Pai Finance · One week of hot news: New forces delivered the ideal year -on -year, year -on -year

1. Macro & Industry

1. The global unicorn list China 312 companies on the list

On August 30, the Hurun Research Institute released the Global Unicorn List in the middle of 2022. As of June 2022, global unicorn companies have increased by 254 to 1312. Among them, there are 312 unicorn companies. Byte beating, pulse, DJI, Shangtang Technology, Vision Energy and other companies on the list. Among the main industries of China's unicorn announced by Hurun Gefu, compared with 2021, 97 were listed on the health technology industry, and 17 were added; 94 artificial intelligence industries were listed on the list, an increase of 10.

2. Midea restricts the export of top chips to China, and China responds

On September 1, a spokesman for the Ministry of Foreign Affairs Wang Wenbin presided over a regular press conference. Some reporters asked U.S. officials to ask US officials to stop exporting two top computer chips for artificial intelligence to export to China. Wang Wenbin said that the United States' approach is a typical science and technology hegemonism. The United States has repeatedly generalized the concept of national security, abused national power, and tried to use its own technological advantages to curb the development of emerging markets and developing countries. Economic and trade order. China has resolutely opposed it.

3. The new forces of the car are delivered in August: Nezha reached a new high, ideal year -on -year

In August, Nezha Automobile delivered a total of 16,017 vehicles, a record high, an increase of 142%year -on -year, and an increase of 14.11%month -on -month. Come to deliver 10677 units, an increase of 81.6%year -on -year, and a month -on -month increase of 6.22%. The ranking of the monthly delivery volume rose from fifth to third place; Xiaopeng Automobile delivered 9578 units, a year -on -year increase of 33%, a large decrease from the month, reaching a large month -on -month decrease, reaching to reach, reaching to reach, reaching to reach, reaching to reach, reaching a large month -on -year decrease, reaching to reach, reaching to reach, reaching a large monthly decrease, reaching to reach, reaching to reach, reaching the same, reaching a larger month -on -year decrease, reaching to reach, reaching to reach, reaching to reach a larger month -on -year decrease. 16.89%, the monthly delivery volume ranked from the third to fourth; the ideal delivery of 4571 units, a year-on-year increase of -51.54%. Among the five mainstream new energy vehicle companies, the ideal car's delivery volume decline in August the worst, and there was a chopping.

Second, company

1. Baidu: In the second quarter, revenue was 29.6 billion yuan, and the same period last year was 31.35 billion yuan

Baidu's financial report in the second quarter of 2022 shows that in the second quarter, revenue was 29.6 billion yuan, a decrease of 5%year -on -year, and the market expected 29.411 billion yuan. Baidu's core R & D investment accounted for more than 20%of Baidu's core income for 7 consecutive quarters. Baidu's core generated 23.2 billion yuan in the second quarter, of which Baidu Smart Cloud revenue maintained a rapid growth momentum, an increase of 31%year -on -year, and a 10%month -on -month increase. In the second quarter, the radish running was 287,000, and the total number of orders reached 1 million orders on July 20. According to the plan, Apollo RT6 will be put into operation at a certain scale in 2024.

2. Huawei's taxi will expand nationwide, and is negotiating to access the full amount of T3 travel

It is reported that Huawei's taxi platform Petal, launched in July this year, is planning a new expansion plan. Following a few cities such as Beijing, Shenzhen, and Nanjing, the Petal Travel Program entered the national market and is currently negotiating with T3 travel full access.

3. BYD responds to Buffett reduction: without excessive interpretation, the company's operation is normal

Buffett's Berkshire Hathaway sold 1.33 million BYD H shares on August 24. Relevant sources of BYD investor relationship said that we also saw the disclosure before knowing it, and we did not know beforehand. Regarding market speculation, the above person said that there are many statements related to the market, and the specific real situation (reasons) do not know, and do not need to interpret it. In addition, the above -mentioned people also said that BYD has not disclosed in major matters in the near future, and the company's operation is normal.

4. Tencent responded to "reduction of 100 billion stock investment within the year" rumors: no target amount, no external pressure

After the news of the reduction of Meituan was "inaccurate", it was reported that Tencent plans to reduce its holdings of 100 billion yuan in stock investment during the year. On September 1, Tencent replied that it did not set any target amount for reducing its holdings; Tencent's investment always thought that the company and shareholders created a generous return as the goal, rather than reaching a certain amount within any set time; Tencent was not targeted at a targeted time External pressure of investment portfolio.

5. Byte beating all members: No listing plan

On August 31, the byte beating held a new phase of employees. The company's CEO Liang Rubo said at the entire membership meeting that "the standards must be raised when the business is established", and projects with unclear vision and unique value must be cut off. He believes that too much projects will occupy the existing resources, so the team is required to pay attention to the business itself, and emphasizes that "the height of the business is better than width." In addition, in April 2022, the senior partner of Shida International Law Firm served as a high standard. Jump CFO. Her arrival was once considered to be a signal for bytes to promote listing. After more than three months of employment, the high standard responded to this market rumor. She said, "The company currently does not have a specific listing plan or a timetable."

6. The first car of Xiaomi will use Hesai technology lidar. The production qualification problem is currently unclear.

On September 2nd, according to "Late AUTO", Xiaomi's first car has determined that Hesai Technology is a laser radar supplier, and it is a car with a price of more than 300,000 yuan. According to reports, this car will be the main radar with 1 Hesai hybrid solid -state radar AT128, and with several Hesai full solid -state radar as a blind radar. A week ago, foreign media reported that sources revealed that Xiaomi was discussing with BAIC Group for cooperative production of electric vehicles. The reason may be related to the lack of production qualifications. Third, view

1. Chairman of Changan Automobile: China's automobile industry has begun to stop the basic conditions of fuel vehicles

Recently, Zhu Huarong, chairman of Changan Automobile, said at the event that China's automobile industry has initially had the basic conditions for suspending fuel vehicles. Zhu Huarong believes that this incident can enter the schedule of research. It is recommended that relevant national ministries, commissions, and industries to clarify the term of traditional fuel vehicles. However, Zhu Huarong also added, "What is explained here is not to say that all the current fuel vehicles are going to stop. PHEV and Reev are still going to be continued. The discontinuation of pure fuel vehicles can be studied."

2. Li Yanhong talked about autonomous driving: After L2, the first commercial will be L4 instead of L3

Recently, Li Yanhong, chairman and CEO of Baidu, said at the event that in the past year, artificial intelligence has made tremendous progress at the technical and commercial application level, and some even change the direction. He believes that it is probably L4, not L3 after the autonomous driving L2. "L2 is responsible for the driver, L4 operator is responsible for the accident. L3 is different. The driver takes over when it needs, which makes it difficult for the accident responsibility to define."

3. Hungry? President Fang Yongxin: The period of local real -time service burning money has been almost passed

On September 1st, Fang Yongxin, partner of Alibaba Group and president of Alibaba Local Local Life, pointed out that the scale of local real -time orders is in the stage of high compound growth, but it is difficult to enter the sinking market. Still focusing. For local real -time services, Fang Yongxin pointed out that the two core points were, one was the guarantee of capacity, and the other was the judgment, analysis and insight on effective supply. Fang Yongxin said that the period of "burning money" (subsidy) for customers has almost passed. Everyone must calm down to combine some of their basic capabilities, so that more merchants open stores to get more benefits.

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