Let’s see what’s interesting on the 29th after the holiday.
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wechat public platform will show the user’s IP territory
On April 29, according to the announcement of “wechat coral security”, in order to maintain the network communication order and further crack down on counterfeiting, handling, rumor spreading and other acts, the wechat public platform will display the IP territory of the user when publishing the content. The domestic account will be displayed to the provinces (autonomous regions and municipalities directly under the central government), and the overseas account will be displayed to the countries (regions). The IP territory of the account shall be subject to the information provided by the operator, and the user cannot actively open or close the relevant display for the time being.
The function will be tested in the near future, and will be opened to users according to the test.
The original text is as follows:
On April 28, Weibo announced that it would fully open the comment and display the small tail function of IP territory, and launch the function of “displaying IP territory on the primary page of personal home page”. It is reported that this is mainly to reduce bad behaviors such as impersonating the parties to hot events, malicious rumor and rubbing traffic, so as to ensure the authenticity and transparency of the communication content.
In fact, in addition to Sina Weibo, according to incomplete statistics, in April, today’s headlines, Tiktok, xiaohongshu, Kwai, Zhihu and other platforms have also announced that they will gradually open the function of “personal homepage showing account IP possession”. Some platforms will also display the small tail of the user’s IP possession in some comments or answers, and the user cannot actively turn on or off this function.
After the IP territorial function went online, a large number of network celebrities showed their original shape.
Suning.Com Co.Ltd(002024) by st
Suning.Com Co.Ltd(002024) 4 disclosed the annual report on April 29, and realized an operating revenue of 138904 billion yuan in 2021, a year-on-year decrease of 44.94%; The net profit was a loss of 43.265 billion yuan.
The company disclosed its quarterly report on the same day. In the first quarter of 2022, it realized an operating revenue of 19.374 billion yuan, a year-on-year decrease of 64.13%; The net profit was a loss of 1.029 billion yuan.
The net profit of the company before and after deducting non recurring profits and losses in the last three fiscal years, whichever is lower, is negative, and the audit report of the last year shows that there is uncertainty in the company’s sustainable operation ability, which touches the provisions of item (7) of article 9.8.1 of the stock listing rules of Shenzhen Stock Exchange (revised in 2022). The trading of the company’s shares will be suspended for one day on May 5, and other risk warnings will be implemented after the resumption of trading on May 6, The company’s stock is abbreviated as “St Tesco”.
Contemporary Amperex Technology Co.Limited(300750) latest response
At 20:00 p.m. on April 29, China Central Television financial dialogue Contemporary Amperex Technology Co.Limited(300750) Director Secretary Jiang Li, the following points and minutes are compiled by Guosheng Xinxin according to the public content of the live broadcast communication
the following is the arrangement of the answers of the Secretary of Ningde:
q: the source of revenue and profit growth in 21 years
In recent years, with the increasingly prominent problems of global ecological environment and climate warming, governments are promoting the accelerated transformation of energy structure and energy to clean energy. And successively announced carbon emission reduction targets, mainly from the fields of electricity and transportation. According to statistics, in 2021, the carbon emissions of power industry and transportation industry accounted for 38.9% and 20.3% of global carbon emissions respectively. Among them, the main means of the power industry is to increase the proportion of clean energy power generation such as wind power and photovoltaic. The main way of carbon emission reduction in the transportation industry is to gradually popularize new energy vehicles.
The market demand for power and energy storage increased rapidly in the past 21 years. The company overcame the covid-19 epidemic, the shortage of raw material supply and other challenges, strengthened industrial cooperation, guaranteed supply and delivery, deepened customer cooperation, consolidated its market position and promoted the rapid development of its business. In 21 years, the company achieved a total operating revenue of 130.35 billion yuan, a year-on-year increase of 159%. The net profit attributable to shareholders of listed companies was 15.93 billion yuan, a year-on-year increase of 185%.
There are three main highlights:
First, the market position is leading. According to SNE research, the company has ranked first in the world in terms of power battery usage for the past five consecutive years, with a market share of 32.6% in 21 years and 35% in the first quarter of 22 years. The sales growth rate of the company’s power battery and energy storage battery is far higher than that of the industry, and the market share continues to grow. The gap between the latter industry and the competitors in the same industry is further widened.
Second, the company’s energy storage business is growing rapidly. In addition to power batteries, the energy storage market is also very broad. However, due to various reasons, the early start of the energy storage market is relatively late. The company has always paid attention to the development of the energy storage market, and its business has gradually made a certain breakthrough in recent years. In 21 years, the sales revenue of the company’s energy storage battery system was 13.62 billion yuan, a year-on-year increase of more than six times. The company has actively explored customers and signed strategic cooperation agreements with national energy group, China Energy Engineering Corporation Limited(601868) , China Huadian, Three Gorges group, Sungrow Power Supply Co.Ltd(300274) , Atlas, Eaton and other enterprises. In addition to the company’s active participation in the exploration of energy storage business models in the Chinese market, we helped the implementation of China’s first GW level shared energy storage project group. The company’s products are also exported to 35 countries and regions around the world, covering a variety of application scenarios such as new energy power generation, peak shaving and frequency modulation, independent power stations, green mines and so on.
Third, the proportion of the company’s overseas business increased. As the world’s leading innovative technology enterprise, the company has paid attention to expanding the international market since its establishment, and has deep cooperation with BMW and other overseas mainstream automobile enterprises from the beginning. It has made outstanding achievements in the order competition of overseas car enterprises in the early stage. In recent years, with the gradual maturity of the overseas market, the scale of order delivery has increased rapidly. In the past 21 years, the company’s overseas business revenue accounted for more than 20%, which has become an important part of the company’s revenue.
q: what are the reasons for the low performance in the first quarter
First, the price of raw materials in the upstream of the new energy industry has increased rapidly since 2021. 22q1 has also continued this trend, and the growth rate is faster, especially the price of raw materials represented by lithium carbonate has increased very fast. According to the statistics of Gaogong lithium battery, the average market prices of ternary cathode materials, lithium iron phosphate cathode materials, electrolyte and cathode materials increased by 171%, 222%, 98% and 18% at the end of the first quarter compared with the beginning of last year. Facing the huge rise of upstream materials. The battery manufacturer in the whole industry is facing the challenges of supply chain shortage and rapid price rise, and the pressure of battery cost is gradually increasing Contemporary Amperex Technology Co.Limited(300750) as the world’s leading power battery enterprise, has always been based on promoting the development of the industry.
In order to maintain the healthy and sound development of new energy vehicles and power battery industry, the company is very cautious in battery prices. We have always maintained a good cooperative relationship with our customers. In the early stage, we mainly rely on ourselves to carry and bear the rising pressure of the price of these raw materials. However, it is true that since this year, the increase has been too fast and too fierce, which has far exceeded the reasonable price level. The company has to negotiate friendly with major customers. We come together to face the pressure of the supply chain and adjust the price dynamically.
At present, the discussion with customers is quite good, and we have reached a consensus in many aspects. At present, the increase of raw materials has begun to slow down, and even some have begun to fall back. The impact of China’s epidemic on the supply chain has also begun to improve gradually. At the same time, we also see that the market demand is still very strong, the market share of the company is still steadily improving, and the competitiveness of the company is still very strong. Therefore, we are very optimistic about the development prospect of the industry and the company.
q: how to ensure the supply of upstream raw materials? The impact and risk of the epidemic on the supply chain
Ningde has been working hard on the supply chain layout, including long-term cooperation with upstream enterprises and joint ventures. However, on the one hand, the development and mining of mineral resources takes a certain time; On the other hand, the company’s own power battery shipments are growing very fast, so it will still be affected. However, since last year, we have been working with partners in Jiangxi and other places to arrange the exploitation of resources, and the progress is relatively smooth. With the gradual release of production capacity, the decline of supply chain prices should be a trend. The impact of the epidemic is also gradually improving. Moreover, at present, the supply chain is greatly expanding production. The supply of battery materials will show a good trend in the second half of this year, and the supply and demand situation is expected to improve.
q: how do you view the recent fluctuation of stock price
In terms of fundamentals, we feel that the fundamentals of the company should maintain very strong and stable growth. The core competitiveness of the company is relatively strong, which is mainly reflected in the following aspects:
First, the management’s forward-looking strategic layout. The company adheres to three strategic directions and four innovative strategies to promote business development. The three strategic directions include taking electrochemical energy storage and renewable energy power generation as the core, realizing the substitution of fixed fossil energy and getting rid of the dependence on thermal power generation. Take the power battery and new energy vehicle as the core to realize the replacement of mobile fossil energy, so as to get rid of the dependence on oil in the field of transportation. Take electrification and intelligence as the core, promote the integrated innovation of market applications, and provide sustainable, universal and reliable energy sources for all walks of life. At the same time, according to the guidance of the three strategic directions, the company promotes four innovation systems, including material system, system structure, extreme manufacturing and business model. First, it goes deep into the micro mechanism of materials and develops high-performance electronic materials.
The second is to reduce energy consumption, improve efficiency and reduce costs through structural innovation such as CTC. The third is to create a flexible, efficient, low-cost, high-quality and self upgrading extreme manufacturing system innovation. Fourth, we are opening up the business model innovation of the whole industry chain from raw materials, battery manufacturing, operation services, material recycling and various scenarios. Specifically, this core advantage of the company is reflected in technology accumulation. The company has built a comprehensive R & D system, and its R & D achievements continue to be in the leading position in the industry. The growth rate of patents is the fastest in the same industry, and the technology output is ahead of its peers. Next, our continued introduction of m3p and sodium ion batteries will further lead the development of industry technology. In terms of supply chain, through the cooperation of the whole industry chain, the company has strengthened its resource advantages and made an in-depth layout in many aspects such as resource and material recycling. In this way, the stability and cost of the supply chain can be stably guaranteed, and the coverage of key nodes can be realized through the layout and cooperative development of the industrial chain. Including the promotion of Jiangxi base and overseas resource projects. For example, the promotion of this project in Indonesia will reserve granaries for the company on the resource side. In terms of manufacturing capacity, the company has industry-leading manufacturing capacity, which continues to improve in terms of production efficiency and operation quality. In terms of social customer ecology, whether in terms of power or energy storage, we focus on building a customer ecology. The company has the strongest customer resources in the world and major international mainstream automobile enterprises, as well as continuous cooperation among power generation enterprises such as five major and four small enterprises, including power grid and so on.
q: how do you view the change of 22q1’s market share in China, the risk of intensified market competition and its impact on the company
As a global leading power battery enterprise, one of our priorities in the past 21 years has been the growth of overseas business, so we actually focus not only on the Chinese market, but also on the development of international and overseas markets. In fact, since 18 years ago, we have made excellent achievements in the last round of fixed-point of overseas car enterprises. With the gradual delivery of orders from these car enterprises, our overseas market share will increase rapidly. The company is competing with traditional Japanese and Korean battery enterprises, standing on the stage of globalization and competing on behalf of famous industries.
From the perspective of competition, competition is everywhere. The company is a private enterprise and has been growing in a competitive environment since its establishment. We believe that the key to competition is technological innovation. The company’s R & D investment and personnel team size are the leading in the industry. The company has always taken technology as its capital and R & D and technology as its capital. We believe that only by developing good products, competitive and valuable products can bring value to customers. In this way, there will be market recognition. In fact, the market share can only be brought by the recognition of customers. Therefore, we are not too concerned about short-term market fluctuations, whether stock price fluctuations or share fluctuations. We focus on long-term technology research and development.
q: what is the progress of overseas plant construction
In the 18th year, the company announced that it planned to build a 14gwh production line in Germany to support local customers. In the 21st year, the module pack was put into production, and the cell will also be put into production this year, and the scale is expanding. In addition, there is also a whole industry chain layout in Indonesia.
q: what is the reason for the decline of gross profit margin in 22q 7
In 21 years, the upstream raw materials began to rise continuously, which put pressure on battery enterprises. The company hopes to maintain a long-term and stable relationship with customers. The price rise is more cautious, so it chose to bear part of the pressure first. However, these companies believe that they are short-term, and the company also has new product reserves. For example, lithium can not be used for sodium ion batteries, which has greatly reduced the cost.
q: the gross profit margin of other links in the supply chain has not changed much. Has the bargaining power of the company changed
Bargaining is based on supply and demand and should be viewed from a dynamic perspective. In the long run, resources are not scarce, it just takes time.
q: is the cost conducting
The price is quite cautious. I only talked with the customer when I had to this year. Now I’m talking with the customer very well. I’ll take it together. It will conduct in the long run.
q: layout of energy storage
The company has long been laying out the energy storage track and believes that the market space of energy storage is no less than that of power batteries. The energy storage business has been deeply cultivated for many years, with a year-on-year growth rate of more than 6 times in 21 years and the first market share in the world.
q: power exchange planning? Provider transformation of energy integration solutions
Evogo’s brand is implemented in Xiamen. Chocolate is replaced with electricity and assembled flexibly according to the needs of users. To reduce the expenditure of buyers, the company is actively exploring the business operation mode of power exchange.
q: has Ningde ever thought about building a car by himself
No.
Concentrate on your own business.
q: in what areas has the R & D investment of more than 7 billion been invested
In fact, R & D investment is not only a point of R & D, but also a line of R & D. In fact, our R & D is to build a system covering cells, modules, battery packs, downstream equipment and processes from upstream materials to this battery. The R & D team is also very strong, with more than 10000 people. Therefore, the R & D investment of more than 7 billion seems a lot. In fact, many heads of our R & D team feel that it is not enough, and the R & D investment needs to increase.
Intco Medical Technology Co.Ltd(300677) boss criticized
On April 29, Shenzhen Stock Exchange criticized Liu Fangyi, the controlling shareholder and actual controller of Intco Medical Technology Co.Ltd(300677) company.
It is found that the announcement disclosed by Intco Medical Technology Co.Ltd(300677) on December 14, 2020 shows that the controlling shareholder and actual controller Liu Fangyi subscribed for 17415534 shares issued by Intco Medical Technology Co.Ltd(300677) to specific objects. After the issuance, Liu Fangyi’s shareholding ratio increased from 37.08% to 40.10%.
According to the announcements disclosed by Intco Medical Technology Co.Ltd(300677) on July 30, 2021 and November 15, 2021, Liu Fangyi reduced 10965192 shares of Intco Medical Technology Co.Ltd(300677) from July 9 to July 30, 2021, with a total reduction amount of 1.219 billion yuan, and 2470850 shares of Intco Medical Technology Co.Ltd(300677) on November 12, 2021, with a total reduction amount of 135 million yuan. Liu Fangyi has reduced 13436042 shares in total, with a total reduction amount of 1.354 billion yuan. Liu Fangyi’s above behaviors violate relevant regulations.
US stocks fell
zhonggai shares rose sharply
The financial report of trillion giant Amazon disappointed investors. The company reported its first loss in seven years, and the year-on-year growth rate of sales in the first quarter hit a new low in 20 years. Amazon’s share price fell more than 12% shortly after opening, and its share price fell to a 52 week low.
Due to the impact of the conflict between Russia and Ukraine and the epidemic, Amazon’s financial report in the first quarter failed to meet expectations, and the guidance in the second quarter was lower than the market consensus. The stock is currently down 12.2%. Wall Street bullish Amazon investment banks have lowered their expectations and target prices for the e-commerce giant.
As of press time, Amazon’s market value is about 8 trillion yuan.
In addition, US stocks fell as a whole.
And zhonggai shares are in KTV.
