LawrenceCW personal page - To The Moon

LawrenceCW

LawrenceCW

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2025-05-23

$纳微半导体(NVTS)$ 👌

2025-02-24

$陆金所(LU)$

2025-02-24

$阿里巴巴(BABA)$

2024-01-24

$和记港口信托(NS8U.SI)$

2022-01-03

lihai

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2022-01-01

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2021-12-29

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SenseTime-W has a 60% success rate in one lot; subscribing to two lots guarantees one lot.

2021-12-28

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Scientists predict that this wave of Omega infections will peak in January.

2021-12-27

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Coca-Cola-style Mengniu

2021-12-26

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Range anxiety resurfaces in new energy vehicles! Some car owners get up at 4 a.m. to grab charging stations.

2021-12-25

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2021-12-24

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Huawei Auto 2021: Joint Venture Speculation, Three Strategic Changes

2021-12-23

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Gome's 35th Anniversary: Changes and Constants

2021-12-22

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Tiger Commentary: Has the United States made progress in responding to the Omega epidemic?

2021-12-21

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On the eve of the new phone's release, Lei Jun announced that Xiaomi's high-end phones would benchmark against Apple's.

2021-12-20

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Preview: Micron Technology and Nike's earnings reports are coming! US stocks closed on Christmas Eve

2021-12-19

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Record capital inflows are beginning to "ebb" and investors are "fleeing" the market.

2021-12-18

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[Focus] WSB concept stocks rose, with AMC Cinemas gaining over 17%.

2021-12-17

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2021-12-16

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Accelerated Taper has been decided, next is shrinking balance sheet?

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/LU\">$陆金所(LU)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/LU\">$陆金所(LU)$&nbsp;</a>&nbsp;","text":"$陆金所(LU)$","images":[{"img":"https://community-static.tradeup.com/news/a9953c46922d656f58d4e0f116ce7383","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/406727965618464","isVote":1,"tweetType":1,"viewCount":5822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":406727162401016,"gmtCreate":1740326668577,"gmtModify":1740326672791,"author":{"id":"3568626352541392","authorId":"3568626352541392","name":"LawrenceCW","avatar":"https://static.tigerbbs.com/962262e528e64dff78a74edaba2a5aac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568626352541392","authorIdStr":"3568626352541392"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a>&nbsp;","text":"$阿里巴巴(BABA)$","images":[{"img":"https://community-static.tradeup.com/news/f4156e83fb6bddf94f78833473e14ba0","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/406727162401016","isVote":1,"tweetType":1,"viewCount":4743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":266339760189736,"gmtCreate":1706060014625,"gmtModify":1706060019898,"author":{"id":"3568626352541392","authorId":"3568626352541392","name":"LawrenceCW","avatar":"https://static.tigerbbs.com/962262e528e64dff78a74edaba2a5aac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568626352541392","authorIdStr":"3568626352541392"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NS8U.SI\">$和记港口信托(NS8U.SI)$</a>&nbsp;","listText":"<a 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08:34","market":"hk","language":"zh","title":"SenseTime-W has a 60% success rate in one lot; subscribing to two lots guarantees one lot.","url":"https://stock-news.laohu8.com/highlight/detail?id=1172063191","media":"老虎资讯综合","summary":"12月29日，商汤-W发布公告，公司全球发售约15亿股股份，其中香港发售股份约1.5亿股，国际发售股份约13.5亿股，另有15%超额配股权；发售价已厘定为每股H股3.85港元，每手买卖单位1000股；","content":"<p>December 29th,<a href=\"https://laohu8.com/S/00020\">SenseTime-W</a>The company announced that it will offer approximately 1.5 billion shares globally, including approximately 150 million shares offered in Hong Kong, approximately 1.35 billion shares offered internationally, and a 15% over-allotment option. The Offer Price has been fixed at HK$3.85 per H Share with board lots of 1,000 Shares; CICC, Haitong International and HSBC are the Joint Sponsors; The Shares are expected to be listed on the Main Board of the Stock Exchange on 30 December 2021.</p><p><b>The relevant data compiled by Tiger Information is as follows:</b></p><p><img src=\"https://static.tigerbbs.com/3750730b11ecc4f87ef9e880a6bbc8bf\" tg-width=\"865\" tg-height=\"673\" referrerpolicy=\"no-referrer\"><b>allocation results</b></p><p>Group A has 1,000 shares per lot, with a 60% success rate for one lot. If you subscribe for two lots, you are guaranteed to win one lot.</p><p>Group B has 2000 lots (2,000,000 shares) and is allocated 740 lots (740,000 shares).</p><p><img src=\"https://static.tigerbbs.com/237c978b020f072c366cff84b1197978\" tg-width=\"681\" tg-height=\"743\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/37e89143ef69def0b36bf44b5d0b7fc5\" tg-width=\"687\" tg-height=\"588\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/819688c696a211d849d7266a63adbf73\" tg-width=\"683\" tg-height=\"399\" referrerpolicy=\"no-referrer\">The Hong Kong Offer Shares were oversubscribed. A total of 36,009 valid applications were received under the Hong Kong Public Offering for a total of 777,508,000 Hong Kong Offer Shares, representing approximately 5.18 times the total number of H Shares initially available under the Hong Kong Public Offering. The H Shares initially offered under the International Offering were slightly oversubscribed, representing approximately 1.5 times the total number of H Shares initially available for subscription under the International Offering.</p><p>Based on the offer price of HK$3.85 per H share, the company is estimated to receive net proceeds of approximately HK$5.552 billion from the global offering (assuming the over-allotment option is not exercised). The company plans to use approximately 60% of the net proceeds to enhance its R&D capabilities; Approximately 15% will be allocated to investing in emerging business opportunities and increasing the adoption and penetration rate of the company's products and services in various vertical industries and enterprises both domestically and internationally; Approximately 15% will be used to seek strategic investment and acquisition opportunities to implement the company's long-term development strategy of product and service development and industry penetration, and to cultivate the company's vibrant artificial intelligence ecosystem to further expand its influence in the industry. Approximately 10% will be used for working capital and general corporate purposes.</p><p>SenseTime is an artificial intelligence software company that focuses on computer vision software.<b>According to a report by Frost & Sullivan, SenseTime is the largest artificial intelligence software company in Asia by revenue in 2020 and the largest computer vision software provider in China with an 11% revenue market share in 2020.</b></p><p>As of June 30, 2021, SenseTime's software platform had more than 2,400 customers, including more than 250 Fortune 500 companies and listed companies, 119 cities, and more than 30 automakers. It also powered more than 450 million mobile phones and more than 200 mobile applications.</p><p>Since its inception, the company has won more than 70 championships in various global competitions, published more than 600 top academic papers, and has more than 8,000 artificial intelligence patents and patent applications.</p><p><b>In terms of financial data, SenseTime's revenue increased from RMB 1.853 billion in 2018 to RMB 3.027 billion in 2019, and further to RMB 3.446 billion in 2020, achieving a compound annual growth rate of 36.4%, while its gross profit margin increased from 56.5% to 70.6%. In the first half of 2021, SenseTime's revenue increased by 91.8% year-on-year to RMB 1.652 billion, and its gross profit margin further rose to 73.0%.</b></p><p><img src=\"https://static.tigerbbs.com/c4678d5375b2a5fff18149500454ca8a\" tg-width=\"865\" tg-height=\"505\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SenseTime-W has a 60% success rate in one lot; subscribing to two lots guarantees one lot.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSenseTime-W has a 60% success rate in one lot; subscribing to two lots guarantees one lot.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-12-29 08:34</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>December 29th,<a href=\"https://laohu8.com/S/00020\">SenseTime-W</a>The company announced that it will offer approximately 1.5 billion shares globally, including approximately 150 million shares offered in Hong Kong, approximately 1.35 billion shares offered internationally, and a 15% over-allotment option. The Offer Price has been fixed at HK$3.85 per H Share with board lots of 1,000 Shares; CICC, Haitong International and HSBC are the Joint Sponsors; The Shares are expected to be listed on the Main Board of the Stock Exchange on 30 December 2021.</p><p><b>The relevant data compiled by Tiger Information is as follows:</b></p><p><img src=\"https://static.tigerbbs.com/3750730b11ecc4f87ef9e880a6bbc8bf\" tg-width=\"865\" tg-height=\"673\" referrerpolicy=\"no-referrer\"><b>allocation results</b></p><p>Group A has 1,000 shares per lot, with a 60% success rate for one lot. If you subscribe for two lots, you are guaranteed to win one lot.</p><p>Group B has 2000 lots (2,000,000 shares) and is allocated 740 lots (740,000 shares).</p><p><img src=\"https://static.tigerbbs.com/237c978b020f072c366cff84b1197978\" tg-width=\"681\" tg-height=\"743\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/37e89143ef69def0b36bf44b5d0b7fc5\" tg-width=\"687\" tg-height=\"588\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/819688c696a211d849d7266a63adbf73\" tg-width=\"683\" tg-height=\"399\" referrerpolicy=\"no-referrer\">The Hong Kong Offer Shares were oversubscribed. A total of 36,009 valid applications were received under the Hong Kong Public Offering for a total of 777,508,000 Hong Kong Offer Shares, representing approximately 5.18 times the total number of H Shares initially available under the Hong Kong Public Offering. The H Shares initially offered under the International Offering were slightly oversubscribed, representing approximately 1.5 times the total number of H Shares initially available for subscription under the International Offering.</p><p>Based on the offer price of HK$3.85 per H share, the company is estimated to receive net proceeds of approximately HK$5.552 billion from the global offering (assuming the over-allotment option is not exercised). The company plans to use approximately 60% of the net proceeds to enhance its R&D capabilities; Approximately 15% will be allocated to investing in emerging business opportunities and increasing the adoption and penetration rate of the company's products and services in various vertical industries and enterprises both domestically and internationally; Approximately 15% will be used to seek strategic investment and acquisition opportunities to implement the company's long-term development strategy of product and service development and industry penetration, and to cultivate the company's vibrant artificial intelligence ecosystem to further expand its influence in the industry. Approximately 10% will be used for working capital and general corporate purposes.</p><p>SenseTime is an artificial intelligence software company that focuses on computer vision software.<b>According to a report by Frost & Sullivan, SenseTime is the largest artificial intelligence software company in Asia by revenue in 2020 and the largest computer vision software provider in China with an 11% revenue market share in 2020.</b></p><p>As of June 30, 2021, SenseTime's software platform had more than 2,400 customers, including more than 250 Fortune 500 companies and listed companies, 119 cities, and more than 30 automakers. It also powered more than 450 million mobile phones and more than 200 mobile applications.</p><p>Since its inception, the company has won more than 70 championships in various global competitions, published more than 600 top academic papers, and has more than 8,000 artificial intelligence patents and patent applications.</p><p><b>In terms of financial data, SenseTime's revenue increased from RMB 1.853 billion in 2018 to RMB 3.027 billion in 2019, and further to RMB 3.446 billion in 2020, achieving a compound annual growth rate of 36.4%, while its gross profit margin increased from 56.5% to 70.6%. In the first half of 2021, SenseTime's revenue increased by 91.8% year-on-year to RMB 1.652 billion, and its gross profit margin further rose to 73.0%.</b></p><p><img src=\"https://static.tigerbbs.com/c4678d5375b2a5fff18149500454ca8a\" tg-width=\"865\" tg-height=\"505\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3b2be8352a2da2e1aeca513d0b204831","relate_stocks":{"00020":"商汤-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172063191","content_text":"12月29日，商汤-W发布公告，公司全球发售约15亿股股份，其中香港发售股份约1.5亿股，国际发售股份约13.5亿股，另有15%超额配股权；发售价已厘定为每股H股3.85港元，每手买卖单位1000股；中金公司、海通国际及香港汇丰银行为联席保荐人；预期股份将于2021年12月30日于联交所主板挂牌上市。\n老虎资讯整理相关数据如下：\n分配结果\n甲组每手1000股，一手中签率60%，申购2手稳中一手。\n乙组头为2000手（2,000,000股），获配740手（740,000股）。\n香港发售股份获超额认购。根据香港公开发售合共接获36,009份有效申请，认购合共777,508,000股香港发售股份，相当于根据香港公开发售初步可供认购的H股总数约5.18倍。根据国际发售初步提呈发售的H股已获轻微超额认购，相当于根据国际发售初步可供认购的H股总数约1.5倍。\n根据每股H股发售价3.85港元，公司自全球发售收取的所得款项净额估计约为55.52亿港元(假设超额配股权并无获行使)。公司拟将所得款项净额的约60%用于增强公司的研发能力；约15%将分配用于投资新兴商业机会，以及提高公司产品及服务在国内外各垂直行业及企业层面的采用率及渗透率；约15%将用于寻求战略投资及收购机会，以实行公司产品及服务开发以及行业渗透的长期发展策略，并培养公司充满活力的人工智能生态系统，以进一步扩大其在业界的影响力；约10%将用作营运资金及一般企业用途。\n商汤科技是一家专注于计算机视觉软件的人工智能软件公司。根据弗若斯特沙利文公司的报告，按2020年收入口径，商汤科技为亚洲最大的人工智能软件公司，并以2020年11%的收入市场份额成为中国最大的计算机视觉软件提供商。\n截至2021年6月30日，商汤科技软件平台的客户数量合计已超过2,400家，其中包括超过250家《财富》500强企业及上市公司，119个城市以及超过30余家汽车企业，同时其赋能了超过4.5亿部手机及200多款手机应用程序。\n自成立以来，公司在各项全球竞赛中已获得70多项冠军，发表了600多篇顶级学术论文，并拥有8000多项人工智能专利及专利申请。\n财务数据方面，商汤科技收入由2018年的18.53亿元增至2019年的30.27亿元，并进一步增至2020年的34.46亿元，实现复合年平均增长率36.4%，毛利率则由56.5%增至70.6%。而在2021年上半年，商汤科技收入同比增长91.8%至16.52亿元，毛利率进一步上升至73.0%。","news_type":1,"symbols_score_info":{"00020":0.9}},"isVote":1,"tweetType":1,"viewCount":5941,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009219081,"gmtCreate":1640685384244,"gmtModify":1676533534045,"author":{"id":"3568626352541392","authorId":"3568626352541392","name":"LawrenceCW","avatar":"https://static.tigerbbs.com/962262e528e64dff78a74edaba2a5aac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568626352541392","authorIdStr":"3568626352541392"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009219081","repostId":"2194484090","repostType":4,"repost":{"id":"2194484090","kind":"highlight","pubTimestamp":1640683563,"share":"https://ttm.financial/m/news/2194484090?lang=en_US&edition=fundamental","pubTime":"2021-12-28 17:26","market":"hk","language":"zh","title":"Scientists predict that this wave of Omega infections will peak in January.","url":"https://stock-news.laohu8.com/highlight/detail?id=2194484090","media":"华尔街见闻","summary":"这会只是在安抚人心吗？","content":"<p>Scientists predict that the global wave of Omeprone infections will peak in January next year.</p><p>Based on forecasts and data from market research firm Fundstrat, the U.S. Centers for Disease Control and Prevention (CDC), and state public health departments, U.S. experts predict that the wave of pandemic infections will worsen further over the next period of time before improving.</p><p>As shown in the figure,<b>The peak of the number of new infections should arrive around January 9, and then it will decline rapidly every day, dropping to less than 40,000 new cases per day by February 9.</b></p><p><img src=\"https://static.tigerbbs.com/c0b1acd9fccbdfec453ee8e64e5379a3\" tg-width=\"500\" tg-height=\"377\" referrerpolicy=\"no-referrer\"></p><p>According to CNBC, researchers at a university in Texas estimate that<b>The peak infection period in Omeprone may occur between January 13 and February 3.</b></p><p>According to data from Johns Hopkins University, the peak of infections last year occurred on January 11, while the death toll peaked on January 13.</p><p><img src=\"https://static.tigerbbs.com/3b816f01f416cb53b8366719c0c79d97\" tg-width=\"925\" tg-height=\"664\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/bf870d6ddbaf5207255a10e5df5c5e60\" tg-width=\"920\" tg-height=\"661\" referrerpolicy=\"no-referrer\"></p><p>Currently, the number of available beds in hospitals across the United States has been fully occupied, but the death toll is still far lower than last year. Experts believe this clearly demonstrates that despite the changing nature of the virus, the level of so-called \"herd immunity\" among Americans continues to rise.</p><p>Even so, Omega has already dealt a significant blow to the US economy.</p><p>On December 27th local time,<b>The United States reported more than 500,000 new confirmed cases and 1,762 new deaths in a single day.</b>； In the week ending the 26th, the average number of new confirmed cases in the United States per day approached 200,000, a surge of 47% from the previous week.<b>This reached a new high since January of this year.</b></p><p>According to the latest data released by the CDC, three-quarters of recently confirmed cases are infected with the Omeprone strain.</p><p>In an interview with ABC on Sunday, top U.S. infectious disease expert Fauci warned that due to the highly contagious nature of Omeprone, the average number of confirmed COVID-19 cases in the United States has been 150,000 in the past week, but the number of infections will be \"much higher than it is now.\"</p><p>The strain has also had a significant impact on the U.S. service sector. \"It may not only delay the process of economic reopening, but may also reverse it.\"</p><p>Meanwhile, US media reported last weekend that although the overall infection rate in sub-Saharan Africa has been low in the past two years, a wave of infections has now emerged, which is enough to pose a serious threat to its healthcare system. African countries like the Democratic Republic of Congo, which have among the lowest vaccination rates in the world, are struggling to cope with the impact of the fourth wave of the pandemic brought about by Omega.</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Scientists predict that this wave of Omega infections will peak in January.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nScientists predict that this wave of Omega infections will peak in January.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-12-28 17:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Scientists predict that the global wave of Omeprone infections will peak in January next year.</p><p>Based on forecasts and data from market research firm Fundstrat, the U.S. Centers for Disease Control and Prevention (CDC), and state public health departments, U.S. experts predict that the wave of pandemic infections will worsen further over the next period of time before improving.</p><p>As shown in the figure,<b>The peak of the number of new infections should arrive around January 9, and then it will decline rapidly every day, dropping to less than 40,000 new cases per day by February 9.</b></p><p><img src=\"https://static.tigerbbs.com/c0b1acd9fccbdfec453ee8e64e5379a3\" tg-width=\"500\" tg-height=\"377\" referrerpolicy=\"no-referrer\"></p><p>According to CNBC, researchers at a university in Texas estimate that<b>The peak infection period in Omeprone may occur between January 13 and February 3.</b></p><p>According to data from Johns Hopkins University, the peak of infections last year occurred on January 11, while the death toll peaked on January 13.</p><p><img src=\"https://static.tigerbbs.com/3b816f01f416cb53b8366719c0c79d97\" tg-width=\"925\" tg-height=\"664\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/bf870d6ddbaf5207255a10e5df5c5e60\" tg-width=\"920\" tg-height=\"661\" referrerpolicy=\"no-referrer\"></p><p>Currently, the number of available beds in hospitals across the United States has been fully occupied, but the death toll is still far lower than last year. Experts believe this clearly demonstrates that despite the changing nature of the virus, the level of so-called \"herd immunity\" among Americans continues to rise.</p><p>Even so, Omega has already dealt a significant blow to the US economy.</p><p>On December 27th local time,<b>The United States reported more than 500,000 new confirmed cases and 1,762 new deaths in a single day.</b>； In the week ending the 26th, the average number of new confirmed cases in the United States per day approached 200,000, a surge of 47% from the previous week.<b>This reached a new high since January of this year.</b></p><p>According to the latest data released by the CDC, three-quarters of recently confirmed cases are infected with the Omeprone strain.</p><p>In an interview with ABC on Sunday, top U.S. infectious disease expert Fauci warned that due to the highly contagious nature of Omeprone, the average number of confirmed COVID-19 cases in the United States has been 150,000 in the past week, but the number of infections will be \"much higher than it is now.\"</p><p>The strain has also had a significant impact on the U.S. service sector. \"It may not only delay the process of economic reopening, but may also reverse it.\"</p><p>Meanwhile, US media reported last weekend that although the overall infection rate in sub-Saharan Africa has been low in the past two years, a wave of infections has now emerged, which is enough to pose a serious threat to its healthcare system. African countries like the Democratic Republic of Congo, which have among the lowest vaccination rates in the world, are struggling to cope with the impact of the fourth wave of the pandemic brought about by Omega.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3648354\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/452503211fe078ba704d8eed058206cf","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3648354","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194484090","content_text":"科学家们预计，全球奥密克戎的感染浪潮将在明年1月达到顶峰。\n根据市场研究公司Fundstrat、美国疾病控制和预防中心（CDC）以及美国各州公共卫生部门的预测和数据，美国专家预测，疫情感染浪潮会在接下来一段时间进一步恶化，然后出现好转。\n如图所示，新增感染人数的峰值应该在1月9日左右到来，此后每天将迅速下降，到2月9日将降至每天新增不到4万例。\n\n据CNBC报道，德克萨斯州一所大学的研究人员估计，奥密克戎的感染高峰期可能会出现在1月13日至2月3日之间。\n根据约翰霍普金斯大学的数据，去年的感染高峰期出现在1月11日，而死亡人数在1月13日达到顶峰。\n\n\n目前，美国各地医院可用的床位数量已经被占用完，但死亡人数仍然远远低于去年。专家认为，这清楚表明，尽管病毒的性质在发生变化，美国人所谓的“群体免疫”水平在继续提高。\n但即便如此，奥密克戎也已经给美国经济带来了不小的打击。\n当地时间12月27日，美国报告单日新增确诊病例超过50万，单日新增死亡病例1762例；在截至26日的一周，美国平均单日新增确诊病例数接近20万例，比此前一周激增了47%，创下今年1月以来的新高。\n根据CDC发布的最新数据，在近期确诊的病例中有四分之三都是感染了奥密克戎毒株。\n美国顶级传染病学家福奇周日在接受ABC采访时警告称，由于奥密克戎极强的传播性，美国新冠确诊人数最近一周的平均值为15万，但是之后的感染人数将 “远比现在高”。\n该毒株对美国服务行业也造成了不小的影响，“它可能不仅仅是推迟经济重新开放的进程，而是有可能会逆转。”\n与此同时，美国媒体上周末报道称，尽管近两年撒哈拉以南非洲地区的疫情感染水平总体较低，但现在也出现了一波感染浪潮，足以对其医疗卫生体系构成严重威胁。像刚果民主共和国这样的非洲国家是世界上疫苗接种率最低的国家之一，正努力应对奥密克戎带来的第四波疫情的冲击。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":6237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009156530,"gmtCreate":1640577956160,"gmtModify":1676533527090,"author":{"id":"3568626352541392","authorId":"3568626352541392","name":"LawrenceCW","avatar":"https://static.tigerbbs.com/962262e528e64dff78a74edaba2a5aac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568626352541392","authorIdStr":"3568626352541392"},"themes":[],"title":"","htmlText":"766","listText":"766","text":"766","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009156530","repostId":"1159033883","repostType":4,"repost":{"id":"1159033883","kind":"news","pubTimestamp":1640576917,"share":"https://ttm.financial/m/news/1159033883?lang=en_US&edition=fundamental","pubTime":"2021-12-27 11:48","market":"us","language":"zh","title":"Coca-Cola-style Mengniu","url":"https://stock-news.laohu8.com/highlight/detail?id=1159033883","media":"快消","summary":"前段时间，有热心网友反馈，其与蒙牛签定了合作协议，蒙牛制作了很多与元气森林相似的智能冰柜。目前，这一冰柜主要是给蒙牛冰淇淋产品使用，即那种卧式冰柜。但未来，蒙牛会不会投出大量的自采冷风柜、像饮料企业那","content":"<p><b>Some time ago, some enthusiastic netizens reported that they had signed a cooperation agreement with Mengniu, and Mengniu had produced many smart freezers similar to those in Genki Forest.</b>Currently, this freezer is mainly used for Mengniu ice cream products, namely the horizontal freezer. But in the future, will Mengniu invest in a large number of self-sourced refrigerated display cases, like beverage companies, creating a wave of investment in freezers?</p><p>Netizens said,<b>These days, Mengniu seems to be starting to taste more and more like Coca-Cola.</b></p><p>Will Mengniu join the ranks of those investing in freezers in the future? It is expected that this seems to be the inevitable path. Coca-Cola has deployed a total of 1.27 million freezers in the national market. It is these large numbers of freezers that ensure the efficient visit rate of Coca-Cola sales personnel. According to current statistics, Coca-Cola salespeople visit 10 more stores per day than Nongfu Spring and Jinmailang.</p><p>This doesn't mean that Coca-Cola salespeople are more hardworking. In fact, being able to guarantee 25 salespeople a day is already a top player in the FMCG industry. But Coca-Cola can have 35 stores. This is mainly due to Coca-Cola's strong market penetration rate and the high density of sales staff outlets, so people waste less time on the road. In particular, the Cola GO used by COFCO has increased the number of automatic orders placed by terminals. These advantages in performance growth will naturally be noticed by Mengniu.</p><p>Transforming Mengniu into a cola company is not as simple as jointly establishing \"Ke Niu Le\"; in fact, this transformation has already begun silently.</p><p><b>Mengniu's \"Year of the Ox\"</b></p><p>Let's look back at Mengniu's 2021 business calendar and choose four of the most important events: 1. Lu Minfang called for the creation of another Mengniu; 2. Sign Mbappe; 3. Niu Gensheng retires; 4. Mengniu changes its LOGO; As for the new chilled milk product \"Xianfile\" launched by \"Keniule\" company, it is more of an announcement that this marriage between Mengniu and Cola is \"serious\".</p><p>To create a new Mengniu, Mengniu's previous goal was \"double 100 billion yuan\", that is, to achieve the goal of both market value and revenue exceeding 100 billion yuan by 2020. Its market capitalization has exceeded 100 billion yuan, but its revenue has fluctuated slightly due to factors such as the pandemic. However, compared to Mengniu before Lu Minfang took over, the gap between them and their old classmate Yili has been widened.<b>Mengniu's performance has rebounded significantly in the past two years.</b>Although it cannot compare with Mengniu's top sales performance in the industry in 2010, it is still a good result.</p><p>It was his recognition of Lu Minfang's work that made Niu Gensheng's retirement so natural. It's worth noting that in the two years since Lu Minfang returned to Mengniu, even a small change in Niu Gensheng's position on the board of directors would spark a lot of speculation. Rumors circulate that Niu Gensheng is returning to Mengniu every ten days to half a month.</p><p><b>Niu Gensheng had a sword hanging over his head against his two successors, Sun Yiping and Lu Minfang.</b>。 You know he can't possibly fall, but that doesn't stop some \"troublemakers from trying to harm me\" from shouting: Niu Gensheng is coming back. In fact, there has been basically no news of Niu Gensheng returning to Mengniu since 2018. This year, Niu Gensheng completely withdrew from Mengniu. Not only that, Mengniu also changed its 22-year-old logo this year, making it look more international.</p><p>All of this shows that,<b>Lu Minfang has done a good job over the past five years.</b>As a parachuted professional manager, Lu Minfang demonstrated extraordinary abilities. He is not a direct member of Mengniu; he simply served as the president of Yashili after Mengniu acquired it. He is not a direct employee of COFCO, and his background and influence in COFCO are not as good as Sun Yiping's. However, Lu Minfang clearly does a better job in understanding the market and how to make Mengniu more powerful and \"cola-like\".</p><p><img src=\"https://static.tigerbbs.com/ff30b445b352ef7e8a778577caee70dc\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p><p>We have always said that Mengniu has become somewhat Coca-Cola-like. This is not just because many of Mengniu's senior executives came from the COFCO Coca-Cola system, but because many of Mengniu's operating methods are now implemented according to Coca's operating strategies.</p><p><b>One of the biggest changes is Mengniu's current focus on international competitions.</b>This year, Mengniu announced Mbappe as its brand ambassador and became a sponsor of the 2022 World Cup. When Mbappe was signed, Messi's photo also appeared prominently, but Mengniu did not say that Messi was signed as a spokesperson or to prepare for the 2022 World Cup. After all, if there is a gap in the middle, Mengniu will definitely say: Mengniu will once again join hands with World Footballer of the Year Messi to compete in the World Cup. In other words, from the 2018 World Cup to the 2022 World Cup, Messi was the spokesperson for Mengniu.</p><p>It's worth noting that after the 2018 World Cup, even though Fotile signed with the championship-winning French team, there was no news of him afterward. Moreover, neither Argentina nor Messi performed at their best in that World Cup, but this did not prevent Mengniu from continuing to export.</p><p>Despite its high-profile performances in international competitions, Mengniu is rarely seen on various domestic variety shows. It's worth noting that \"Super Girl,\" which Mengniu created back then, was the originator of talent shows. The song \"Sweet and Sour is Me\" made Mengniu Yogurt an overnight sensation. After that, Mengniu Telunsu and Chunzhen were also frequent guests on various variety shows, contributing to sales.</p><p>Of course, Mengniu's failure in the online variety show \"milk ticket\" incident this year also allowed Mengniu, which had not appeared on variety shows for many years, to return its previous profits. It's estimated that Mengniu understands the risks involved in entertainment.<b>It would be better to focus on sporting events like Coca-Cola.</b></p><p>Similarly, Coca-Cola sponsors fewer variety shows, but some brands have still benefited from the entertainment dividends. For example, JDB sponsors \"The Voice of China\" and Nongfu Spring Vitamin Water sponsors \"The Rap of China.\" Even though some brands do not sponsor national variety shows, when you think of Master Kong Iced Tea, you think more of college street dance or basketball tournaments.</p><p>The lack of these sponsorships did not affect Coca-Cola's sales, but at some international events we saw a completely different Coca-Cola. This is also the strategy Mengniu is currently adopting.<b>Spread your voice further and more healthily.</b></p><p><b>Acquisition \"Change\"</b></p><p>Coca-Cola's main strategy in recent years has been acquisitions. Of course, I would promote dozens of single products every year, but I would promote them all to death. Back in the day, it was a company whose branches in every country could launch a decent product.</p><p>For example, Fanta was launched by Coca-Cola of Italy back then; Sprite was launched by Coca-Cola of Germany and quickly grabbed 7X's market share. There is also the famous queer juice launched by Coca-Cola Japan. There has always been a story in the marketing world that in order to defeat Huiyuan Juice, Coca-Cola first introduced Queer from Japan, and then introduced Minute Maid Orange. As a result, the Queer Orange did not defeat Huiyuan, but instead killed its own Queer in the Chinese market. This is how the story of Coca-Cola pursuing Huiyuan came about.</p><p>In fact, Minute Maid is indeed an old brand of Coca-Cola, but Minute Maid Orange was launched in China in 2004 and was not imported by Coca-Cola from other places. Although most of Coca-Cola's best-selling products are sold in other countries before being introduced to China, Fruit Orange was launched in China and did not undergo trial sales in other countries or regions before its launch, yet it still achieved good results.</p><p><img src=\"https://static.tigerbbs.com/43d51b34bc8a0ce54556932494216730\" tg-width=\"1080\" tg-height=\"364\" referrerpolicy=\"no-referrer\"></p><p>Apart from fruit oranges, Coca-Cola has not successfully launched a new product for some time. Of course, this is mainly because the older versions of Coke are so popular. Therefore, acquisitions are basically the main theme of Coke. We'll make up for what's lacking. We used to lack fruit juice, but after the failed acquisition of Huiyuan, we focused all our efforts on fruit-cut oranges. In recent years, the company has mainly acquired coffee and energy drinks, from Magic Claw to COSTA and this year BodyArmor. However, these acquired products not only failed to defend their original market leadership, but instead became increasingly competitive.</p><p>The strangest thing is that while Red Bull Annecy and Red Bull Austria were looking for partners in the Chinese market, Coca-Cola remained completely indifferent.</p><p>In addition, Coca-Cola's acquisition has its own set of complementary principles, which are no longer just a simple and crude strategy of exchanging money for time, which was carried out in order to \"eliminate\" some brands back then (which is also related to the bad impression it left on Chinese brands back then).</p><p>Similarly, Mengniu's acquisitions are also quite distinctive. Niu Gensheng's era emphasizes \"quality,\" represented by Junlebao. During General Manager Sun's era, Mengniu integrated and acquired its entire supply chain. People even believed that the old Mengniu entrepreneurs who had gone abroad were doing a \"one snake eats two things, one snake eats many things\" strategy with Mengniu. To date, Mengniu's acquisitions have mainly focused on steady supplementation, with little attention paid to upstream companies. More acquisitions, such as Bellamy's and Milkland, will complement Mengniu's product categories and guide its future development.</p><p><b>It seems that Mengniu and Cola's acquisitions these days are more pragmatic.</b></p><p>In fact, Mengniu's sales volume and market share in China are still higher than Coca-Cola's. However, Coca-Cola is a brand with a history of over a hundred years, and there are still some aspects of its market operations and philosophy that Mengniu can learn from in the long term. Can using the beverage approach lead to \"creating another new Mengniu\"?</p><p>There is reason to believe that this is a good idea.<b>After all, which fast-moving consumer goods company in the world doesn't learn from Coca-Cola?</b></p><p>Although Coca-Cola is still far behind the likes of Genki Forest in terms of storytelling among the new generation, Coca-Cola is still worth learning from Mengniu and countless latecomers in terms of marketing acumen and market foresight. However, while everyone else is outside the door, Mengniu can walk in, making it a must-see to enter Baoshan.</p>","source":"lsy1586488280293","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Coca-Cola-style Mengniu</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCoca-Cola-style Mengniu\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">快消</strong><span class=\"h-time small\">2021-12-27 11:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Some time ago, some enthusiastic netizens reported that they had signed a cooperation agreement with Mengniu, and Mengniu had produced many smart freezers similar to those in Genki Forest.</b>Currently, this freezer is mainly used for Mengniu ice cream products, namely the horizontal freezer. But in the future, will Mengniu invest in a large number of self-sourced refrigerated display cases, like beverage companies, creating a wave of investment in freezers?</p><p>Netizens said,<b>These days, Mengniu seems to be starting to taste more and more like Coca-Cola.</b></p><p>Will Mengniu join the ranks of those investing in freezers in the future? It is expected that this seems to be the inevitable path. Coca-Cola has deployed a total of 1.27 million freezers in the national market. It is these large numbers of freezers that ensure the efficient visit rate of Coca-Cola sales personnel. According to current statistics, Coca-Cola salespeople visit 10 more stores per day than Nongfu Spring and Jinmailang.</p><p>This doesn't mean that Coca-Cola salespeople are more hardworking. In fact, being able to guarantee 25 salespeople a day is already a top player in the FMCG industry. But Coca-Cola can have 35 stores. This is mainly due to Coca-Cola's strong market penetration rate and the high density of sales staff outlets, so people waste less time on the road. In particular, the Cola GO used by COFCO has increased the number of automatic orders placed by terminals. These advantages in performance growth will naturally be noticed by Mengniu.</p><p>Transforming Mengniu into a cola company is not as simple as jointly establishing \"Ke Niu Le\"; in fact, this transformation has already begun silently.</p><p><b>Mengniu's \"Year of the Ox\"</b></p><p>Let's look back at Mengniu's 2021 business calendar and choose four of the most important events: 1. Lu Minfang called for the creation of another Mengniu; 2. Sign Mbappe; 3. Niu Gensheng retires; 4. Mengniu changes its LOGO; As for the new chilled milk product \"Xianfile\" launched by \"Keniule\" company, it is more of an announcement that this marriage between Mengniu and Cola is \"serious\".</p><p>To create a new Mengniu, Mengniu's previous goal was \"double 100 billion yuan\", that is, to achieve the goal of both market value and revenue exceeding 100 billion yuan by 2020. Its market capitalization has exceeded 100 billion yuan, but its revenue has fluctuated slightly due to factors such as the pandemic. However, compared to Mengniu before Lu Minfang took over, the gap between them and their old classmate Yili has been widened.<b>Mengniu's performance has rebounded significantly in the past two years.</b>Although it cannot compare with Mengniu's top sales performance in the industry in 2010, it is still a good result.</p><p>It was his recognition of Lu Minfang's work that made Niu Gensheng's retirement so natural. It's worth noting that in the two years since Lu Minfang returned to Mengniu, even a small change in Niu Gensheng's position on the board of directors would spark a lot of speculation. Rumors circulate that Niu Gensheng is returning to Mengniu every ten days to half a month.</p><p><b>Niu Gensheng had a sword hanging over his head against his two successors, Sun Yiping and Lu Minfang.</b>。 You know he can't possibly fall, but that doesn't stop some \"troublemakers from trying to harm me\" from shouting: Niu Gensheng is coming back. In fact, there has been basically no news of Niu Gensheng returning to Mengniu since 2018. This year, Niu Gensheng completely withdrew from Mengniu. Not only that, Mengniu also changed its 22-year-old logo this year, making it look more international.</p><p>All of this shows that,<b>Lu Minfang has done a good job over the past five years.</b>As a parachuted professional manager, Lu Minfang demonstrated extraordinary abilities. He is not a direct member of Mengniu; he simply served as the president of Yashili after Mengniu acquired it. He is not a direct employee of COFCO, and his background and influence in COFCO are not as good as Sun Yiping's. However, Lu Minfang clearly does a better job in understanding the market and how to make Mengniu more powerful and \"cola-like\".</p><p><img src=\"https://static.tigerbbs.com/ff30b445b352ef7e8a778577caee70dc\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p><p>We have always said that Mengniu has become somewhat Coca-Cola-like. This is not just because many of Mengniu's senior executives came from the COFCO Coca-Cola system, but because many of Mengniu's operating methods are now implemented according to Coca's operating strategies.</p><p><b>One of the biggest changes is Mengniu's current focus on international competitions.</b>This year, Mengniu announced Mbappe as its brand ambassador and became a sponsor of the 2022 World Cup. When Mbappe was signed, Messi's photo also appeared prominently, but Mengniu did not say that Messi was signed as a spokesperson or to prepare for the 2022 World Cup. After all, if there is a gap in the middle, Mengniu will definitely say: Mengniu will once again join hands with World Footballer of the Year Messi to compete in the World Cup. In other words, from the 2018 World Cup to the 2022 World Cup, Messi was the spokesperson for Mengniu.</p><p>It's worth noting that after the 2018 World Cup, even though Fotile signed with the championship-winning French team, there was no news of him afterward. Moreover, neither Argentina nor Messi performed at their best in that World Cup, but this did not prevent Mengniu from continuing to export.</p><p>Despite its high-profile performances in international competitions, Mengniu is rarely seen on various domestic variety shows. It's worth noting that \"Super Girl,\" which Mengniu created back then, was the originator of talent shows. The song \"Sweet and Sour is Me\" made Mengniu Yogurt an overnight sensation. After that, Mengniu Telunsu and Chunzhen were also frequent guests on various variety shows, contributing to sales.</p><p>Of course, Mengniu's failure in the online variety show \"milk ticket\" incident this year also allowed Mengniu, which had not appeared on variety shows for many years, to return its previous profits. It's estimated that Mengniu understands the risks involved in entertainment.<b>It would be better to focus on sporting events like Coca-Cola.</b></p><p>Similarly, Coca-Cola sponsors fewer variety shows, but some brands have still benefited from the entertainment dividends. For example, JDB sponsors \"The Voice of China\" and Nongfu Spring Vitamin Water sponsors \"The Rap of China.\" Even though some brands do not sponsor national variety shows, when you think of Master Kong Iced Tea, you think more of college street dance or basketball tournaments.</p><p>The lack of these sponsorships did not affect Coca-Cola's sales, but at some international events we saw a completely different Coca-Cola. This is also the strategy Mengniu is currently adopting.<b>Spread your voice further and more healthily.</b></p><p><b>Acquisition \"Change\"</b></p><p>Coca-Cola's main strategy in recent years has been acquisitions. Of course, I would promote dozens of single products every year, but I would promote them all to death. Back in the day, it was a company whose branches in every country could launch a decent product.</p><p>For example, Fanta was launched by Coca-Cola of Italy back then; Sprite was launched by Coca-Cola of Germany and quickly grabbed 7X's market share. There is also the famous queer juice launched by Coca-Cola Japan. There has always been a story in the marketing world that in order to defeat Huiyuan Juice, Coca-Cola first introduced Queer from Japan, and then introduced Minute Maid Orange. As a result, the Queer Orange did not defeat Huiyuan, but instead killed its own Queer in the Chinese market. This is how the story of Coca-Cola pursuing Huiyuan came about.</p><p>In fact, Minute Maid is indeed an old brand of Coca-Cola, but Minute Maid Orange was launched in China in 2004 and was not imported by Coca-Cola from other places. Although most of Coca-Cola's best-selling products are sold in other countries before being introduced to China, Fruit Orange was launched in China and did not undergo trial sales in other countries or regions before its launch, yet it still achieved good results.</p><p><img src=\"https://static.tigerbbs.com/43d51b34bc8a0ce54556932494216730\" tg-width=\"1080\" tg-height=\"364\" referrerpolicy=\"no-referrer\"></p><p>Apart from fruit oranges, Coca-Cola has not successfully launched a new product for some time. Of course, this is mainly because the older versions of Coke are so popular. Therefore, acquisitions are basically the main theme of Coke. We'll make up for what's lacking. We used to lack fruit juice, but after the failed acquisition of Huiyuan, we focused all our efforts on fruit-cut oranges. In recent years, the company has mainly acquired coffee and energy drinks, from Magic Claw to COSTA and this year BodyArmor. However, these acquired products not only failed to defend their original market leadership, but instead became increasingly competitive.</p><p>The strangest thing is that while Red Bull Annecy and Red Bull Austria were looking for partners in the Chinese market, Coca-Cola remained completely indifferent.</p><p>In addition, Coca-Cola's acquisition has its own set of complementary principles, which are no longer just a simple and crude strategy of exchanging money for time, which was carried out in order to \"eliminate\" some brands back then (which is also related to the bad impression it left on Chinese brands back then).</p><p>Similarly, Mengniu's acquisitions are also quite distinctive. Niu Gensheng's era emphasizes \"quality,\" represented by Junlebao. During General Manager Sun's era, Mengniu integrated and acquired its entire supply chain. People even believed that the old Mengniu entrepreneurs who had gone abroad were doing a \"one snake eats two things, one snake eats many things\" strategy with Mengniu. To date, Mengniu's acquisitions have mainly focused on steady supplementation, with little attention paid to upstream companies. More acquisitions, such as Bellamy's and Milkland, will complement Mengniu's product categories and guide its future development.</p><p><b>It seems that Mengniu and Cola's acquisitions these days are more pragmatic.</b></p><p>In fact, Mengniu's sales volume and market share in China are still higher than Coca-Cola's. However, Coca-Cola is a brand with a history of over a hundred years, and there are still some aspects of its market operations and philosophy that Mengniu can learn from in the long term. Can using the beverage approach lead to \"creating another new Mengniu\"?</p><p>There is reason to believe that this is a good idea.<b>After all, which fast-moving consumer goods company in the world doesn't learn from Coca-Cola?</b></p><p>Although Coca-Cola is still far behind the likes of Genki Forest in terms of storytelling among the new generation, Coca-Cola is still worth learning from Mengniu and countless latecomers in terms of marketing acumen and market foresight. However, while everyone else is outside the door, Mengniu can walk in, making it a must-see to enter Baoshan.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s?__biz=MzAxMzAwMTE2OA==&mid=2686192038&idx=1&sn=58f12656da646d08244bd9aa59c97df2&chksm=be41e1198936680f9baeec21875fa920fe54103e097edc5876d2143febe6539d9b902815669e&scene=27#wechat_redirect\">快消</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/43d51b34bc8a0ce54556932494216730","relate_stocks":{"KO":"可口可乐"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzAxMzAwMTE2OA==&mid=2686192038&idx=1&sn=58f12656da646d08244bd9aa59c97df2&chksm=be41e1198936680f9baeec21875fa920fe54103e097edc5876d2143febe6539d9b902815669e&scene=27#wechat_redirect","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159033883","content_text":"前段时间，有热心网友反馈，其与蒙牛签定了合作协议，蒙牛制作了很多与元气森林相似的智能冰柜。目前，这一冰柜主要是给蒙牛冰淇淋产品使用，即那种卧式冰柜。但未来，蒙牛会不会投出大量的自采冷风柜、像饮料企业那样，掀起一波投冰柜的高潮。\n网友说，如今的蒙牛，感觉真的越来越有点可口可乐的味道了。\n蒙牛未来会不会加入到投冰柜大军？预计，这似乎是必然的路。可口可乐在全国市场共计投入127万台冰柜，正是这些庞大的冰柜数量，保证了可口可乐业务人员的高效拜访率。从目前统计数字来看，可口可乐业务员的人均拜访门店，要比农夫山泉、今麦郎们每天都要多出10点。\n这并不是说可口可乐业务员更勤劳，其实，能保证业务员一天25家就已是快消行业顶尖的存在了。但可口可乐可以是35家。主要在于可口可乐强大的铺市率，业务人员的网点密集度高，大家浪费在路上的时间较少。尤其是中粮使用的可乐GO，更是增加了大量终端自动下单的情况。这些业绩增长的优点，自然会让蒙牛看在眼里。\n让蒙牛可乐化，不止是联合成立一个“可牛了”那么简单，其实这场变革在无声处已有风雷。\n蒙牛“牛年”\n我们回望一下2021年蒙牛行事日历，选择四条最重要的事情：1、卢敏放喊出再造一个蒙牛；2、签约姆巴佩；3、牛根生退休；4、蒙牛改LOGO；至于“可牛了”公司推出的新低温奶产品“鲜菲乐”，更多是宣布这一次蒙牛与可乐的联姻是“认真的”。\n再造一个新蒙牛，在此之前蒙牛的目标是“双千亿”，即2020年完成市值、营收双双过千亿的目标。市值是已经过了千亿，只是营收遇到疫情等原因，表现略有起伏。但相较于卢敏放接手前的蒙牛，被老同学伊利拉开的距离来讲，这两年蒙牛的表现算是较大地回归了，虽然与2010年时的蒙牛获得行业第一的销量无法比拟，但也是一份不错的成绩单。\n缘于对卢敏放工作的认可，让牛根生的退休变得那么自然而然。要知道卢敏放才回蒙牛那两年，牛根生在董事会里职务的一个小变化都会引起滔天猜测。坊间更是十天半个月就要传一回牛根生要重回蒙牛。\n牛根生对孙伊萍、卢敏放这两位继任者是头上悬的剑。你也知道他不可能掉下来，但不妨碍总有些“刁民想害朕”，喊两句：牛根生要回来了。其实，从2018年基本上就已经没有牛根生回蒙牛的消息了。而今年牛根生则完全退出了蒙牛公司，不止于此，今年的蒙牛还改了成立22年的logo，让蒙牛如今看起来更有国际范。\n这一切都说明，卢敏放这五年干的不错，作为一个空降的职业经理，卢敏放表现出了超乎常人的能力。他不是蒙牛的嫡系，只是在蒙牛收购雅士利后，担任过雅士利总裁；他更不是中粮嫡系，在中粮的背景、话语权也不如孙伊萍，但显然对市场的了解、对如何把蒙牛变得更牛、让蒙牛更“可乐范”上，卢敏放做得更出色。\n\n我们一直说蒙牛有些可乐化，这不只是说因为蒙牛很多高管是中粮可口可乐体系走出来的，而是如今蒙牛很多操作手法就是按可乐的操作思路在执行。\n一个最大的变化就是如今蒙牛对国际赛事的关注。今年，蒙牛宣布姆巴佩为代言人，并成为2022年世界杯赞助商。而在签姆巴佩的时候，梅西的照片也是赫然出现的，但蒙牛并没有说梅西才签为代言人，或是说为2022年世界杯准备的。毕竟，如果中间有断档的话，蒙牛一定会说：蒙牛再度携手世界足球先生梅西出征世界杯。也就是说，从2018年世界杯到2022年世界杯，梅西都是蒙牛的代言人。\n要知道2018年世界杯后，即便签了夺冠的法国队的方太此后都没有消息，更何况当届世界杯阿根廷和梅西表现都不是最优秀的，但这不妨碍蒙牛的持续输出。\n在国际化赛事高举高打，在国内的各类综艺上，我们却很少看得到蒙牛的身影了。要知道蒙牛当年打造的《超级女声》可是选秀的鼻祖。一首《酸酸甜甜就是我》，让蒙牛优酸乳一夜暴红。在那之后蒙牛特仑苏、纯甄也是各类综艺的常客，为销量排到一波力量。\n当然，今年在网综“奶票”事件中翻车的蒙牛，也让多年未在综艺露面的蒙牛把以前的红利还了回去。估计蒙牛明白了娱乐有风险，还是像可口可乐一样，安安稳稳主打体育赛事的大旗更好一些。\n同样，可口可乐也较少赞助综艺节目，不过，也有一些品牌还是吃到了娱乐红利。比如，加多宝赞助的《中国好声音》、农夫山泉维他命水赞助《中国有嘻哈》等，即便有些品牌没有赞助全国型综艺，但你一提起康师傅冰红茶想到的更多是高校街舞或是篮球大赛。\n这些赞助的缺失并没有影响可口可乐的销量，但在一些国际赛事上，我们却看到完全不一样的可口可乐。这也是如今蒙牛采取的策略，把声音更远、更健康的传出去。\n收购“变迁”\n可口可乐近年的主要策略是，收购。当然，自己也会每年推几十个单品，但都推死了。想当年，它可是每个国家的分公司能推出一款像样产品的公司。\n比如，芬达当年是意大利可口可乐推出的；雪碧是德国可口可乐推出的，并很快抢了7喜的市场份额。还有著名的酷儿果汁是日本可口可乐推出的。在营销圈一直有这样一个故事，说可口可乐为了打败汇源果汁，先是从日本引入了酷儿，后又引入了美汁源果粒橙，结果一顿操作猛如虎，果粒橙没有打败汇源，反而是把自己的酷儿在中国市场搞死了，这才有了可口可乐追求汇源的故事。\n但其实，美汁源这个果汁品牌确实是可口可乐的老品牌，但美汁源果粒橙是2004年在中国推出的产品，并不是可口可乐从其它地方引进的。虽然大部分可口可乐的畅销品都是在其它国家卖的差不多再引入中国的，但果粒橙是在中国推出的，推出之前也没在其它国家或地区做过试销，依然取得了不错的业绩。\n\n在果粒橙之外，可口可乐已经有一段时间没有成功推出新品了。当然，也主要是因为可乐的老品太畅销。所以，收购，基本是可乐的主旋律。缺什么补什么，以前是缺果汁的，收购汇源失败后，便全力主打果粒橙。近些年，主要收购的是咖啡及功能饮料，从魔爪到COSTA再到今年的BodyArmor。但收购后的这些产品依然没有捍动原来市场的“老大”不说，反而还内卷起来。\n最奇怪的就是当安奈吉红牛、奥地利红牛都在找中国市场合伙人的时候，可口可乐竟然完全无动于衷。\n另外，可口可乐的收购也算是有一套自己的补充原则，不再单单像当年为了“消灭”一些品牌而进行的、简单粗暴的以金钱换时间的策略（这也与当年在中国品牌留下的不良印象有关）。\n同样，蒙牛的收购也是比较有特色的，牛根生时代重“质”，以君乐宝为代表；孙总时代，蒙牛是上下产业链的整合收购，甚至大家认为以前老蒙牛的这些出去的创业者，在蒙牛身上做“一蛇双吃，一蛇多吃”的策略；到如今，蒙牛的收购以稳重补充为主，反而对上游的企业关注的不多。更多如贝拉米、妙可蓝多这样对蒙牛形成补充品项、品类，引导未来发展的收购为主。\n感觉蒙牛与可乐如今的收购，都更务实一些。\n其实，蒙牛如今的销量、铺市率在国内还是要高于可口可乐的，但可口可乐毕竟是上百年的历史品牌，其市场操作、理念上还有一些是值得蒙牛长久学习的。用饮料的思路能不能带来“再创造一个新蒙牛”？\n有理由相信，这是一个好思路，毕竟，世界上哪家快消企业不学习可口可乐呢。\n虽然，在新生代，讲故事可口可乐离元气森林们还有很大距离，但在营销的把握性以及对市场的前瞻上，可乐还是值得蒙牛以及无数后进者学习的。只是别人都在门外，蒙牛可以走进门去，这样一来，入宝山便不可错过了。","news_type":1,"symbols_score_info":{"KO":0.9}},"isVote":1,"tweetType":1,"viewCount":5425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009339277,"gmtCreate":1640486976390,"gmtModify":1676533522967,"author":{"id":"3568626352541392","authorId":"3568626352541392","name":"LawrenceCW","avatar":"https://static.tigerbbs.com/962262e528e64dff78a74edaba2a5aac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568626352541392","authorIdStr":"3568626352541392"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009339277","repostId":"2194744201","repostType":4,"repost":{"id":"2194744201","kind":"news","pubTimestamp":1640486507,"share":"https://ttm.financial/m/news/2194744201?lang=en_US&edition=fundamental","pubTime":"2021-12-26 10:41","market":"hk","language":"zh","title":"Range anxiety resurfaces in new energy vehicles! Some car owners get up at 4 a.m. to grab charging stations.","url":"https://stock-news.laohu8.com/highlight/detail?id=2194744201","media":"央视财经","summary":"随着各地气温降低，特别是在北方地区，新能源车主的“里程焦虑”又再度出现了。随...","content":"<p>As temperatures drop across the country, especially in northern regions, \"range anxiety\" among new energy vehicle owners has resurfaced. Shortened driving range, insufficient battery charge, and reluctance to turn on the heater still trouble many car owners. Some new energy vehicle owners even get up at 4 a.m. to grab charging stations. How difficult is it to charge in winter?</p><p><b>New energy vehicles are frequently charged in winter, and public charging stations are largely a matter of \"snapping up\" them.</b></p><p>At 11 p.m., Mr. Zhang, a new energy vehicle owner from Niulan Town, Shunyi District, Beijing, came to the charging station near his home to look for a parking space. He told reporters that because here<b>Parking is free, and electricity prices are off-peak between 11 PM and 7 AM.</b>Each kilowatt-hour of electricity is about 60 cents cheaper than during peak hours, making it...<b>Ten charging stations have become the subject of contention among nearby car owners.</b>。</p><p><img src=\"https://static.tigerbbs.com/17b816d6d3f1d00265dcebd23fc24c97\" tg-width=\"885\" tg-height=\"453\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><b>Mr. Zhang, a new energy vehicle owner:</b>In winter, the charging time is long, and many people live nearby and don't leave. Sometimes they leave without me and come back tomorrow morning. At 11 a.m., 10 charging stations in the underground parking lot of an office building in Liangmaqiao, Beijing, were at full capacity. Mr. Li was one of the earliest new energy vehicle owners in Beijing and also a part-time ride-hailing driver. Due to the vehicle's long age<b>The car, which used to be charged once a day, is now charged at least twice a day in winter.</b>The difficulty in queuing at major public charging stations also left him feeling helpless.</p><p><img src=\"https://static.tigerbbs.com/5ce034699f7b9cd9d687068e8e093842\" tg-width=\"892\" tg-height=\"454\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>It is understood that the energy replenishment methods for new energy vehicles are currently mainly divided into two types: charging and battery swapping. Using fast charging stations, it takes about one to two hours to fully charge a car, while battery swapping only takes a few minutes. So, has the battery swapping situation improved? The reporter then visited a battery swapping station located at Honglingjin Bridge on the East Fourth Ring Road in Beijing.<b>At 3 p.m., a long line of vehicles formed waiting here.</b>。</p><p><img src=\"https://static.tigerbbs.com/242699978e709e53c3ed43a4c334ed95\" tg-width=\"889\" tg-height=\"451\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><b>Battery swapping station staff:</b>The traffic continued uninterrupted from 10 a.m. to 3 p.m. With the increasing frequency of battery swapping in winter, batteries at some battery swapping stations are in short supply, and many car owners can only charge their batteries at battery swapping stations.</p><p><img src=\"https://static.tigerbbs.com/aac7bab01553e9b929966c0470282621\" tg-width=\"884\" tg-height=\"452\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><b>Battery swapping station staff:</b>Because the battery swapping capacity is automatically selected by the system based on the highest battery level, not every battery can be fully charged, and there are times when it cannot be fully charged.<b>The number of new energy vehicles is constantly rising, but charging infrastructure is \"lagging behind\".</b></p><p>An investigation by reporters revealed that the activity of power batteries decreases in low-temperature environments, the net discharge rate of the battery decreases, and the battery capacity is affected, thus requiring increased charging frequency. So, given that battery technology bottlenecks cannot be overcome in the short term, are there any other ways to solve the charging problem?</p><p><img src=\"https://static.tigerbbs.com/326192361f86e8cc5a36d3e966ea7706\" tg-width=\"895\" tg-height=\"454\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>According to statistics from the China Association of Automobile<b>In the first three quarters, my country's new energy vehicle ownership reached 6.78 million units.</b>The cumulative number of charging infrastructure units nationwide is 2.385 million. From January to November, sales of new energy vehicles reached 2.99 million units, and the increase in charging infrastructure nationwide was 704,000 units.<b>The growth rate of charging facilities is far behind the growth rate of new energy vehicles.</b>。</p><p><img src=\"https://static.tigerbbs.com/f9c402c21e4666960f62b9cfac0f683a\" tg-width=\"668\" tg-height=\"335\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><b>Wang Du, Deputy Secretary-General of the China Automobile Dealers Association</b>It is estimated that sales of new energy vehicles will exceed 3 million units by the end of the year, with the penetration rate increasing by nearly 200% year-on-year. Charging and battery swapping facilities are currently not suitable.<img src=\"https://static.tigerbbs.com/de2ddbd331822b882a43b87ac4573acc\" tg-width=\"666\" tg-height=\"335\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Data shows that as of September 2021, the vehicle-to-pile ratio in my country was approximately 3:1, but<b>The average utilization rate of the entire public charging station is less than 10%.</b>This is mainly due to the uneven distribution of charging piles.</p><p><img src=\"https://static.tigerbbs.com/6df0e7070ea9497fec6e650b638c1c55\" tg-width=\"667\" tg-height=\"335\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><b>Liu Kai, Director of the Technology and Certification Department of the China Electric Vehicle Charging Infrastructure Promotion Alliance:</b>In the early stages, the site selection and layout of the construction site were not very reasonable. There are also some issues such as the compatibility of the vehicle and the charging station, which affect the user experience for car owners.<img src=\"https://static.tigerbbs.com/5b33befb1f9e2936f193663880e4b183\" tg-width=\"668\" tg-height=\"336\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Liu Kai stated that the key to solving the problem of public charging piles for new energy vehicles is to improve the convenience of charging. Technically, to accelerate the application of high-power charging technology,<b>Reduce charging waiting time</b>Unify interfaces to improve adaptability. In terms of site selection,<b>Reduce the time car owners spend searching for charging stations</b>Referring to the model of gas stations in various places, no matter where the car owner is, a usable charging station can be found within 5 kilometers, thus improving the average utilization rate of charging stations. Furthermore, only through collaborative efforts between the government and enterprises to jointly build, share, and manage new energy vehicles can they truly get off the ground.</p>","source":"YSCJ","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Range anxiety resurfaces in new energy vehicles! Some car owners get up at 4 a.m. to grab charging stations.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRange anxiety resurfaces in new energy vehicles! Some car owners get up at 4 a.m. to grab charging stations.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">央视财经</strong><span class=\"h-time small\">2021-12-26 10:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As temperatures drop across the country, especially in northern regions, \"range anxiety\" among new energy vehicle owners has resurfaced. Shortened driving range, insufficient battery charge, and reluctance to turn on the heater still trouble many car owners. Some new energy vehicle owners even get up at 4 a.m. to grab charging stations. How difficult is it to charge in winter?</p><p><b>New energy vehicles are frequently charged in winter, and public charging stations are largely a matter of \"snapping up\" them.</b></p><p>At 11 p.m., Mr. Zhang, a new energy vehicle owner from Niulan Town, Shunyi District, Beijing, came to the charging station near his home to look for a parking space. He told reporters that because here<b>Parking is free, and electricity prices are off-peak between 11 PM and 7 AM.</b>Each kilowatt-hour of electricity is about 60 cents cheaper than during peak hours, making it...<b>Ten charging stations have become the subject of contention among nearby car owners.</b>。</p><p><img src=\"https://static.tigerbbs.com/17b816d6d3f1d00265dcebd23fc24c97\" tg-width=\"885\" tg-height=\"453\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><b>Mr. Zhang, a new energy vehicle owner:</b>In winter, the charging time is long, and many people live nearby and don't leave. Sometimes they leave without me and come back tomorrow morning. At 11 a.m., 10 charging stations in the underground parking lot of an office building in Liangmaqiao, Beijing, were at full capacity. Mr. Li was one of the earliest new energy vehicle owners in Beijing and also a part-time ride-hailing driver. Due to the vehicle's long age<b>The car, which used to be charged once a day, is now charged at least twice a day in winter.</b>The difficulty in queuing at major public charging stations also left him feeling helpless.</p><p><img src=\"https://static.tigerbbs.com/5ce034699f7b9cd9d687068e8e093842\" tg-width=\"892\" tg-height=\"454\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>It is understood that the energy replenishment methods for new energy vehicles are currently mainly divided into two types: charging and battery swapping. Using fast charging stations, it takes about one to two hours to fully charge a car, while battery swapping only takes a few minutes. So, has the battery swapping situation improved? The reporter then visited a battery swapping station located at Honglingjin Bridge on the East Fourth Ring Road in Beijing.<b>At 3 p.m., a long line of vehicles formed waiting here.</b>。</p><p><img src=\"https://static.tigerbbs.com/242699978e709e53c3ed43a4c334ed95\" tg-width=\"889\" tg-height=\"451\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><b>Battery swapping station staff:</b>The traffic continued uninterrupted from 10 a.m. to 3 p.m. With the increasing frequency of battery swapping in winter, batteries at some battery swapping stations are in short supply, and many car owners can only charge their batteries at battery swapping stations.</p><p><img src=\"https://static.tigerbbs.com/aac7bab01553e9b929966c0470282621\" tg-width=\"884\" tg-height=\"452\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><b>Battery swapping station staff:</b>Because the battery swapping capacity is automatically selected by the system based on the highest battery level, not every battery can be fully charged, and there are times when it cannot be fully charged.<b>The number of new energy vehicles is constantly rising, but charging infrastructure is \"lagging behind\".</b></p><p>An investigation by reporters revealed that the activity of power batteries decreases in low-temperature environments, the net discharge rate of the battery decreases, and the battery capacity is affected, thus requiring increased charging frequency. So, given that battery technology bottlenecks cannot be overcome in the short term, are there any other ways to solve the charging problem?</p><p><img src=\"https://static.tigerbbs.com/326192361f86e8cc5a36d3e966ea7706\" tg-width=\"895\" tg-height=\"454\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>According to statistics from the China Association of Automobile<b>In the first three quarters, my country's new energy vehicle ownership reached 6.78 million units.</b>The cumulative number of charging infrastructure units nationwide is 2.385 million. From January to November, sales of new energy vehicles reached 2.99 million units, and the increase in charging infrastructure nationwide was 704,000 units.<b>The growth rate of charging facilities is far behind the growth rate of new energy vehicles.</b>。</p><p><img src=\"https://static.tigerbbs.com/f9c402c21e4666960f62b9cfac0f683a\" tg-width=\"668\" tg-height=\"335\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><b>Wang Du, Deputy Secretary-General of the China Automobile Dealers Association</b>It is estimated that sales of new energy vehicles will exceed 3 million units by the end of the year, with the penetration rate increasing by nearly 200% year-on-year. Charging and battery swapping facilities are currently not suitable.<img src=\"https://static.tigerbbs.com/de2ddbd331822b882a43b87ac4573acc\" tg-width=\"666\" tg-height=\"335\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Data shows that as of September 2021, the vehicle-to-pile ratio in my country was approximately 3:1, but<b>The average utilization rate of the entire public charging station is less than 10%.</b>This is mainly due to the uneven distribution of charging piles.</p><p><img src=\"https://static.tigerbbs.com/6df0e7070ea9497fec6e650b638c1c55\" tg-width=\"667\" tg-height=\"335\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><b>Liu Kai, Director of the Technology and Certification Department of the China Electric Vehicle Charging Infrastructure Promotion Alliance:</b>In the early stages, the site selection and layout of the construction site were not very reasonable. There are also some issues such as the compatibility of the vehicle and the charging station, which affect the user experience for car owners.<img src=\"https://static.tigerbbs.com/5b33befb1f9e2936f193663880e4b183\" tg-width=\"668\" tg-height=\"336\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Liu Kai stated that the key to solving the problem of public charging piles for new energy vehicles is to improve the convenience of charging. Technically, to accelerate the application of high-power charging technology,<b>Reduce charging waiting time</b>Unify interfaces to improve adaptability. In terms of site selection,<b>Reduce the time car owners spend searching for charging stations</b>Referring to the model of gas stations in various places, no matter where the car owner is, a usable charging station can be found within 5 kilometers, thus improving the average utilization rate of charging stations. Furthermore, only through collaborative efforts between the government and enterprises to jointly build, share, and manage new energy vehicles can they truly get off the ground.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/9BOwBVXt3oqxQj3VvFBThw\">央视财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4511499bacecdc387fe2338ba2c16251","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏集团","LI":"理想汽车","TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/9BOwBVXt3oqxQj3VvFBThw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194744201","content_text":"随着各地气温降低，特别是在北方地区，新能源车主的“里程焦虑”又再度出现了。续航里程缩水、电池充不满电、不敢开暖风，这些问题仍然困扰着很多车主。甚至有新能源车主凌晨四点起床抢充电桩。冬季充电究竟有多难？\n新能源车冬季充电频繁 公共充电桩基本靠“抢”\n深夜十一点，北京顺义牛栏镇的新能源车主老张又来到家附近的这个充电站寻找车位。他告诉记者，由于这里停车免费，加上夜里11点到早晨7点是电价波谷期，每度电比波峰时便宜6毛钱左右，使得这里的10个充电桩成为附近车主争抢的对象。\n\n\n新能源车主 老张：冬天充电时间长了，好多都是家住在这附近，都不走，有的时候没有我就走了，明天早上再来。\n\n中午11点，位于北京亮马桥某写字楼的地下停车场里，10个充电桩也处于满负荷的状态。李先生是北京最早的一批新能源车主，也是一名兼职的网约车司机。由于车龄较长，原本一天一冲的车在冬季变成一天至少两次，各大公共充电桩的排队难也让他倍感无奈。\n\n据了解，目前新能源车的能量补给方式主要分为充电和换电两种。使用快充桩，一辆车充满大概需要一到两个小时，而换电只需要几分钟，那么换电情况是否有好转？随后记者来到位于北京东四环红领巾桥的一个换电站，下午三点，这里等候的车辆就排起了长龙。\n\n\n换电站工作人员：从上午十点多到下午三点车就没有断过。\n\n随着冬季换电频次增加，部分换电站的电池也出现了供不应求的状态，不少车主也只能在换电站等电池充电。\n\n\n换电站工作人员：因为换电量是系统自动以最高电量给它选择的，不能每块都充满，也有充不满的时候。\n\n新能源汽车保有量不断攀升 充电设施“跟不上”\n记者调查了解到，动力电池在低温环境下活性下降，电池的净放电率降低，电池容量受到影响，因此需要增加充电的频次。那么，在电池技术瓶颈短期内无法突破的前提下，想要解决充电难题，还有没有其他的办法？\n\n据中国汽车工业协会统计，前三季度，我国新能源汽车保有量达到678万辆，全国充电基础设施累计数量为238.5万台。1-11月，新能源汽车销量为299万辆，全国充电基础设施的增量为70.4万台。充电设施的增速远远赶不上新能源汽车的增速。\n\n\n中国汽车流通协会副秘书长 王都：预计到年底新能源车销量会超过300万辆，渗透率同比提高了近200%，充换电设施按现在看是不匹配的。\n\n\n数据显示，截至2021年9月，我国车桩比例约3:1，但是整个公共充电桩的平均利用率却还不到百分之十，这主要是因为充电桩的分布不均。\n\n\n中国电动汽车充电基础设施促进联盟技术和认证部主任 刘锴：在前期的时候，选址、建场站的布局不太合理。还有一些车和桩的适配性等问题，所以影响了车主的使用感受。\n\n\n刘锴表示，破解新能源汽车公共充电桩问题，关键要加强充电的便捷性。技术上，加速大功率充电技术的应用，减少充电等待的时长，统一接口，提高适配性。在选址上，减少车主寻找充电桩的时间，参考各地加油站模式，不管车主在哪，5公里内就能找到一个可用的充电桩，提高充电桩的平均利用率。此外，政府、企业协同合作，共建共享共管，才能真正让新能源车跑起来。","news_type":1,"symbols_score_info":{"TSLA":0.9,"XPEV":0.9,"LI":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":5622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009999462,"gmtCreate":1640407543778,"gmtModify":1676533519994,"author":{"id":"3568626352541392","authorId":"3568626352541392","name":"LawrenceCW","avatar":"https://static.tigerbbs.com/962262e528e64dff78a74edaba2a5aac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568626352541392","authorIdStr":"3568626352541392"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009999462","repostId":"1148883897","repostType":4,"isVote":1,"tweetType":1,"viewCount":3189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009003777,"gmtCreate":1640336910931,"gmtModify":1676533517154,"author":{"id":"3568626352541392","authorId":"3568626352541392","name":"LawrenceCW","avatar":"https://static.tigerbbs.com/962262e528e64dff78a74edaba2a5aac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568626352541392","authorIdStr":"3568626352541392"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009003777","repostId":"1170470275","repostType":4,"repost":{"id":"1170470275","kind":"news","weMediaInfo":{"introduction":"研讨公司成败，探究行业兴衰，推动阳光商业。由《财经》公司产业报道团队创建，“媒体+智库”双轮驱动的商业新媒体平台","home_visible":1,"media_name":"财经十一人","id":"1099700195","head_image":"https://static.tigerbbs.com/2c6ac2a9dafc44d0a5e8c2ea84dfb4e2"},"pubTimestamp":1640336065,"share":"https://ttm.financial/m/news/1170470275?lang=en_US&edition=fundamental","pubTime":"2021-12-24 16:54","market":"us","language":"zh","title":"Huawei Auto 2021: Joint Venture Speculation, Three Strategic Changes","url":"https://stock-news.laohu8.com/highlight/detail?id=1170470275","media":"财经十一人","summary":"华为的动作就像浮出水面的冰山，让外界更加好奇水面下的虚与实\n\n\n《财经》记者从多方独立信源获悉，在经历近半年的谈判后，华为和大众就自动驾驶业务的合作即将敲定。华为将向大众转移部分自动驾驶业务能力和团队","content":"<p><div>Huawei's actions are like an iceberg surfacing, making the outside world even more curious about the virtual and real beneath the surface. According to multiple independent sources, after nearly half a year of negotiations, Huawei and Volkswagen are about to finalize their cooperation on autonomous driving business. Huawei will transfer some of its autonomous driving business capabilities and teams to Volkswagen, including Su Qing, the former senior executive of the autonomous driving business line and head of the intelligent driving product department. In November 2021, the two parties will collaborate on autonomous driving in the form of a joint venture. \"The joint venture aims to act as a supplier, providing solutions to the Volkswagen Group. One of the cooperation methods discussed by both parties is...\"</p><p><a href=\"None\">Web page link</a></div></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Huawei Auto 2021: Joint Venture Speculation, Three Strategic Changes</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHuawei Auto 2021: Joint Venture Speculation, Three Strategic Changes\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1099700195\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/2c6ac2a9dafc44d0a5e8c2ea84dfb4e2);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财经十一人 </p>\n<p class=\"h-time smaller\">2021-12-24 16:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><div>Huawei's actions are like an iceberg surfacing, making the outside world even more curious about the virtual and real beneath the surface. According to multiple independent sources, after nearly half a year of negotiations, Huawei and Volkswagen are about to finalize their cooperation on autonomous driving business. Huawei will transfer some of its autonomous driving business capabilities and teams to Volkswagen, including Su Qing, the former senior executive of the autonomous driving business line and head of the intelligent driving product department. In November 2021, the two parties will collaborate on autonomous driving in the form of a joint venture. \"The joint venture aims to act as a supplier, providing solutions to the Volkswagen Group. One of the cooperation methods discussed by both parties is...\"</p><p><a href=\"None\">Web page link</a></div></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b90edc04277a18d163478f5d210ce9c","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170470275","content_text":"华为的动作就像浮出水面的冰山，让外界更加好奇水面下的虚与实\n\n\n《财经》记者从多方独立信源获悉，在经历近半年的谈判后，华为和大众就自动驾驶业务的合作即将敲定。华为将向大众转移部分自动驾驶业务能力和团队，包括原自动驾驶业务线高管、智能驾驶产品部部长苏箐在内的一部分团队。\n2021年11月，双方将以组建合资公司的形式进行自动驾驶合作，“合资公司旨在作为供应商，向大众集团提供方案，双方讨论的合作方式之一是大众出钱，成为合资公司控股方，华为主要出技术IP（知识产权）。”但这一说法当时被华为否认。\n华为和大众在五年前已有接触。在此之前，华为自动驾驶产品线已经有多人收到HR的转岗约谈。有接近这个合作的知情人士告诉《财经》记者，合作谈判接近尾声，“人选都定了。”\n《财经》记者就上述信息向华为官方求证，对方表示，没有更多回应。\n多个信源告诉《财经》记者，合作一波三折，主要原因是华为不满意大众最初的报价。\n由于涉及人事上的转换变动，这个消息在华为智能汽车解决方案BU（下称华为车BU）内部备受关注。事实上，整个2021年下半年，华为车BU一直处于密集的人事调整之中。\n对等待结果的员工们来说，这是一段足够难受的时间——剥离一部分自动驾驶业务后，华为车BU接下来会怎么做？原有项目能否继续顺利推进？动荡的架构调整能否告一段落？对于华为决策层来说，不断调整自己在这个充满机会和挑战的新领域的姿势，是落定既定战略的必经之路，每一步都需要倍加小心。\n迹象\n华为对汽车业务的决心，从人员规模的膨胀或可窥见。目前，华为仅自动驾驶相关业务就有2000人团队。接近华为的招聘人士告诉《财经》记者，今年校招增加的几百个名额，几乎都给了车BU。\n这符合一个公司全速进入一个新业务领域的规范动作，有人，有合适的人，才有想象力。\n华为汽车汽车业务可以简单概括为“帮车企造好车”和“帮车企卖好车”——前者旨在为车企提供智能化零部件，业务主要承载于华为车BU，另有一部分芯片业务由华为芯片部门海思支持，三电系统业务则由华为数字能源公司支持。\n基于这个战略规划，华为和车企的合作主要分为“浅合作”和“深合作”两种模式。\n其中，浅合作模式是作为软硬件及智能化的整体方案供应商，提供包括电驱动系统、电机控制器、HiCar等软硬件上的全面合作。这种模式相对标准化，特点是快速。\n深合作基于2020年11月推出的HUAWEI Inside 全栈式方案（以下简称HI模式），华为向车企提供鸿蒙车机与自研车载计算芯片在内的全套 HI 解决方案，并授权在车身上使用 HI 的 Logo。合作车企主要有北汽、长安和广汽。这种合作模式的优点是深度匹配开发，有利于释放更多技术和能力，但缺点也明显：慢、磨。\n华为高层曾在多个场合表示，全栈不是Huawei Inside的唯一重点，重点是双方深入的，类似定制化的合作。因此，HI模式合作车企不可能太多。在此过程中，华为不收开发费，按照订单规模和车企分成。\n根据华为官方在今年12月21日生态合作论坛上透露的数字，目前，华为的合作伙伴已经逾300多家。据《财经》记者了解到，在这种“帮车企造好车”的合作中，华为大多数订单机会点都在2025年以后，也就是说，到2025年以后，华为才能产生稳定利润流。\n另一边，华为不吝投入研发资金。官方数据显示，2020年华为在汽车相关研发投入约5亿美元，这一数字今年将会翻倍，超过10亿美元。\n今年4月，华为汽车业务向外界秀出的第一次肌肉，就是一段华为和北汽合作、搭载了华为自动驾驶方案的车型极狐的路测视频。时任智能驾驶产品部部长苏箐当时在接受采访时表示，在华为智能汽车BU里，自动驾驶优先级是绝对的第一，这句话后来被外界误读为，在自动驾驶领域，华为绝对是第一。\n封闭的汽车产业链上，你不知道什么动作会产生蝴蝶效应。《财经》记者独家获悉，与极狐的合作高调官宣，确实给华为车BU带来了一些麻烦，直接影响到了华为与蔚来的关系。华为车BU位于深圳和上海的测试车库里，有千百辆用于自动驾驶路试的豪华车，早期主要有奥迪A6和蔚来ES8两款。李斌曾亲自批准了与华为的合作订单，除了低价为华为提供了大批ES8，同时也开放了权限极高的数据接口。有知情人士称，华为把在蔚来车上实现的自动驾驶功能，后来搬到极狐上推了出去。蔚来觉得自己给极狐做了嫁衣。\n随后，蔚来方主动终止了这一合作，给出的理由是担心法务风险。华为的路试车换成了极狐。\n有华为人士向《财经》记者透露，这个市场比华为车BU团队想象中的要更复杂更难。按计划在今年年底交付的1000辆极狐订单没有用上宣传中的L4级自动驾驶能力。在华为内部，尽管公司曾发文鼓励员工们购买极狐，但是不止一位受访员工向《财经》记者表示，极狐有点贵，更大的意义在于打样。\n今年夏天，在2021世界人工智能大会（WAIC）上，苏箐在谈及特斯拉自动驾驶事故时说道，L5级别的智能驾驶系统在很长一段时间内是无法办到的，高级别智能驾驶系统的引入，会提升交通事故发生的概率，讲难听点就是杀人。\n不久，根据华为创始人任正非签发的人事任免通知，苏箐智能驾驶产品部部长职务被免去。华为称，苏箐在参加外部活动谈及自动驾驶技术与安全时，针对特斯拉，发表了不当言论。\n苏箐进入预备队接受训战和分配。这一任免也被认为是以苏箐为首的原自动驾驶团队被边缘化的开始。\n选择\n去年，华为轮值董事长徐直军曾说，对智能汽车解决方案BU的投入会持续，不看回报。\n但外部环境的变化已不允许华为这么做。此前，时任车BU总裁王军曾说，“（徐直军董事长）敢这么说，但我不敢这么做，我要看几年里到底有什么商业回报。做产品、产业、生意，总得有看得见的投资回报比。”\n华为已经进入被制裁后的第三年，压力外溢。两大营收主力消费者业务几近腰斩，运营商业务增长停滞。受到海外地缘政治风险外溢和疫情影响，海外营收也一蹶不振，曾经利润奶牛手机业务则已掉出国内前五，基本告别了5G战场。\n在这种情况下，今年4月，时任消费者BG CEO、华为手机的灵魂人物余承东提出了在华为线上和线下渠道卖车，也就是前文提及的华为汽车业务的另一个组成部分，“帮车企卖好车”。\n卖车属于“华为智选”业务，由消费者BG主导，不属于车BU，目前卖的只有一款和重庆车企赛力斯深度合作的车型赛力斯SF5。\n《财经》记者曾在此前报道《余承东卖车，纠结与调和》中详细分析过华为卖车的逻辑：在手机业务受阻后，华为需要汽车来补上收入窟窿。余承东希望借卖车来保住华为的渠道资源。\n为什么选择名不见经传的车企赛力斯，在外界看来，这是一个谜，一位赛力斯母公司小康股份战略人士向《财经》记者表示，赛力斯比其他车企（争取华为合作）更主动，而且赛力斯拥有先进的制造能力。\n《财经》记者独家获悉，华为和赛力斯虽然早有接触，华为早就介入赛力斯的工厂改造，但是合作直到今年1月份才最终敲定。赛力斯也并非华为想要下注的唯一目标，华为当时曾考虑过爱驰汽车，主要是看中了爱驰在西门子帮助下打造的工业4.0智能制造生产线，这一套生产设备可以使其产品出口到德国免认证，从而使其获得更多国家的认可。\n但因为各种因素，华为最终选择了赛力斯。\n今年12月，没有图文直播，没有高调公关，赛力斯静悄悄地发布了和华为合作的高端汽车品牌AITO（Adding Intelligence to Auto），同时表示将与华为共建超过一千家旗舰店和体验中心，并且提出了一个现在看起来有点困难的口号：公司要在五年内成为全球新能源汽车TOP3品牌。\n新车即将在12月23号正式亮相。有接近这个合作的知情人士向《财经》记者评价，“可以理解为这款车完全就是华为做的。”此外，双方还有一款稍大的SUV车型在筹划中，预计明年春天将会亮相。\n《财经》记者独家获悉，此前，余承东曾在华为消费者BG内部宣讲会上谈及汽车业务时表示，HI和智选两种模式他都支持。但在车BU内部会议上，他的态度有一些倾斜，“感觉他更看重和赛力斯的合作，HI模式是次要的。”\n在卞红林上任之后，余承东在一次车BU的高层会议上开会时表示，将来不排除把车BU像数字能源那样，整个剥离出去，独立发展。\n硬战\n过去一年里，车BU重要的组织变动有三次：今年5月，消费者BG CEO余承东开始担任新增的智能汽车解决方案BU CEO，余承东开始逐渐主导华为汽车业务。\n今年6月底，原华为消费者BG首席技术官（CTO）卞红林调任车BU CTO，原手机团队开始大规模介入汽车业务。\n到了今年第三季度，华为裁撤车BU总裁职位，原总裁王军改任首席运营官（COO），同时兼任智能驾驶产品线总裁；卞红林开始主导新增的研发管理部。\n通俗理解，这套组织体系中，余承东是一级领导，王军和卞红林分管运营和研发，在此之下，是具体的各产品线，其中每一个产品线都拥有自己的产品和销售人员。知情人士告诉《财经》记者，新增的研发管理部，则相当于横向管理所有产品线产品的研发。\n华为变化前后车BU核心架构对比\n\n在这套架构中，曾经高调的自动驾驶团队事实上后撤了，如果用更长远的视角对比一年前华为车BU 的组织架构，一些变化明显：领导层掌权更集中，意味着卖车业务优先级上升；各产品线的研发和销售相对分开，意味着架构更成熟；原消费者团队介入更深，意味着交付压力变大。\n在过去一年里，余承东在车BU地位火速上升，与其力主卖车相关。而这一做法显然是需要时间来证明的。\n根据乘联会数据，今年四月至十月，赛力斯SF5销量（含华为门店在那的所有渠道）分别为129辆、204辆、1097辆、507辆、715辆、1117辆、1926辆，总共不足6000辆。据腾讯深网报道，余承东现在承受着内部的巨大压力。华为现在已经不再催促经销商改造门店卖车了。\n也就是说，不论是卖车还是造车，华为都得打硬战。\n有观点认为，华为已有的整车产品在市场缺乏竞争力，是因为合作车企并不够有竞争力；由于车企对华为这种强实力公司的忌惮心理大于向往，华为获得来自头部车企的大额订单会更难。\n在长安和华为合作的车型阿维塔发布后，王军曾在接受媒体采访时表示，无论是HI模式，还是华为智选模式，均摆脱了传统的供应商模式。\n传统的汽车供应体系相当封闭等级分明，为了分担风险和降低成本，主机厂均有多个供应商做“备胎”，强势的主机厂拥有绝对话语权，“汽车获利就是依靠这样一套残酷的供应规则”。\n一位自动驾驶企业高管向《财经》记者表示，新兴的头部供应商更愿意强调自己科技公司或机器人公司的身份。汽车界有自己的规则，有野心的新秀无人愿意将自己束缚在这套规则之中。\n而对车企来说，这并不是让他们舒服的方式。一位华为人士向《财经》记者坦言，“在合作中，华为经常会挑战车企的需求。在他们看来，我们在挑战他们的权威。”\n事实上，华为介入汽车领域远比外界想象得更早。一位咨询业高管告诉《财经》记者，2014年，国内第一波新能源汽车浪潮兴起，华为已经开始就汽车业务规划向咨询公司寻求方案，由于担心引起产业伙伴反弹，并未贸然进入。甚至在在很长一段时间内，只由华为车联网实验室专注做研发。时任员工曾向《财经》记者回忆，彼时，他们未有任何商业化的压力，情况从华为受制裁后发生变化。\n一位华为前管理层人士向《财经》记者表示，华为目前车BU的战略选择，与其说是最优解，不如说是各方妥协的结果。\n华为不得不平衡。尽管外界对华为是否会造车争论颇多，但一个事实在于，无法从供应链中获取高端芯片，是华为所有困难的源头。华为造车，也同样可能遭遇手机相同的麻烦。\n华为人士告诉《财经》记者，芯片是所有有进一步合作意向的车企都会问及的核心问题，通常解决方案由高层之间直接沟通，严格保密。\n今年8月，美国曾向华为开放了一批汽车芯片的供应。《财经》记者独家获悉，华为汽车业务当前最重要的芯片为MDC计算平台所采用的昇腾，库存数量有限，华为已经准备了包括外采芯片在内的多种替代方案。但是，长久来说，在库存芯片消耗完之前获得产业链可控能力，仍是未来一段时间内华为最重要的命题。\n“需要资金回笼”“需要标杆产品”“需要打开市场”这是在采访中，所有人提及华为大众合作的共同原因。由于目前可获知信息有限，我们无从判断，这种合作模式会对华为在汽车市场的未来发展有什么更深远的影响。\n进入一个新行业，无论是新势力还是老巨头，风险和机会总是相伴的，根据内外部实际情况调整姿势，既是必须，也是平衡。如果回溯华为历史，在此前的艰难时期，华为甚至有卖掉一些业务来养活核心业务的先例。\n2020年11月25日，任正非亲自发文，重申华为三年内不会造车。现在时间刚刚过去三分之一。\n种种迹象显示，华为在加快脚步。在东莞，在苏州，华为开始了汽车相关的制造及测试用场地的重资产投入。它们就像浮出水面的冰山，让外界更加好奇这水面下的虚与实。相对应的，华为要打的硬战，才刚刚开始。\n一位员工向《财经》记者感慨，“我们相信公司一定能做好（汽车）这个业务，但做成的人一定不是我们这一批了。”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000467050,"gmtCreate":1640267663970,"gmtModify":1676533513328,"author":{"id":"3568626352541392","authorId":"3568626352541392","name":"LawrenceCW","avatar":"https://static.tigerbbs.com/962262e528e64dff78a74edaba2a5aac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568626352541392","authorIdStr":"3568626352541392"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000467050","repostId":"1138433829","repostType":4,"repost":{"id":"1138433829","kind":"news","weMediaInfo":{"introduction":"华商人物与企业新媒体第一殿堂。","home_visible":1,"media_name":"华商韬略","id":"27","head_image":"https://static.tigerbbs.com/08f34cc62ee54134a6a68fe6538c26f8"},"pubTimestamp":1640266997,"share":"https://ttm.financial/m/news/1138433829?lang=en_US&edition=fundamental","pubTime":"2021-12-23 21:43","market":"hk","language":"zh","title":"Gome's 35th Anniversary: Changes and Constants","url":"https://stock-news.laohu8.com/highlight/detail?id=1138433829","media":"华商韬略","summary":"时代成就了国美，国美也用切实行动，回应时代的召唤。\n\n2021年12月22日，国美“全零售生态伙伴大会暨国美35周年庆启动仪式”在北京鹏润国际大酒店顺利举行。\n国美集团创始人黄光裕表示：“作为有35年","content":"<p>The times have made Gome what it is, and Gome has responded to the call of the times with concrete actions. On December 22, 2021, Gome's \"All-Retail Ecosystem Partner Conference and Gome 35th Anniversary Celebration Launch Ceremony\" was successfully held at the Pengrun International Hotel in Beijing.</p><p>Huang Guangyu, founder of Gome Group, said: \"As a private enterprise with a 35-year history, Gome's growth is primarily due to the Party and the government's various policies and measures to encourage, guide, and support the development of the private economy.\"<b>The times have shaped Gome, and Gome is responding to the call of the times with concrete actions.</b></p><p>Over the past 35 years, from a dominant \"home appliance giant\" to an open and cooperative \"sharing platform,\" Gome has gradually unfolded before everyone like a painting.</p><p><img src=\"https://static.tigerbbs.com/eb6ab55897bdebac785a1fb1834a932d\" tg-width=\"1000\" tg-height=\"667\" referrerpolicy=\"no-referrer\"></p><p>Today, at 35 years old, Gome is drawing a grander and more beautiful blueprint.</p><p><img src=\"https://static.tigerbbs.com/c5b1c5c50c88205ea5a356a0d28e693f\" tg-width=\"800\" tg-height=\"214\" referrerpolicy=\"no-referrer\"></p><p>Thirty-five years ago, reform and opening up activated the commodity economy, marking the beginning of Gome's entrepreneurial history.</p><p>On January 1, 1987, Huang Guangyu opened an electrical appliance store with an area of less than 100 square meters in Zhushikou, Beijing, and officially unveiled the \"Gome\" brand.</p><p>Under the wave of reform and opening up, Gome had already gained some fame in Beijing in 1993 through its \"low profit margin, high sales volume\" business strategy.</p><p><img src=\"https://static.tigerbbs.com/15d2fb81aa7259f901a749b43c6f81a1\" tg-width=\"1080\" tg-height=\"1625\" referrerpolicy=\"no-referrer\"></p><p>In 1999, Huang Guangyu began to expand into a nationwide chain store, insisting on opening each store with an area of more than 1,000 square meters, and quickly captured the market with a low-price strategy.</p><p>From Beijing to Tianjin, from Northeast China to Southwest China... In May 2001, Gome opened 13 chain stores nationwide at the same time, setting off a nationwide chain operation boom. By the summer of 2003, the number of stores nationwide had exceeded 100. That year, Gome became the number one home appliance retailer in China with annual sales of 10.896 billion yuan.</p><p>Gome Electrical Appliances' product range continues to expand, from color TVs, refrigerators, washing machines, and air conditioners to small appliances, and then to communications and IT... IT encompasses almost all consumer appliances and even electronic products - \"Buy appliances at Gome\" has become a deeply ingrained perception in the minds of consumers.</p><p>In those years, Gome became a bellwether for the entire home appliance retail industry.</p><p>People tried to find a reasonable explanation for Gome's rise, and eventually discovered that this business story, which rose rapidly in just a few years, explained a completely new business concept to the entire home appliance and even retail industry:</p><p><b>As China's distribution sector shifts from a seller's market to a buyer's market, the era of \"terminals are king and channels prevail\" has arrived.</b></p><p>Gome first appeared in the public eye because of its \"middle-seam price quotation advertisement,\" while it became well-known to consumers because it truly \"has a bottom line in price and no limits in service.\"</p><p><b>The slogan \"Our employees are different\", the idea of \"exceeding customer expectations\", and the implementation of \"one-stop service\" have laid a solid foundation for Gome's large-scale operation.</b></p><p>However, for home appliance manufacturers, it is not only necessary to have innovative products, favorable prices, effective promotional activities and comprehensive after-sales service, but also to have large-scale, efficient, flexible and low-cost sales channels.</p><p>Starting in 1990, Gome created a variety of marketing methods suitable for home appliance business, such as large-order purchasing, buyout, exclusive sales, and customization, becoming the largest partner of almost all home appliances in China and ensuring its price advantage.</p><p>The year it topped the national home appliance chain list, Gome began to explore new avenues in its sourcing channels, integrating resources from manufacturers, merchants, media, social evaluation agencies, and consumers to tap into market potential.</p><p>In February 2004, Gome launched \"Rainbow Service,\" forming service alliances with dozens of well-known domestic and foreign home appliance manufacturers, including Haier, Hisense, Hualing, Kelon, AUX, Xinke, and Zhigao.</p><p>That summer, Gome successfully listed in Hong Kong and leveraged the capital market to accelerate the expansion of its offline physical stores.</p><p>In July 2006, Gome acquired Yongle; In December 2007, Gome acquired Dazhong. From then on, Gome's nationwide chain structure was officially formed.</p><p>At that time, the general public's understanding of Gome was limited to \"truly low prices,\" but few people saw how the \"low prices\" came about.</p><p><b>Without Huang Guangyu's ruthless decisiveness, without his pioneering advertising ventures, without his comprehensive innovation in marketing methods, without the comprehensive integration of sales channels, and without the mutually beneficial coexistence of service alliances, Gome would not be so dazzling.</b></p><p><img src=\"https://static.tigerbbs.com/262388c766e1e1babb58b6ea0a8dc6e1\" tg-width=\"1000\" tg-height=\"667\" referrerpolicy=\"no-referrer\"></p><p>These factors have had a profound impact on the future development of Gome and even the entire Chinese retail industry.</p><p><img src=\"https://static.tigerbbs.com/906cb84b2a6f824de8fc655a2fd7c7c9\" tg-width=\"800\" tg-height=\"214\" referrerpolicy=\"no-referrer\"></p><p>In August 2017, \"Gome Electrical Appliances\" was officially renamed \"Gome Retail\", marking Gome's expansion and upgrade from a single electrical appliance business to a full-category retail business.</p><p>Gome has been preparing for this day for six years. From 2010 to 2016, Gome first underwent digital transformation, building an online sales platform, and then evolved from PC to mobile internet, incubating two channels: Gome Online and Kuba. A new world based on the internet is being built with all its might, opening up new avenues for interacting with consumers with greater efficiency and reconstructing the basic logic of business.</p><p>Objectively speaking, compared with its peers, Gome at this stage was more in line with the trends of the times. It is precisely because we followed the trend that the remarkable \"transformation\" that followed was possible.</p><p>Starting in 2017, Gome ushered in a brand-new, high-frequency rise and transformation.</p><p>Since launching its reforms, Gome has comprehensively promoted its \"Home & Life\" strategy, proposed the concept of \"all-retail,\" and emphasized \"sharing\" as its core concept. Media interpretations have begun to summarize the concrete meaning of \"Gome's transformation\":</p><p>First, Gome aims to expand from focusing solely on electrical appliances to becoming a provider of overall solutions for products and services centered around \"home and life\".</p><p>Second, Gome needs to integrate online and offline, virtual and physical, and online, store, and home scenarios to achieve the aggregation and extension of its supply chain and service system.</p><p>Third, Gome should fully share its key resources and capabilities, such as \"online, offline, supply chain, logistics/services, and big data/cloud,\" with all parties.</p><p>Since the end of 2020, the second phase of Gome's \"Home & Life\" strategy has been continuously deepened and implemented. Gome has built an online entertainment platform using the \"live streaming + community\" model, proposing \"online platform as the main focus, online/offline dual platforms (scenario axis) + self-operated/third-party external supply chain (product axis)\", which constitutes Gome's \"two axes and four wheels\" driving force.</p><p><img src=\"https://static.tigerbbs.com/2283501b43879cbf6f8f29c5c2db7541\" tg-width=\"1000\" tg-height=\"685\" referrerpolicy=\"no-referrer\"></p><p>Huang Guangyu emphasized, \"Over the past year, based on a systematic assessment of the 'policy requirements, user needs, and manufacturer demands' of the new development stage, we have focused on the retail and home service industries, taking thinking reengineering, model innovation, and technological empowerment as breakthroughs to systematically build a six-in-one all-retail ecosystem sharing platform. Among them, the online platform, centered on the 'True Happiness' App, focuses on creating two interactive and empowering sections: 'Entertainment' and 'Shopping,' and carries out entertainment-oriented marketing.\"</p><p>\"The offline platform, centered on Gome Home, focuses on creating two major offline advantages: display experience and local life services. It has now begun to gradually and rapidly promote grid coverage across the country.\"<b>The clear online and offline positioning truly facilitates consumers and significantly reduces manufacturers' costs.</b>Simultaneously, we will build more professional and socialized supply chain platforms, logistics platforms, and big data/cloud platforms. By eliminating intermediaries, we will improve turnover efficiency, enhance intelligence, streamline and optimize the entire retail chain, and truly reduce costs and increase efficiency.</p><p><b>Meanwhile, Gome, which has partnered with JD.com and Pinduoduo, proposed a third-party external supply chain product axis so that once the user-led demand side achieves a breakthrough, the merchant-led supply side can also usher in true openness—this is true \"openness and sharing,\" meaning that both the demand and supply sides are moving towards openness together.</b></p><p>Only in this way can Gome \"achieve full connectivity to scenarios, products and users, as well as full coverage of users' home and life needs\".</p><p>From 2017 to 2021, Gome experienced four years of rapid growth.<b>Today, Gome is neither a traditional chain mall nor a simple internet e-commerce platform. Instead, it has integrated its 35 years of \"retail genes\" into the platform economy, becoming an open, fully retail ecosystem sharing platform.</b></p><p><img src=\"https://static.tigerbbs.com/909c1fd34a7c4b2edea3db2ba9f1554e\" tg-width=\"800\" tg-height=\"214\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Looking back at the history of retail development in China, it is difficult to find another company like Gome.</p><p>Its life cycle spans almost the entire life cycle of China's retail industry, and it can keep up with the needs of the times and adjust its pace during each cyclical change.</p><p>To summarize in Huang Guangyu's words, \"In the early stages of its entrepreneurship, Gome took advantage of the tide of reform and opening up and pioneered the home appliance retail chain model with the entrepreneurial spirit of having what others did not have, being superior to others, and daring to be the first. As it integrated into the capital market, Gome treated people with integrity, established its business with integrity, and achieved long-term success with integrity. It interacted with partners from all sides, helped each other and complemented each other, and turned competition into cooperation, achieving a larger-scale integration and symbiosis.\" Today, implementing the new development philosophy, Gome is deeply cultivating the 'Home & Life' sector with a user-centric, technologically advanced, platform-centric, and closed-loop approach, creating a shared platform for the entire retail ecosystem.</p><p>Haier founder Zhang Ruimin said, \"There are no successful companies, only companies of the times.\"<b>In a sense, Gome broke this saying, never missing a moment from a single tree forming a forest to a hundred flowers blooming. Faced with opportunities and challenges, it has never stopped innovating and changing.</b></p><p>Few companies are like Gome, with a life cycle of 35 years and a life curve full of twists and turns, yet it has always touched the hearts of countless people inside and outside the industry.</p><p><img src=\"https://static.tigerbbs.com/b8c1d084e404a85523b57f5627f78332\" tg-width=\"1000\" tg-height=\"667\" referrerpolicy=\"no-referrer\"></p><p>From pioneering the exclusive sales system, pioneering merchant advertising publications and newspapers, taking the lead in entering the era of domestic brands, and opening the door to the \"national chain network\"... people regard it as a legend in the martial arts world; As it bravely fights amidst the race of a hundred boats, people silently await its dawn; And today, after accumulating momentum for a long time, it is starting anew.</p><p>From a business perspective, the reason a company exhibits such vitality and influence is closely related to its consistent alignment with the essence of the retail industry—efficiency and experience. All of this stems from Gome's unwavering corporate culture.<b>Adhering to the original aspiration of \"national beauty, home beauty, and life beauty\", we have a deep understanding of the industry and accompany consumers and brands to grow on the basis of our own innovative development.</b></p><p>Gome's consistent commitment to its corporate culture is determined by its genetic advantages. Founder Huang Guangyu's early decisiveness remains unchanged today; The Group keeps pace with the times and seeks change while maintaining stability during turbulent times; The team has maintained its consistent execution capabilities...</p><p>Over the past 35 years, Gome has maintained its original aspiration despite both changes and constants. Today, Gome's grand blueprint is slowly unfolding.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Gome's 35th Anniversary: Changes and Constants</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGome's 35th Anniversary: Changes and Constants\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/27\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/08f34cc62ee54134a6a68fe6538c26f8);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华商韬略 </p>\n<p class=\"h-time smaller\">2021-12-23 21:43</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The times have made Gome what it is, and Gome has responded to the call of the times with concrete actions. On December 22, 2021, Gome's \"All-Retail Ecosystem Partner Conference and Gome 35th Anniversary Celebration Launch Ceremony\" was successfully held at the Pengrun International Hotel in Beijing.</p><p>Huang Guangyu, founder of Gome Group, said: \"As a private enterprise with a 35-year history, Gome's growth is primarily due to the Party and the government's various policies and measures to encourage, guide, and support the development of the private economy.\"<b>The times have shaped Gome, and Gome is responding to the call of the times with concrete actions.</b></p><p>Over the past 35 years, from a dominant \"home appliance giant\" to an open and cooperative \"sharing platform,\" Gome has gradually unfolded before everyone like a painting.</p><p><img src=\"https://static.tigerbbs.com/eb6ab55897bdebac785a1fb1834a932d\" tg-width=\"1000\" tg-height=\"667\" referrerpolicy=\"no-referrer\"></p><p>Today, at 35 years old, Gome is drawing a grander and more beautiful blueprint.</p><p><img src=\"https://static.tigerbbs.com/c5b1c5c50c88205ea5a356a0d28e693f\" tg-width=\"800\" tg-height=\"214\" referrerpolicy=\"no-referrer\"></p><p>Thirty-five years ago, reform and opening up activated the commodity economy, marking the beginning of Gome's entrepreneurial history.</p><p>On January 1, 1987, Huang Guangyu opened an electrical appliance store with an area of less than 100 square meters in Zhushikou, Beijing, and officially unveiled the \"Gome\" brand.</p><p>Under the wave of reform and opening up, Gome had already gained some fame in Beijing in 1993 through its \"low profit margin, high sales volume\" business strategy.</p><p><img src=\"https://static.tigerbbs.com/15d2fb81aa7259f901a749b43c6f81a1\" tg-width=\"1080\" tg-height=\"1625\" referrerpolicy=\"no-referrer\"></p><p>In 1999, Huang Guangyu began to expand into a nationwide chain store, insisting on opening each store with an area of more than 1,000 square meters, and quickly captured the market with a low-price strategy.</p><p>From Beijing to Tianjin, from Northeast China to Southwest China... In May 2001, Gome opened 13 chain stores nationwide at the same time, setting off a nationwide chain operation boom. By the summer of 2003, the number of stores nationwide had exceeded 100. That year, Gome became the number one home appliance retailer in China with annual sales of 10.896 billion yuan.</p><p>Gome Electrical Appliances' product range continues to expand, from color TVs, refrigerators, washing machines, and air conditioners to small appliances, and then to communications and IT... IT encompasses almost all consumer appliances and even electronic products - \"Buy appliances at Gome\" has become a deeply ingrained perception in the minds of consumers.</p><p>In those years, Gome became a bellwether for the entire home appliance retail industry.</p><p>People tried to find a reasonable explanation for Gome's rise, and eventually discovered that this business story, which rose rapidly in just a few years, explained a completely new business concept to the entire home appliance and even retail industry:</p><p><b>As China's distribution sector shifts from a seller's market to a buyer's market, the era of \"terminals are king and channels prevail\" has arrived.</b></p><p>Gome first appeared in the public eye because of its \"middle-seam price quotation advertisement,\" while it became well-known to consumers because it truly \"has a bottom line in price and no limits in service.\"</p><p><b>The slogan \"Our employees are different\", the idea of \"exceeding customer expectations\", and the implementation of \"one-stop service\" have laid a solid foundation for Gome's large-scale operation.</b></p><p>However, for home appliance manufacturers, it is not only necessary to have innovative products, favorable prices, effective promotional activities and comprehensive after-sales service, but also to have large-scale, efficient, flexible and low-cost sales channels.</p><p>Starting in 1990, Gome created a variety of marketing methods suitable for home appliance business, such as large-order purchasing, buyout, exclusive sales, and customization, becoming the largest partner of almost all home appliances in China and ensuring its price advantage.</p><p>The year it topped the national home appliance chain list, Gome began to explore new avenues in its sourcing channels, integrating resources from manufacturers, merchants, media, social evaluation agencies, and consumers to tap into market potential.</p><p>In February 2004, Gome launched \"Rainbow Service,\" forming service alliances with dozens of well-known domestic and foreign home appliance manufacturers, including Haier, Hisense, Hualing, Kelon, AUX, Xinke, and Zhigao.</p><p>That summer, Gome successfully listed in Hong Kong and leveraged the capital market to accelerate the expansion of its offline physical stores.</p><p>In July 2006, Gome acquired Yongle; In December 2007, Gome acquired Dazhong. From then on, Gome's nationwide chain structure was officially formed.</p><p>At that time, the general public's understanding of Gome was limited to \"truly low prices,\" but few people saw how the \"low prices\" came about.</p><p><b>Without Huang Guangyu's ruthless decisiveness, without his pioneering advertising ventures, without his comprehensive innovation in marketing methods, without the comprehensive integration of sales channels, and without the mutually beneficial coexistence of service alliances, Gome would not be so dazzling.</b></p><p><img src=\"https://static.tigerbbs.com/262388c766e1e1babb58b6ea0a8dc6e1\" tg-width=\"1000\" tg-height=\"667\" referrerpolicy=\"no-referrer\"></p><p>These factors have had a profound impact on the future development of Gome and even the entire Chinese retail industry.</p><p><img src=\"https://static.tigerbbs.com/906cb84b2a6f824de8fc655a2fd7c7c9\" tg-width=\"800\" tg-height=\"214\" referrerpolicy=\"no-referrer\"></p><p>In August 2017, \"Gome Electrical Appliances\" was officially renamed \"Gome Retail\", marking Gome's expansion and upgrade from a single electrical appliance business to a full-category retail business.</p><p>Gome has been preparing for this day for six years. From 2010 to 2016, Gome first underwent digital transformation, building an online sales platform, and then evolved from PC to mobile internet, incubating two channels: Gome Online and Kuba. A new world based on the internet is being built with all its might, opening up new avenues for interacting with consumers with greater efficiency and reconstructing the basic logic of business.</p><p>Objectively speaking, compared with its peers, Gome at this stage was more in line with the trends of the times. It is precisely because we followed the trend that the remarkable \"transformation\" that followed was possible.</p><p>Starting in 2017, Gome ushered in a brand-new, high-frequency rise and transformation.</p><p>Since launching its reforms, Gome has comprehensively promoted its \"Home & Life\" strategy, proposed the concept of \"all-retail,\" and emphasized \"sharing\" as its core concept. Media interpretations have begun to summarize the concrete meaning of \"Gome's transformation\":</p><p>First, Gome aims to expand from focusing solely on electrical appliances to becoming a provider of overall solutions for products and services centered around \"home and life\".</p><p>Second, Gome needs to integrate online and offline, virtual and physical, and online, store, and home scenarios to achieve the aggregation and extension of its supply chain and service system.</p><p>Third, Gome should fully share its key resources and capabilities, such as \"online, offline, supply chain, logistics/services, and big data/cloud,\" with all parties.</p><p>Since the end of 2020, the second phase of Gome's \"Home & Life\" strategy has been continuously deepened and implemented. Gome has built an online entertainment platform using the \"live streaming + community\" model, proposing \"online platform as the main focus, online/offline dual platforms (scenario axis) + self-operated/third-party external supply chain (product axis)\", which constitutes Gome's \"two axes and four wheels\" driving force.</p><p><img src=\"https://static.tigerbbs.com/2283501b43879cbf6f8f29c5c2db7541\" tg-width=\"1000\" tg-height=\"685\" referrerpolicy=\"no-referrer\"></p><p>Huang Guangyu emphasized, \"Over the past year, based on a systematic assessment of the 'policy requirements, user needs, and manufacturer demands' of the new development stage, we have focused on the retail and home service industries, taking thinking reengineering, model innovation, and technological empowerment as breakthroughs to systematically build a six-in-one all-retail ecosystem sharing platform. Among them, the online platform, centered on the 'True Happiness' App, focuses on creating two interactive and empowering sections: 'Entertainment' and 'Shopping,' and carries out entertainment-oriented marketing.\"</p><p>\"The offline platform, centered on Gome Home, focuses on creating two major offline advantages: display experience and local life services. It has now begun to gradually and rapidly promote grid coverage across the country.\"<b>The clear online and offline positioning truly facilitates consumers and significantly reduces manufacturers' costs.</b>Simultaneously, we will build more professional and socialized supply chain platforms, logistics platforms, and big data/cloud platforms. By eliminating intermediaries, we will improve turnover efficiency, enhance intelligence, streamline and optimize the entire retail chain, and truly reduce costs and increase efficiency.</p><p><b>Meanwhile, Gome, which has partnered with JD.com and Pinduoduo, proposed a third-party external supply chain product axis so that once the user-led demand side achieves a breakthrough, the merchant-led supply side can also usher in true openness—this is true \"openness and sharing,\" meaning that both the demand and supply sides are moving towards openness together.</b></p><p>Only in this way can Gome \"achieve full connectivity to scenarios, products and users, as well as full coverage of users' home and life needs\".</p><p>From 2017 to 2021, Gome experienced four years of rapid growth.<b>Today, Gome is neither a traditional chain mall nor a simple internet e-commerce platform. Instead, it has integrated its 35 years of \"retail genes\" into the platform economy, becoming an open, fully retail ecosystem sharing platform.</b></p><p><img src=\"https://static.tigerbbs.com/909c1fd34a7c4b2edea3db2ba9f1554e\" tg-width=\"800\" tg-height=\"214\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Looking back at the history of retail development in China, it is difficult to find another company like Gome.</p><p>Its life cycle spans almost the entire life cycle of China's retail industry, and it can keep up with the needs of the times and adjust its pace during each cyclical change.</p><p>To summarize in Huang Guangyu's words, \"In the early stages of its entrepreneurship, Gome took advantage of the tide of reform and opening up and pioneered the home appliance retail chain model with the entrepreneurial spirit of having what others did not have, being superior to others, and daring to be the first. As it integrated into the capital market, Gome treated people with integrity, established its business with integrity, and achieved long-term success with integrity. It interacted with partners from all sides, helped each other and complemented each other, and turned competition into cooperation, achieving a larger-scale integration and symbiosis.\" Today, implementing the new development philosophy, Gome is deeply cultivating the 'Home & Life' sector with a user-centric, technologically advanced, platform-centric, and closed-loop approach, creating a shared platform for the entire retail ecosystem.</p><p>Haier founder Zhang Ruimin said, \"There are no successful companies, only companies of the times.\"<b>In a sense, Gome broke this saying, never missing a moment from a single tree forming a forest to a hundred flowers blooming. Faced with opportunities and challenges, it has never stopped innovating and changing.</b></p><p>Few companies are like Gome, with a life cycle of 35 years and a life curve full of twists and turns, yet it has always touched the hearts of countless people inside and outside the industry.</p><p><img src=\"https://static.tigerbbs.com/b8c1d084e404a85523b57f5627f78332\" tg-width=\"1000\" tg-height=\"667\" referrerpolicy=\"no-referrer\"></p><p>From pioneering the exclusive sales system, pioneering merchant advertising publications and newspapers, taking the lead in entering the era of domestic brands, and opening the door to the \"national chain network\"... people regard it as a legend in the martial arts world; As it bravely fights amidst the race of a hundred boats, people silently await its dawn; And today, after accumulating momentum for a long time, it is starting anew.</p><p>From a business perspective, the reason a company exhibits such vitality and influence is closely related to its consistent alignment with the essence of the retail industry—efficiency and experience. All of this stems from Gome's unwavering corporate culture.<b>Adhering to the original aspiration of \"national beauty, home beauty, and life beauty\", we have a deep understanding of the industry and accompany consumers and brands to grow on the basis of our own innovative development.</b></p><p>Gome's consistent commitment to its corporate culture is determined by its genetic advantages. Founder Huang Guangyu's early decisiveness remains unchanged today; The Group keeps pace with the times and seeks change while maintaining stability during turbulent times; The team has maintained its consistent execution capabilities...</p><p>Over the past 35 years, Gome has maintained its original aspiration despite both changes and constants. Today, Gome's grand blueprint is slowly unfolding.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f833439a55ccb3ea6528c417bb3823b7","relate_stocks":{"00493":"国美零售"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138433829","content_text":"时代成就了国美，国美也用切实行动，回应时代的召唤。\n\n2021年12月22日，国美“全零售生态伙伴大会暨国美35周年庆启动仪式”在北京鹏润国际大酒店顺利举行。\n国美集团创始人黄光裕表示：“作为有35年历史的民营企业，国美的成长首先得益于党和政府，鼓励、引导、支持民营经济发展的各项政策和举措。时代成就了国美，国美也用切实行动，回应时代的召唤。”\n35年间，从驰骋沙场的“家电霸主”到开放合作的“共享平台”，国美的一幕幕如画卷般在大家面前徐徐展开。\n\n如今，35岁的国美正在描绘更加宏大的美好蓝图。\n\n35年前，改革开放激活商品经济，国美创业史拉开序幕。\n1987年1月1日，黄光裕在北京珠市口开了一家面积不足100平米的电器店，正式亮出“国美”招牌。\n在改革开放浪潮下，国美通过“薄利多销”的经营之道，1993年便已在京城小有名气。\n\n1999年，黄光裕开始布局全国连锁，坚持把每家店面积开到1000平米以上，在低价策略下迅速攻占市场。\n从北京到天津，从东北到大西南……2001年5月，国美全国范围内13家连锁店同期开业，掀起全国连锁经营高潮。到2003年夏天，全国店面数量已经超过100家。这一年，国美以年销售额108.96亿元跃居中国家电零售企业第一。\n国美电器的商品种类不断扩展，从彩电、冰箱、洗衣机、空调，到小家电，再到通信、IT……几乎囊括了所有消费类家电乃至电子产品——“买电器，到国美”成了消费者心中根深蒂固的认知。\n那几年，国美成为整个家电零售业的风向标。\n人们试图为国美的崛起找到一个合理的说法，最终发现这个在短短几年内就迅速升腾的商业故事，向整个家电乃至零售业阐述了一个全新的商业理念：\n当中国的流通领域由卖方市场转为买方市场，“终端为王，渠道制胜”的时代到来了。\n国美第一次亮相在大众视野中，是因为它的“中缝报价广告”，而被消费者熟知则是因为它真的“价格有底线，服务无极限”。\n“我们的员工与众不同”的口号，“超越顾客期望”的思想，以及落地的“一站式服务”，都为国美的规模化经营打下了深厚基础。\n然而，对家电生产企业而言，不仅要有创新的产品、优惠的价格、有效的促销活动和完善的售后服务，规模大、效率高、运作灵活、运营成本低的销售渠道成为取胜的关键。\n1990年开始，国美创造出诸如大单采购、买断、包销、定制等多种适合家电经营的营销手段，成为国内几乎所有家电最大的合作伙伴，保证了自身的价格优势。\n登上全国家电连锁榜首的那年，国美又开始在进货渠道上进行新一步的探索，整合厂家、商家、媒体、社会评测机构以及消费者等资源，挖掘市场潜能。\n2004年2月，国美启动“彩虹服务”，与海尔、海信、华凌、科龙、奥克斯、新科、志高等数十家中外知名家电制造企业结成服务联盟。\n这一年夏天，国美在香港成功上市，并借助资本市场加速线下实体门店的布局。\n2006年7月，国美并购永乐；2007年12月，国美并购大中。自此，国美全国大连锁格局正式形成。\n彼时，普罗大众心中对国美的认知还局限在“真低价”，却很少有人看到“低价”是如何来的。\n如果没有黄光裕的杀伐决断，没有广告先河的试水之行，没有营销方式的全面创新，没有销售渠道的全面整合，没有服务联盟的互利共生，国美不会如此耀眼。\n\n这些，也对国美乃至整个中国零售业今后的发展，产生了深远的影响。\n\n2017年8月，“国美电器”正式改名为“国美零售”，标志国美从单一电器经营向全品类商品零售业务的拓展和升级。\n为了迎接这一天的到来，国美准备了6年。从2010年到2016年，国美先是进行数字化转型，布局线上销售平台建设，后又从PC端进化到移动互联网，孵化了国美在线和库巴两个渠道。以互联网为基础性平台的新世界正被全力搭建起来，它以更高的效率打开了和消费者互动的新局面，并重构了商业的基本逻辑。\n客观来说，和同行相比，这个阶段的国美更多是顺应时代潮流。正因为有了顺势而为，才会有接下来出色“转变”。\n2017年开始，国美迎来了它全新的、高频率的上升与转变。\n开启改革后，国美全面推进“家·生活”战略，提出“全零售”概念，并强调以“共享”为核心理念。那些媒体解读开始给“国美变革”概括出具象化的含义：\n第一，国美要从单一电器经营为主，扩展为向围绕“家·生活”的产品、服务整体解决方案的提供商转型。\n第二，国美要贯通线上和线下、虚拟与实体、到网到店到家的场景融合，实现供应链和服务体系的聚合以及延伸。\n第三，国美要将自己打造的“线上、线下、供应链、物流/服务、大数据/云”这些关键资源和能力，与各方全面共享。\n自2020年年底至今，国美“家·生活”战略第二阶段持续深化落地，已利用“直播+社群”模式构建了线上娱乐化平台的国美，提出“线上平台为主，线上/线下双平台（场景轴）+自营/第三方外部供应链（商品轴）”，构成“两轴、四轮”的国美动力。\n\n黄光裕强调，“过去一年多来，基于对新发展阶段‘政策要求、用户需求和厂商诉求’的系统研判，我们聚焦零售业和家服务业，以思维再造、模式创新、技术赋能为突破口，系统打造六位一体的全零售生态共享平台。其中，以‘真快乐’App为核心的线上平台，重点打造‘乐’和‘购’两个互动赋能的板块，并开展娱乐化营销。”\n“以国美家为核心的线下平台，重点打造展示体验和本地生活服务两大线下优势功能，现已开始逐步在全国快速推进网格化覆盖。线上和线下的清晰定位，真正便利了消费者，并显著降低了厂商成本。同时打造更加专业化、社会化的供应链平台、物流平台和大数据/云平台，通过砍去中间环节，提高周转效率，提升智能化水平，对零售全链条进行精简和优化，真正降本增效。”\n同时，与京东、拼多多达成合作的国美，之所以提出第三方外部供应链的商品轴，为的是当以用户为主的需求端实现突破后，以商家为主导的供应端也能迎来真正的开放——这是货真价实的“开放和共享”，即需求和供给两端共同走向开放。\n只有这样，国美才能“实现对场景、商品和用户的全链接，以及对用户家·生活需求的全覆盖”。\n2017年到2021年，是国美突飞猛进的四年。如今的国美既不是传统连锁商城，也不是单纯的互联网电商平台，而是将自己35年的“零售基因”融入到平台经济中，成为了一个开放型全零售生态共享平台。\n\n回顾中国零售发展历史，我们很难找到第二家像国美这样的企业。\n它的生命周期几乎贯穿了中国零售业的全生命周期，又能在每一次周期性变革时，紧跟时代的需求，调整自己的脚步。\n用黄光裕的话来概括，即“创业初期，国美乘改革开放大潮，以人无我有、人有我优、敢为人先的创业精神，开创了家电零售连锁模式；随着融入资本市场，国美以信待人、以信立业、以信致远，与各方伙伴互动互助互补、化竞争为合作，实现了更大格局的相融共生；现今贯彻新发展理念，国美以用户思维、科技思维、平台思维和闭环思维，深耕‘家·生活’赛道，打造全零售生态共享平台。”\n海尔创始人张瑞敏说：“没有成功的企业，只有时代的企业。”国美在某种意义上打破了这句话，从独木成林到百花齐放，没有一刻缺席。面对机遇与挑战，它从未停止创新和变革。\n也很少有企业像国美这样，它的生命周期长达35年，生命曲线百转千回，却始终牵动着无数业内外人士的心。\n\n从开创包销制，首开商家广告刊报之先河，率先进入国产品牌时代，打开“全国连锁网络”大门……人们奉它为江湖神话；到它在百舸争流中奋勇拼搏，人们默默静候它的黎明；再到今天它蓄势已久，重新出发。\n从商业角度来说，一家企业之所以呈现出这样的生命力和影响力，与其一直紧紧贴合零售业的本质不无关系——效率和体验。而这一切的来源，是国美从未改变的企业文化——秉持着“国美、家美、生活美”的初心，深刻洞察行业，在自身创新发展的基础上，陪伴消费者和品牌成长。\n国美对企业文化始终如一地坚持，则是由其基因优势注定。创始人黄光裕早期的杀伐决断，当下的初心不改；集团在风起云涌时紧跟时代，稳中求变；团队始终保持着一如既往的执行力……\n35年大开大合，国美在变与不变中保持初心。今天，国美的宏大蓝图正徐徐展开。","news_type":1,"symbols_score_info":{"00493":0.9}},"isVote":1,"tweetType":1,"viewCount":3104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000630304,"gmtCreate":1640139886582,"gmtModify":1676533503206,"author":{"id":"3568626352541392","authorId":"3568626352541392","name":"LawrenceCW","avatar":"https://static.tigerbbs.com/962262e528e64dff78a74edaba2a5aac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568626352541392","authorIdStr":"3568626352541392"},"themes":[],"title":"","htmlText":"6666","listText":"6666","text":"6666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000630304","repostId":"1100073720","repostType":4,"repost":{"id":"1100073720","kind":"news","weMediaInfo":{"introduction":"提供来自华尔街的观点，观察市场，提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1640139194,"share":"https://ttm.financial/m/news/1100073720?lang=en_US&edition=fundamental","pubTime":"2021-12-22 10:13","market":"us","language":"zh","title":"Tiger Commentary: Has the United States made progress in responding to the Omega epidemic?","url":"https://stock-news.laohu8.com/highlight/detail?id=1100073720","media":"老虎锐评","summary":"这一轮新疫情爆发，美国哪些地方学乖了？","content":"<p>The epidemic in the United States is raging in winter, with the number of confirmed cases rising rapidly. According to the US CDC's forecast, the Omicron variant rate has reached 73%, exceeding the proportion of the Delta variant (see figure below). However, this statement from the US CDC is somewhat misleading, because Omicron accounts for 73%, which is a CDC model prediction, not actual detection data.</p><p><img src=\"https://static.tigerbbs.com/458c7a4cbcf4b5494012b9343b636bfd\" tg-width=\"559\" tg-height=\"390\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>The CDC also provides a real percentage chart, but it requires a person to manually turn off \"model prediction\". Looking at the actual proportion data, Omicron accounts for less than 1%, which has a lag (see chart below) and reflects the actual proportion 2-3 weeks ago.</p><p><img src=\"https://static.tigerbbs.com/4c93d4371b5f9f920569c3ffa7774974\" tg-width=\"578\" tg-height=\"405\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>The CDC used models to give a 73% share of Omicron, which is actually in line with government needs. With the pandemic surging rapidly, new \"scare points\" are needed to warn the public to be careful. The real epidemic in the United States did indeed rise very quickly, and it was rising rapidly even before Omicron was discovered, only Delta (I should have said more than three months ago that the epidemic would definitely recur this winter, about a month earlier than Fauci). During this rapid rise in the pandemic, there are actually only two indicators worth paying attention to.</p><p>1) Has the epidemic improved or worsened compared to this time last winter?</p><p>2) Has the number of deaths increased or decreased compared to this time last winter?</p><p>Compared to the same period last year (the chart below shows the 7-day moving average of confirmed cases in the United States), the number of confirmed cases in the United States has decreased by about 33% (from an average of 210,000 per day last year to an average of 140,000 per day currently).</p><p><img src=\"https://static.tigerbbs.com/699d36e32e07fc86696961f95c786c50\" tg-width=\"670\" tg-height=\"352\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>In terms of the number of deaths, the situation this year is much better than last year. The average daily death rate has dropped from 2,800 to around 1,300, a decrease of more than 50%.</p><p><img src=\"https://static.tigerbbs.com/14861fe6b30fce2aa63accdc795a1838\" tg-width=\"675\" tg-height=\"354\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>From a macro perspective, vaccines are absolutely useful. The decline in the number of deaths exceeds the decline in the number of confirmed cases, which also conforms to the logic that vaccination leads to better improvement in severe cases. Getting vaccinated doesn't mean you won't get sick, but rather that the symptoms or mortality rate after getting vaccinated will be greatly improved.</p><p>One thing that is difficult for the scientific community to falsify is that data is presented at multiple levels, and the internal logic must be strong. The data of Merck's oral drugs had logical problems from the beginning, so it is not surprising that the effect collapsed in the end. At present, although Merck's drug has risked passing the vote of the FDA scientific panel, it has not yet been officially authorized (the FDA has the right not to follow the vote of the scientific panel). The American right wing's opposition to vaccines, often based on rumors, is a sign of an inability to think logically.</p><p>With this new outbreak of the epidemic, what parts of the United States have learned their lesson?</p><p>1. Know the importance of testing. Biden will deliver a televised address to the nation today, delivering a total of 500 million COVID-19 test kits to American families. The initial out-of-control pandemic in the United States began with testing. First, the CDC refused to allow testing, then the CDC distributed problematic testing kits, and finally the CDC forced all tests to be sent back to headquarters.</p><p>2. Knowing that locking down the city is meaningless. Although the pandemic is rising rapidly and Biden is panicking, he will no longer demand a city lockdown (a city lockdown in the United States = closing restaurants, elementary schools, kindergartens, and bars). If the city lockdown cannot be implemented uniformly worldwide, it will basically lose its meaning. Biden's speech today will only emphasize vaccines and masks.</p><p>3. Medical equipment such as ventilators arrived in advance. There is now a saying that although Omicron is not as ferocious as Delta, if the number of infected people is large enough, even if the hospitalization rate is not high, American hospitals will be run out. Therefore, the Biden administration has sent necessary equipment such as ventilators to hospitals, so that if hospitals are really full, there will be enough equipment to support them. Don't underestimate this move; it's a lesson the United States has learned from deploying beautiful but useless military medical ships.</p><p>So what parts of the United States still haven't learned?</p><p>1. Centralized patient information management. In addition to testing, the most important aspects of controlling the COVID-19 pandemic are tracking and isolation. Tracking and isolation require very centralized patient information management. Distributed systems like those in the United States are very poor at information management. If Zhang San contracts COVID-19, no one knows who around him might be infected.</p><p>2. Virus monitoring. After many countries around the world reported Omicron cases, the cases in the United States arrived late, just like the COVID-19 pandemic that was slow to be detected in the United States. I really don't understand this; what exactly went wrong? Because the number of viruses sequenced in the United States is quite large and the funds are sufficient, it is said that there is also the latest sequencing instrument (nanopore sequencing) that can know the results while testing. The United States' delay in detecting the Omicron variant raises suspicions that NASA will not be the first agency to discover extraterrestrials.</p><p>Finally, it must be emphasized that don't panic when the pandemic arrives. As long as the peak of the pandemic this winter is less than last year's peak, there is still hope for the end of the global pandemic. Based on the projected decline in the pandemic this year (33-50%), it is boldly estimated that the global pandemic will end in the spring of 2024.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tiger Commentary: Has the United States made progress in responding to the Omega epidemic?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTiger Commentary: Has the United States made progress in responding to the Omega epidemic?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎锐评 </p>\n<p class=\"h-time smaller\">2021-12-22 10:13</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The epidemic in the United States is raging in winter, with the number of confirmed cases rising rapidly. According to the US CDC's forecast, the Omicron variant rate has reached 73%, exceeding the proportion of the Delta variant (see figure below). However, this statement from the US CDC is somewhat misleading, because Omicron accounts for 73%, which is a CDC model prediction, not actual detection data.</p><p><img src=\"https://static.tigerbbs.com/458c7a4cbcf4b5494012b9343b636bfd\" tg-width=\"559\" tg-height=\"390\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>The CDC also provides a real percentage chart, but it requires a person to manually turn off \"model prediction\". Looking at the actual proportion data, Omicron accounts for less than 1%, which has a lag (see chart below) and reflects the actual proportion 2-3 weeks ago.</p><p><img src=\"https://static.tigerbbs.com/4c93d4371b5f9f920569c3ffa7774974\" tg-width=\"578\" tg-height=\"405\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>The CDC used models to give a 73% share of Omicron, which is actually in line with government needs. With the pandemic surging rapidly, new \"scare points\" are needed to warn the public to be careful. The real epidemic in the United States did indeed rise very quickly, and it was rising rapidly even before Omicron was discovered, only Delta (I should have said more than three months ago that the epidemic would definitely recur this winter, about a month earlier than Fauci). During this rapid rise in the pandemic, there are actually only two indicators worth paying attention to.</p><p>1) Has the epidemic improved or worsened compared to this time last winter?</p><p>2) Has the number of deaths increased or decreased compared to this time last winter?</p><p>Compared to the same period last year (the chart below shows the 7-day moving average of confirmed cases in the United States), the number of confirmed cases in the United States has decreased by about 33% (from an average of 210,000 per day last year to an average of 140,000 per day currently).</p><p><img src=\"https://static.tigerbbs.com/699d36e32e07fc86696961f95c786c50\" tg-width=\"670\" tg-height=\"352\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>In terms of the number of deaths, the situation this year is much better than last year. The average daily death rate has dropped from 2,800 to around 1,300, a decrease of more than 50%.</p><p><img src=\"https://static.tigerbbs.com/14861fe6b30fce2aa63accdc795a1838\" tg-width=\"675\" tg-height=\"354\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>From a macro perspective, vaccines are absolutely useful. The decline in the number of deaths exceeds the decline in the number of confirmed cases, which also conforms to the logic that vaccination leads to better improvement in severe cases. Getting vaccinated doesn't mean you won't get sick, but rather that the symptoms or mortality rate after getting vaccinated will be greatly improved.</p><p>One thing that is difficult for the scientific community to falsify is that data is presented at multiple levels, and the internal logic must be strong. The data of Merck's oral drugs had logical problems from the beginning, so it is not surprising that the effect collapsed in the end. At present, although Merck's drug has risked passing the vote of the FDA scientific panel, it has not yet been officially authorized (the FDA has the right not to follow the vote of the scientific panel). The American right wing's opposition to vaccines, often based on rumors, is a sign of an inability to think logically.</p><p>With this new outbreak of the epidemic, what parts of the United States have learned their lesson?</p><p>1. Know the importance of testing. Biden will deliver a televised address to the nation today, delivering a total of 500 million COVID-19 test kits to American families. The initial out-of-control pandemic in the United States began with testing. First, the CDC refused to allow testing, then the CDC distributed problematic testing kits, and finally the CDC forced all tests to be sent back to headquarters.</p><p>2. Knowing that locking down the city is meaningless. Although the pandemic is rising rapidly and Biden is panicking, he will no longer demand a city lockdown (a city lockdown in the United States = closing restaurants, elementary schools, kindergartens, and bars). If the city lockdown cannot be implemented uniformly worldwide, it will basically lose its meaning. Biden's speech today will only emphasize vaccines and masks.</p><p>3. Medical equipment such as ventilators arrived in advance. There is now a saying that although Omicron is not as ferocious as Delta, if the number of infected people is large enough, even if the hospitalization rate is not high, American hospitals will be run out. Therefore, the Biden administration has sent necessary equipment such as ventilators to hospitals, so that if hospitals are really full, there will be enough equipment to support them. Don't underestimate this move; it's a lesson the United States has learned from deploying beautiful but useless military medical ships.</p><p>So what parts of the United States still haven't learned?</p><p>1. Centralized patient information management. In addition to testing, the most important aspects of controlling the COVID-19 pandemic are tracking and isolation. Tracking and isolation require very centralized patient information management. Distributed systems like those in the United States are very poor at information management. If Zhang San contracts COVID-19, no one knows who around him might be infected.</p><p>2. Virus monitoring. After many countries around the world reported Omicron cases, the cases in the United States arrived late, just like the COVID-19 pandemic that was slow to be detected in the United States. I really don't understand this; what exactly went wrong? Because the number of viruses sequenced in the United States is quite large and the funds are sufficient, it is said that there is also the latest sequencing instrument (nanopore sequencing) that can know the results while testing. The United States' delay in detecting the Omicron variant raises suspicions that NASA will not be the first agency to discover extraterrestrials.</p><p>Finally, it must be emphasized that don't panic when the pandemic arrives. As long as the peak of the pandemic this winter is less than last year's peak, there is still hope for the end of the global pandemic. Based on the projected decline in the pandemic this year (33-50%), it is boldly estimated that the global pandemic will end in the spring of 2024.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e51dca4aea5a4f4975d48e2264c0446","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100073720","content_text":"美国冬天的疫情气势汹汹，确诊数快速上升。根据美国CDC的预测，Omicron变种率达到了73%，超过了Delta变种占有比例（下图）。不过美国CDC这个表示多多少少有点误导，因为Omicron占比73%，是CDC的模型预测值，而非真实检测数据。\n\nCDC也提供了真实的占比图，只是需要人手工去关掉“模型预测”。从真实的占比数据来看，Omicron的占比不到1%，这个数据有滞后（下图），反映的是2-3周前的真实占比。\n\nCDC利用模型给出了Omicron占比73%，其实也是配合政府需要。现在疫情快速飙升，需要新的“恐吓点”来告诉民众小心。美国的真实疫情确实起来的很快，而且在Omicron发现之前只有Delta的时候，就在快速上升（我应该是三个多月前就说了这个冬天疫情必定反复，比Fauci大概早了一个月）。在这波疫情快速上涨的时候，其实只有两个指标值得关注。\n1）相较于去年冬天这个时候，疫情是好转还是恶化？\n2）死亡人数相较于去年冬天这个时候，是上升还是下降？\n和去年同期相比（下图，美国确诊人数7天均线图），美国的确诊人数下降了约33%（从去年日均21万到目前日均14万）。\n\n从死亡人数来看，今年的情况比去年好得更多。日均死亡从2,800人，下降到目前1300人左右，降幅超过50%。\n\n从宏观数据来看，疫苗是绝对有用。死亡人数的降幅超过确诊人数的降幅，也符合了打了疫苗之后，对重症的改善更好这个逻辑。打了疫苗不是说你就不会得病，而是打了疫苗后让你得病之后的症状或者死亡的比例，会得到极大改善。\n科学界很难作假的一个地方，就是数据是多层次展现，内在的逻辑性一定要强。Merck口服药的数据，一开始就出现了逻辑上的问题，所以最后效果崩盘也不奇怪了。目前Merck的药虽然涉险通过了FDA科学小组的投票，但还没有正式拿到授权（FDA有权力不遵循科学小组的投票）。美国右派反对疫苗，喜欢拿着小道消息就来反对，也算是不能逻辑思考的一个表现。\n这一轮新疫情爆发，美国哪些地方学乖了？\n1，知道测试的重要性。拜登今天会对全美发表电视演讲，将给美国家庭送去总计5亿个新冠测试盒。美国疫情最开始的失控，就是从测试开始。先是CDC死活不让测试，后是CDC分发了有问题的测试工具，最后CDC强制所有测试只能寄回总部。\n2，知道封城没有意义。虽然疫情快速上升，拜登心里面虽慌，但是他不会再要求封城（美国的封城=封餐馆封小学幼儿园封酒吧）。封城这件事情，如果不能全世界统一执行，基本上就失去了意义。拜登在今天的讲话，只会强调疫苗和口罩。\n3，呼吸机等医疗设备提前到位。现在有一种说法，是认为Omicron虽然不如Delta凶狠，但是如果感染人数足够多，即使住院率不高，美国医院也会被挤兑。所以拜登政府已经把呼吸机等必要的设备送往医院，如果真的医院爆满，有足够的设备支持。别小看这个动作，这可是美国经历了部署漂亮但无用的军用医疗船，得来的经验。\n那美国什么地方，依旧没有学会呢？\n1，集中式的病人信息管理。新冠疫情的控制，除了测试，重要的就是跟踪和隔离。跟踪和隔离需要有非常集中的病人信息管理。美国这种分布式系统，在信息管理上非常差。张三如果得了新冠，他周围哪些人可能会感染，谁都不知道。\n2，病毒的监控。全世界多个国家报道了Omicron病例以后，美国的病例才姗姗来迟，和当年新冠疫情在美国迟迟未被发现如出一辙。这一点我是很不理解，到底是什么环节出了问题。因为美国病毒测序的数量不少，资金也充足，据说还有最新的测序仪器（nanoporesequencing）能够边测边知道结果。美国迟迟发现不了Omicron变种，会让人怀疑NASA也不会是第一个发现外星人的机构。\n最后还是要强调一下，疫情来了别慌，只要这个冬天的疫情峰值小于去年的峰值，那么全球疫情结束还是有希望。按照今年疫情的降幅推测（33-50%），大胆估计2024年春天，全球疫情结束。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3000,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000830665,"gmtCreate":1640078086012,"gmtModify":1676533500238,"author":{"id":"3568626352541392","authorId":"3568626352541392","name":"LawrenceCW","avatar":"https://static.tigerbbs.com/962262e528e64dff78a74edaba2a5aac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568626352541392","authorIdStr":"3568626352541392"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000830665","repostId":"1137049314","repostType":4,"repost":{"id":"1137049314","kind":"news","pubTimestamp":1640077820,"share":"https://ttm.financial/m/news/1137049314?lang=en_US&edition=fundamental","pubTime":"2021-12-21 17:10","market":"hk","language":"zh","title":"On the eve of the new phone's release, Lei Jun announced that Xiaomi's high-end phones would benchmark against Apple's.","url":"https://stock-news.laohu8.com/highlight/detail?id=1137049314","media":"DoNews","summary":"目前为止，小米已经推出不止一款高端旗舰机。","content":"<p>Xiaomi will hold a press conference on December 28 to launch the Xiaomi 12.<a href=\"https://laohu8.com/S/01810\">Xiaomi Group</a>CEO Lei Jun stated on his official Weibo account that this year marks the 11th year that Xiaomi and Mi Fans have walked together. Xiaomi's growth is determined to reach new heights, and the upcoming Xiaomi 12 and MIUI 13 are Xiaomi's answer to everyone.</p><p><img src=\"https://static.tigerbbs.com/1efff9532bb144aa9e1a33bcd34088b9\" tg-width=\"598\" tg-height=\"502\" referrerpolicy=\"no-referrer\"></p><p>To date, Xiaomi has launched more than one high-end flagship phone. As can be seen from the official promotional copy, Xiaomi's third-generation high-end product will be characterized by \"speed\" and \"stability\". When it comes to high-end phones, Apple and Samsung are two very representative brands. In another Weibo post...<b>Lei Jun stated that Xiaomi's high-end phones have officially begun to \"benchmark against Apple\".</b></p><p><img src=\"https://static.tigerbbs.com/418d3cd33aab063b5ceb1d10bc3bd774\" tg-width=\"594\" tg-height=\"455\" referrerpolicy=\"no-referrer\"></p><p>Xiaomi has also adopted a \"dual-size, dual-high-end\" strategy for its digital series this time, aligning itself with top flagships from Apple and Samsung for the first time in the product definition of high-end products, and competing head-to-head with the iPhone 13 and Galaxy S21 series.</p><p><img src=\"https://static.tigerbbs.com/00499106a032c8abd3454ef9464ea20a\" tg-width=\"592\" tg-height=\"480\" referrerpolicy=\"no-referrer\"></p><p>Xiaomi's latest digital series will be positioned as a new model, with its size and dimensions fully comparable to the iPhone 13 series. As a new flagship launched this year, the Xiaomi 12 is positioned as a \"small-sized high-end flagship,\" offering a full-fledged experience and configuration, along with a first-class feel, comparable to the iPhone 13. As an \"all-around high-end flagship,\" the Xiaomi 12 Pro brings ultimate configuration and experience, comparable to the iPhone 13 Pro Max.</p>","source":"dns","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>On the eve of the new phone's release, Lei Jun announced that Xiaomi's high-end phones would benchmark against Apple's.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOn the eve of the new phone's release, Lei Jun announced that Xiaomi's high-end phones would benchmark against Apple's.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">DoNews</strong><span class=\"h-time small\">2021-12-21 17:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Xiaomi will hold a press conference on December 28 to launch the Xiaomi 12.<a href=\"https://laohu8.com/S/01810\">Xiaomi Group</a>CEO Lei Jun stated on his official Weibo account that this year marks the 11th year that Xiaomi and Mi Fans have walked together. Xiaomi's growth is determined to reach new heights, and the upcoming Xiaomi 12 and MIUI 13 are Xiaomi's answer to everyone.</p><p><img src=\"https://static.tigerbbs.com/1efff9532bb144aa9e1a33bcd34088b9\" tg-width=\"598\" tg-height=\"502\" referrerpolicy=\"no-referrer\"></p><p>To date, Xiaomi has launched more than one high-end flagship phone. As can be seen from the official promotional copy, Xiaomi's third-generation high-end product will be characterized by \"speed\" and \"stability\". When it comes to high-end phones, Apple and Samsung are two very representative brands. In another Weibo post...<b>Lei Jun stated that Xiaomi's high-end phones have officially begun to \"benchmark against Apple\".</b></p><p><img src=\"https://static.tigerbbs.com/418d3cd33aab063b5ceb1d10bc3bd774\" tg-width=\"594\" tg-height=\"455\" referrerpolicy=\"no-referrer\"></p><p>Xiaomi has also adopted a \"dual-size, dual-high-end\" strategy for its digital series this time, aligning itself with top flagships from Apple and Samsung for the first time in the product definition of high-end products, and competing head-to-head with the iPhone 13 and Galaxy S21 series.</p><p><img src=\"https://static.tigerbbs.com/00499106a032c8abd3454ef9464ea20a\" tg-width=\"592\" tg-height=\"480\" referrerpolicy=\"no-referrer\"></p><p>Xiaomi's latest digital series will be positioned as a new model, with its size and dimensions fully comparable to the iPhone 13 series. As a new flagship launched this year, the Xiaomi 12 is positioned as a \"small-sized high-end flagship,\" offering a full-fledged experience and configuration, along with a first-class feel, comparable to the iPhone 13. As an \"all-around high-end flagship,\" the Xiaomi 12 Pro brings ultimate configuration and experience, comparable to the iPhone 13 Pro Max.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.donews.com/news/detail/5/3186993.html\">DoNews</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/86eaa8565a3430191eb6cda01c42ee72","relate_stocks":{"AAPL":"苹果","01810":"小米集团-W"},"source_url":"https://www.donews.com/news/detail/5/3186993.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137049314","content_text":"小米将在 12 月 28 日举行发布会，推出小米 12。小米集团 CEO 雷军在官方微博称，今年是小米和米粉一起走过的第 11 年，小米的成长要坚定地踏上新的台阶，即将到来的小米 12 和 MIUI 13，就是小米交给大家的答卷。\n\n目前为止，小米已经推出不止一款高端旗舰机，从官方的宣传文案可以看出，这次小米的第三代高端产品，将以“快”和“稳”作为特点。说到高端机，苹果和三星是很有代表性的两大品牌，在另一则微博中，雷军表示，小米高端手机正式开始“对标苹果”。\n\n小米这次也针对数字系列采取“双尺寸双高端”策略，在高端产品的产品定义上第一次与苹果、三星的顶级旗舰看齐，与 iPhone 13、Galaxy S21 系列针锋相对。\n\n小米最新数字系列将定位新形态，大小尺寸全面对标 iPhone 13 系列。作为今年推出的新旗舰，小米 12 定位“小尺寸高端旗舰”，满血体验与配置，配合一流手感，对标 iPhone 13，小米 12 Pro 作为“全能高端旗舰”，带来极致配置和体验，对标 iPhone13 Pro Max。","news_type":1,"symbols_score_info":{"01810":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000108661,"gmtCreate":1639977784022,"gmtModify":1676533497153,"author":{"id":"3568626352541392","authorId":"3568626352541392","name":"LawrenceCW","avatar":"https://static.tigerbbs.com/962262e528e64dff78a74edaba2a5aac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568626352541392","authorIdStr":"3568626352541392"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000108661","repostId":"1154500800","repostType":4,"repost":{"id":"1154500800","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639955593,"share":"https://ttm.financial/m/news/1154500800?lang=en_US&edition=fundamental","pubTime":"2021-12-20 07:13","market":"hk","language":"zh","title":"Preview: Micron Technology and Nike's earnings reports are coming! US stocks closed on Christmas Eve","url":"https://stock-news.laohu8.com/highlight/detail?id=1154500800","media":"老虎资讯综合","summary":"财经数据方面：中国贷款市场报价利率（LPR）出炉、美国当周初请失业金人数、11月PCE物价指数年率。\n\n\n 事件方面：圣诞节假期来临，周五港交所上午开市，下午休市，美股全天休市；澳洲联储公布12月货币","content":"<p>In terms of financial data: China's loan prime rate (LPR) has been released, the number of initial jobless claims in the United States that week, and the annualized rate of the November PCE price index. Regarding events: With the Christmas holidays approaching, the Hong Kong Stock Exchange will open in the morning and close in the afternoon on Friday, while the US stock market will be closed all day. The Reserve Bank of Australia released the minutes of its December monetary policy meeting. Regarding financial reports: Nike, Micron Technology, General Mills, Carnival Cruises, and BlackBerry will release their financial reports; Regarding new listings: Baixin'an-B will be listed on the Hong Kong stock exchange on Thursday; In the US stock market, Cerberus Cyber Sentinel Corp. is expected to list on Monday.</p><p><b>Monday's keywords: Chinese loan market interest rates, US November Conference Board leading indicators</b></p><p><img src=\"https://static.tigerbbs.com/5f19db7984b4bd403862c8b8717e2275\" tg-width=\"865\" tg-height=\"464\" referrerpolicy=\"no-referrer\"></p><p><b>Data aspect</b>Key focus is on China's one-year and five-year loan prime rates as of December 20, the Eurozone's seasonally adjusted current account for October, and the US Conference Board leading indicators for November.</p><p><b>Regarding financial reports</b>，<a href=\"https://laohu8.com/S/CCL\">Carnival Cruises</a>Earnings reports will be released before the US stock market opens.<b><a href=\"https://laohu8.com/S/MU\">Micron Technology</a>、<a href=\"https://laohu8.com/S/NKE\">Nike</a>Earnings reports will be released after the US stock market closes.</b>。</p><p>In terms of new stocks, US stocks<a href=\"https://laohu8.com/S/CISO\">Cerberus Cyber Sentinel Corp.</a>Go public.</p><p><b>Tuesday's keywords: US weekly API crude oil inventories, Reserve Bank of Australia minutes</b></p><p><img src=\"https://static.tigerbbs.com/8ae806eba84c9e6e0f50cd77e42c862f\" tg-width=\"865\" tg-height=\"582\" referrerpolicy=\"no-referrer\"></p><p><b>Data aspect</b>Pay attention to changes in API crude oil inventories in the evening.<b>In terms of events</b>，<b>US President Biden will deliver a speech on COVID-19 response measures.</b>Minutes of the Reserve Bank of Australia.</p><p>Current economists believe that the year-on-year increase in the US CPI will rise to 6.7% in November, and the rise in US inflation has become a focus of market attention. To prevent inflation risks, the Reserve Bank of Australia may consider terminating its bond purchase program early.</p><p><b>Regarding financial reports</b>，<a href=\"https://laohu8.com/S/QTT\">Qutoutiao</a>、<a href=\"https://laohu8.com/S/GIS\">General Mill</a>New earnings reports will be released before the US stock market opens.<b><a href=\"https://laohu8.com/S/BB\">Blackberry</a>New earnings reports will be released after the US stock market closes.</b>。</p><p><b>Wednesday's keywords: US Q3 GDP, US Q3 core PCE, Conference Board consumer confidence, EIA crude oil inventories</b></p><p><img src=\"https://static.tigerbbs.com/5577e071134ee256d19006fd6dca89e3\" tg-width=\"865\" tg-height=\"449\" referrerpolicy=\"no-referrer\"></p><p><b>Data aspect</b>The focus is primarily on the final US GDP data for the third quarter and the EIA crude oil inventory data.</p><p>Analysts expect the U.S. economy to experience stronger growth in the last three months of this year. Economists at several institutions have raised their fourth-quarter GDP forecasts, predicting that the economy will grow by around 5.5% for the whole year, the best performance since 1984.</p><p><b>Regarding financial reports</b>，<a href=\"https://laohu8.com/S/KMX\">Car Mex</a>Financial reports will be released before the market opens.</p><p><b>Thursday's keywords: US initial jobless claims, US November PCE price index, University of Michigan consumer confidence data</b></p><p><img src=\"https://static.tigerbbs.com/c0418ede88fc30b227014990e31b9524\" tg-width=\"837\" tg-height=\"626\" referrerpolicy=\"no-referrer\"></p><p><b>Data aspect</b>The market saw the release of a series of US data, with a focus on the number of initial jobless claims in the US, the US November PCE price index, the US November core PCE price index, and the US November durable goods orders.</p><p>Although the Federal Reserve's decision sent a hawkish tone to the market, Fed Chairman Jerome Powell stated that policy will be implemented gradually and that the performance of economic data will continue to be monitored in the future. Therefore, this week's series of economic data will provide a numerical basis for whether the Federal Reserve will continue to accelerate tightening next year.</p><p><b>In terms of new shares</b>Hong Kong stocks<a href=\"https://laohu8.com/S/02185\">Baixin'an-B</a>Go public. Baixinan is an innovative interventional cardiovascular device company that focuses on two therapies: fully degradable stents (BRS) and renal nerve block (RDN) to address the unmet medical needs of Chinese patients in coronary and peripheral artery disease and hypertension.</p><p><b>Friday's keywords: Christmas Eve, US stocks closed for one day, Hong Kong stocks only open for morning trading.</b></p><p><img src=\"https://static.tigerbbs.com/f599f4fe622b7b4272afef4a1ef5223f\" tg-width=\"840\" tg-height=\"247\" referrerpolicy=\"no-referrer\">The US stock market will be closed for one day during the Christmas holiday. Hong Kong stocks only trade in the morning session, closing randomly between 12:00 and 12:10. Trading in CME's precious metals, U.S. crude oil, and foreign exchange contracts was suspended for the entire day.</p><p>Michael Arone, chief investment strategist at State Street, said it might be a bit difficult for a \"Santa Claus rally\" to occur this year, given that the stock market has risen so much throughout the year. The decline in trading volume also points to increased market volatility at the end of the year. The stock market's strong performance at the end of 2021 would not be surprising, but let's not forget that the Federal Reserve's tightening of monetary policy and the mysterious Cryptovirus have also pushed market anxiety to a very high level.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Preview: Micron Technology and Nike's earnings reports are coming! US stocks closed on Christmas Eve</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPreview: Micron Technology and Nike's earnings reports are coming! US stocks closed on Christmas Eve\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-12-20 07:13</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>In terms of financial data: China's loan prime rate (LPR) has been released, the number of initial jobless claims in the United States that week, and the annualized rate of the November PCE price index. Regarding events: With the Christmas holidays approaching, the Hong Kong Stock Exchange will open in the morning and close in the afternoon on Friday, while the US stock market will be closed all day. The Reserve Bank of Australia released the minutes of its December monetary policy meeting. Regarding financial reports: Nike, Micron Technology, General Mills, Carnival Cruises, and BlackBerry will release their financial reports; Regarding new listings: Baixin'an-B will be listed on the Hong Kong stock exchange on Thursday; In the US stock market, Cerberus Cyber Sentinel Corp. is expected to list on Monday.</p><p><b>Monday's keywords: Chinese loan market interest rates, US November Conference Board leading indicators</b></p><p><img src=\"https://static.tigerbbs.com/5f19db7984b4bd403862c8b8717e2275\" tg-width=\"865\" tg-height=\"464\" referrerpolicy=\"no-referrer\"></p><p><b>Data aspect</b>Key focus is on China's one-year and five-year loan prime rates as of December 20, the Eurozone's seasonally adjusted current account for October, and the US Conference Board leading indicators for November.</p><p><b>Regarding financial reports</b>，<a href=\"https://laohu8.com/S/CCL\">Carnival Cruises</a>Earnings reports will be released before the US stock market opens.<b><a href=\"https://laohu8.com/S/MU\">Micron Technology</a>、<a href=\"https://laohu8.com/S/NKE\">Nike</a>Earnings reports will be released after the US stock market closes.</b>。</p><p>In terms of new stocks, US stocks<a href=\"https://laohu8.com/S/CISO\">Cerberus Cyber Sentinel Corp.</a>Go public.</p><p><b>Tuesday's keywords: US weekly API crude oil inventories, Reserve Bank of Australia minutes</b></p><p><img src=\"https://static.tigerbbs.com/8ae806eba84c9e6e0f50cd77e42c862f\" tg-width=\"865\" tg-height=\"582\" referrerpolicy=\"no-referrer\"></p><p><b>Data aspect</b>Pay attention to changes in API crude oil inventories in the evening.<b>In terms of events</b>，<b>US President Biden will deliver a speech on COVID-19 response measures.</b>Minutes of the Reserve Bank of Australia.</p><p>Current economists believe that the year-on-year increase in the US CPI will rise to 6.7% in November, and the rise in US inflation has become a focus of market attention. To prevent inflation risks, the Reserve Bank of Australia may consider terminating its bond purchase program early.</p><p><b>Regarding financial reports</b>，<a href=\"https://laohu8.com/S/QTT\">Qutoutiao</a>、<a href=\"https://laohu8.com/S/GIS\">General Mill</a>New earnings reports will be released before the US stock market opens.<b><a href=\"https://laohu8.com/S/BB\">Blackberry</a>New earnings reports will be released after the US stock market closes.</b>。</p><p><b>Wednesday's keywords: US Q3 GDP, US Q3 core PCE, Conference Board consumer confidence, EIA crude oil inventories</b></p><p><img src=\"https://static.tigerbbs.com/5577e071134ee256d19006fd6dca89e3\" tg-width=\"865\" tg-height=\"449\" referrerpolicy=\"no-referrer\"></p><p><b>Data aspect</b>The focus is primarily on the final US GDP data for the third quarter and the EIA crude oil inventory data.</p><p>Analysts expect the U.S. economy to experience stronger growth in the last three months of this year. Economists at several institutions have raised their fourth-quarter GDP forecasts, predicting that the economy will grow by around 5.5% for the whole year, the best performance since 1984.</p><p><b>Regarding financial reports</b>，<a href=\"https://laohu8.com/S/KMX\">Car Mex</a>Financial reports will be released before the market opens.</p><p><b>Thursday's keywords: US initial jobless claims, US November PCE price index, University of Michigan consumer confidence data</b></p><p><img src=\"https://static.tigerbbs.com/c0418ede88fc30b227014990e31b9524\" tg-width=\"837\" tg-height=\"626\" referrerpolicy=\"no-referrer\"></p><p><b>Data aspect</b>The market saw the release of a series of US data, with a focus on the number of initial jobless claims in the US, the US November PCE price index, the US November core PCE price index, and the US November durable goods orders.</p><p>Although the Federal Reserve's decision sent a hawkish tone to the market, Fed Chairman Jerome Powell stated that policy will be implemented gradually and that the performance of economic data will continue to be monitored in the future. Therefore, this week's series of economic data will provide a numerical basis for whether the Federal Reserve will continue to accelerate tightening next year.</p><p><b>In terms of new shares</b>Hong Kong stocks<a href=\"https://laohu8.com/S/02185\">Baixin'an-B</a>Go public. Baixinan is an innovative interventional cardiovascular device company that focuses on two therapies: fully degradable stents (BRS) and renal nerve block (RDN) to address the unmet medical needs of Chinese patients in coronary and peripheral artery disease and hypertension.</p><p><b>Friday's keywords: Christmas Eve, US stocks closed for one day, Hong Kong stocks only open for morning trading.</b></p><p><img src=\"https://static.tigerbbs.com/f599f4fe622b7b4272afef4a1ef5223f\" tg-width=\"840\" tg-height=\"247\" referrerpolicy=\"no-referrer\">The US stock market will be closed for one day during the Christmas holiday. Hong Kong stocks only trade in the morning session, closing randomly between 12:00 and 12:10. Trading in CME's precious metals, U.S. crude oil, and foreign exchange contracts was suspended for the entire day.</p><p>Michael Arone, chief investment strategist at State Street, said it might be a bit difficult for a \"Santa Claus rally\" to occur this year, given that the stock market has risen so much throughout the year. The decline in trading volume also points to increased market volatility at the end of the year. The stock market's strong performance at the end of 2021 would not be surprising, but let's not forget that the Federal Reserve's tightening of monetary policy and the mysterious Cryptovirus have also pushed market anxiety to a very high level.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3b94748254746975add4199d2ec0ee3d","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154500800","content_text":"财经数据方面：中国贷款市场报价利率（LPR）出炉、美国当周初请失业金人数、11月PCE物价指数年率。\n\n\n 事件方面：圣诞节假期来临，周五港交所上午开市，下午休市，美股全天休市；澳洲联储公布12月货币政策会议纪要。\n\n\n 财报方面：耐克、美光科技、通用磨坊、嘉年华邮轮、黑莓将发布财报；\n\n\n 新股方面：港股百心安-B周四上市；美股方面，Cerberus Cyber Sentinel Corp.预计周一上市。\n\n\n周一关键词：中国贷款市场利率，美国11月谘商会领先指标\n\n数据方面，重点关注中国至12月20日一年期、五年期贷款市场报价利率、欧元区10月季调后经常帐、美国11月谘商会领先指标。\n财报方面，嘉年华邮轮将于美股盘前发布财报，美光科技、耐克将于美股盘后发布财报。\n新股方面，美股Cerberus Cyber Sentinel Corp.上市。\n周二关键词：美国当周API原油库存，澳洲联储纪要\n\n数据方面，留意晚间API原油库存变动情况。事件方面，美国总统拜登将就新冠肺炎疫情应对措施发表讲话，澳洲联储纪要。\n目前的经济学家认为11月美国CPI的同比增幅将上升至6.7%，而美国通胀的上升也成为市场关注的焦点。为了防止通胀风险，澳洲联储可能考虑提前终止其债券购买计划。\n财报方面，趣头条、通用磨坊将于美股盘前发布新财报，黑莓将于美股盘后发布新财报。\n周三关键词：美国三季度GDP，美国三季度核心PCE，美国谘商会消费信心，EIA原油库存\n\n数据方面，主要关注美国三季度GDP的终值数据、EIA原油库存数据。\n分析人士预计，美国经济在今年最后三个月将有更强劲的增长。多家机构的经济学家纷纷上调了第四季度GDP预期，预计今年全年经济增长5.5%左右，为1984年以来最好表现。\n财报方面，车美仕将于盘前公布财报。\n周四关键词：美国初请失业金人数，美国11月PCE物价指数，美国密歇根大学消费信心数据\n\n数据方面，市场迎来一系列美国数据的公布，重点关注美国初请失业金人数，美国11月PCE物价指数、美国11月核心PCE物价指数、美国11月耐用品订单。\n虽然美联储决议向市场释放了鹰派基调，但美联储主席鲍威尔却表示政策将会循序渐进，未来还是继续关注经济数据的表现。因此本周的一系列经济数据，将会给明年美联储是否继续加速收紧提供数值上的依据。\n新股方面，港股百心安-B上市。百心安是创新介入式心血管装置公司，专注于全降解支架（BRS）及肾神经阻断（RDN）两种疗法，以解决中国患者在冠状及外周动脉疾病以及高血压方面的未满足医疗需求。\n周五关键词：圣诞节平安夜，美股休市1天，港股只进行早盘交易\n美国圣诞节假期，美股休市1天；港股只进行早盘交易，12:00-12:10之间随机收市；CME旗下贵金属、美国原油和外汇合约交易全天暂停。\nState Street首席投资策略分析师Michael Arone表示，今年出现“圣诞老人拉升”的情况可能有点难，毕竟股市一整年来已经涨了这么多。交易量的下降也指向年终市场波动性上升。股市一路高歌结束2021年不会令人意外，但不要忘了美联储收紧货币政策和奥秘克戎病毒也将市场的焦虑感推到很高的水平。","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000384759,"gmtCreate":1639887583954,"gmtModify":1676533495740,"author":{"id":"3568626352541392","authorId":"3568626352541392","name":"LawrenceCW","avatar":"https://static.tigerbbs.com/962262e528e64dff78a74edaba2a5aac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568626352541392","authorIdStr":"3568626352541392"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000384759","repostId":"1109268210","repostType":4,"repost":{"id":"1109268210","kind":"news","pubTimestamp":1639884741,"share":"https://ttm.financial/m/news/1109268210?lang=en_US&edition=fundamental","pubTime":"2021-12-19 11:32","market":"us","language":"zh","title":"Record capital inflows are beginning to \"ebb\" and investors are \"fleeing\" the market.","url":"https://stock-news.laohu8.com/highlight/detail?id=1109268210","media":"华尔街见闻","summary":"在截至12月15日的一周内，全球债券基金出现巨额资金流出。","content":"<p>Author: Han Xuyang</p><p>In the week ending December 15, global bond funds saw massive outflows, the largest since early April 2020.</p><p>Partly due to soaring inflationary pressures, major central banks around the world changed their monetary policy direction at their major policy meetings this week, and investors reacted widely to this.</p><p>Both bond funds and stock funds experienced large-scale capital outflows.</p><p>Data from data provider Refinitiv Lipper shows that investors sold a total of $6.91 billion in global bond funds this week, the largest weekly net sell-off since April 8, 2020.</p><p>According to the latest EPFR data compiled by Michael Hartnett of Bank of America, last week also saw the largest inflow of funds from the U.S. Treasury Bond, which is considered a \"safe zone,\" since July 2020, reaching $3.6 billion. Meanwhile, IG bonds also saw their largest outflow since March of this year, reaching $6.4 billion; HY&EM bonds saw their largest outflow since April last year, reaching $2.9 billion.</p><p><img src=\"https://static.tigerbbs.com/972878dfd3eaffb1b73c951adcd4659e\" tg-width=\"500\" tg-height=\"352\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Data also shows that global government bond funds saw net outflows of $809 million after seven consecutive weeks of inflows, but inflation protection funds saw net inflows of $1.32 billion, a 39% increase from the previous week.</p><p><b>A similar trend has emerged in equity funds.</b></p><p>Despite an unprecedented influx of funds into equity funds in recent weeks, driven by trillions in stimulus measures.</p><p><img src=\"https://static.tigerbbs.com/95cd302e00ba93302ae605efc519da90\" tg-width=\"500\" tg-height=\"318\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><b>However, as the stock market entered a period of prolonged volatility, accompanied by a sharp decline, the Federal Reserve restarted the rate hike cycle, causing this trend of large-scale capital inflows to finally begin to \"recede\".</b></p><p>Data shows that global equity fund outflows totaled $13.14 billion last week, compared to net inflows of $3.43 billion the previous week.</p><p>Most importantly, developed market equity funds, which were only long last week, also saw their largest capital outflow since April 2020, reaching $26 billion, a clear signal that market sentiment may have peaked.</p><p><img src=\"https://static.tigerbbs.com/117ccb3f28de1456b8cea95cf60d92b7\" tg-width=\"500\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>In the sub-sector, technology funds saw an inflow of $1.91 billion, compared to a net outflow the previous week; Since February of this year, technology funds have seen a net inflow of $4.4 billion. The largest net inflow of consumer stocks since last December was $2.5 billion.</p><p>Healthcare and materials funds saw inflows exceeding $400 million, but utilities funds saw net outflows of $588 million.</p><p>Further breakdown of Goldman Sachs' liquidity data revealed that net flows across all global funds reversed in the week ending December 15, driven by surging demand for U.S.-specific products.</p><p>Global equity inflows excluding U.S.-specific products were negative, the sell-off in emerging market benchmarks accelerated, and outflows from Western European stocks were slowing.</p><p><img src=\"https://static.tigerbbs.com/c0773d0c7a313bc222c7df83b7e233b5\" tg-width=\"500\" tg-height=\"336\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>A Reuters analysis of 24,070 emerging market funds showed that emerging market bond funds saw outflows of $4.49 billion, the largest since March 25, 2020, while equity funds saw net outflows of $1.51 billion.</p><p>Money market funds also saw net outflows: after eight consecutive weeks of net inflows, global money market funds saw net outflows of $20.46 billion this week; However, its proportion of the total market capitalization of global stock markets is still relatively small.</p><p><img src=\"https://static.tigerbbs.com/e89144ff44308afe14c6d7dacfb73a54\" tg-width=\"500\" tg-height=\"358\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><img src=\"https://static.tigerbbs.com/fd0b5d9eb8e83b71ccc21a13623d7322\" tg-width=\"500\" tg-height=\"351\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Among commodity funds, precious metals funds saw a net outflow of $402 million, marking the second consecutive week of net outflows. Energy funds also saw a net outflow of $96 million, following two consecutive weeks of net inflows.</p><p>Monetary policy shift</p><p>This is a market reaction to the monetary policy shift by central banks around the world under inflationary pressure.</p><p>The latest data shows that the U.S. CPI rose 6.8% year-on-year in November, the highest level since June 1982.</p><p>On Wednesday, December 15, Eastern Time, the Federal Reserve announced after its policy meeting that it would accelerate the pace of tapering, reducing its monthly purchases of $20 billion of U.S. Treasury Bond and $10 billion of institutional mortgage-backed securities (MBS), and hinted at three rate hike next year.</p><p>At the same time, the European Central Bank also reduced its pace of bond purchases, announcing that it would slow down its emergency anti-pandemic bond-buying program (PEPP) next quarter and completely end net bond purchases under the PEPP by the end of March next year.</p><p>Faced with inflationary pressures, the Bank of England chose to raise interest rates, increasing the benchmark interest rate by 15 basis points to 0.25%, while maintaining the scale of bond purchases unchanged.</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Record capital inflows are beginning to \"ebb\" and investors are \"fleeing\" the market.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRecord capital inflows are beginning to \"ebb\" and investors are \"fleeing\" the market.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-12-19 11:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Author: Han Xuyang</p><p>In the week ending December 15, global bond funds saw massive outflows, the largest since early April 2020.</p><p>Partly due to soaring inflationary pressures, major central banks around the world changed their monetary policy direction at their major policy meetings this week, and investors reacted widely to this.</p><p>Both bond funds and stock funds experienced large-scale capital outflows.</p><p>Data from data provider Refinitiv Lipper shows that investors sold a total of $6.91 billion in global bond funds this week, the largest weekly net sell-off since April 8, 2020.</p><p>According to the latest EPFR data compiled by Michael Hartnett of Bank of America, last week also saw the largest inflow of funds from the U.S. Treasury Bond, which is considered a \"safe zone,\" since July 2020, reaching $3.6 billion. Meanwhile, IG bonds also saw their largest outflow since March of this year, reaching $6.4 billion; HY&EM bonds saw their largest outflow since April last year, reaching $2.9 billion.</p><p><img src=\"https://static.tigerbbs.com/972878dfd3eaffb1b73c951adcd4659e\" tg-width=\"500\" tg-height=\"352\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Data also shows that global government bond funds saw net outflows of $809 million after seven consecutive weeks of inflows, but inflation protection funds saw net inflows of $1.32 billion, a 39% increase from the previous week.</p><p><b>A similar trend has emerged in equity funds.</b></p><p>Despite an unprecedented influx of funds into equity funds in recent weeks, driven by trillions in stimulus measures.</p><p><img src=\"https://static.tigerbbs.com/95cd302e00ba93302ae605efc519da90\" tg-width=\"500\" tg-height=\"318\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><b>However, as the stock market entered a period of prolonged volatility, accompanied by a sharp decline, the Federal Reserve restarted the rate hike cycle, causing this trend of large-scale capital inflows to finally begin to \"recede\".</b></p><p>Data shows that global equity fund outflows totaled $13.14 billion last week, compared to net inflows of $3.43 billion the previous week.</p><p>Most importantly, developed market equity funds, which were only long last week, also saw their largest capital outflow since April 2020, reaching $26 billion, a clear signal that market sentiment may have peaked.</p><p><img src=\"https://static.tigerbbs.com/117ccb3f28de1456b8cea95cf60d92b7\" tg-width=\"500\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>In the sub-sector, technology funds saw an inflow of $1.91 billion, compared to a net outflow the previous week; Since February of this year, technology funds have seen a net inflow of $4.4 billion. The largest net inflow of consumer stocks since last December was $2.5 billion.</p><p>Healthcare and materials funds saw inflows exceeding $400 million, but utilities funds saw net outflows of $588 million.</p><p>Further breakdown of Goldman Sachs' liquidity data revealed that net flows across all global funds reversed in the week ending December 15, driven by surging demand for U.S.-specific products.</p><p>Global equity inflows excluding U.S.-specific products were negative, the sell-off in emerging market benchmarks accelerated, and outflows from Western European stocks were slowing.</p><p><img src=\"https://static.tigerbbs.com/c0773d0c7a313bc222c7df83b7e233b5\" tg-width=\"500\" tg-height=\"336\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>A Reuters analysis of 24,070 emerging market funds showed that emerging market bond funds saw outflows of $4.49 billion, the largest since March 25, 2020, while equity funds saw net outflows of $1.51 billion.</p><p>Money market funds also saw net outflows: after eight consecutive weeks of net inflows, global money market funds saw net outflows of $20.46 billion this week; However, its proportion of the total market capitalization of global stock markets is still relatively small.</p><p><img src=\"https://static.tigerbbs.com/e89144ff44308afe14c6d7dacfb73a54\" tg-width=\"500\" tg-height=\"358\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><img src=\"https://static.tigerbbs.com/fd0b5d9eb8e83b71ccc21a13623d7322\" tg-width=\"500\" tg-height=\"351\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Among commodity funds, precious metals funds saw a net outflow of $402 million, marking the second consecutive week of net outflows. Energy funds also saw a net outflow of $96 million, following two consecutive weeks of net inflows.</p><p>Monetary policy shift</p><p>This is a market reaction to the monetary policy shift by central banks around the world under inflationary pressure.</p><p>The latest data shows that the U.S. CPI rose 6.8% year-on-year in November, the highest level since June 1982.</p><p>On Wednesday, December 15, Eastern Time, the Federal Reserve announced after its policy meeting that it would accelerate the pace of tapering, reducing its monthly purchases of $20 billion of U.S. Treasury Bond and $10 billion of institutional mortgage-backed securities (MBS), and hinted at three rate hike next year.</p><p>At the same time, the European Central Bank also reduced its pace of bond purchases, announcing that it would slow down its emergency anti-pandemic bond-buying program (PEPP) next quarter and completely end net bond purchases under the PEPP by the end of March next year.</p><p>Faced with inflationary pressures, the Bank of England chose to raise interest rates, increasing the benchmark interest rate by 15 basis points to 0.25%, while maintaining the scale of bond purchases unchanged.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3647634\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ad7f61931a0d39e3cccfd6e5e3b0ef5e","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3647634","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1109268210","content_text":"作者：韩旭阳\n在截至12月15日的一周内，全球债券基金出现巨额资金流出，是自2020年4月上旬以来的规模最大的一次。\n部分是由于通胀飙升的压力，使得全球主要央行在本周的主要政策会议上改变了原来的货币政策方向，而投资者纷纷对此做出了反应。\n债券基金、股票基金均出现大规模资金流出\n数据提供商Refinitiv Lipper的数据显示，在这一周，投资者共计抛售了69.1亿美元的全球债券基金，这是自2020年4月8日以来最大的周净抛售规模。\n根据美国银行的Michael Hartnett编制的最新EPFR数据，上周也出现了自2020年7月以来规模最大的被视为“安全区”的美国国债的资金流入，达到36亿美元；同时，IG债券也出现了自今年3月以来的最大规模资金流出，达到64亿美元；HY&EM债券出现了自去年4月以来的最大规模的资金流出，达到29亿美元。\n\n数据还显示，全球政府债券基金在连续七周流入后净流出8.09亿美元，但通胀保护基金净流入13.2亿美元，较前一周增加39%。\n股票基金也出现了类似的趋势。\n尽管在前几周，受万亿刺激措施的推动，大量资金进入了股票基金，规模达到了前所未有的高峰。\n\n但随着股市进入长期动荡时期，并伴随着剧烈的下跌，美联储再次启动了加息周期，使得这种大规模的资金流入趋势终于开始“退潮”。\n数据显示，在上一周，全球股票基金流出规模为131.4亿美元，而前一周的净流入量为34.3亿美元。\n最重要的是，上周只做多的发达市场股票基金也出现了自2020年4月以来最大的资金流出，流出规模达到260亿美元，这是一个明显的信号，表明市场情绪可能已经达到顶峰。\n\n在细分板块中，科技资金流入19.1亿美元，而前一周则为净流出；自今年2月以来，科技资金曾达到过44亿美元规模的净流入。自去年12月以来，消费股的最大净流入量为25亿美元。\n医疗保健和材料基金流入超过了4亿美元，但公用事业基金净流出达5.88亿美元。\n高盛对流动数据的进一步细分发现，由于对美国专用产品的需求激增，在截至12月15日的一周内，所有全球基金的净流动出现逆转趋势。\n不包括美国专用产品的全球股票流入量为负值，新兴市场基准产品的抛售速度加快，而西欧股票的流出正在放缓。\n\n路透对24070只新兴市场基金的分析显示，新兴市场的债券基金流出44.9亿美元，为2020年3月25日以来最大，而股票基金净流出达到15.1亿美元。\n货币市场基金也出现了净流出：在连续八周净流入后，全球货币市场基金在这一周净流出达到了204.6亿美元；但它在全球股市总市值中所占比例仍相对较小。\n\n\n在商品基金中，贵金属基金净流出4.02亿美元，为连续第二周净流出。能源基金也出现了9600万美元的净流出，此前出现连续两周的净流入。\n货币政策转向\n这是在通胀压力下，市场对各国央行进行货币政策转向作出的反应。\n最新数据显示，美国11月CPI同比上涨6.8%，为1982年6月以来的最高水平。\n美东时间12月15日周三，美联储在政策会议后宣布，将加快Taper的速度，每月减少购买200亿美元的美国国债和100亿美元的机构住房抵押贷款支持证券（MBS），并暗示明年将加息三次。\n与此同时，欧洲央行也削减了购债步伐，宣布下个季度放缓紧急抗疫购债计划（PEPP），在明年3月底彻底结束PEPP下的净债券购买。\n而在通胀压力下，英国央行选择升息，将基准利率上调15个基点至0.25%，同时维持购债规模不变。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000942007,"gmtCreate":1639775514431,"gmtModify":1676533494246,"author":{"id":"3568626352541392","authorId":"3568626352541392","name":"LawrenceCW","avatar":"https://static.tigerbbs.com/962262e528e64dff78a74edaba2a5aac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568626352541392","authorIdStr":"3568626352541392"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000942007","repostId":"1174524006","repostType":4,"repost":{"id":"1174524006","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639755925,"share":"https://ttm.financial/m/news/1174524006?lang=en_US&edition=fundamental","pubTime":"2021-12-17 23:45","market":"us","language":"zh","title":"[Focus] WSB concept stocks rose, with AMC Cinemas gaining over 17%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1174524006","media":"老虎资讯综合","summary":"12月17日，WSB概念股逆势上涨，AMC院线涨超17%，BioCryst制药涨超8%，游戏驿站涨超7%，高斯电子、黑莓涨超3%。","content":"<p>On December 17, WSB concept stocks bucked the trend and rose.<a href=\"https://laohu8.com/S/AMC.US\">AMC Cinemas</a>It rose by over 17%.<a href=\"https://laohu8.com/S/BCRX.US\">BioCryst Pharmaceuticals</a>It rose more than 8%.<a href=\"https://laohu8.com/S/GME.US\">Game Station</a>It rose more than 7%.<a href=\"https://laohu8.com/S/KOSS\">Gaussian electronics</a>BlackBerry rose more than 3%.<img src=\"https://static.tigerbbs.com/e6b6a0ac792932c2b86db45be630200c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>[Focus] WSB concept stocks rose, with AMC Cinemas gaining over 17%.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n[Focus] WSB concept stocks rose, with AMC Cinemas gaining over 17%.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-12-17 23:45</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On December 17, WSB concept stocks bucked the trend and rose.<a href=\"https://laohu8.com/S/AMC.US\">AMC Cinemas</a>It rose by over 17%.<a href=\"https://laohu8.com/S/BCRX.US\">BioCryst Pharmaceuticals</a>It rose more than 8%.<a href=\"https://laohu8.com/S/GME.US\">Game Station</a>It rose more than 7%.<a href=\"https://laohu8.com/S/KOSS\">Gaussian electronics</a>BlackBerry rose more than 3%.<img src=\"https://static.tigerbbs.com/e6b6a0ac792932c2b86db45be630200c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bd3ac286c2233d10a592ba6c388667fb","relate_stocks":{"BK4108":"电影和娱乐","BK4547":"WSB热门概念","AMC":"AMC院线"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174524006","content_text":"12月17日，WSB概念股逆势上涨，AMC院线涨超17%，BioCryst制药涨超8%，游戏驿站涨超7%，高斯电子、黑莓涨超3%。","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":1994,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000912042,"gmtCreate":1639718620001,"gmtModify":1676533493080,"author":{"id":"3568626352541392","authorId":"3568626352541392","name":"LawrenceCW","avatar":"https://static.tigerbbs.com/962262e528e64dff78a74edaba2a5aac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568626352541392","authorIdStr":"3568626352541392"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000912042","repostId":"1135205292","repostType":4,"isVote":1,"tweetType":1,"viewCount":2205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000055900,"gmtCreate":1639636262481,"gmtModify":1676533491651,"author":{"id":"3568626352541392","authorId":"3568626352541392","name":"LawrenceCW","avatar":"https://static.tigerbbs.com/962262e528e64dff78a74edaba2a5aac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568626352541392","authorIdStr":"3568626352541392"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000055900","repostId":"2191915753","repostType":4,"repost":{"id":"2191915753","kind":"highlight","pubTimestamp":1639634802,"share":"https://ttm.financial/m/news/2191915753?lang=en_US&edition=fundamental","pubTime":"2021-12-16 14:06","market":"sh","language":"zh","title":"Accelerated Taper has been decided, next is shrinking balance sheet?","url":"https://stock-news.laohu8.com/highlight/detail?id=2191915753","media":"华尔街见闻","summary":"美联储主席鲍威尔称，加快缩减规模以在明年3月中旬结束购债，但对于缩表“官员们完全没有决定何时开始”。","content":"<p>The Federal Reserve's latest policy decision will double the pace of asset purchase reduction in order to end its asset purchase program by mid-March next year. So the next step is shrinking balance sheet and rate hike, but Powell said, \"Times are different now.\"</p><p>As Wall Street Insights mentioned earlier, the Federal Reserve decided to double the scale of QE reduction at the recently concluded December FOMC meeting, from the current $15 billion per month to $30 billion. This will accelerate the overall pace of reduction to end in March, instead of June.</p><p>In addition, the dot plot shows that Federal Reserve officials expect three rate hike in 2022. The market expects this to happen once in May, once in July, and once in December.</p><p><b>However, after the decision to accelerate the tapering of bond purchases was made, Powell said at a press conference on Wednesday that officials \"have not decided at all when to begin tapering the Federal Reserve's balance sheet.\"</b></p><p>Powell pointed out that at this FOMC meeting, Federal Reserve officials debated when to begin the shrinking balance sheet.<b>However, because \"this time the situation is different from the previous cycle,\" they have not yet made a decision on whether to start a shrinking balance sheet.</b>Powell stated:</p><p>This will be one of many issues that the Federal Reserve will discuss at future meetings. Powell stated that subsequent meetings will further debate the balance sheet issue. He believed that the focus of the debate should include lessons learned in the past.</p><p>We reviewed the previous cycle, which was very informative and worth considering, but to some extent, the situation is different now, and these differences should influence our decision on the balance sheet this time.<h4><b>When might the Federal Reserve begin its shrinking balance sheet?</b></h4>For the market, besides tapering bond purchases and rate hike, the biggest uncertainty is the Federal Reserve's view of its balance sheet.</p><p>The Federal Reserve has stated that it will not begin shrinking its balance sheet until interest rates normalize.<b>Therefore, the market generally believes that balance sheet reduction will occur in the later stages of the rate hike cycle.</b></p><p>According to Wall Street Insights, Powell said at a press conference on Wednesday,<b>The Federal Reserve will not initiate the rate hike process until the tapering is complete.</b></p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The latest estimates suggest that, in addition to the three rate hike in 2022, the fourth rate hike may occur in the first half of 2023.<b>It is also possible that shrinking balance sheet will begin at that time.</b></p><p><a href=\"https://laohu8.com/S/BLK\">BlackRock</a>Rick Rieder, global chief investment officer for fixed income, believes the Federal Reserve is more likely to shrink its balance sheet after rate hike.</p><p>He said,<b>The Federal Reserve's eventual balance sheet reduction may sometimes have a greater impact on the market than on rate hike.</b></p><p>Because the Federal Reserve has purchased so many assets, Wall Street has said that \"it has never seen the U.S. Treasury market as illiquid as it is now.\"</p><p>It is reported that in January 2020, before the pandemic, the Federal Reserve's balance sheet was $4.1 trillion, but now it has increased to $8.7 trillion.</p><p>Powell pointed out that Federal Reserve officials have not yet decided what to do with these assets after ending their bond purchases.</p><p>He believes that the Federal Reserve's asset holdings will remain at a stable level and will continue to provide easing, but not \"further easing\".</p><p><b>Historical experience shows that how the Federal Reserve manages its balance sheet is important.</b></p><p>When the Federal Reserve ended its last bond-buying program in October 2014, it continued to maintain the size of its balance sheet through Treasury Bond and the reinvestment of maturity income from mortgage-backed securities (MBS).</p><p>Following this, the Federal Reserve began cautiously raising its benchmark overnight policy rate in December 2015, preferring to use it as the primary tool for withdrawing policy support.</p><p>After that, the Federal Reserve kept its balance sheet size unchanged until October 2017, when the Fed began to gradually shrinking balance sheet, reducing the scale of reinvestment each month.</p><p>In July of this year, the Federal Reserve created two permanent repurchase facilities to help alleviate money market pressures.</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Accelerated Taper has been decided, next is shrinking balance sheet?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAccelerated Taper has been decided, next is shrinking balance sheet?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-12-16 14:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Federal Reserve's latest policy decision will double the pace of asset purchase reduction in order to end its asset purchase program by mid-March next year. So the next step is shrinking balance sheet and rate hike, but Powell said, \"Times are different now.\"</p><p>As Wall Street Insights mentioned earlier, the Federal Reserve decided to double the scale of QE reduction at the recently concluded December FOMC meeting, from the current $15 billion per month to $30 billion. This will accelerate the overall pace of reduction to end in March, instead of June.</p><p>In addition, the dot plot shows that Federal Reserve officials expect three rate hike in 2022. The market expects this to happen once in May, once in July, and once in December.</p><p><b>However, after the decision to accelerate the tapering of bond purchases was made, Powell said at a press conference on Wednesday that officials \"have not decided at all when to begin tapering the Federal Reserve's balance sheet.\"</b></p><p>Powell pointed out that at this FOMC meeting, Federal Reserve officials debated when to begin the shrinking balance sheet.<b>However, because \"this time the situation is different from the previous cycle,\" they have not yet made a decision on whether to start a shrinking balance sheet.</b>Powell stated:</p><p>This will be one of many issues that the Federal Reserve will discuss at future meetings. Powell stated that subsequent meetings will further debate the balance sheet issue. He believed that the focus of the debate should include lessons learned in the past.</p><p>We reviewed the previous cycle, which was very informative and worth considering, but to some extent, the situation is different now, and these differences should influence our decision on the balance sheet this time.<h4><b>When might the Federal Reserve begin its shrinking balance sheet?</b></h4>For the market, besides tapering bond purchases and rate hike, the biggest uncertainty is the Federal Reserve's view of its balance sheet.</p><p>The Federal Reserve has stated that it will not begin shrinking its balance sheet until interest rates normalize.<b>Therefore, the market generally believes that balance sheet reduction will occur in the later stages of the rate hike cycle.</b></p><p>According to Wall Street Insights, Powell said at a press conference on Wednesday,<b>The Federal Reserve will not initiate the rate hike process until the tapering is complete.</b></p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The latest estimates suggest that, in addition to the three rate hike in 2022, the fourth rate hike may occur in the first half of 2023.<b>It is also possible that shrinking balance sheet will begin at that time.</b></p><p><a href=\"https://laohu8.com/S/BLK\">BlackRock</a>Rick Rieder, global chief investment officer for fixed income, believes the Federal Reserve is more likely to shrink its balance sheet after rate hike.</p><p>He said,<b>The Federal Reserve's eventual balance sheet reduction may sometimes have a greater impact on the market than on rate hike.</b></p><p>Because the Federal Reserve has purchased so many assets, Wall Street has said that \"it has never seen the U.S. Treasury market as illiquid as it is now.\"</p><p>It is reported that in January 2020, before the pandemic, the Federal Reserve's balance sheet was $4.1 trillion, but now it has increased to $8.7 trillion.</p><p>Powell pointed out that Federal Reserve officials have not yet decided what to do with these assets after ending their bond purchases.</p><p>He believes that the Federal Reserve's asset holdings will remain at a stable level and will continue to provide easing, but not \"further easing\".</p><p><b>Historical experience shows that how the Federal Reserve manages its balance sheet is important.</b></p><p>When the Federal Reserve ended its last bond-buying program in October 2014, it continued to maintain the size of its balance sheet through Treasury Bond and the reinvestment of maturity income from mortgage-backed securities (MBS).</p><p>Following this, the Federal Reserve began cautiously raising its benchmark overnight policy rate in December 2015, preferring to use it as the primary tool for withdrawing policy support.</p><p>After that, the Federal Reserve kept its balance sheet size unchanged until October 2017, when the Fed began to gradually shrinking balance sheet, reducing the scale of reinvestment each month.</p><p>In July of this year, the Federal Reserve created two permanent repurchase facilities to help alleviate money market pressures.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3647447\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7bb78864fa7cf9ff3f09b0662054cf75","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3647447","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2191915753","content_text":"美联储发布的最新政策决定，将把减码速度提高一倍，以到明年3月中结束资产购买计划。那么下一步就是缩表和加息，但是鲍威尔称“今时不同往日”。\n华尔街见闻稍早前提及，美联储在刚刚结束的12月FOMC会议上，决定将QE减量规模翻番，从当前的每月150亿美元翻番至300亿美元，这样使得整体减量步伐加快至3月结束，而非此前的6月。\n另外，点阵图显示了美联储官员预期2022年将会有三次加息。市场预期分别是5月一次、7月一次、12月一次。\n然而，加快缩减购债定了之后，鲍威尔于当地时间周三在新闻发布会上表示，官员们“完全没有决定何时开始缩减美联储资产负债表”。\n鲍威尔指出，在此次FOMC会议上，美联储官员就何时开始缩表这一问题展开了辩论。但是由于“这次情况不同于上轮周期”，他们还没有就是否开始缩表做出决定。鲍威尔称：\n\n 这将是美联储在未来会议上要讨论的众多问题之一。\n\n鲍威尔表示，后续的会议将进一步就资产负债表问题展开辩论。他认为，辩论的重点应该包括过去吸取的经验教训。\n\n 我们回顾了上一轮周期的情况，信息量很大且值得玩味，但从某种程度上来看，眼下情况不同了，这些差异应该会影响我们这次对资产负债表的决定。\n\n美联储可能何时开始缩表？\n对市场来说，除了缩减购债规模和加息，最大的不确定因素是美联储对其资产负债表的看法。\n美联储曾表示，在利率水平正常化之前，不会开始收缩资产负债表，因此市场一般认为缩表会发生在加息周期的后期。\n华尔街见闻提及，鲍威尔周三在新闻发布会上表示，美联储在缩减完成前不会开启加息进程。\n高盛最新预计，除了2022年的3次加息，第4次加息可能在2023年上半年，缩表也有可能将在那个时候开始。\n贝莱德全球固定收益部门首席投资官里克·里德(Rick Rieder)认为，美联储在加息后更有可能缩减资产负债表。\n他表示，美联储最终缩减资产负债表对市场的影响有时可能比加息更大。\n由于美联储购买的资产实在太多了，华尔街也称“从未见过美债市场像现在这样缺乏流动性”。\n据悉，在疫情之前的2020年1月，美联储的资产负债表为4.1万亿美元，而现在已经增加到8.7万亿美元。\n鲍威尔指出，美联储官员们还没有决定在结束购债后如何处理这些资产。\n他认为，美联储所持资产规模将保持在一个稳定的水平，仍将提供宽松，只是没有“进一步宽松”。\n历史经验表明，美联储如何管理资产负债表很重要。\n当美联储在2014年10月结束上一次购债计划的时候，继续通过国债和抵押贷款支持证券(MBS)到期收入再投资维持了资产负债表的规模。\n紧接着，美联储从2015年12月开始谨慎上调基准隔夜政策利率，倾向于以此作为撤出政策支持的主要工具。\n这之后美联储对资产负债表规模一直维持不变，直到2017年10月美联储开始逐步缩表，每月减少再投资规模。\n今年7月，美联储创建两项常设回购工具，以帮助缓解货币市场压力。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":266339760189736,"gmtCreate":1706060014625,"gmtModify":1706060019898,"author":{"id":"3568626352541392","authorId":"3568626352541392","name":"LawrenceCW","avatar":"https://static.tigerbbs.com/962262e528e64dff78a74edaba2a5aac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568626352541392","idStr":"3568626352541392"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NS8U.SI\">$和记港口信托(NS8U.SI)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NS8U.SI\">$和记港口信托(NS8U.SI)$</a>&nbsp;","text":"$和记港口信托(NS8U.SI)$","images":[{"img":"https://community-static.tradeup.com/news/9854ba8356691ade7098b7fc85c2a85b","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/266339760189736","isVote":1,"tweetType":1,"viewCount":6467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":190971581,"gmtCreate":1620577339743,"gmtModify":1704345121531,"author":{"id":"3568626352541392","authorId":"3568626352541392","name":"LawrenceCW","avatar":"https://static.tigerbbs.com/962262e528e64dff78a74edaba2a5aac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568626352541392","idStr":"3568626352541392"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CHPT\">$ChargePoint Holdings Inc.(CHPT)$</a>Hahahahahaahah","listText":"<a href=\"https://laohu8.com/S/CHPT\">$ChargePoint Holdings Inc.(CHPT)$</a>Hahahahahaahah","text":"$ChargePoint Holdings Inc.(CHPT)$Hahahahahaahah","images":[{"img":"https://static.tigerbbs.com/f835c960b594cd75faa019acd775eed5","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/190971581","isVote":1,"tweetType":1,"viewCount":1284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":374370177,"gmtCreate":1619424659999,"gmtModify":1704723612759,"author":{"id":"3568626352541392","authorId":"3568626352541392","name":"LawrenceCW","avatar":"https://static.tigerbbs.com/962262e528e64dff78a74edaba2a5aac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568626352541392","idStr":"3568626352541392"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Fownsjanabanananannamamaam","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Fownsjanabanananannamamaam","text":"$Palantir Technologies Inc.(PLTR)$Fownsjanabanananannamamaam","images":[{"img":"https://static.tigerbbs.com/d8b75719c27053f9e2c70a518cf1e7ae","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/374370177","isVote":1,"tweetType":1,"viewCount":1359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":812458919,"gmtCreate":1630618365231,"gmtModify":1676530355512,"author":{"id":"3568626352541392","authorId":"3568626352541392","name":"LawrenceCW","avatar":"https://static.tigerbbs.com/962262e528e64dff78a74edaba2a5aac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568626352541392","idStr":"3568626352541392"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/812458919","repostId":"1165475687","repostType":4,"repost":{"id":"1165475687","kind":"news","pubTimestamp":1630595973,"share":"https://ttm.financial/m/news/1165475687?lang=en_US&edition=fundamental","pubTime":"2021-09-02 23:19","market":"us","language":"zh","title":"Morgan Stanley: U.S. economic growth is expected to slow in the third quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=1165475687","media":"华尔街见闻","summary":"预计美国第三季度GDP增速目前跟踪在2.9%，远远低于之前的6.5%。","content":"<p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Economists say the slowdown in U.S. economic growth in the second half of the year is expected to occur primarily in the third quarter, largely due to stimulus spending recovery and ongoing supply chain issues.</p><p>Economists Ellen Zentner and others said in a report on Thursday that third-quarter GDP growth is currently tracking at 2.9%, far lower than the previous 6.5%. They wrote, \"The U.S. economy is cooling off from its booming growth in the first half of the year due to a surge in activity fueled by stimulus spending and economic reopening.\" Reduced spending on durable goods, including automobiles, is dragging down economic growth, while inventories remain low. August saw a general decline in economic activity as rising inflation and the spread of the Delta strain dragged down consumer confidence.</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley: U.S. economic growth is expected to slow in the third quarter</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley: U.S. economic growth is expected to slow in the third quarter\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-09-02 23:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Economists say the slowdown in U.S. economic growth in the second half of the year is expected to occur primarily in the third quarter, largely due to stimulus spending recovery and ongoing supply chain issues.</p><p>Economists Ellen Zentner and others said in a report on Thursday that third-quarter GDP growth is currently tracking at 2.9%, far lower than the previous 6.5%. They wrote, \"The U.S. economy is cooling off from its booming growth in the first half of the year due to a surge in activity fueled by stimulus spending and economic reopening.\" Reduced spending on durable goods, including automobiles, is dragging down economic growth, while inventories remain low. August saw a general decline in economic activity as rising inflation and the spread of the Delta strain dragged down consumer confidence.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/livenews/2037966\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5e44b70b343e617916e4a645ff4d3c6c","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/livenews/2037966","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1165475687","content_text":"摩根士丹利经济学家表示，预计美国下半年经济增长放缓主要发生在第三季度，很大程度上因为刺激支出回收和持续的供应链问题。\n经济学家Ellen Zentner等人在周四的报告中表示，第三季度GDP增速目前跟踪在2.9%，远远低于之前的6.5%。他们写道：“美国经济正在脱离上半年的火爆增速，因刺激支出和经济重开刺激的活动爆发冷却下来。”包括汽车在内的耐用品支出减少，正在拖累经济增长，且库存保持低位。8月份看到经济活动普遍下滑，因为通胀上升和德尔塔毒株蔓延拖累消费者信心。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192795973,"gmtCreate":1621228298092,"gmtModify":1704354277682,"author":{"id":"3568626352541392","authorId":"3568626352541392","name":"LawrenceCW","avatar":"https://static.tigerbbs.com/962262e528e64dff78a74edaba2a5aac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568626352541392","idStr":"3568626352541392"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CHPT\">$ChargePoint Holdings Inc.(CHPT)$</a>Gagahagagagaggaagaga","listText":"<a href=\"https://laohu8.com/S/CHPT\">$ChargePoint Holdings Inc.(CHPT)$</a>Gagahagagagaggaagaga","text":"$ChargePoint Holdings 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16:54","market":"us","language":"zh","title":"Huawei Auto 2021: Joint Venture Speculation, Three Strategic Changes","url":"https://stock-news.laohu8.com/highlight/detail?id=1170470275","media":"财经十一人","summary":"华为的动作就像浮出水面的冰山，让外界更加好奇水面下的虚与实\n\n\n《财经》记者从多方独立信源获悉，在经历近半年的谈判后，华为和大众就自动驾驶业务的合作即将敲定。华为将向大众转移部分自动驾驶业务能力和团队","content":"<p><div>Huawei's actions are like an iceberg surfacing, making the outside world even more curious about the virtual and real beneath the surface. According to multiple independent sources, after nearly half a year of negotiations, Huawei and Volkswagen are about to finalize their cooperation on autonomous driving business. Huawei will transfer some of its autonomous driving business capabilities and teams to Volkswagen, including Su Qing, the former senior executive of the autonomous driving business line and head of the intelligent driving product department. In November 2021, the two parties will collaborate on autonomous driving in the form of a joint venture. \"The joint venture aims to act as a supplier, providing solutions to the Volkswagen Group. One of the cooperation methods discussed by both parties is...\"</p><p><a href=\"None\">Web page link</a></div></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Huawei Auto 2021: Joint Venture Speculation, Three Strategic Changes</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHuawei Auto 2021: Joint Venture Speculation, Three Strategic Changes\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1099700195\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/2c6ac2a9dafc44d0a5e8c2ea84dfb4e2);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财经十一人 </p>\n<p class=\"h-time smaller\">2021-12-24 16:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><div>Huawei's actions are like an iceberg surfacing, making the outside world even more curious about the virtual and real beneath the surface. According to multiple independent sources, after nearly half a year of negotiations, Huawei and Volkswagen are about to finalize their cooperation on autonomous driving business. Huawei will transfer some of its autonomous driving business capabilities and teams to Volkswagen, including Su Qing, the former senior executive of the autonomous driving business line and head of the intelligent driving product department. In November 2021, the two parties will collaborate on autonomous driving in the form of a joint venture. \"The joint venture aims to act as a supplier, providing solutions to the Volkswagen Group. One of the cooperation methods discussed by both parties is...\"</p><p><a href=\"None\">Web page link</a></div></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b90edc04277a18d163478f5d210ce9c","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170470275","content_text":"华为的动作就像浮出水面的冰山，让外界更加好奇水面下的虚与实\n\n\n《财经》记者从多方独立信源获悉，在经历近半年的谈判后，华为和大众就自动驾驶业务的合作即将敲定。华为将向大众转移部分自动驾驶业务能力和团队，包括原自动驾驶业务线高管、智能驾驶产品部部长苏箐在内的一部分团队。\n2021年11月，双方将以组建合资公司的形式进行自动驾驶合作，“合资公司旨在作为供应商，向大众集团提供方案，双方讨论的合作方式之一是大众出钱，成为合资公司控股方，华为主要出技术IP（知识产权）。”但这一说法当时被华为否认。\n华为和大众在五年前已有接触。在此之前，华为自动驾驶产品线已经有多人收到HR的转岗约谈。有接近这个合作的知情人士告诉《财经》记者，合作谈判接近尾声，“人选都定了。”\n《财经》记者就上述信息向华为官方求证，对方表示，没有更多回应。\n多个信源告诉《财经》记者，合作一波三折，主要原因是华为不满意大众最初的报价。\n由于涉及人事上的转换变动，这个消息在华为智能汽车解决方案BU（下称华为车BU）内部备受关注。事实上，整个2021年下半年，华为车BU一直处于密集的人事调整之中。\n对等待结果的员工们来说，这是一段足够难受的时间——剥离一部分自动驾驶业务后，华为车BU接下来会怎么做？原有项目能否继续顺利推进？动荡的架构调整能否告一段落？对于华为决策层来说，不断调整自己在这个充满机会和挑战的新领域的姿势，是落定既定战略的必经之路，每一步都需要倍加小心。\n迹象\n华为对汽车业务的决心，从人员规模的膨胀或可窥见。目前，华为仅自动驾驶相关业务就有2000人团队。接近华为的招聘人士告诉《财经》记者，今年校招增加的几百个名额，几乎都给了车BU。\n这符合一个公司全速进入一个新业务领域的规范动作，有人，有合适的人，才有想象力。\n华为汽车汽车业务可以简单概括为“帮车企造好车”和“帮车企卖好车”——前者旨在为车企提供智能化零部件，业务主要承载于华为车BU，另有一部分芯片业务由华为芯片部门海思支持，三电系统业务则由华为数字能源公司支持。\n基于这个战略规划，华为和车企的合作主要分为“浅合作”和“深合作”两种模式。\n其中，浅合作模式是作为软硬件及智能化的整体方案供应商，提供包括电驱动系统、电机控制器、HiCar等软硬件上的全面合作。这种模式相对标准化，特点是快速。\n深合作基于2020年11月推出的HUAWEI Inside 全栈式方案（以下简称HI模式），华为向车企提供鸿蒙车机与自研车载计算芯片在内的全套 HI 解决方案，并授权在车身上使用 HI 的 Logo。合作车企主要有北汽、长安和广汽。这种合作模式的优点是深度匹配开发，有利于释放更多技术和能力，但缺点也明显：慢、磨。\n华为高层曾在多个场合表示，全栈不是Huawei Inside的唯一重点，重点是双方深入的，类似定制化的合作。因此，HI模式合作车企不可能太多。在此过程中，华为不收开发费，按照订单规模和车企分成。\n根据华为官方在今年12月21日生态合作论坛上透露的数字，目前，华为的合作伙伴已经逾300多家。据《财经》记者了解到，在这种“帮车企造好车”的合作中，华为大多数订单机会点都在2025年以后，也就是说，到2025年以后，华为才能产生稳定利润流。\n另一边，华为不吝投入研发资金。官方数据显示，2020年华为在汽车相关研发投入约5亿美元，这一数字今年将会翻倍，超过10亿美元。\n今年4月，华为汽车业务向外界秀出的第一次肌肉，就是一段华为和北汽合作、搭载了华为自动驾驶方案的车型极狐的路测视频。时任智能驾驶产品部部长苏箐当时在接受采访时表示，在华为智能汽车BU里，自动驾驶优先级是绝对的第一，这句话后来被外界误读为，在自动驾驶领域，华为绝对是第一。\n封闭的汽车产业链上，你不知道什么动作会产生蝴蝶效应。《财经》记者独家获悉，与极狐的合作高调官宣，确实给华为车BU带来了一些麻烦，直接影响到了华为与蔚来的关系。华为车BU位于深圳和上海的测试车库里，有千百辆用于自动驾驶路试的豪华车，早期主要有奥迪A6和蔚来ES8两款。李斌曾亲自批准了与华为的合作订单，除了低价为华为提供了大批ES8，同时也开放了权限极高的数据接口。有知情人士称，华为把在蔚来车上实现的自动驾驶功能，后来搬到极狐上推了出去。蔚来觉得自己给极狐做了嫁衣。\n随后，蔚来方主动终止了这一合作，给出的理由是担心法务风险。华为的路试车换成了极狐。\n有华为人士向《财经》记者透露，这个市场比华为车BU团队想象中的要更复杂更难。按计划在今年年底交付的1000辆极狐订单没有用上宣传中的L4级自动驾驶能力。在华为内部，尽管公司曾发文鼓励员工们购买极狐，但是不止一位受访员工向《财经》记者表示，极狐有点贵，更大的意义在于打样。\n今年夏天，在2021世界人工智能大会（WAIC）上，苏箐在谈及特斯拉自动驾驶事故时说道，L5级别的智能驾驶系统在很长一段时间内是无法办到的，高级别智能驾驶系统的引入，会提升交通事故发生的概率，讲难听点就是杀人。\n不久，根据华为创始人任正非签发的人事任免通知，苏箐智能驾驶产品部部长职务被免去。华为称，苏箐在参加外部活动谈及自动驾驶技术与安全时，针对特斯拉，发表了不当言论。\n苏箐进入预备队接受训战和分配。这一任免也被认为是以苏箐为首的原自动驾驶团队被边缘化的开始。\n选择\n去年，华为轮值董事长徐直军曾说，对智能汽车解决方案BU的投入会持续，不看回报。\n但外部环境的变化已不允许华为这么做。此前，时任车BU总裁王军曾说，“（徐直军董事长）敢这么说，但我不敢这么做，我要看几年里到底有什么商业回报。做产品、产业、生意，总得有看得见的投资回报比。”\n华为已经进入被制裁后的第三年，压力外溢。两大营收主力消费者业务几近腰斩，运营商业务增长停滞。受到海外地缘政治风险外溢和疫情影响，海外营收也一蹶不振，曾经利润奶牛手机业务则已掉出国内前五，基本告别了5G战场。\n在这种情况下，今年4月，时任消费者BG CEO、华为手机的灵魂人物余承东提出了在华为线上和线下渠道卖车，也就是前文提及的华为汽车业务的另一个组成部分，“帮车企卖好车”。\n卖车属于“华为智选”业务，由消费者BG主导，不属于车BU，目前卖的只有一款和重庆车企赛力斯深度合作的车型赛力斯SF5。\n《财经》记者曾在此前报道《余承东卖车，纠结与调和》中详细分析过华为卖车的逻辑：在手机业务受阻后，华为需要汽车来补上收入窟窿。余承东希望借卖车来保住华为的渠道资源。\n为什么选择名不见经传的车企赛力斯，在外界看来，这是一个谜，一位赛力斯母公司小康股份战略人士向《财经》记者表示，赛力斯比其他车企（争取华为合作）更主动，而且赛力斯拥有先进的制造能力。\n《财经》记者独家获悉，华为和赛力斯虽然早有接触，华为早就介入赛力斯的工厂改造，但是合作直到今年1月份才最终敲定。赛力斯也并非华为想要下注的唯一目标，华为当时曾考虑过爱驰汽车，主要是看中了爱驰在西门子帮助下打造的工业4.0智能制造生产线，这一套生产设备可以使其产品出口到德国免认证，从而使其获得更多国家的认可。\n但因为各种因素，华为最终选择了赛力斯。\n今年12月，没有图文直播，没有高调公关，赛力斯静悄悄地发布了和华为合作的高端汽车品牌AITO（Adding Intelligence to Auto），同时表示将与华为共建超过一千家旗舰店和体验中心，并且提出了一个现在看起来有点困难的口号：公司要在五年内成为全球新能源汽车TOP3品牌。\n新车即将在12月23号正式亮相。有接近这个合作的知情人士向《财经》记者评价，“可以理解为这款车完全就是华为做的。”此外，双方还有一款稍大的SUV车型在筹划中，预计明年春天将会亮相。\n《财经》记者独家获悉，此前，余承东曾在华为消费者BG内部宣讲会上谈及汽车业务时表示，HI和智选两种模式他都支持。但在车BU内部会议上，他的态度有一些倾斜，“感觉他更看重和赛力斯的合作，HI模式是次要的。”\n在卞红林上任之后，余承东在一次车BU的高层会议上开会时表示，将来不排除把车BU像数字能源那样，整个剥离出去，独立发展。\n硬战\n过去一年里，车BU重要的组织变动有三次：今年5月，消费者BG CEO余承东开始担任新增的智能汽车解决方案BU CEO，余承东开始逐渐主导华为汽车业务。\n今年6月底，原华为消费者BG首席技术官（CTO）卞红林调任车BU CTO，原手机团队开始大规模介入汽车业务。\n到了今年第三季度，华为裁撤车BU总裁职位，原总裁王军改任首席运营官（COO），同时兼任智能驾驶产品线总裁；卞红林开始主导新增的研发管理部。\n通俗理解，这套组织体系中，余承东是一级领导，王军和卞红林分管运营和研发，在此之下，是具体的各产品线，其中每一个产品线都拥有自己的产品和销售人员。知情人士告诉《财经》记者，新增的研发管理部，则相当于横向管理所有产品线产品的研发。\n华为变化前后车BU核心架构对比\n\n在这套架构中，曾经高调的自动驾驶团队事实上后撤了，如果用更长远的视角对比一年前华为车BU 的组织架构，一些变化明显：领导层掌权更集中，意味着卖车业务优先级上升；各产品线的研发和销售相对分开，意味着架构更成熟；原消费者团队介入更深，意味着交付压力变大。\n在过去一年里，余承东在车BU地位火速上升，与其力主卖车相关。而这一做法显然是需要时间来证明的。\n根据乘联会数据，今年四月至十月，赛力斯SF5销量（含华为门店在那的所有渠道）分别为129辆、204辆、1097辆、507辆、715辆、1117辆、1926辆，总共不足6000辆。据腾讯深网报道，余承东现在承受着内部的巨大压力。华为现在已经不再催促经销商改造门店卖车了。\n也就是说，不论是卖车还是造车，华为都得打硬战。\n有观点认为，华为已有的整车产品在市场缺乏竞争力，是因为合作车企并不够有竞争力；由于车企对华为这种强实力公司的忌惮心理大于向往，华为获得来自头部车企的大额订单会更难。\n在长安和华为合作的车型阿维塔发布后，王军曾在接受媒体采访时表示，无论是HI模式，还是华为智选模式，均摆脱了传统的供应商模式。\n传统的汽车供应体系相当封闭等级分明，为了分担风险和降低成本，主机厂均有多个供应商做“备胎”，强势的主机厂拥有绝对话语权，“汽车获利就是依靠这样一套残酷的供应规则”。\n一位自动驾驶企业高管向《财经》记者表示，新兴的头部供应商更愿意强调自己科技公司或机器人公司的身份。汽车界有自己的规则，有野心的新秀无人愿意将自己束缚在这套规则之中。\n而对车企来说，这并不是让他们舒服的方式。一位华为人士向《财经》记者坦言，“在合作中，华为经常会挑战车企的需求。在他们看来，我们在挑战他们的权威。”\n事实上，华为介入汽车领域远比外界想象得更早。一位咨询业高管告诉《财经》记者，2014年，国内第一波新能源汽车浪潮兴起，华为已经开始就汽车业务规划向咨询公司寻求方案，由于担心引起产业伙伴反弹，并未贸然进入。甚至在在很长一段时间内，只由华为车联网实验室专注做研发。时任员工曾向《财经》记者回忆，彼时，他们未有任何商业化的压力，情况从华为受制裁后发生变化。\n一位华为前管理层人士向《财经》记者表示，华为目前车BU的战略选择，与其说是最优解，不如说是各方妥协的结果。\n华为不得不平衡。尽管外界对华为是否会造车争论颇多，但一个事实在于，无法从供应链中获取高端芯片，是华为所有困难的源头。华为造车，也同样可能遭遇手机相同的麻烦。\n华为人士告诉《财经》记者，芯片是所有有进一步合作意向的车企都会问及的核心问题，通常解决方案由高层之间直接沟通，严格保密。\n今年8月，美国曾向华为开放了一批汽车芯片的供应。《财经》记者独家获悉，华为汽车业务当前最重要的芯片为MDC计算平台所采用的昇腾，库存数量有限，华为已经准备了包括外采芯片在内的多种替代方案。但是，长久来说，在库存芯片消耗完之前获得产业链可控能力，仍是未来一段时间内华为最重要的命题。\n“需要资金回笼”“需要标杆产品”“需要打开市场”这是在采访中，所有人提及华为大众合作的共同原因。由于目前可获知信息有限，我们无从判断，这种合作模式会对华为在汽车市场的未来发展有什么更深远的影响。\n进入一个新行业，无论是新势力还是老巨头，风险和机会总是相伴的，根据内外部实际情况调整姿势，既是必须，也是平衡。如果回溯华为历史，在此前的艰难时期，华为甚至有卖掉一些业务来养活核心业务的先例。\n2020年11月25日，任正非亲自发文，重申华为三年内不会造车。现在时间刚刚过去三分之一。\n种种迹象显示，华为在加快脚步。在东莞，在苏州，华为开始了汽车相关的制造及测试用场地的重资产投入。它们就像浮出水面的冰山，让外界更加好奇这水面下的虚与实。相对应的，华为要打的硬战，才刚刚开始。\n一位员工向《财经》记者感慨，“我们相信公司一定能做好（汽车）这个业务，但做成的人一定不是我们这一批了。”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}