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[trend of individual stocks]

April 10th to 14th.

Last week, the Hang Seng Index rose by 0.53% and the Hang Seng Technology Index fell by 1.74%.

() Shares of Hong Kong stocks fell by 0.26% last week.Last week, the total turnover was 4.33 billion Hong Kong dollars. As of last week’s close, the stock price of Hong Kong stocks was 226.80 Hong Kong dollars, with a market value of 660.247 billion Hong Kong dollars. Hong Kong stocks fell 1.31% this month, up 17.76% this year and down 5.42% in the past 52 weeks.

[Company comparison]

Securities code Securities abbreviation Latest price Last week’s ups and downs Up and down this month Up and down this year 52-week ups and downs LI Li Auto $24.56 3.76% -1.56% 20.39% -4.47% NIO Weilai $9.27 2.89% -11.8% -4.92% -52.82% TSLA Tesla $185.00 -0.03% -10.83% 50.19% -43.65% XPEV XPENG Motors $9.92 -3.31% -10.71% -0.2% -63.16% 02333 Great Wall Motor 9.81 hong kong dollars 10.1% 1.24% -3.44% -14.99% 00175 Geely automobile HK$ 10.14 4% 0.4% -11.05% -14.07% 02015 LI -W HK$ 96.20 3.5% -1.84% 25.26% -6.6% 02238 Guangzhou Automobile Group HK$ 4.98 1.43% 0.61% -5.32% -26.87% 09866 Weilai -SW HK$ 71.85 1.41% -9.68% -8.47% -55.34% 01211 Byd shares HK$ 226.80 -0.26% -1.31% 17.76% -5.42% 09868 Xpeng Motors -W HK$ 39.10 -3.1% -10.63% 1.96% -64.23%

[Related News]

Buffett: BYD is an "excellent company". Selling BYD shares will make the capital better allocated.

Buffett said that the sale of BYD shares will make the capital better allocated. BYD is an "excellent company".

(): Received the Notice of Designated Development from BYD Company.

Shengbang shares announced that it had received the Notice of Fixed-point Development, and BYD decided to choose the company as the spare parts supplier of one model.

(): We have not cooperated directly with BYD yet, nor have we supplied PCB products to BYD in large quantities indirectly.

Jinlu Electronics said on the interactive platform that the company maintains a good and stable cooperative relationship with major new energy customers; The company has not directly cooperated with BYD, nor has it supplied PCB products to BYD in large quantities through indirect means; In the future, the company will focus on new energy vehicles, energy storage and other fields for business development, and actively expand vehicle companies and Tier1 customers while consolidating existing battery manufacturers’ customers.

(): The company has a variety of products that are promoting cooperation with BYD.

Recently, Gaomeng New Materials said in an investor survey that the company has many types of products that are promoting cooperation with BYD. In terms of NVH sound insulation, vibration reduction and noise reduction materials, Wuhan Huasen, a wholly-owned subsidiary of the company, has reached cooperation intentions with BYD on several projects, and subsequent specific cooperation is under further negotiation and promotion; In terms of adhesive materials, the company and BYD are conducting technical exchanges and docking of several projects. Some products have passed the test and become qualified suppliers of BYD. Waiting for the tender in the middle of the year, it is uncertain whether the final products can enter BYD’s supply chain.

Berkshire Hathaway’s shareholding in BYD H shares decreased from 11.13% to 10.9%.

According to HKEx documents, Buffett’s investment company Berkshire Hathaway reduced its holding of BYD H shares to 10.90%, compared with 11.13% before, and sold 2.48 million BYD H shares on March 31.

BYD has applied for the trademark Yunqi.

According to Tianyancha App, on April 10th, BYD released Yunqi Intelligent Body Control System, aiming at systematically solving the body control problem in the vertical direction. The product matrix of Yunqi includes Yunqi -C, Yunqi -A, Yunqi -P and other products. Tianyancha App shows that BYD Co., Ltd. has applied for the registration of "Yunqi", "Yunqi -A" and "Yunqi -P" trademarks. The international classification is transportation, and the current trademark status is under application.

BYD Yunqi Intelligent Body Control System officially released.

According to the Securities Times, on April 10th, BYD Yunqi Intelligent Body Control System was officially released. At the event site, Wang Chuanfu, chairman and president of BYD, said that Yunqi is the first exclusive intelligent body control system for new energy in the industry, which not only fills the technical gap in China, but also achieves a breakthrough from 0 to 1, and even surpasses the foreign technical level, achieving an improvement from 1 to 2. It is reported that Yunqi will be mounted on the flagship model of BYD Dynasty Ocean, Tengshi, Wangwang and BYD professional personalized brand models.

Shell BYD joint venture company changed its name and added car wash service to its business scope.

Tianyancha App shows that on April 6, Shenzhen BYD Electric Vehicle Investment Co., Ltd. changed its business name to Shenzhen Shell BYD Electric Vehicle Investment Co., Ltd., and at the same time, the business scope added car wash service. The company was established in June 2014 with a registered capital of 300 million RMB. In December 2022, the original shareholders of the company, Shenzhen Shendian Power Sales Co., Ltd. and Rongming Investment Management Partnership (Limited Partnership) in Ningbo Meishan Bonded Port Area withdrew, and Shell (China) Co., Ltd. became a shareholder, holding 80% of the shares, while BYD Automobile Industry Co., Ltd. reduced its shareholding to 20%.

BYD studies building new factories in Germany and Hungary.

According to Interface Finance Association, citing Spanish newspaper Expansion, BYD is studying to build new factories in Germany and Hungary.

BYD’s 4S shop appealed to Tesla for commercial defamation dispute.

Tianyancha App shows that recently, Tesla (Shanghai) Co., Ltd. added a second trial announcement, the cause of which was a commercial defamation dispute, and the appellant was Anqing Fengdi New Energy Automobile Sales and Service Co., Ltd. (BYD Auto Ocean Network Anqingfengdi 4S shop). The case will be heard in the Intermediate People’s Court of Anqing City, Anhui Province on April 17. According to previous media reports, Anqing Fengdi 4S store was sued by Tesla for publishing a short video with the caption "Porsche owners see BYD as unstoppable as a Tesla without brakes". The court held that by fabricating and disseminating misleading information, the defendant gave the existing and potential consumers of Tesla the misleading information that Tesla had no brakes or had problems with the brakes, which constituted commercial slander, and sentenced Anqing Fengdi 4S shop to publish a statement apologizing and compensate Tesla for economic losses of 50,000 yuan.

BYD is considering building a new super factory in Spain.

BYD is considering building a new super factory in Spain, according to the report of Bloomberg quoted by Interface Finance Association.

Indonesian officials: Negotiations will be held with BYD on electric vehicles in May.

According to Interface Finance Association, Indonesian officials said that they would hold talks with BYD on electric vehicles in May.

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　　Mother-in-law’s tattooing is a long-standing and educational story among the people. According to a gentleman on the phone, it is acceptable for Yue Fei’s descendants to remarry his ex-wife Liu, and they can’t accept it without her mother-in-law’s tattoo. In fact, purely emotionally, why am I willing to deny this story that still inspires China people’s patriotism? But unfortunately, there is no account of this matter in the Chronicle of the King of Hubei written by Yue Fei and Sun Yue Ke. The following is the only note in Volume 9 of the Nazi Compilation of the Kingdom of Hubei:

　　The first minister was filial by nature, and he was troubled by the northern territory. His mother ordered him to join the army to serve the country, and he could not bear it. After repeated interest, I had to stay with my wife and foster mother and cross the river from Emperor Gaozong alone. Hebei is trapped, lost and stolen, and the voice is completely separated. I have been asking for a visit day and night, but I haven’t got it for several years. Russia has a visitor from my mother, saying, "And my mother sent a message: Speak for me, encourage the holy son of heaven, and don’t think of my sister." I secretly sent people to meet him, but I was blocked by the hustle and bustle. Eight out of ten people went back and forth, and then returned. My first minister was grateful and wept, and thanked me for being unfilial.

　　It can be seen that although my mother-in-law is an ordinary peasant woman, she is deeply aware of the righteousness, and it is enough to be revered only in terms of this record. The original record of Yue Fei backstab’s four words "Dedicated to Serving the Country" can be found in The History of Song Dynasty, Volume 380, Biography of He Zhu, but during the interrogation of Yue Fei:

　　Flying naked and showing the back, the back has the four words of "serving the country faithfully" of the old Nie, which goes deep into the skin.

　　This shows that the tattoo on Yue Fei’s back is years old. Of course, the two most original records quoted above cannot provide proof of mother-in-law’s tattooing. Reasonably, my mother-in-law, as an ordinary peasant woman, was generally afraid of not being able to read, and tattooing at that time was a special skill. In the eighth chapter of The Water Margin, it is said that Lin Chong was "stabbed far away from the military state" and "called a writer and stabbed his cheek". The twelfth time that Yang Zhi was sentenced, he also "called a literary craftsman and stabbed two lines of gold seals, overlapping with the left-behind department of Beijing Daming Mansion to serve as an army", indicating that not everyone in the Song Dynasty had the skill of tattooing people casually.

　　Even in terms of ancient romance novels or operas, Yue Fei’s Breaking the East Window, which was compiled in Volume 11 of Quanyuan Opera, was analyzed by the editor, and there were traces of modification by the Ming Dynasty. His 18th poem describes that Yue Fei was interrogated on Wednesday and replied: "If Yue Fei had this matter, would he be willing to stab people in the skin with the words’ serving the country faithfully’ since childhood?" It is difficult to judge whether this passage is the original words and phrases of Yuan opera or the reviser of Ming opera, but it also shows that Yuan opera may still follow historical records. Since then, it may have been written by Yao Maoliang when Chenghua was in the Ming Dynasty. (The sixteenth legendary story of "Loyalty" describes the same plot. Yue Fei replied: "Your honor is on the top, and Yue Fei has been engraved on his body with the words’ serving the country faithfully’ since he was a child. Please examine it carefully."

　　There is still no story of mother-in-law tattooing in the Romance of the Great Song Dynasty published by Ming Jiajing. Volume 1 of the novel only says that Yue Fei was in Jingkang, and when he saw Hu Ma, Song Bing cowered, and all the heroes in the countryside came, he went into the mountains to be the enemy. Fei said,’ A gentleman is not famous in the history books, but a thief who steals from the dog and lives in the world, is it ok?’ It is the four words of’ loyalty to the country’ that are tattooed on the back to show the meaning of not being evil. " Volume 7 of the novel says, "Yue Fei takes a confession, then splits his clothes and turns his back. Compared with Wednesday, there are four big black words, which are deeply rooted in people’s skin."

　　At the end of the Ming Dynasty, Feng Menglong wrote the legend of Jingzhong Banner, and his second fold, Yue Hou Nie Bei, compiled the story of Yue Fei asking Zhang Xian to stab him in the back. The excerpt is as follows. Sheng (Yue Fei) said, "Zhang Xian, you brought a knife and impressed on my back the words’ serve the country faithfully’." At last (Zhang Xian) said, "I’m afraid of your master’s pain." "I was furious," he said, "Alas, I am not afraid of Yue Fei’s death, so I am afraid of pain!" At the end, he said, "In that case, the villain is bold!" At the end, he said, "It’s finished." The student said, "Let me forget it." "At the end, I should be introduced by Nie, and the outside (pale head) and the students should be dressed." At the end, I said, "Sir is determined to serve the country, so why bother to endure this pain?" The student said, "Zhang Xian, all courtiers now flatter the Lord and forget the monarch behind his back. I’ll engrave these four words on my back today to wake up those who forget the Lord and betray the monarch and ask him to look back." It seems that the author deeply felt that "civil officials love money, military officials cherish death" in the late Ming Dynasty, and made this remark.

　　Related links:

Wisteria (Chinese painting) Wu Guanzhong is selected from the Chinese Art Palace (Shanghai Art Museum) "Chinese Scenery-Lin Fengmian and Wu Guanzhong Art Exhibition"

I read Wang Zengqi’s novel "The Apprentice", in which I wrote that the great grandfather of the fourth season was jealous of the people, and I thought of Mr. Wang himself.

Mr. Wang is famous for painting, and he also wants to be a painter. His father is a painter. He went to The National SouthWest Associated University at the age of 19. Mr. Wang once said that if he failed, he would go to the National College of Fine Arts. However, Mr. Wang has been admitted. If he fails, he will go to the Art College. Perhaps there will be another master in the history of modern painting in China.

The plot of The Appreciator is very simple, telling the story of a great painter and a fruit delivery vendor. It is also a story about a bosom friend. We all know that Yu Boya and Zhong Ziqi, one playing the piano and the other listening to the piano, performed a deep feeling of "high mountains and flowing water". Although Ye San is a fruit vendor, he knows Ji Xianmin and his paintings. Ji Xianmin’s paintings are never seen by people, but he can see them in Yuzryha. Ye San’s appreciation of his paintings is what Ji Xianmin is proud of. Ji Jian-min painted the wrong lotus, and Ye San pointed it out, so Ji Jian-min repainted it and gave it to Ye San. Sometimes Ji Jian-min gave Ye San a painting without the title, and Yuzryha San could sell it. Ye San said, I won’t sell any of your paintings. Sure enough, after Ye San’s death, according to his will, his son buried all the paintings given by Ji Yumin.

Mr. Wang Zengqi knows Chinese painting. He wrote this novel to pay tribute to the literati paintings in China after the Song and Yuan Dynasties (he knew many painters in ancient China), and also devoted his understanding of China ink painting (including techniques) to the text. For example, Mr. Wang painted the ink lotus and wisteria, such as "there is wind in wisteria, and the flowers are messy". Mr. Wang himself painted many wisteria with this kind of messy flowers.

During his visit to Iowa, Mr. Wang gave a speech entitled "My Creative Career". When talking about the relationship between China’s literature and painting, he said that some people say that his novels are poetic novels, but he hopes that some people will say that his novels are picturesque novels.

This is really what Mr. Wang hopes, and it is also the case. Mr. Wang’s works are indeed full of painting meaning-China’s ink spirit, the art of blank space in Chinese painting.

He also visited some art galleries and museums in America. In the Boston Museum, he saw a Song Huizong’s copy of Zhang Xuan’s "Dao Lian Tu" and admired it immensely. He mentioned this painting in a conversation and said, "That thread is so long that I can’t wait to kowtow to it when I write it." In the novel, Mr. Wang used Zhang Daqian to write about the painting of Mohe lotus by Ji Yumin, saying that "the lotus leaves he painted are not hooked, and the lotus stalks are not pricked, and he likes to make them long, and the lotus stalks are very long, and they are all in one stroke." This is all Mr. Wang’s own experience.

Author: Subei

Text: Northern Jiangsu Picture: Wu Guanzhong Editor: Wu Dongkun Editor: Shu Ming

Please indicate the source when reprinting this article.

"The producers of Love Language City once again gave outsiders a little shock."

For example, just a few minutes after the live broadcast of the 6th anniversary of the official account of the game was launched last night, the related topics of # Love and Producer 6th Anniversary # rushed to Weibo and bilibili. As of today, there have been six hot searches in Weibo in one day:

Data before and after the live broadcast of the anniversary on December 3

At the same time, the producers’ active discussion also made the popularity of Weibo’s super talk of Love and Producer rise continuously, and it rushed to the position of Top1:

December 4th data

As a product that has been on the line for 6 years, it is really amazing that it still has such a strong influence today.

However, if you are interested in "archaeology", you will find that it is common for the topic of "Love and Producer" to be searched in major communities in recent years; The sales of surrounding flagship stores have been on the list of e-commerce platforms for many years; In the offline scenes that many people can’t see, the ladies of the city of love are even more active.

For a long time, people in the industry will naturally attribute the success of Love and Producer to the first-Mover advantage and the gift from the blue ocean market of National B in that period, which can explain its phenomenal explosion in that year, but it cannot explain the consistent enthusiasm and actions of players today after many years.

With the opportunity of the sixth anniversary of Love and Producer, it’s time to find the real answer.

Get on the train in the name of love

I have to say that this anniversary live broadcast provides a textbook example in providing emotional value for female players:

The theme of the whole live broadcast was "Love, Travel and Destination", and the players boarded the sixth anniversary commemorative train with the characters and seiyuu teachers.

At the beginning of the game, the characters in the game "showed their magical powers" in the small theater in the waiting room with the gesture of hand puppets, and took the players to start this love journey with a relaxed, humorous, warm and loving atmosphere. Players can not only see Zhou Qiluo’s and Li Zeyan’s "the name of the dish", but also the "cooperative magic" between Professor Xu Mo and Ling Xiao’s college students, and even have an impromptu RAP with active blood.

Then seiyuu teachers appeared as train attendants, accumulated train energy through interactive games, and took the players to recall the bits and pieces about the characters.

As the journey continues, more surprises come to the players. The game characters have prepared fairy tale books, telling stories about courage and love in the form of fairy tale variants.

In this romantic and touching atmosphere, the train arrived at the terminal and set off the climax of the whole live broadcast:

The five characters personally arranged their own confession platforms, and the tokens representing precious memories and everything about the producers were displayed in this exquisite and romantic platform. In the personal songs of the characters, they slowly tell the past with the producers and express their eternal love and initial heart.

The sense of atmosphere, ceremony and immersion are all taking care of the players’ rich and delicate hearts. Gyro Jun, who watched the whole process, also saw what is called a barrage like a mountain call and tsunami:

This cross-dimensional two-way trip not only gave me a concrete experience of the sincere and profound feelings between the characters and the producers, but also gave me a more intuitive feeling of the attitude and operational ability of the team of Love and Producer.

It is self-evident that major product nodes such as anniversary are critical to product operation, especially for female-oriented games where players have invested a lot of delicate emotions, its position is more prominent.

It can be seen that the "Love and Producer" team went all out in this activity: it lasted for 120 minutes, and the combination of hand puppet performances, animation scenes, live shooting and other forms brought a rich viewing experience. The link between each link constantly promotes the player’s mood, and the beautiful scenery and the orchestra’s passionate performance create an unparalleled audio-visual feast.

Therefore, it is not so much a live broadcast as a grand party with a lot of resources and careful preparation, which just echoes the hot search # Love and Spring Festival Evening # last night.

Looking through the discussion of players related to Love and Producer, I found that their comments on it are often "initial heart" and "Bai Yueguang".

Even many people think that they are "enough" and "tired" and unload the game, but they will involuntarily return to the love language market every once in a while; There are not a few players who have survived since the opening of the service.

From the player’s point of view, Li Zeyan, Xu Mo, Bai Qi, Zhou Qiluo and Ling Xiao are too attractive to give up. From the perspective of the industry, the source of high loyalty is the absolute grasp of the shaping of diagonal colors and feelings, which is inseparable from the long-term insight into female users and the self-innovation of products that keep pace with the times.

Love women’s long-term operation requires the professionalism of "temperature"

"Now the ladies are eating better and better."

Whenever "Love and Producer" has a big update, it will always receive such comments from players, especially this year. Among the nicknames given by the player group to the paper folding game, "roll paper" (meaning too big) is also quite loud.

In fact, the quality of the sixth anniversary live broadcast is the epitome of the professional ability of the team of Love and Producer. Looking back at the update and development of the game content, I prefer to call it "professionalism with temperature".

The content iteration direction of Love and Producer has always been linked to the increasing demand of female players for diversified aesthetic, emotional and interactive dimensions.

In terms of content shaping, an intuitive performance is that the role card is getting better and better. On the premise that the charm of the characters remains unchanged, the card face of Love and Producer has gradually completed the evolution of 2D→Live2D→ Interactive Live2D, so the charm of the characters has become stronger with the improvement of technical expression.

Another performance is the increasingly rich gameplay in the game. The cute and fat baby image newly launched this year will also accompany the players to spend their leisure time here:

Summer games

In narrative, the team has been boldly trying to seek breakthroughs in theme, content, form and other aspects to create a sense of freshness for players.

Take this year’s update as an example, there are both ethnic minority themes that reflect the cultural collision and are full of exotic customs, such as Chinese Valentine’s Day’s "Ni Trace in the Mountains and Seas", and western fantasy themes that create an epic and fatalistic sense, such as Halloween’s "The Death of Power".

As far as emotional experience is concerned, the story of a mountain and a sea is more like a cookie, while the story of the disappearance of power is serious, even with a strong tragic color-the former "sends sugar" and the latter "sends knives". Thanks to the profound narrative skills, the two diametrically opposite emotional experiences have won the same high praise among the players, and some players even send videos to study and taste them.

Source: bilibili.

In terms of long-term operation, the "Love and Producer" team also has their unique understanding.

For example,Each character has a unique Weibo account.It has been updated since 2018 and has never stopped. Here, you can see them sharing their daily lives, and it has also become a channel for players to express their love outside the game, and the sense of companionship that lasts for a long time arises spontaneously:

The character’s blog post often gains thousands of comments.

What’s more, the characters will even write clues about future activities in their blog posts, creating a surprise for players who are aware of it and suddenly realize it:

In May this year, I posted a blog post about Xizang.

The national wind jam in August this year

The foreshadowing of the grass snake gray line brings the echo of the experience inside and outside the game, which invisibly enhances the realism of their existence and the sense of trust with the players.

In addition, the meticulous care for players’ emotions is also the advantage of the tour operation.

In the mature interactive form of the game character calling the player, the team of Love and Producer continues to polish the details and strive to improve the player’s experience. For example, in this interactive phone call for the sixth anniversary, they innovatively provided players with 15 seconds of free interaction time-making it a real call that can express their hearts with the characters; Even the last number of the call number is buried with the egg of the character’s birthday, which makes many players feel such "useful details".

On the one hand, all of the above reflects the accumulation and deep cultivation of Love and Producer at the content level, on the other hand, it reflects the team’s deep grasp and care for the psychology, preferences and habits of female users: there is professionalism in temperature, nothing more than that.

Is time a killer? His arsenic is my honey.

To tell you the truth, in terms of age, Love and Producer, which has been online for six years, is really an old game.

However, judging from the marketing actions of this game in recent years, it is hard to say that it is really old. Even because of its solid user base, Love and Producer has taken the ladies to play more and more "wild" and always rushed to the forefront of the Internet trend. The new linkage plan for 2024 announced in this live broadcast includes intangible cultural heritage such as Jiaodong Huabo, cross-border cross-cultural IP such as Sherlock Holmes, and scenes of Xiamen travel, Baidu map, traffic card and COCO milk tea linkage involved in the daily life and work of producers.

In addition to the routine operations of major countries such as milk tea brand co-branding, you can even see that it is linked with the pink rabbit, and the funny and funny expression packs quickly spread among the players:

Players quickly began to make stalks with expression packs.

Or the "earth to the extreme" farmhouse activities, allowing players to achieve epic achievements such as witnessing Li Zeyan selling fish and Professor Xu Mo selling vegetables:

(They will even draw a lottery to send customized painful cars.)

There are also cross-border linkages with high-end brands such as Longines to meet the needs of players at different levels:

(Love and producer X Longines linked poster)

There is also a cross-border linkage such as "Love and Producer" X Suzhou Arts and Crafts Industry Association X Suzhou Silk Museum, which brings unique aesthetic experience to players, but also moistens the intangible cultural heritage and the charm of traditional culture in the hearts of players.

Popular and extravagant, funny and serious, modern and traditional, bold and generous marketing planning again and again, repeatedly bringing fresh and interesting experiences to players, it is really necessary to reiterate:

"The ladies are eating better and better."

For many game products, time always plays the role of "killer". However, from "Love and Producer" and its players, I can see that the flow of time can’t erase the enthusiasm, but because of the precipitation of years, this feeling is more meaningful and profound.

In other words, in terms of products rooted in human emotional needs, time is by no means arsenic, or even better than honey-of course, the premise is that the product itself is excellent and deep enough to allow players’ emotions to continue, accumulate and grow. Love and Producer, which has spanned six years, is undoubtedly an excellent example.

tag

It is an acknowledged fact that "Love and Producer" opened the door to National B; Another fact is that due to the phenomenal achievements of this game, the national B track has long been in a "post-love and era".

This evergreen game, which has been online for 6 years, made me clearly realize that even the paper makers are not necessarily the more "new" the better for those players who infuse life feelings into their characters. They are still waiting for their next, next, eternal anniversary with the characters. The lethality of "Bai Yueguang" not only comes from the glimpse of youth, but also lies in the company and dedication in the morning and evening.

One-week inventory ｜ BYD shares Hong Kong stocks fell 0.26% last week

Mother-in-law’s tattooing ＂serving the country faithfully＂ is a pseudo-history, and it was only in the Qing Dynasty that it entered the novel.

Picturesque novel

Six years later, this game is still the Bai Yueguang of the player’s heart.