[Dark Horse Morning Post] Pan Shiyi stepped down as the chairman of Beijing Souhou Company; Wang Xiaochuan started the AI big model to start a business; Li Bin said that Weilai mobile phone is not
Today’s headlines/Toutiao
Ministry of Culture and Tourism: Resolutely curb the signs of "unreasonable low-cost travel" and the spread of market chaos
The General Office of the Ministry of Culture and Tourism issued a notice on further regulating the order of the tourism market. All localities should, in accordance with the deployment of the 2023 National Conference on Culture and Tourism Market Management, carry out a solid rectification of the order of the tourism market, focus on cracking down on illegal high-frequency business practices, resolutely curb the signs of "unreasonable low-cost travel" and the spread of market chaos, strive to improve the quality of tourism services, and create a reassuring, reassuring and comfortable travel environment for tourists.
China Payment and Clearing Association advocates careful use of ChatGPT.
According to China Payment and Clearing Association’s WeChat WeChat official account, recently, tools such as ChatGPT have attracted wide attention from all parties, and some employees have used tools such as ChatGPT to carry out their work. However, such intelligent tools have exposed risks such as cross-border data leakage. In order to effectively cope with risks, protect customers’ privacy, maintain data security, and improve the data security management level of the payment and clearing industry, according to the Network Security Law of the People’s Republic of China and the Data Security Law of People’s Republic of China (PRC), China Payment and Clearing Association issued an initiative to the industry.
The United Nations will declare India the world’s most populous country.
India’s population has increased to 1.41 billion, and the United Nations is expected to announce in the middle and late April this year that India has become the most populous country in the world, which will open a new chapter for the country. Some analysts pointed out that India’s volume will enhance its international status, especially as the fifth largest economy in the world, and it is also the fastest growing economy. India is also playing an increasingly important role in global issues such as climate change.
fiveThe "advance booking" of domestic travel in one country has reached a new high in five years, and Shandong may become the new "top stream" this year.
According to the news of the US Mission and the public comments, the booking volume of domestic accommodation, transportation and scenic spots tickets during the May Day period on the platform increased by about 200% compared with the same period in 2019, the highest in five years. Chongqing, Xi ‘an, Changsha, Chengdu and Wuhan have become the top ten hottest destination cities in China. The number of advance bookings for the May Day holiday of Meituan Shandong Province increased by 400% compared with 2019. Recently, Zibo, which is frequently surrounded by barbecues, recorded an 800% increase in May Day accommodation bookings compared with 2019, ranking first in Shandong. (Beijing News)
Company dynamics
ByteDance is said to have become the most profitable Internet company in China, surpassing Tencent and Ali for the first time.
According to the Financial Times, according to two investors who obtained the company’s report, ByteDance’s profit before interest, tax, depreciation and amortization (EBITDA) reached nearly $25 billion in 2022, a sharp increase of nearly 80% compared with $14 billion in the previous year. This also means that in 2022, ByteDance’s financial data has surpassed the old technology leaders Tencent and Ali. According to statistics, the EBITDA of these two companies in 2022 was $23.9 billion and $22.5 billion respectively. Investors also revealed that ByteDance’s revenue also maintained a year-on-year increase of nearly 30%, reaching $85 billion, showing that advertisers continue to invest more on short video platforms TikTok and Tiktok. This news has also been certified by different media. Last week, The Information, a technology media, quoted people familiar with the matter as saying that ByteDance’s revenue will increase by 30% year-on-year in 2022, reaching "above $80 billion". ByteDance’s revenue in 2021 is close to $60 billion. (Cailian)
Wang Xiaochuan announced the start of a big model of artificial intelligence.
On April 10th, Wang Xiaochuan, the founder of sogou, officially announced that he would start a business in the field of artificial intelligence big model. He will jointly set up an artificial intelligence company, Baichuan Intelligent, with the former Sogou COO Ru Liyun, aiming at creating a China version of OpenAI basic model and subversive upper-level applications. Wang Xiaochuan expects that the company will build a 50-person AI team by the end of April, and is confident of making the best big language model in China by the end of this year. "Catch up with the level of ChatGPT 3.5, I think it may be realized within this year, but for ChatGPT-4 or ChatGPT-5, I think it may take about three years, which should not be less than two years." Wang Xiaochuan said.
Kunlun Wanwei announced that it will soon launch the "Tiangong" big model, and will start the invitation test on April 17th.
Kunlun Wanwei announced that the domestic large language model — — "Tiangong" 3.5 will be released soon, and the invitation test will be started on April 17th. Kunlun Wanwei said that the "Tiangong" big model is very close to the intelligence level of OpenAI ChatGPT. In the future, "Tiangong 4" and "Tiangong 5" will be born one after another.
Shangtang Technology announced the launch of "Shang Tang Day by Day Model"
Li Xu, chairman and CEO of Shangtang Technology, said that "Day by day" was taken from Book of Rites University: "The dish of soup says: Gouxin, Day by day, Day by day." In addition, Shangtang Technology also announced the launch of Shang Tang’s self-developed Chinese language model application platform "Consultation", a 180 billion-parameter Chinese language model, which can realize multiple rounds of dialogue, logical reasoning, language error correction, content creation, emotional analysis, etc., and demonstrated its functions such as advertising, continuing to write children’s stories, programming, etc. Haitong Securities said that Shang Tang’s big model exceeded expectations. (per meridian)
Tencent determined that the previous WeChat QQ failure was a first-class accident, and the members of the General Office were punished.
According to the interface news, in the early morning of March 29th, Tencent’s WeChat and QQ services collapsed, including WeChat voice conversation, friends circle, WeChat payment, QQ file transfer, QQ space and QQ mailbox. Although the fault was fixed later that day, and WeChat had several large and small faults before, Tencent still issued a severe penalty for this accident.
Jay Chou sued Netease for unfair competition.
Tianyancha App shows that recently, Guangzhou Netease Computer System Co., Ltd., Netease (Hangzhou) Network Co., Ltd. and Hangzhou Netease Leihuo Technology Co., Ltd. have added a court announcement, the cause of which is an unfair competition dispute. The plaintiffs are Jay Chou and Jewell Music Co., Ltd., and the case will be heard in the People’s Court of Binjiang District, Hangzhou, Zhejiang Province on April 17. (Zhongxin Jingwei)
Oriental Materials responded to Huawei’s clean-up statement: it will communicate with all parties about the acquisition.
On April 10th, the relevant person in charge of Oriental Materials said that it would communicate with all parties for Huawei’s quick liquidation of the acquisition of 2.1 billion yuan, and the follow-up matters will be subject to the announcement. The company did not reply whether it had contacted Huawei before starting the acquisition. On the evening of April 9, Oriental Materials announced that it planned to raise no more than 2 billion yuan to acquire 51% equity of TD Tech from NSN, a wholly-owned subsidiary of Nokia (the transaction consideration was 2.122 billion yuan). The remaining 49% equity of TD TECH is held by Huawei. Huawei subsequently issued a statement saying that it has no intention and possibility to operate TD TECH jointly with Oriental Materials.
Pan Shiyi stepped down as chairman of Beijing Souhou Company.
Recently, Beijing Souhou Real Estate Co., Ltd. has undergone industrial and commercial changes, and its legal representative and chairman have been changed from Pan Shiyi to Xu Jin. It is understood that the company was established in November 2004 with a registered capital of US$ 99 million, and its business scope includes the development, construction, operation and management, and real estate investment consulting of the first and second phases of Tongying Capital Garden, Plot B of Paris City, with SOHO China (BVI-10) Co., Ltd. and Pan Shiyi holding 95% and 5% shares respectively.
Jia Yueting’s 1.4 billion shares were frozen again
Enterprise search APP shows that recently, Jia Yueting added a piece of information about stock right freezing. The company whose stock right was executed was Beijing Baile Culture Media Co., Ltd., and the amount of stock right was 1.485 billion RMB. The freezing period was from March 31, 2023 to March 30, 2026, and the enforcement court was Beijing Financial Court. According to the information of enterprise investigation, at present, there are a number of information about stock rights freezing and executors in Jia Yueting’s name, and the total amount of execution exceeds 4.23 billion yuan. In addition, there are a number of restrictions on consumption orders and information on the execution of dishonesty, and the total amount of dishonesty is over 787 million yuan.
Weilai admits to rising prices against the trend
On April 10, Weilai announced that the rights and interests of new car buyers will be adjusted from June 1, and the number of free power changes per month will be adjusted to 4 times and charging piles will be paid. Qin Lihong, the co-founder and president of Weilai, said that this move does have the meaning of rising prices against the trend, but it will not fundamentally affect the economic situation of Weilai and its customers. It is reasonable to pay more for several cups of milk tea to support the development of power exchange system.
JD.COM requires third-party sellers to deliver goods within 48 hours, except for special customized goods.
JD.COM recently announced that in order to better enhance the logistics experience of consumers’ shopping, simplify the operation process of merchants and refine the delivery assessment standards of merchants, the Promise function will be upgraded. According to the announcement, all the physical performance goods of POP must be set with the promised delivery time limit, and the merchants with the delivery time limit can set it independently. The range of optional delivery time limit of commodities will be determined by the categories of commodities. The upper bound of delivery time limit of main categories of commodities can be 48 hours, and some special customized categories can support a longer upper bound of delivery time limit.
Apple’s PC shipments fell 40.5% in the first quarter.
According to IDC’s latest report, as the surge in demand caused by telecommuting disappeared during the pandemic, global PC shipments in the first quarter of this year fell by 29% year-on-year to 56.9 million units, lower than the level at the beginning of 2019. Apple’s PC shipments in the first quarter fell by 40.5%, ranking first among major manufacturers. The shipments of Lenovo and Dell both fell by more than 30%, HP by 24.2% and Asus by 30.3%.
Tesla’s latest OTA upgrade cancels mandatory single pedal
Recently, Tesla released the instructions of OTA 2023.2.13.1, and Tesla canceled the compulsory single pedal mode. According to reports, the OTA upgrade will improve the energy recovery braking. Users can choose the energy recovery braking intensity when releasing the accelerator pedal during driving, including "standard" and "low" modes.
The new president of Toyota wants to increase the sales of pure electric vehicles by 60 times.
According to the Nikkei Chinese website, Toyota recently held a "briefing session on the new system and policy". The new president of Toyota, Hiroshi Sato, said that Toyota will launch 10 pure electric vehicles in three years and plan to achieve the annual sales target of 1.5 million vehicles in 2026. It is worth mentioning that in 2022, the sales volume of pure electric vehicles of Toyota is only 24,000, which means that if the above goals are achieved, the sales volume of pure electric vehicles of Toyota needs to be increased by more than 60 times in four years.
Watsons has more than 300 stores in a year.
In 2022, Watson’s China’s performance was the worst in the past nine years, and its total revenue was lower than that in 2014, and it suddenly stopped its expansion in the past 33 years. In 2022, the number of stores showed a negative growth, with a total of 343 closed, and the total number of stores fell below 4,000 (3,836). On average, one store was closed almost every day.
Zhang Yimou announced that it will shoot League of Legends online drama, and the producer will be Shanghai Yao.Ke communication
A few days ago, Zhang Yimou revealed at the China Film Big Data Festival that he would start shooting the online drama League of Legends in September this year. He said it was his first time to shoot an online drama, and said that he had never rejected drama, and he wanted to shoot something different this time. On April 10th, the reporter learned from relevant people that the producer of online drama that Zhang Yimou will participate in this time may be Shanghai Yaoke Media.
Online celebrity milk tea shop said it won 100,000 yuan for finding recycled bamboo tubes.
Recently, witnesses said that a tea shop cleaned moldy bamboo milk tea, which caused concern. Previously, some netizens posted a post suggesting that bamboo tubes were recycled by the West Lake. The picture was a "brown misty rain" because of the popularity of bamboo tube milk tea. The brown misty rain official has responded that please eat melons rationally, and relevant departments have stepped in to protect rights by law. The staff of a store in Hangzhou also said that the brown misty rain does not recycle or use moldy bamboo tubes, and once found, it will be rewarded with 100,000 yuan.
Character view
Lei Jun said that Xiaomi has initially stabilized its high-end mobile phone strategy.
At the 2023 Xiaomi Rice Noodle Festival, Lei Jun said that the most important strategy of Xiaomi in the past three years was the high-end strategy. In the last three waves of new products, the user’s favorable rate reached 99% and 98%, which shows that Xiaomi has the ability to make high-end flagship products that everyone is satisfied with.
Li Bin said that building a mobile phone is easier than building a car, and Weilai mobile phone is not sold to everyone.
On April 10th, Li Bin, chairman of Weilai, said at the media communication meeting that Weilai’s key point is to make the best mobile phone that matches the car, including the design and the connected experience. Weilai is not the only one in the industry to make such explorations, and it is also very necessary for Weilai to make such innovations. Therefore, it will take a while to build a mobile phone, but it is definitely easier than building a car.
Leke CEO talks about chaos in fitness industry
Recently, Han Wei, CEO of Leke, said that the prepaid industry should be supervised when talking about the reason why there are many chaos in the fitness industry. It is terrible when consumers hand over all the deposits to a certain enterprise and rely on their own morality to restrain them, especially the amount of money consumers buy in the fitness industry will be particularly high. We must ensure that this model is benign, sustainable and sustainable.
Capital insight
The highest increase of registered new shares on the first day exceeded 200%
On April 10th, the first day of the full registration system, 10 new shares under the registration system were listed and traded. As of the close of the 10th, none of the 10 new shares listed under the registration system broke, but all rose by more than 40%, among which N CLP and Hong Kong rose by more than 200%. Some netizens shouted that "playing is the heartbeat, and winning the lottery will be developed." Li Zhan, chief economist of China Merchants Fund Research Department, said that the comprehensive registration system has put forward higher requirements for individual investors’ research, analysis and stock selection ability, and the inspection of newly listed enterprises will be further advanced, making investment more difficult than before.
TSMC’s revenue in March was about NT$ 145.4 billion, a year-on-year decrease of 15.4%.
On April 10th, TSMC announced its revenue report for March 2023. In March 2023, the consolidated revenue was about NT$ 145.408 billion, a decrease of 10.9% from the previous month and a decrease of 15.4% from the same period last year. The cumulative revenue from January to March 2023 was about NT$ 508.633 billion, an increase of 3.6% over the same period last year.
The distributed community product "Material Classmate" received tens of millions of yuan in financing.
Recently, "Expected Classmate" announced that it has obtained tens of millions of yuan in financing, and this round of financing was led by the sub-fund of Guangdong Wentou. The main users of this round of financing will upgrade their production, research and marketing. According to the official introduction, it was launched in September 2021, and it is a distributed community product for Z generation users. In the future, it is expected that students will combine AI technology to form a community ecology where people and AI robots coexist.
Science and technology foresight
BYD Releases Yunnian Intelligent Body Control System
Wang Chuanfu said that Yunxiao systematically solved the body control problem in the vertical direction. "In the most extreme case, even if one wheel is lost, the vehicle can still keep running smoothly." According to the plan, Yunqi will be carried on the flagship model of Dynasty Ocean, Tengshi, Wangwang and professional personalized brands in the future. (Securities Times)
IPhone15ProMax is expected to cost 20 thousand yuan
If there is no accident this year, Apple will still bring four iPhone 15 models, and the most expensive one should be Pro Max, which is said to cost 20,000 yuan. Now, the outline drawing of iPhone 15 Pro Max has come out, and it is based on the CAD drawing of an accessory manufacturer, and the overall credibility is still relatively high. According to the leaker, the rear camera of iPhone 15 Pro Max looks bigger and more protruding, which is more exaggerated than the current model. (fast technology)