xiangxue Pharmaceutical’s 2020 annual report, antiviral oral liquid and orange series brought 407 million yuan and 119 million yuan respectively, accounting for 17.12% of the company’s current revenue. These two kinds of drugs are mainly concentrated in pharmacies and other terminals.

  Lianhua Qingwen is an important product of Yiling Pharmaceutical. According to the 2020 annual report of Yiling Pharmaceutical, its continuous flower clearing contributed 4.256 billion yuan in revenue, accounting for 48.46% of revenue, up 149.89% year-on-year. Yiling Pharmaceutical Co., Ltd. said that Lianhua Qingwen’s market share in retail terminal cold medicine/heat-clearing category reached 9.86% in 2020, and Lianhua Qingwen’s market share reached 37.9% in the sales revenue of proprietary Chinese medicines for cold medicine in China public medical market in the first half of 2020.

  Tasly owns an exclusive variety of Compound Danshen Dripping Pills. Based on the company’s 2020 financial report, the total revenue of cardiovascular and cerebrovascular drugs including Compound Danshen Dripping Pills is 4.165 billion yuan (the data of Compound Danshen Dripping Pills is unknown). Last year, the drug was purchased by medical institutions for 107 million boxes. Buchang Pharmaceutical, the research and development company of Naoxintong Capsule, has a total revenue of 12.083 billion yuan for cardiovascular and cerebrovascular diseases (including Naoxintong Capsule) last year. The two packaging specifications of the drug are "36 capsules/box" and "48 capsules/box", and the annual purchase volume of the hospital is 41.22 million boxes and 56.84 million boxes respectively.

  According to industry analysis, because the capital market is relatively unfamiliar with the collection of traditional Chinese medicine, the implementation of the policy may cause certain emotional impulses. In recent years, Chinese patent medicines have been suppressed by the policy, and the overall sales growth rate has continued to slow down. Due to the influence of auxiliary drug monitoring and medical insurance payment restrictions, the sales of some large varieties of Chinese traditional medicine injections have continued to decline. If the quantity procurement is introduced later, the Chinese patent medicine market will face greater uncertainty. There is a lack of data on the safety and effectiveness of proprietary Chinese medicines, and the product specifications are more complicated. At present, the country is expected to introduce proprietary Chinese medicines for re-evaluation after listing, and further standardize the proprietary Chinese medicine market. In the long run, it is expected that the introduction of centralized collection of proprietary Chinese medicines will benefit leading enterprises with high-quality resources, which is expected to further enhance the concentration of the industry.

  News depth  

  How to avoid the upstream price increase making it difficult for the winning bidder to perform?

  There should be more supporting policies for centralized collection of Chinese herbal medicines.

  "The varieties of Chinese patent medicines that are planned to be collected this time involve 216 kinds of Chinese medicinal materials, of which 76 kinds of medicinal materials have increased by more than 10%, accounting for 35.19%, and the overall increase is 21.86%, which is higher than the average increase of market conditions in the past five years." Jia Haibin, founder of the big data platform of Tiandi Yuntu Chinese medicine industry, told the Yangcheng Evening News reporter that centralized collection of Chinese medicine is the only way for medical insurance to control fees and reduce drug prices, but the market background of continuous general increase in Chinese medicine prices should be included in the policy consideration, otherwise it is easy to happen that the winning bidder cannot fulfill the delivery due to the price increase of upstream Chinese medicine.

  Jia Haibin pointed out that Chinese medicine is different from standard products such as chemical drugs and biological products, and the source of raw materials is the core of its quality control. At present, it is still difficult to fully implement the policy of centralized collection of traditional Chinese medicine, and it is highly probable that a small range and a small number of varieties will be tested to improve standards and processes and make up for policy loopholes. With the continuous implementation of centralized purchasing, on the one hand, major enterprises will continue to increase their efforts to enter the producing areas and strengthen the strategic reserve of core raw materials. On the other hand, the centralized procurement organization department will also tilt towards "the traceability of authentic medicinal materials" in terms of scoring standards and quality level division, which will play a positive role in accelerating the construction of traceability system of Chinese herbal medicines and improving the overall quality level of Chinese herbal medicines.

  "It is suggested that the channels of appeal should be further opened." Shi Lichen suggested that in the centralized procurement of proprietary Chinese medicines, it should be suggested to establish a smoother communication mechanism, so that the selected enterprises can timely feedback the supply problems of raw materials in the performance of the procurement contract, and introduce more supporting policies to ensure the stable supply of drugs after winning the bid.

Xiaomi car finally arrived, and I was moved by its face value.

Original neck brother bad review

This year’s most popular tram (one) is coming!

At about 4 pm on November 15th, Xiaomi Automobile appeared in the announcement of the Ministry of Industry and Information Technology, and related topics immediately rushed to Weibo for hot search.

Colleagues in the editorial department also gathered around and looked at several existing bulletin boards on the website for at least half an hour.

I have to say that the appearance of the rice cart is not poked, but it grows in the aesthetics of most people. It belongs to 10 people, and 9 people will praise it as good-looking.

From the picture below, the body proportion of Xiaomi car is relatively slender, which gives me the first impression that it is not like an electric car, but closer to an oil car.

The posture is very online, the small wide body at the back is very right, and the whole slip back looks elegant from this angle.

Moreover, you can even find the logo of "Founder Edition" in the optional equipment. What is the user perception? . .

It’s the logo with the letter xiaomi in the back. I always feel that there are a little too many words. . . So that the oil head designer really couldn’t stand it, simply "cut off" the logo and blackened the decorative parts below.

Look at the picture, isn’t it much more pleasing to the eye?

Anyway, after reading the car, some colleagues in the editorial department said it looked like Martin’s and some like Porsche’s, but they all came to the same conclusion that it looked good.

Incidentally, the guy who said he looked like Porsche soon claimed to have found "strong evidence" in Lei Jun’s Weibo. . .

However, it is said that the overall design of Xiaomi car is still self-contained. A closer look shows that this car is not only attractive in appearance, but also in the direction of performance in various designs.

Looking at it from a 45-degree angle, this yellow Brembo caliper is very conspicuous. Tires are also tough guys. Michelin’s PS EV is used for the high-end tires, and the rear tires are 265mm wide. At the same time, there is an air guide slot in the front and rear wheel arches, which can dissipate heat for the brake discs.

Moreover, according to the gossip, this cooling duct is real, and I won’t laugh with you.

Not only that, its rearview mirror even has an optional version of carbon fiber, which can be lighter, and the visual horsepower can be increased by at least 5 horses.

In addition, there is an active tail with adjustable angle at the back. Although there are a lot of these things in domestic cars now, before they were put, they were all things that AMG only had, and at worst they had to be Audi TT.

Regardless of how effective it is, at least it looks like a fight.

In addition, Brother Neck brushed a photo of the interior of a suspected millet car in the group today. Look at these two round knobs. I haven’t pressed them yet, and I’m already driving a rice car to New North in YY.

After the appearance, let’s take a look at the most basic parameters.

First of all, what I didn’t expect was that Xiaomi built a C-class car.

This car is named "SU7", and its length is 5 meters, to be exact, it is 4997mm, which is longer than those cars such as Tesla Model 3 and Weilai ET5, and is similar to BYD Han.

Originally, I guessed that it would be around 4.8 meters, because the size of A+ or B-class cars is more in line with the positioning of "the first car for young people". But they took out a C-class car at once, and the price may not be cheap. . .

In terms of configuration, SU7 has at least three versions: normal version, Pro, Max, and these versions should be distinguished in Sandian, Lidar and performance suite.

In addition to the performance suite we talked about in the appearance, the Xiaomi part of Sandian has also made some differences.

According to the announcement, the total power of the high-profile dual motors is 495kW (front 220kW, rear 275kW), which is a little higher than the 486kW of Tesla Model 3 Performance. As a sporty car, this horsepower is definitely enough.

The supplier of motor is Huichuan, and it is also an old-fashioned supplier of motor and electric control in China. Its home supplies ideal, Chang ‘an, Great Wall and other car companies.

And the battery is lithium ternary from Contemporary Amperex Technology Co., Limited.

The low version is a single motor with a power of 220kW, and the supplier is United Electronics. The battery is made by BYD, Ferrous lithium phosphate.

It is a routine operation to make a difference in battery capacity and motor power. However, there is also a speculation on the Internet that the high-voltage platform is equipped with 800V and the low-voltage platform is 400V, which can pull down the price of the entry version.

I think it’s better to cut some other configurations than using 400V platform on the low-end configuration, because 800V can obviously improve the charging speed, which is a configuration with obvious user perception.

The models released this year, such as Tucki G6 and Zhijie S7, are all equipped with 800V as standard. If Xiaomi doesn’t keep up next year, it’s somewhat unreasonable.

Then there is the lidar. Like friends and businessmen, Xiaomi is placed in the middle of the head and can be seen at a glance.

This configuration is basically differentiated in intelligent driving. For example, in an ideal model, those with lidar will have NOA function in the city, while those without lidar can only drive NOA on the highway.

However, unlike other companies, Xiaomi’s lidar can’t see the plane scanned by laser on the outer surface.

You see, all other models look like this, and the outline of a rectangle in front is very obvious.

Xiaomi’s does not have this outline, and the whole is smaller and more rounded, which is relatively less abrupt. The obvious advantage is that the wind resistance is lower, and there is likely to be some black technology here.

The information known about the rice car at present is probably the above. After the announcement of this car, in addition to the boiling of netizens, it also triggered the enthusiastic attention of some track and performance car owners.

To tell the truth, as a car editor, I really like their sports orientation. But, the category of performance cars is doomed to have little market.

In the words of colleagues, "everyone is talking about it, who really buys a performance car?"

If you want to sell the car in quantity, you must have some household use.

However, as a C-class car, it has a lot of advantages in the interior space, and the gossip says that the interior space of this car is large enough to sit casually in the front row and back row. I don’t know how Xiaomi can use the interior space to impress consumers under the label of "performance".

There is another interesting thing about Xiaomi’s car-making qualification. At least from the announcement, this time there is an answer for the time being.

The enterprise applying for Xiaomi Automobile this time is Beijing Automobile Group Off-road Vehicle Co., Ltd., which is a subsidiary of BAIC Group.

But let’s look at the production address of the car, not the location of BAIC, but Xiaomi’s own new car factory in Yizhuang.

Before August, it was reported that Xiaomi had obtained the qualification of the National Development and Reform Commission, but he had to go to the Ministry of Industry and Information Technology to get the qualification.

In other words, up to now, Xiaomi has not fully obtained all the qualifications for making cars, so although the car was made by himself, it borrowed the qualifications of BAIC.

At the tail of Xiaomi car, it also says "Beijing Xiaomi", not "Xiaomi car".

According to today’s report by Cailian, Xiaomi should continue to apply for car-making qualification.

From the point of view of qualification, I guess Xiaomi Automobile may think that the qualification approval process is too long and the product can’t wait.

According to Xiaomi’s plan, they will release the first model in the first half of next year. But now the auto market has gone crazy, and the later you enter the market, the more passive you will be.

Take the market segment of C-class sedan targeted by Xiaomi as an example. Before that, there was BYD Han, which sold 20,000 yuan a month, and after that, there was Extreme Krypton 001, which was the main control. Just last week, Aouita 12 and Zhijie S7, which were blessed by Huawei, just went public, and these two also came to this range.

Especially in Zhijie S7, its size is completely the same as that of Xiaomi SU7, and both of them are from mobile phone factories. The car-machine interconnection and smart driving are also the main items.

Therefore, I estimate that in terms of function, configuration and pricing range, the rice car is likely to collide with the intellectual S7.

Therefore, Xiaomi is now rushing to the announcement of the Ministry of Industry and Information Technology, and feels that he is also speeding up himself. Don’t wait until others have divided up the market before bubbling.

In fact, from a long-term perspective, the progress of Xiaomi Automobile is actually not slow. Lei Jun announced to build a car in March 2021. Today, it takes about two and a half years.

When the Wei Xiaoli family built their first car, it was almost the same rhythm.

However, the time for Xiaomi to enter the car has been 7 years later than Wei Xiaoli’s new forces and 18 years later than Tesla. The intensity of market competition is not what it used to be.

However, Xiaomi’s first show today still gave everyone enough surprises. It’s just that there is very little information at present, and it’s hard for us to judge how high its combat effectiveness is.

According to the news that Brother Neck heard privately, Xiaomi has tricks in the motor, intelligent driving and cockpit. I’m not sure how tough it is, but it must be the first echelon in the cockpit, the car and the interconnection.

After all, it is obvious to all that mobile phone manufacturers are going to make car machines.

There is only one key question left. How much will the rice cart sell?

Judging from the current market situation, Brother Neck guessed that the high match of Xiaomi should not be too cheap, but it may be controlled at around 300,000. As for the number of low matches, it is hard to say, it may not exceed 250,000.

But we also know that Xiaomi usually gives a very cost-effective price, especially the first generation products, and there may be a buff bonus.

Original title: "Xiaomi car is finally coming! I was moved by its face value. . . 》

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How to connect Huawei freebuds4i to a mobile phone How to connect Huawei freebuds4i to a mobile phone [Detailed explanation]

  Huawei freebuds4i is an excellent Bluetooth headset, which adopts the advantages of active noise reduction technology, pure sound quality and long battery life, and is deeply loved by many users. However, Huawei freebuds4i needs to be connected before it can be used normally. The following small series brings you several connection methods.

  Huawei freebuds4i Pairing Tutorial Sharing

  Method 1: Manual pairing connection:

  1. Put the earphone into the charging box. When the charging box is open, press and hold the function button of the charging box for 2 seconds, and the indicator light in the box will start flashing white, so that the earphone can be paired.

  2. Turn on the Bluetooth of the mobile phone and search for a pairing device. The name of the Bluetooth headset (HUAWEI FreeBuds 4i) will be searched, and click to pair.

  Headphones support button-free pairing when opening the box for the first time: when you use it for the first time, open the charging box cover, wait for about 2 seconds, and it will automatically turn on and enter the pairing state, at which time the white light flashes.

  Method 2: Manual pairing connection:

  1. Put the earphone into the charging box. When the charging box is open, press and hold the function key for 2 seconds, the indicator light will start flashing white, and the earphone will enter the pairing state.

  2. Turn on the Bluetooth of the mobile phone, and a self-discovery pop-up box with the name and picture of the headset appears on the mobile phone. Click [Connect] to connect with the headset.

  When it is used again, the earphone is opened, and after the connection is successful, the mobile phone automatically pops up the pop-up box to display the power of the earphone and the box. (Need to cooperate with e Huawei mobile phone/tablet)

  Method 3: Smart Life APP Connection:

  1. Put the earphone into the charging box. When the charging box is open, press and hold the function key for 2 seconds, the indicator light will start flashing white, and the earphone will enter the pairing state.

  2. After the mobile phone turns on WLAN, Bluetooth and location services, click the "+"button in the upper right corner of Smart Life APP, and click [Add Device] to scan the device and add it.