标签归档 爱上海同城交友

Qingdao Municipal Bureau of Human Resources and Social Security released a new batch of jobs of "Network Recruitment of Migrant Workers"

Peninsula reporter Xiao Lingling

On March 6, the reporter learned from the Municipal Bureau of Human Resources and Social Security that in order to help workers find jobs accurately, the bureau released a new batch of jobs of "Network Recruitment of Migrant Workers".

Alibaba Cainiao Supply Chain (Zhejiang Xinyi Supply Chain Management Co., Ltd. Qingdao Branch)

Address: Jiafeng Logistics Park, Ping ‘an Real Estate, Chengyang District, Qingdao

Contact: Manager Li

Tel: 18366120682

Email: xinyihzaopin@alog.com.

Job title:

Pickers (50)

Job requirements:

18-38 years old, male or female, know basic Chinese characters and 26 English letters.

Salary:

5000-6000 yuan

Job title:

Packers (30)

Job requirements:

Require 18-38 years old, male or female, can operate computer.

Salary:

5500-6000 yuan

Job title:

Library maintenance staff (30)

Job requirements:

Responsible for the daily sorting, placing, inventory and optimization of goods in the warehouse, similar to supermarket shopping guide.

Salary:

3600-4200 yuan

Job title:

FCL Packers (20)

Job requirements:

At the age of 18-38, check the whole box of goods.

Salary:

5500-6000 yuan

Job title:

Forklift drivers (50)

Job requirements:

18-38 years old, with forklift license and forklift driving experience.

Salary:

5500-6000 yuan

Welfare:

1. Piece-rate wages are more for more work, and the top is not capped;

2. Accommodation is provided. The accommodation standard is 5 people, with air conditioning and a bathroom.

3. Pay five insurances, so that employees have basic protection;

4. Monthly birthday party, employee entertainment activities;

5. Take 4-5 days off every month, combining work and rest;

Hungry Rider (Shanghai ladas Information Technology Co., Ltd.)

Address: Qingdao City Distribution

Contact: Manager Shi

Tel: 17663909388

Email: 972344671@qq.com.

Job title:

Riders (3,000)

Job requirements:

There are electric vehicles and smart phones that meet the national standard, and the age is less than 60 years old.

Salary:

3,000-10,000 yuan

Shandong SF express co., ltd. Qingdao branch

Address: No.1 Warehouse of Liuting Airport Cargo Terminal, Chengyang District, Qingdao

Contact: Manager Wang

Tel: 0532-87071908

Job title:

Receiving and dispatching personnel (200)

Salary:

4000-10000 yuan

Job title:

Customer service (20)

Salary:

4000-10000 yuan

Job title:

Operators (100)

Salary:

4000-10000 yuan

Welfare:

1. Accommodation: provide short-term dormitories to help employees solve accommodation problems;

2. Vacation: pay five insurances, take four days off a month, take a rest in rotation+paid annual leave+legal holidays (three times the salary for going to work), such as marriage leave, maternity leave, paternity leave, sick leave and personal leave.

3. Welfare: Start-up benefits are available upon entry, high temperature benefits are available from June to August, and cold benefits are available in November.

4. Enjoy holiday gifts on Women’s Day, Dragon Boat Festival, Mid-Autumn Festival, Spring Festival and employee’s birthday.

5. Promotion and development: First-line grass-roots employees are selected and promoted to provide management positions.

Fuxingxiang logistics group co., ltd

Address: north of South Outer Ring Road and west of Hangzhou Road, jiaozhou city.

Contact: Manager Li

Tel: 18745847375

Job title:

Freight drivers (2)

Requirements and salary:

Unlimited 4000-7000 yuan

Qingdao ruigao international logistics co., ltd

Address: No.43, Bangkok Road, Qingdao Bonded Port Area (west side) (A)

Contact: Manager Li

Tel: 18678986636

Job title:

Forklift drivers (5)

Requirements and salary:

Unlimited 4000-10000 yuan

Job title:

Packers (10)

Requirements and salary:

Unlimited 4000-10000 yuan

COFCO Coca Cola Beverage (Shandong) Co., Ltd.

Address: No.189 Zhuzhou Road, Laoshan District, Qingdao, Shandong Province

Contact: Liu Jingli

Tel: 66019835

Job title:

Freight drivers (3)

Job requirements:

25 -38 years old technical school and above

Salary:

4500-6000 yuan

Job title:

Lifting and handling machinery operators (4)

Job requirements:

25 -38 years old technical school and above

Salary:

4500-6000 yuan

Job title:

Machining center operators (6)

Job requirements:

19 -39 years old technical school and above

Salary:

4000-5500 yuan

Qingdao Haidong run medicine logistics distribution co., ltd

Address: No.386, Huaishehe No.2 Road, Jimo District, Qingdao

Contact: Manager Jiang

Tel: 82518176

Email: 592884440@qq.com.

Job title:

Dutch (10)

Requirements and salary:

Unlimited 4500-6000

Job title:

Operators (5)

Requirements and salary:

Unlimited 4500-6000 yuan

Qingdao Fierst Logistics Co., Ltd.

Address: Room 202, No.2 new york Road, Qingdao Bonded Port Area (A)

Contact: Manager Zhang

Tel: 86760160, 86760222

Job title:

International freight (2 persons)

Requirements and salary:

20 -40 years old college or above, 4000-8000 yuan

Job title:

Dispatcher (first name)

Requirements and salary:

18 -45 years old 3,000-5,000 yuan

Job title:

Warehouse manager (first name)

Requirements and salary:

18 -40 years old 3,000-5,000 yuan

Qingdao xinxing logistics co., ltd

Address: 166-2, South Heilongjiang Road, Shibei District, Qingdao

Contact: Manager Wang

Tel: 18661759235

Job title:

Security guards (3)

Job requirements:

18 -40 years old vocational high school and above

Salary:

4000-5000 yuan

Qingdao ruishunkai logistics co., ltd

Address: No.898, Songshan Second Road, Tongji Office, Jimo District, Qingdao

Contact: Director Wang

Tel: 13375561217

Job title:

Warehouse Manager (1)

Requirements and salary:

Unlimited 3500-8000 yuan

Qingdao Xinhua anbang international science and technology innovation co., ltd

Address: Room 201, Building 3, No.8 Donghai West Road, Shinan District, Qingdao

Contact: Manager Wang

Tel: 18678906176

Job title:

Security guards (private bodyguards) (5)

Requirements and salary:

Unlimited 4000-7000 yuan

Job title:

Security guards (20)

Requirements and salary:

Unlimited 4000-5000 yuan

Qingdao Shenfutong International Logistics Co., Ltd.

Address: Room 302, Unit 3, Building 7, No.288 Hefei Road, Shibei District, Qingdao

Contact: Manager Wang

Tel: 15969876587

Job title:

Courier (20)

Requirements and salary:

Unlimited 7000 yuan

Qingdao youke convenience chain management co., ltd

Address: Floor 4, No.267 Liaoyuan Road, Shibei District, Qingdao

Contact: Manager Wei

Tel: 81936567-607

Job title:

Logistics Specialist (20)

Requirements and salary:

Unlimited 1910-6000 yuan

Qingdao boshitong industry equipment co., ltd

Address: Floor 2, Building 9, Chuangxiang Street, Central Europe, No.1 Huaguan Road, High-tech Zone, Qingdao

Contact: Liu Jingli

Tel: 15254219220

Email: as@bestone.ptc.com.

Job Title: Automation Equipment and Software Sales Engineers (2)

Job Requirements: College degree or above.

Salary: 6000-10000 yuan

Job title:

Electrical Engineers (2)

Job requirements:

College degree or above

Salary:

6000-9000 yuan

Job title:

Human resources supervisor (1)

Job requirements:

College degree or above

Salary:

6000-10000 yuan

Job title:

Software Engineers (2)

Job requirements:

College degree or above

Salary:

6000-12000 yuan

Job title:

Mechanical process engineer (1)

Job requirements:

College degree or above

Salary:

8,000-10,000 yuan

Job title:

Cashier (1)

Job requirements:

College degree or above

Salary:

3,000-5,000 yuan

Job title:

Business Assistant (1)

Job requirements:

College degree or above

Salary:

3,000-5,000 yuan

Qingdao haizhiyuan life technology co., ltd

Address: No.100, Kongquehe 3rd Road, Jimo District, Qingdao.

Contact: Junior Manager

Tel: 13561536579

Job title:

Inspectors (2)

Requirements and salary:

Unlimited 3500-5000 yuan

Job title:

Operators (20)

Requirements and salary:

Unlimited 3500-5000 yuan

Job title:

Electrical Engineers (3)

Job requirements:

22 -40 years old, technical secondary school or above, special skills or above.

Salary:

4000-6000 yuan

Job title:

Equipment engineering and technical personnel (3)

Job requirements:

22 -40 years old, technical secondary school or above, special skills or above.

Salary:

4000-6000 yuan

Job title:

Food inspectors (6)

Job requirements:

20 -35 years old, college degree or above.

Salary:

3,500-5,000 yuan

Qingdao Huaxia rubber industry co., ltd

Address: Middle Section of Chengma Road, Tongji Sub-district Office, Jimo District, Qingdao

Contact: Manager Zhu

Tel: 15726209688

Job title:

Operators (10)

Requirements and salary:

Unlimited 4500-6000 yuan

Qingdao fengluan environmental protection technology co., ltd

Address: No.101 Zhuzhou Road, Laoshan District, Qingdao

Contact: Manager Yi

Tel: 17753271515

Job title:

Logistics Specialist (1)

Requirements and salary:

Unlimited 3000-4500 yuan

Qingdao coral hai import and export co., ltd

Address: Room 501, Unit 1, Building 18, Dongsheng Garden, No.10 Liaoyang East Road, Laoshan District, Qingdao

Contact: Manager Zhao

Tel: 80958235

Job title:

Operators (3)

Requirements and salary:

Unlimited 3500-5000 yuan

Job title:

Cutters (2)

Requirements and salary:

Unlimited 4000-7000 yuan

Job title:

Packaging personnel (10)

Requirements and salary:

Unlimited 3000-5000 yuan

Job title:

Sewing workers (15)

Requirements and salary:

Unlimited 4000-7000 yuan

Qingdao yuanpeng steel co., ltd

Address: No.5 Weiyi Road, Weiyi Community, Liuting Street, Chengyang District, Qingdao

Contact: Manager Wang

Tel: 66919531

Job title:

General industrial engineers and technicians (2)

Requirements and salary:

Unlimited 6000-8000 yuan

Qingdao zhongrui logistics equipment co., ltd

Address: No.63, Hong Kong Road, pingdu city Economic Development Zone, Qingdao.

Contact: Manager Teng

Tel: 89639898

Job title:

General industrial engineering and technical personnel (5)

Requirements and salary:

Unlimited 3000-5000 yuan

Job title:

Mechanical equipment maintenance worker (1)

Requirements and salary:

Unlimited 3000-5000 yuan

Notice of the State Medical Insurance Bureau on carrying out special treatment of dental implant medical service charges and consumables prices

Notice of the State Medical Insurance Bureau on carrying out special treatment of dental implant medical service charges and consumables prices

Medical insurance [2022] No.27

All provinces, autonomous regions, municipalities directly under the Central Government and Xinjiang Production and Construction Corps Medical Security Bureau:

In order to implement the decision-making arrangements of the CPC Central Committee and the State Council, ensure the people to obtain high-quality, efficient and affordable dental restoration services, meet the people’s yearning for a better life, and promote the healthy and orderly development of the dental implant industry, according to the nine ministries and commissions jointly issued "In 2022, the main points of correcting unhealthy trends in the field of medicine purchase and sale and medical services were required, and the special treatment of dental implant prices covering public and private medical institutions was carried out. The relevant work requirements are hereby notified as follows:

First, standardize the charging methods of dental implant medical services and consumables

(A) the orderly promotion of dental implant medical services"Separation of technology and consumption".Public medical institutions provide dental implant medical services, mainly byThe charging method of "service items+special consumables" is priced separately. That is, the implant implantation fee is priced separately from the system price of implant consumables; The crown placement fee is priced separately from the price of the crown product; The cost of bone grafting operation is priced separately from the price of bone powder and periosteum. For the current situation that consumables are charged in the medical service price item, when "separation of technology and consumption" is implemented, the item price should be lowered simultaneously by deducting the average online purchase price of related consumables.

(2) Improve the price formation mechanism of dental implant crowns.Sichuan Medical Insurance Bureau organized bidding for clinical mainstream all-ceramic crowns in the province, and hung the net according to the sunshine transparent price formed by competition, and other materials were hung with reference to the price of all-ceramic crowns. The National Health Insurance Bureau guides other provinces to implement price linkage. Public medical institutions choose independently according to clinical needs, according to the price of hanging nets."Zero difference rate" sales. The price of dental crowns produced by a third-party factory includes the cost of returning to the factory for adjustment during the planting process, and no additional fees may be charged to patients. If the public medical institutions process and manufacture dental implant crowns by themselves, the price formation mechanism of "productization" shall be adopted. Based on the material cost and processing service, the medical institutions shall independently determine the price and hang the net according to an appropriate cost recovery rate, and keep the price comparison relationship with the competitive hanging net crown in a reasonable range. The specific operations of making dental implant crowns, such as over-mold finishing, scanning design, printing and cutting, sintering and glazing, and color change, will not be included in the price of dental implant crowns as cost elements.

(3) Standardize and integrate oral implant price items.according toThe basic principle of "output-oriented" is to integrate the medical service price items involved in dental implantation. Among them, the design, preparation and operation of the first-stage implantation operation (implant implantation) and the second-stage operation (placing the healing abutment) are merged into the implant implantation project; Dental crown placement services, including impression preparation, recording and transfer of jaw position relationship, installation of abutment and dental crown, debugging and modification, etc., are merged into dental crown placement projects of implants; Independent medical service price items are set for services such as bone grafting surgery, soft tissue repair, implant repair and removal. For complex implant operations such as total dental arch restoration and craniofacial implantation, differences can be reflected in the price items of medical services. In order to ensure the accuracy of missing teeth restoration, medical institutions use various inspection methods such as medical imaging, digital technology and artificial intelligence to construct virtual 3D models, make lesion models or surgical guide plates, and set up corresponding medical service price items according to service output. The specific guidelines for the establishment of the price project of dental implant medical services shall be issued separately by the State Medical Insurance Bureau. The provincial medical security departments should issue a document to standardize and integrate local price items before the end of November 2022.

Two, strengthen the price control of medical services such as dental implants.

(4) Do a good job in price control around the whole process of dental implant.Medical security departments at all levels should focus on the medical service price of a single conventional dental implant, in accordance with theThe medical service price of "check-up+implant placement+crown placement" shall be adjusted as a whole (see the annex for details). At present, the whole process of planting is completed in the third-level public medical institutions, and the overall medical service price is generally higher than 4,500 yuan per pill. Targeted measures should be taken to introduce it into a new range where the overall price does not exceed 4,500 yuan per pill, and the adjustment targets of public medical institutions below the third-level shall be reduced accordingly with reference to the local policy of graded pricing of medical services. Encourage qualified areas to further take measures such as negotiation, cost supervision and examination to reduce prices within the scope of control objectives, and further expand the control effect to benefit the masses. At present, the overall price of medical services has been generally lower than 4500 yuan per piece, and it is encouraged to maintain the current low price. Allow economically developed areas with high labor costs to relax the price control target of medical services according to local conditions, with the relaxation ratio not exceeding 20%; Encourage local medical institutions under certain circumstances such as high success rate of oral implant to explore the overall price control policy of oral implant medical services (see annex for details). The provincial medical security departments combined with the overall regulation requirements of medical service prices, as well as the results of centralized mining of implants and bidding for dental crowns, formulated and publicized the whole process price regulation targets (including implants, dental crowns and medical services) of dental implants in the region, and adopted targeted implementation measures.

(five) to strengthen the policy guidance for the price of oral medical services in public medical institutions.The cost of implant placement, crown placement and bone grafting surgery, which are strongly reflected by the masses and have a heavy burden, is mainly reduced. Among them, if the government-guided price of public medical institutions is significantly higher than the average price of private medical institutions in the region, it is necessary to adhere to the principle of public welfare, conduct special argumentation and focus on price reduction; If the independent pricing of public medical institutions varies greatly between hospitals, it is necessary to urge the medical institutions with the highest price order and significantly higher than the average level to take the initiative to adjust back, and give play to the reference and anchoring role of public medical institutions’ public welfare prices in the market. Projects with great technical difficulties and high risks, such as total dental arch restoration and implantation, craniofacial implantation and complex bone grafting, are allowed to open an appropriate gap with the price of conventional dental implant surgery. The price of medical services for other denture restoration methods such as fixed denture and removable denture remains relatively stable, and medical institutions are encouraged to give priority to providing patients with appropriate denture restoration services. For projects with technical services such as tooth extraction, periodontal scaling and tooth filling, the historical price is low, and the price can be appropriately increased. In areas where the oral implant project of public medical institutions is subject to government-guided price management, the provincial medical security departments shouldRe-formulate and announce the government guidance price before the end of December 2022. In areas where independent pricing is implemented, the medical security department shall, in accordance with the whole process of medical service price regulation and control objectives, organize all medical institutions to re-announce prices within one month after the local release and implementation of new price items, so as to make the price level match the hospital level, professional status and functional orientation, and regularly publish the average level of independent pricing of public medical institutions in the region.

(six) to strengthen the supervision and guidance of oral implant prices in private medical institutions.The prices of dental implants and other services in private medical institutions shall be regulated by the market, and the pricing shall follow the principles of fairness, legality, honesty and credibility, and the consistency of quality and price. Compared with public medical institutions in the region, reasonable prices shall be formulated in line with the laws of market competition and the expectations of the masses, and the prices shall be publicized in obvious areas voluntarily according to regulations, and the authenticity, timeliness and integrity of the publicity information shall be guaranteed. Private medical institutions should strictly regulate their own price behavior, and should not use false or misleading.Price means such as "subsidy" and "low price" induce fraudulent patients. For private medical institutions in the region with high reported rate of dental implants, high utilization rate of selected products, active commitment to accept the whole price process regulation, outstanding economic advantages of dental implant expenses and high evaluation ranking, medical security departments at all levels will display the price and expenses on the official website, provide guidance for patients to seek medical treatment, and publicly expose those with high prices who use "introduction fee" and "benefit fee" to buy and sell tourist drainage.

Third, carefully organize and carry out centralized procurement of dental implant consumables

(7) Establish an inter-provincial procurement alliance for dental implant consumables.An inter-provincial procurement alliance for dental implant consumables was established under the leadership of Sichuan Medical Insurance Bureau, and all provinces should participate. The centralized procurement of dental implant consumables adheres to the basic principle of integrating recruitment with procurement and linking quantity with price. According to the general idea of government organization, alliance procurement and platform operation, the complete implant system is taken as a unit (including implants, restoration abutments, covering screws, healing abutments, transfer rods, substitutes and other accessories), and the characteristics of production, supply and clinical use of dental implant consumables are fully considered to guide enterprises to compete fairly. The specific procurement plan is formulated and implemented by the Sichuan Provincial Medical Security Bureau in conjunction with the medical security departments of the allied provinces.

(eight) widely mobilize all kinds of medical institutions at all levels to participate.In principle, the number of medical institutions (including private ones) participating in this centralized mining in all areas should account for the proportion of medical institutions that carry out dental implant services.More than 40%, or the total demand submitted by the region accounted for more than 50% of the total actual use in the previous year. Medical security departments at all levels have widely mobilized medical institutions with dental implant services within their jurisdiction, organized all public medical institutions (including military medical institutions) to participate in the centralized procurement of dental implant consumables, and fully mobilized private medical institutions to take the initiative. The provincial medical security departments where the headquarters of the large dental medical service chain group is located should take the initiative and focus on coordinating the chain (holding and branch) medical institutions of the group to participate in the centralized procurement of implants and implement the successful results. It is necessary to explain the policy requirements, people’s expectations and social responsibilities of medical institutions to medical institutions, analyze the changing trend of industry pattern and patients’ medical treatment behavior after centralized procurement, emphasize relevant supporting and regulatory measures, and guide medical institutions to gain development opportunities in resonance with the national advocacy and people’s expectations. Doctors in public medical institutions practice more in private medical institutions, and as the person in charge or the backbone of the business, the public medical institutions should urge them to standardize their participation in centralized procurement. Please ask the medical institution to confirm in writing whether to participate or not to participate in this centralized procurement.

(nine) truthfully and accurately fill in the implant purchase demand.The provincial medical security departments respectively organized public and private medical institutions in the province to fill in the procurement requirements of dental implant consumables. The contents to be filled in include the actual purchase quantity, purchase demand and the number of dental chairs providing dental implant services in the last year. In principle, the reported demand shall not be lower than the actual purchase volume of the previous year, and at the same time, the factors of increasing demand for dental implants shall be considered prospectively, so as to ensure the accuracy and rationality of the reported demand, promote the better realization of price exchange by quantity, and facilitate the successful enterprises to ensure supply. Alliance areas can publicize the results of reporting by medical institutions in the region in an appropriate way, accept social supervision, and refuse to report the amount of dental implant services or the reporting rate is less than the actual use in the previous year.80% of public medical institutions implement differentiated price policies. Among them, in areas where government-guided price management is implemented for implant implantation and crown implantation, the actual fees of the above public medical institutions shall not exceed 80% of the government-guided price; In areas where independent pricing management is implemented, the actual charges of the above-mentioned public medical institutions shall not exceed 80% of the average level of independent pricing of public medical institutions in the region.

Four, the implementation of comprehensive management of oral implant fees

(ten) to explore the establishment of an abnormal price warning system for oral implants.The provincial medical security departments should establish an abnormal price warning system for dental implants on a city-by-city basis, and include all kinds of medical institutions at all levels that have more price complaints and reports, the pricing is obviously higher than the local average level, refuse or passively participate in dental implant collection, fabricate facts to derogate from the units involved in centralized procurement and the selected products, and do not cooperate with the regulation and control work to maintain false high prices in the price warning list, and make them public on the official website of the local medical security department every quarter. Medical institutions that have entered the warning list many times during the year will be notified by the provincial medical security department. If the circumstances are bad, it will be uniformly exposed by the National Health Insurance Bureau. For medical institutions listed in the warning list of abnormal prices, comprehensive monitoring and early warning, letters and interviews, reminders and warnings, cost investigation, information disclosure and public exposure are used to promote the formation of a good market order. If it belongs to a public medical institution, it shall treat with caution the declared items such as adjusting the medical service price and adding new medical service price items, and take binding measures when necessary.

(eleven) to carry out the investigation and inspection of the price of oral implant in the province.Special governance start-up stage (August 2022), in accordance with the principle of "horizontal to the edge, vertical to the end, full coverage", comprehensively carry out the investigation and registration of dental implant fees and medical service prices, laying a solid foundation for standardizing projects and prices and implementing centralized procurement with quantity. Investigate and correct the illegal charging clues found during the registration period. In the implementation stage of special treatment (December 2022-March 2023), medical security departments at all levels should focus on monitoring, pay close attention to the implementation of the price of dental implant medical services in various medical institutions at all levels and the actual procurement of dental implants and other consumables, as well as the changes of key indicators such as dental implant consumables, dental implant surgery price and patient’s average cost, to ensure the implementation of various treatment measures, and the provincial medical security departments should report to the National Medical Security Bureau on a provincial basis. In the "looking back" stage of special treatment (the provinces will choose the appropriate time period in the second half of 2023), the medical security departments at all levels, together with relevant departments, will focus on the medical institutions with the highest price ranking in the region, many complaints and reports from the masses, refusing to participate in the dental implant collection or concealing the reported amount. During the inspection, they will find illegal clues such as repeated charges, price fraud and false propaganda, as well as unreasonable and irregular inspection and diagnosis behaviors in the process of providing dental implant medical services, and report them to the industry in time. The National Health Insurance Bureau will organize supervision and cross-examination in due course.

(twelve) earnestly perform the duties of the whole industry of pharmaceutical price management.Medical security departments at all levels should attach great importance to the special treatment of dental implant and other dental restoration medical service prices and consumables, earnestly perform the duties of medical price management in the whole industry, organize special forces, conscientiously promote the implementation of various measures, achieve full coverage of public and private medical institutions, and form a long-term treatment effect. It is necessary to implement the people-centered ruling concept, strengthen the coordination between the price control of dental implant medical services and the centralized procurement of consumables, effectively reduce the inflated prices of dental implant medical services and consumables, reduce the burden of people’s expenses, and guide medical institutions to develop healthily through orderly competition such as transparent prices, quality services, standardized management and good reputation.

I hereby inform you.

Some situations in which the annex allows to relax the overall control target of medical service price

National Healthcare Security Administration (NHSA)

September 6, 2022

Cough, asthma and fever, thought it was RSV infection, but it turned out to be human metapneumovirus

Original pediatric doctor Yan, pediatric doctor Yan

When I meet a baby with cough and wheezing, the first thing I think of is bronchiolitis (also called bronchiolitis), especially in winter and spring clinics.

Although bronchiolitis is not strictly pneumonia, it is difficult to manage, which is mainly related to its special lesion location and pathogenic pathogens.

01

bronchiolitis

The bronchioles are located at the end of the bronchi (below ⑤, close to the alveolar ducts), and then down are the alveolar ducts and alveoli.

The respiratory tract of young children (especially infants under one year old) is relatively narrow, and local inflammation and exudation of bronchioles can easily cause lumen blockage, hinder air from entering and leaving alveoli, and even lead to hypoxia and dyspnea in severe cases.

The symptoms of children with bronchiolitis have their own characteristics, so that clinical diagnosis can be made through symptoms and signs.

Early symptoms are mild, such as runny nose, stuffy nose, cough, and some have low fever, just like the common cold.

Different from the common cold, children with bronchiolitis have frequent cough and asthma in about 2-3 days, some have shortness of breath and inspiratory depression, and some have severe dyspnea.

Then there is a long recovery period.

Although most children can recover by themselves (the course of disease is self-limited), some need hospitalization management and even use ventilator because of severe respiratory distress.

Bronchiolitis is mostly caused by virus infection, and there is usually no targeted antiviral drug, so it can only be treated symptomatically, and then the child can carry it by himself.

The main management measures include cleaning nasal secretions, ensuring liquid intake, high-flow oxygen inhalation and auxiliary ventilation when necessary.

Aerosol inhalation of bronchodilators (salbutamol, bricanyl) and corticosteroids (budesonide) has no obvious effect on bronchiolitis, and it is usually not routinely used continuously. Unless it is observed that the symptoms of cough and asthma in children are obviously relieved after atomization inhalation, they can continue, otherwise it is recommended to stop.

It is precisely because the drug treatment of bronchiolitis is limited, so the focus of management is not how to give drugs to children, but to guide parents.

For example, guide parents to care at home, observe the progress of the disease, identify severe cases, and let parents know that the next course of disease may be longer, so they must be psychologically prepared. Otherwise, children will face excessive intervention.

02

Significance of pathogen detection

Respiratory syncytial virus (RSV) is the most common pathogen causing bronchiolitis. In addition, rhinovirus, human metapneumovirus, parainfluenza virus, adenovirus and mycoplasma pneumoniae infection can all cause bronchiolitis.

If the child has typical bronchiolitis symptoms, it is unnecessary to check the pathogen. Because even if the pathogen is known, there is usually no antiviral method. But many times, I will choose to check.

Why check? Mainly to facilitate communication with parents.

For example, cough and asthma in children with bronchiolitis lasts for a long time, which may be several weeks, and has no obvious expected effect on many treatment methods including atomized inhalation. In this case, parents are inevitably anxious.

Parents are anxious and will try their best to control their children’s symptoms. They may take their children to see a doctor repeatedly, and the children will face more medication. In addition, repeated exposure to medical institutions will increase the risk of nosocomial infection.

And a clear result of pathogenic examination (such as detecting a virus) can alleviate parents’ anxiety to a certain extent and facilitate communication between doctors and patients.

Therefore, in the clinic, when a child is suspected of bronchiolitis, I usually suggest a rapid antigen test for nasopharyngeal swab RSV first (RSV is chosen because it is the most likely and the rapid antigen test is very convenient).

If it is positive, inform the parents of the main points of home management, the possibility of facing a longer course of disease, and avoiding the abuse of antibiotics during this period, so that parents can be mentally prepared.

You see, proper auxiliary examination is actually to protect children.

However, RSV is only the most common virus that causes bronchiolitis. At work, children with typical bronchiolitis symptoms will also be encountered, but RSV is negative. How to manage it?

03

A case

Next, share a case. Before sharing, as usual, I would like to thank my parents for their permission.

This 11-month-old baby was the last patient on the afternoon of December 1st. Before coming to my clinic, the course of cough was nearly ten days, and I have been treated twice in other hospitals. In the clinic, the child coughed violently and vomited several times, with obvious asthma, shortness of breath and inspiratory depression, and fever.

Hormones and bronchodilators have been atomized and inhaled at home, and the symptoms are not obviously relieved.

I did a rapid RSV antigen test first, and the result was negative.

Although the child has shortness of breath and inspiratory depression, the degree is not serious and the oxygen saturation is still in the normal range.

Although coughing leads to vomiting and affects eating, there is no dehydration;

Although low fever, but the overall state is not bad, willing to interact with others, no symptoms of infection and poisoning;

Most importantly, my mother has a certain ability to observe the changes of diseases. Although she is anxious, she is not particularly anxious.

I evaluate that the child has not reached the indication of hospitalization at present, and there is no clear manifestation of bacterial infection. The high probability is still viral infection. After taking a throat swab sample and doing targeted sequencing, he didn’t prescribe medicine, so he was told to go home for observation and follow up online. I also repeatedly reminded that if the symptoms get worse, I need to be hospitalized.

To tell the truth, when the patient’s family was ready to leave the clinic after the visit, I was really sorry when my mother asked the children to wave goodbye to me. Coming from other places, the total cost of consultation and laboratory test is more than 1,500 yuan. I didn’t prescribe any medicine, and I didn’t know the pathogen. I went home empty-handed, and the future course of my illness is still unclear, which is really worrying.

On the second day, I contacted my parents by phone. The parents reported that they still coughed and vomited, but the frequency was less, my temperature was normal, I could eat something, and my urine volume was normal.

On the afternoon of the third day, targeted sequencing showed that the sample contained high concentration of human metapneumovirus, and cytomegalovirus was detected.

Combined with the symptoms of the child, I think the child is bronchiolitis caused by human metapneumovirus infection. As for the detected cytomegalovirus, it is considered to be carried in the pharynx (previous infection).

Because my home is out of town, I didn’t ask my parents to take her back to the clinic for follow-up, and I kept in touch by phone all the time.

Fortunately, the symptoms behind this child gradually eased, and it was not until mid-December that there was basically no cough, but there was phlegm in the throat from time to time. The total course of disease is more than 3 weeks, which accords with the characteristics of classic bronchiolitis.

04

Human metapneumovirus

Everyone should be unfamiliar with human metapneumovirus, and the doctor’s knowledge is likely to stay at the textbook level, because this pathogen is not checked at ordinary times and there is a lack of perceptual knowledge.

With the targeted sequencing in our outpatient department, many children were found to be infected with this virus. I thought it was a little strange at first, but if you look up the relevant information, you will find that you are rare and strange. I didn’t know it before, but I just didn’t have the ability to test it.

In 2001, Dutch virologist Bernadette G. van den Hoogen and his colleagues isolated a new virus from the respiratory secretions of 28 young children, named human metapneumovirus, hMPV).

HMPV belongs to pneumoviridae. Pneumoviridae is named because its viruses are related to respiratory diseases of people or other animals, and the most famous one is RSV.

HMPV is distributed all over the world, and is often prevalent in winter/spring in temperate regions, overlapping with RSV and flu seasons.

Serological studies show that hMPV has spread for at least 60 years. By the age of five, almost all children in the world have been infected, which is considered to be the common cause of lower respiratory tract infection in children (second only to RSV in some areas).

Although infection is common in early life, reinfection is also common in older children and adults. Reinfection is mostly mild infection, such as common cold symptoms, but the risk of serious diseases will increase when reinfection occurs in immunocompromised people or the elderly.

HMPV may be transmitted by contact with virus-containing secretions, droplets, large aerosol particles or pollutants.

05

Symptom

The symptom characteristics and severity of hMPV are similar to RSV, so I often mistake hMPV infection in children for RSV infection.

Like RSV, the common symptoms of children infected with hMPV are fever, cough, runny nose and stuffy nose, and nearly half of young children may have asthma. A few patients may have acute laryngitis.

If hMPV only affects the upper respiratory tract, the symptoms are like common cold, such as mild fever, runny nose, stuffy nose, sore throat, cough and headache, which usually disappear in about a week.

However, hMPV is not very friendly to children and the elderly, and may spread to the lower respiratory tract. Infants infected with hMPV are prone to bronchiolitis, and the symptoms described in the first part of this paper, "Bronchiolitis", appear.

Some children with hMPV infection need hospitalization because of severe respiratory distress or inability to eat effectively with dehydration.

06

Severe risk

The risk of severe illness and hospitalization is significantly increased in the following groups:

Premature infants (gestational age ≤36 weeks)

Low birth weight infants (birth weight less than 2500g)

Infants under 1 year old

Chronic lung diseases (especially bronchopulmonary dysplasia)

Abnormal anatomical structure of airway

Congenital heart disease (with significant hemodynamic abnormalities)

Immune hypofunction

Nervous system diseases

Children with these high-risk factors need special attention, because their risk of adverse outcomes is significantly increased.

07

Treatment

Symptomatic treatment.

Use antipyretics to relieve discomfort caused by fever.

Clean nasal secretions to make children more comfortable and easy to eat and sleep.

Ensure liquid and energy intake and avoid dehydration.

Respiratory support: oxygen, assisted breathing.

Antiviral treatment.

Ribavirin and other antiviral drugs have been shown to be active against hMPV in vitro. However, there is no clinical data about the effect of ribavirin or other antiviral drugs on hMPV infection.

Therefore, antiviral drugs are not recommended for people infected with hMPV.

08

Epidemic vaccine

At present, there is no approved hMPV vaccine.

Moderna, an American pharmaceutical company, has developed a candidate vaccine against hMPV and conducted clinical trials.

As of October 2019, the candidate vaccine has passed the first phase of clinical trials. It is reported that the vaccine is well tolerated at all dosage levels within two months, and it stimulates immune response and produces neutralizing antibodies.

09

Total knot

Whether it is RSV, hMPV, or bronchiolitis caused by Boca virus, rhinovirus and parainfluenza virus, there is no difference in our management principles.

If you have the conditions to check, you can check the cause and find out hMPV, so don’t worry too much; If there is no condition to check, it can be diagnosed by symptoms and managed according to bronchiolitis.

The focus of management is still home care and observing the progress of the disease.

Original title: "Cough, asthma and fever, thought it was RSV infection, the result was human metapneumovirus, what should I do?" 》

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25 models of Xingyue L: The whole picture is not revealed, and a slight shot is already the limit of this price!

The newest member of Geely Xingyue L series-25 models of Xingyue L are quietly brewing in the public expectation. Today, let’s embark on this exploration journey together and explore the new driving experience brought by 25 Star Yue L.

The 25 models of Star Yue L seem to have made a new breakthrough in design. In the front part, the straight waterfall grille with silver LOGO not only retains the classic elements of family design, but also incorporates more modernity. This design not only improves the recognition of the vehicle, but also makes the whole vehicle look more magnificent. Although the details of the side and tail of the car body have not been exposed, according to Geely’s consistent design style, we have reason to believe that the new car will continue to maintain its smooth and powerful lines, and may add more fashion elements to meet the aesthetic needs of young consumers.

Walking into the car, the interior design of 25 Xingyue L models is also worthy of our expectation. The new car will continue to use the luxurious configuration of three large-size displays, and will be fully upgraded in terms of materials, technology and intelligence. Imagine that when you get into the car, three high-definition screens come into view, and you can see at a glance whether it is navigation, entertainment or vehicle information. At the same time, the new car may be equipped with a more advanced intelligent interconnection system, which makes every operation in the driving process more convenient and intelligent. In addition, the comfort of the seat, the layout of the interior space and the sound insulation effect are also expected to be further improved, bringing more pleasant travel experience to drivers and passengers.

In terms of power, the 25 models of Xingyue L are expected to be equipped with a 2.0t+8at combination to provide drivers with abundant power support. Whether it is commuting in the city or long-distance travel, it can be easily handled. At the same time, the new car may also match the CDC suspension to further improve the ride comfort and stability. This combination not only makes the new car have more possibilities in performance, but also meets the needs of different consumers.

With the passage of time, the mystery of 25 Geely Xingyue L is slowly being unveiled. Whether it is design, interior configuration, power performance and intelligent technology, every detail embodies consumers’ infinite longing for the future car. Although everything has not yet settled, it is this unknown and expectation that makes the 25 models of Star Yue L more fascinating. Let’s look forward to the arrival of 25 models of Xingyue L on October 23rd. When the new car is officially unveiled, all the guesses will come true and bring us unprecedented driving surprises. Until then, let’s keep this daydream and look forward to the listing of 25 Geely Xingyue L!

It was sold at a price of 209,900 yuan, and it was officially listed in Extreme Yue 07.

  On September 10th, the brand’s second production car, jointly built by Geely and Baidu, was officially launched. Three new models were launched, with the price range of.20.99-29.99Ten thousand yuan.

  At the same time, Xia Yiping, CEO of Extreme Yue Automobile, said that Extreme Yue 07 will be delivered as soon as it goes on the market, and the new car will be offered a limited time discount of 10,000 yuan, and the price of the new car after the discount.19.99-28.99Ten thousand yuan.

Source: Geshi Auto Live Shooting

  In terms of appearance, the front face of the new car adopts a closed design, with a trapezoidal air inlet under the front of the car and Y-shaped headlights that can interact intelligently, which continues the family-style design language as a whole.

Source: Extreme Yue

  The side of the Extreme Yue 07 is very interesting. It adopts the design of the back-sliding coupe, and the right body proportion and curve radian make the body look broken and dynamic. Embedded doors and hidden door opening buttons make the side of the car body more integrated. Smooth body lines and detailed design will often significantly reduce the drag coefficient and improve the driving efficiency and stability of the vehicle. The drag coefficient of Extreme Yue 07 is only 0.198Cd, which is obviously better than that of similar products.

  The new car is positioned as a pure electric medium and large car. In terms of body size, the length, width and height of the new car are 4953/1989/1475 mm and the wheelbase is 3013 mm respectively.

  In terms of interior, the new car adopts an embracing cockpit design, with a 35.6-inch central control large screen and a semi-spoke steering wheel (the steering wheel can also be a normal style), which is full of technology.

Source: Extreme Yue

  In terms of power, the Extreme Yue 07 is a pure electric vehicle, with Ferrous lithium phosphate and ternary lithium battery versions available. The low-profile model has a 400V architecture and is equipped with a single motor with a maximum power of 200 kW. It is equipped with 800V architecture, equipped with dual motors, with a maximum power of 400 kW. In terms of battery life, Extreme Yue 07 is available in 660 km and 880 km.

Source: Geshi Auto Live Shooting

  According to Xia Yiping, CEO of Extreme Yue Automobile, the cost of Extreme Yue 07 is low and convenient, and the energy consumption per 100 kilometers is 12.4 degrees, that is, it costs only 3.7 yuan to run 100 kilometers; In terms of charging speed, it can be charged for 10 minutes for 600 kilometers; In terms of energy replenishment, Extreme Yue 07 has been connected to the energy replenishment network of Extreme Krypton and Weilai, and the owner of Extreme Yue can charge and replenish energy on 500,000 DC charging piles in over 350 cities across the country.

  (This article is from Gasgoo, Gasgoo)

Mercedes-Benz GLE coupe in Taizhou is on sale! The lowest price is 723,800, if you miss it, there will be no

On the Autohome Taizhou Promotion Channel, a high-profile luxury model is attracting the attention of car buyers with its explosive promotions. At present, this highly praised coupe model is going on an unprecedented car buying feast in Taizhou, with the highest discount reaching an astonishing 150,000 yuan. The Mercedes-Benz GLE Coupe, which starts at only 723,800, offers a very attractive car buying opportunity at this moment. If you are interested in this model, then don’t miss this once-in-a-lifetime opportunity. Click "Check the car price" in the quotation form now to seize the perfect opportunity to get a higher discount.

台州地区奔驰GLE轿跑特价出售!最低售价72.38万,错过就没有

The Mercedes-Benz GLE coupe inherits the luxury and sporty aesthetics of Mercedes-Benz. The front face is sharp and powerful. The air intake grille adopts the classic single-banner star design of the family, and the delicate chrome decoration enhances the overall visual impact. The body lines are smooth, and the back-style design gives it a unique coupe style, showing the perfect combination of elegance and movement. The overall style not only inherits the luxury gene of Mercedes-Benz, but also incorporates sports elements to create a unique driving experience.

台州地区奔驰GLE轿跑特价出售!最低售价72.38万,错过就没有

The side lines of the Mercedes-Benz GLE Coupe are elegant and powerful, with a body size of 4941mm*2018mm*1716mm and a wheelbase of 2935mm, showing a spacious and dynamic body ratio. The tire size is 275/50 R20, and the tire width is moderate, which complements the careful design of the rim, creating a solid and luxurious visual effect. Although specific data on the front and rear track are not given, it is conceivable that this balanced layout provides good driving stability for the vehicle. Overall, the side design fully reflects the luxury and sporty performance of the Mercedes-Benz GLE Coupe.

The interior design of the Mercedes-Benz GLE coupe is luxurious and exquisite, incorporating modern technology elements in the classic Mercedes-Benz style. In the cockpit, the steering wheel is made of genuine leather, which not only feels delicate to the touch, but also supports manual and electric up and down and front and rear adjustment, which is convenient for drivers to customize according to their individual needs. The 12.3-inch central control screen occupies the visual focus, integrates multimedia systems, navigation, telephone and air conditioning control functions, and is easy to operate and clearly displays information.

In terms of seats, the seat material is made of imitation leather to provide good comfort and support. The main and passenger seats support front and rear, backrest, height (4-way) adjustment, and have waist support (4-way) function to ensure long-term driving comfort. The front seats are also equipped with heating and ventilation functions, while the driver’s seat also has electric memory function, which brings more convenience to the driver. In addition, the rear seats support proportional reclining, and the flexible space layout meets various loading needs.

台州地区奔驰GLE轿跑特价出售!最低售价72.38万,错过就没有

The Mercedes-Benz GLE Coupe is equipped with a powerful 2.0T engine that can output up to 258 horsepower and peak torque of 400 N. m. This engine is paired with a 9-speed automatic transmission, providing a smooth power transmission and driving experience.

In this promotion, the Mercedes-Benz GLE coupe has won the favor of consumers with its excellent performance, elegant appearance and luxurious interior. Now, in order to give back the love of the majority of fans, we have specially launched a limited-time offer, which has greatly reduced the price of the Mercedes-Benz GLE coupe. This is an unmissable opportunity for you to own this prestigious car at a very competitive price, enjoy the pleasure of driving and a luxurious life experience. Hurry up and seize this perfect opportunity, let’s start a journey full of passion and comfort together!

Luxury and self-owned, "Land Jet" new Lincoln Aviator launched

  The 27th Chengdu International Automobile Exhibition kicked off in a shock at the Western China International Expo City. The new Lincoln Aviator "Land Jet" was officially launched with a new design and a number of configuration upgrades. This time, the new Lincoln Aviator launched a total of 4 models. Manufacturer’s suggested retail price: 509,800 – 700,800 yuan.

  Overland special aircraft, the choice of American luxury top-class

  "As one of the flagship models of the Lincoln brand, the new Lincoln Aviator not only represents the re-evolution of American luxury, but also perfectly presents the five unique ways of Lincoln," said Dr. Jia Mingdi, president of Lincoln China.

  In terms of design language, the new Lincoln Aviator uses Quiet Flight 2.0, from the bold new Lincoln Star-style front grille to the metallic 3D starlight scattered radially like particles; from the dazzling new star pupil LED adaptive matrix headlights to the colorful streamer through Super Red LED taillights, every detail highlights the ultimate luxury.

  In terms of body size, the new Lincoln Aviator is over 5 meters long, over 2 meters wide, and has a wheelbase of over 3 meters. Coupled with the 22-inch oversized wheels in the same shape as the jet engine turbine, it is full of grandeur.

  Get into the new Lincoln Aviator and feel as comfortable as you are in a private jet. It has three rows of six-seat open space, and three variable space layouts – three rows of seven seats, three rows of six-seat carry-away lanes, and three rows of six seats with central storage boxes. With all-inclusive seats made of top-of-the-line North American bull skins, it is like a "duplex sofa" for relatives and friends to experience the ultimate comfort when riding together.

  The 27-inch high definition panoramic screen specially customized for the Chinese market is particularly eye-catching, and the 4K resolution is as delicate as silk. The new SYNC + Zhixing interconnection system, equipped with the Qualcomm Snapdragon 8155P car-grade chip with 7-nanometer process, provides powerful computing power for intelligent vehicles, and at the same time upgrades the 5G network and adds wireless CarPlay, bringing a convenient and interesting intelligent interactive experience. The comfortable atmosphere of 8 themes delights the senses of drivers and passengers. The excellent configuration of the technology ceiling level allows every experiencer to enjoy an unprecedented intelligent driving journey and enjoy a comfortable way.

  The new Lincoln Aviator features a double-layer sound insulation wall design in the engine compartment only equipped with a million-class luxury car, and a total of 32 quiet acoustic packages are distributed throughout the body, covering more than 90% of the vehicle area. The standard ANC active noise reduction system and vehicle acoustic laminated glass are matched with the silent tire using 22-inch high-end aluminum alloy wheels to achieve the best quiet performance in the same class. The ceiling-level NVH vehicle silence and the 28-speaker Revel Ultima 3D immersive sound system reward your hearing, the "door" and "porthole" are closed, the noise of the world is gone without disturbance, and the spiritual harbor is calm.

  The new Lincoln Aviator’s 3.0T V6 twin-turbo engine releases strong power, with a power of up to 270kW and 575 Nm of torque. The newly upgraded power system brings the aviator the persistence and confidence of "displacement is justice, cylinder is confidence". Whether it is high-speed overtaking or long-distance cruising, one foot of the throttle can give you calm confidence. At the same time, the smooth body feeling brought by the 10-speed automatic gearbox and the vertical rear-drive platform, in addition to strong power performance, can also take into account excellent control and stability, allowing both heroism and calmness. Thanks to the Air Glide dual-cavity air suspension supporting 80mm suspension height adjustment, and CCD adaptive suspension adjustable soft and hard, the new Lincoln Aviator further achieves the ultimate balance in ride comfort and handling experience, perfectly covering the all-purpose vehicle scene, making driving control more textured and fun, galloping between soaring, and perceiving the charm of driving.

  The noble elegance of the new Lincoln Aviator is not only the art of driving, but also the attitude of life, and it is also the affectionate care for family and friends. The high-strength cage body, the frame with high-strength steel accounting for more than 68% and ultra-high-strength steel accounting for more than 45%, and the whole car 8 airbags with front knee airbags provide users with worry-free safety.

  In terms of active and passive safety, the new Lincoln Aviator is also equipped with full configuration, surpassing the same level. The whole system comes standard with Co-Pilot360, which integrates 20 + active and passive safety functions. In addition, the L2 + level Lincoln BlueCruise intelligent driving assistance system is also standard in the whole system, including the new ALB lane dynamic avoidance and ALC assisted lane change system. Driving at high speed, you can activate the BlueCruise intelligent driving auxiliary feature with one click. The driver only needs to turn on the turn signal, and the system can realize active and safe lane change according to road conditions, truly reducing the driving burden. The new Lincoln Aviator is also equipped with Intersection Assist 2.2 intersection collision warning assistance and Clear Exit Assist safety door opening warning for the first time, to protect travel safety at all times.

  Soaring comfortably, traveling through the long sky

  "Welcome aboard the new Lincoln Aviator’Overland Jet ‘to jointly embark on an advanced journey of American luxury top-class." At the press conference, Dr. Jia Mingdi, President of Lincoln China, became the pilot "captain" and welcomed all "passengers". At this year’s auto show, Lincoln’s "Overland Jet" creative booth brought an immersive private jet experience, recreating the travel scene of high-end elite people. Being at the Lincoln booth is like starting a luxury private flight journey, every detail is full of scene-based dignity and comfort.

  "As a luxury brand that has been passed down for a century, Lincoln has used its original intention, perseverance and ingenuity to create a golden signboard of" Luxury Five Paths ", creating a lifestyle and emotional value of" luxury, elegance and calmness "for those who have dreams and pride in their lives," said Dr. Jia Mingdian.

  The moment you step into the "land plane", you can feel the elegance and calmness conveyed by the Lincoln brand. The creative booth design shows the noble and comfortable posture, perfectly presenting Lincoln’s unique "handed down luxury, elegance and calmness", and reflecting the life realm of the "life pilot" with the American luxury experience.

  Pride and heart, and Lincoln’s dream of flying

  "Flying is the oldest, most primitive, most instinctive and most persistent dream of human beings," said Mr. Wu Shengbo, vice president of Ford Motor Company and president and CEO of Ford China. "For a hundred years, the Lincoln brand has had an indissoluble bond with flying. Today, the Lincoln brand’s flying dream is once again flying high. Handed down to luxury, elegant and calm, the Lincoln brand not only means a luxurious experience of dignity and comfort, a unique life realm, but also means a dream and feelings that have been passed down for hundreds of years."

  With the launch of the "land-based special plane", Dr. Jia Mingdi, President of Lincoln China, gave an in-depth explanation of the resonance between the new Lincoln Aviator and the user’s spiritual world: "Lincoln Aviator seeks a life aviator who resonates with the spiritual world with the ultimate mechanical quality, the top-level kind materials, the ceiling-level quiet engineering, and the pursuit of’loved by the loved one ‘."

  They are close relatives, abide by the way of protection, and are the heads of the family with a kind heart; for themselves, they use the way of courage to become more and more courageous; for the society, they use the way of great weapons to mediate in all directions, and they are leaders and heroes who cut thorns; in the times, they use the way of comfort to maintain their mentality, and the way of tranquility to hide their strength and bide their time, and they are spiritual poets who devote themselves to Xu Xing.

  As the exclusive vehicle of the Aviator of Life, the new Lincoln Aviator will work with these elites and social pillars to jointly carry out their dreams and express their pride along the way. It evokes the pride of life that will never give up, and together, "Looking back at the intersection of the wind and clouds, there is always pride hidden in the heart."

  (Xinmin published this article for the purpose of transmitting automobile information, which does not represent the views of this website)

BYD’s new Sea Lion 07 EV is officially announced to be equipped with "Eye of the Gods" high-end intelligent driving, which supports high-speed navigation and other functions

On January 19, BYD Automobile announced this afternoon that the new mid-sized "urban smart SUV" Sea Lion 07 EV of Ocean Network will be equipped with "Eye of the Gods" high-end smart driving, and will support a number of smart driving functions such as high-speed navigation.

According to the official introduction, it is also the first in the world to propose a vehicle-level fusion sensing platform, which combines direct sensing of vehicle physics with indirect sensing of software algorithms.

The high-speed pilot to be carried on the Sea Lion 07 EV has a number of driving functions, including the ability to fully learn the driving strategies of human drivers.

During the recent 2024 BYD Dream Day, BYD released its "vehicle intelligence" strategy. BYD also held a large-scale intelligent experience exhibition, covering.

According to a previous report by IT Home, the Sea Lion 07 EV debuted in MIIT’s 379th batch of "Road Motor Vehicle Manufacturers and Product Announcements" new product publicity catalog, and the car made its debut at the Guangzhou Auto Show.

The car. According to the official introduction, the car will provide rear-drive, four-wheel drive two kinds of power system, equipped with iTAC technology, front double fork arm, rear five-link independent suspension, and equipped with cloud car C intelligent damping body control system.

MIIT information shows that the new car will be equipped with three types of power.

Chen He’s 38th Birthday Party: Five Haas Gather Together, Deng Chao is younger and more handsome than Luhan!

Recently, our country’s popular actor Chen He ushered in his 38th birthday. This time, he chose to celebrate this special day with five friends from the entertainment industry on his birthday. The five friends are Deng Chao, Lu Han and other five people. They came together to make this birthday party a five-ha gathering.

This time, the birthday party was held in an upscale restaurant, with a luxurious scene and a warm atmosphere. Chen He wore a suit that night, looking handsome and refreshed. Deng Chao, on the other hand, highlighted his decadent coolness and showed his unique personality style. Some even praised Deng Chao as younger and more handsome than Lu Han, which shocked the female fans at the scene.

Chen He received many blessings and gifts from his friends on his birthday, and he felt his luck and the warmth of being loved. He posted photos of the party on Weibo and thanked all those who sent blessings. This move made people feel more happy and satisfied in his heart.

It is worth mentioning that Lu Han has also brought surprises to people. His recent hard work in the gym has made him more robust. Although there is still a gap between Chen He and Deng Chao, his refreshed state and healthy physique have been praised by people. Their interaction and tacit understanding are also envied.

This birthday party was not just a celebration of Chen He, but also a reunion and reunion between the five friends. Chen He, Deng Chao, Lu Han and others all have high popularity and popularity in the entertainment industry, and their friendship is even more enviable. This party not only allowed everyone to witness their friendship, but also showed their respective growth and progress.

Chen He’s 38th birthday party is certainly a moment to celebrate. His success in his career and happiness in his personal life are enviable. He has proved with practical actions that age is not an obstacle to one’s pursuit of dreams and success. With passion and enthusiasm, every day can be a new beginning.

Chen He’s birthday party made people feel the warmth and happiness of friendship, and also gave them more expectations and courage as they grew older. I believe that in the days to come, Chen He and his friends will continue to move forward hand in hand and pursue more dreams and successes together. Let us wish Chen He a happy 38th birthday, and wish him a better career and a happier life in the days to come!

Responsible editor:

Robotics research ushered in ImageNet moment, and Huawei fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

Recently, the hot market transactions mainly focus on Huawei’s industrial chain, new industrialization and diet pills. In terms of industrial trends, the sales of domestic new energy vehicle companies rose in September. Google launched RT-X, one of the world’s largest universal models, and Huawei’s all-liquid cooling overcharge station was launched, which can achieve "one second and one kilometer". On the industrial policy side, the Ministry of Industry and Information Technology and other six departments jointly issued the "Action Plan for High-quality Development of Computing Infrastructure", suggesting continuous attention.

Core view

[Hot market transactions] The recent hot market transactions mainly focus on Huawei’s industrial chain, new industrialization and diet pills.Hot spot 1: Huawei industrial chain.AITO asked the world that the new M7 order exceeded 50,000, and the blind order of M9 exceeded 8,000 units. Huawei’s fully liquid-cooled overcharge station is online, which can achieve "one second and one kilometer".Hot spot 2: new industrialization.New industrialization is the interpretation and foothold of new productivity. In line with the previous high-end manufacturing policies, the subsequent interpretation is worthy of attention. It is suggested to pay attention to investment opportunities in the fields of information technology, high-end equipment and intelligent networked automobiles. In terms of breakdown, we should pay attention to robots, data elements and automobile intelligence that have made breakthroughs in recent industrial trends.Hot spot 3: diet pills.JPMorgan Chase raised its sales forecast for diet pills and boosted the concept stocks of diet pills.

[Global Industry Trends] Domestic new energy vehicle companies saw higher sales in September, Google launched the universal model RT-X, and Huawei’s fully liquid-cooled overcharge station was launched.Industry trend one: new energy vehicles.Domestic new energy vehicle companies saw higher sales in September, and AITO asked for new M7 orders exceeding 50,000.Industry Trend 2: Artificial Intelligence & Robot.Google launched RT-X, one of the largest universal models in the world, and opened the training data set Open X-Embodimen.Industry trend 3: liquid cooling overcharge.Huawei’s fully liquid-cooled overcharge station was launched to help build the 318 Sichuan-Tibet overcharge green corridor, which can achieve "one second and one kilometer".

[Important Policy Tracking]In terms of industrial policy, on October 9, the Ministry of Industry and Information Technology and other departments jointly issued the Action Plan for High-quality Development of Computing Infrastructure.From four aspects: computing power, carrying power, storage power and application empowerment, this paper puts forward quantitative indicators for development by 2025. We compared the differences between the current development and objectives of these four areas, and suggested focusing on:1) the construction of intelligent computing power,According to IDC’s forecast, the market size of generative AI computing will increase from 820 million US dollars in 2022 to 10.99 billion US dollars in 2026;2) Construction of advanced storage capacity,According to incomplete statistics, Shanghai, Shandong, Ningxia, Tianjin and other places have successively issued relevant guidance documents on storage capacity, and the policy is warm and frequent; 3) the quality of transportation capacity is improved,The three major operators speed up the layout of computing networks;4) applying the enabling end,Accelerate the construction of marginal computing power, and the "computing power voucher" model is expected to be rolled out.

[Important information]Huawei:On October 4th, WeChat official account, the official WeChat of Huawei, announced that during the National Day holiday, the fully liquid-cooled overcharge station it helped to build was officially launched in many places along the southern Sichuan-Tibet line and Litang-Aden highway (Sichuan section). The total liquid-cooled overcharge station has a maximum output power of 600kW and a maximum current of 600A, which is known as "one second and one kilometer". The success rate of one-time charging is as high as 99%, and the charging range from 200 to 1000V matches all models.Tesla:On October 2nd, Tesla released the third quarter production and delivery report. In the third quarter of 2023, Tesla delivered 435,100, which was lower than market expectations. On October 6th, Tesla official website showed that it would reduce the price of some vehicles.

[Concerns and suggestions on short-term industrial trends]From a short-term perspective, we need to focus on five tracks with marginal improvement in October: integrated circuits (storage, packaging and testing, materials), digital economy (data elements, data confirmation), automotive intelligence (autonomous driving), consumer electronics (panels, Apple Huawei industrial chain), and nonferrous metals (copper and aluminum, coal, precious metals).

[Concerns and suggestions on medium and long-term industrial trends]In the medium and long term, we suggest to pay attention to the industrial trends such as digital economy (data elements), artificial intelligence, self-control, etc. under the AI+ scientific and technological revolution, as well as the new technical route of carbon neutral industrial chain driven by cost reduction and efficiency increase, and the penetration rate of electric smart cars increases under the trend of electrification and intelligence.

[Global Stock Market Table]Now]Last week, the global stock market rose less and fell more. In terms of industry, from September 25th to September 28th, the industrial indexes with higher A-share gains were: CRO, diet pills and selected Chinese medicines. In terms of sectors, the information technology and telecommunications services sectors performed well, while the energy, public utilities and daily consumption sectors performed poorly. Among the companies with a market value of more than $20 billion that rose sharply in the past week, companies in the information technology, health care, optional consumption and financial industries are the majority; Among the companies with a market value of more than $20 billion that led the decline in the past week, companies in the energy, alternative consumption and public utilities industries were the majority.

Risk warning:Macro-economic fluctuation, subjective prediction deviation, industrial development less than expected.

catalogue

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

01

Core concerns and investment suggestions

1. Prospect of this week’s important events

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

2. Hot market transactions

Last week, the important theme indexes of A-shares’ top gains were CRO, diet pills and selected Chinese medicines.

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

Note: All the stocks involved in this paper are listed or represent the connection with relevant industrial chains, and do not represent the investment suggestions of individual stocks or the research viewpoints of China Merchants. Please refer to the recommendations of the research groups of China Merchants for specific stocks.

Last week and this week’s market trading hotspots mainly focused on Huawei’s industrial chain, new industrialization and diet pills:

Huawei industrial chain

AITO asked the world that the new M7 order exceeded 50,000, and the blind order of M9 exceeded 8,000 units.Since the release of the new M7, Huawei has frequently announced the number of its large orders. On September 25th, the new M7 was listed less than two weeks ago, with more than 20,000 units scheduled. The total scheduled amount in September is 30,000 units; By October 6, the listing time was more than three weeks, and the total number of scheduled units exceeded 50,000. Among them, 7,000 units were scheduled on October 6, and the number of single-day bookings reached a new high. While creating strong sales potential, the new M7 in the world of inquiry is also affecting the positioning of the "flagship SUV of panoramic wisdom". Since the blind booking was started on September 25th, the M9 in the world of inquiry with a pre-sale price of 500,000-600,000 yuan has won a large number of orders with only a few renderings and a small amount of configuration information. According to Yu Chengdong, as of October 7th, the customer M9 had accumulated 10,450 blind orders and retained 8,040 orders. On that day, 333 units were blindly ordered, 26 units were unsubscribed and 307 units were blindly ordered.

"One second and one kilometer", Huawei’s fully liquid-cooled overcharge station was launched.According to WeChat official account, the official WeChat of Huawei, during the National Day, the overload stations in Tianquan Service Area, Litang Kangnan Tourism Distribution Center and Sangdui Service Area along the southern Sichuan-Tibet line and Litang-Aden Highway (Sichuan section) built with the help of Huawei digital energy were officially launched. The fully liquid-cooled overcharge station launched this time has achieved the following three advantages: 1) faster charging, "one kilometer per second"; 2) The equipment has high reliability and long service life; 3) Match all models, and charge them as soon as they arrive.

new industrialization

New industrialization is the interpretation and foothold of new quality productivity. With the previous high-end manufacturing policies, the subsequent interpretation is worthy of attention.From the overall framework, it covers the previous 45 advanced manufacturing clusters. From the classification of advanced manufacturing clusters, among the 45 national clusters, there are 13 in the field of new generation information technology, 13 in the field of high-end equipment, 7 in the field of new materials, 5 in the field of biomedicine and high-end medical devices, 4 in the field of consumer goods, and 3 in the field of new energy and intelligent networked automobiles.Combined with the current market, it is suggested to pay attention to investment opportunities in the fields of information technology, high-end equipment and intelligent networked automobiles. In terms of breakdown, we should pay attention to robots, data elements and automobile intelligence that have made breakthroughs in recent industrial trends.

obesity drug

Sales are expected to increase, boosting the concept stocks of diet pills.JPMorgan Chase has raised its sales forecast for diet pills. It is predicted that by 2030, under the control of the duopoly of Novo Nordisk and Lilly Pharmaceuticals, the annual sales of GLP-1 receptor agonist-related drugs will exceed $100 billion. At the same time, JPMorgan Chase also predicted that the market size of weight-loss drugs in China is expected to reach $14.9 billion in 2030. According to the article "Prevalence of Obesity and Related Complications in China: A Cross-sectional Real World Study of 15.8 million Adults", according to the BMI classification standard of overweight and obesity in China, 34.8% of the 15.8 million adult subjects are overweight and 14.1% are obese. With the increase in the number of obese people and the enhancement of residents’ awareness of weight management, there is huge room for the development of diet pills market, and related R&D and pharmaceutical companies are expected to usher in a boost in valuation and a release of performance.

3, theme and industry trend changes

(1) New energy vehicles: The sales volume of domestic new energy vehicle enterprises increased in September, and the new M7 orders from AITO exceeded 50,000.

In September, the sales of domestic new energy vehicles rose, and some car companies delivered a new high monthly.

Since October, a number of new energy vehicle companies have disclosed their sales in September.Specifically, BYD Auto delivered 287,454 vehicles in September, up 42.8% year-on-year and 4.76% quarter-on-quarter. Guangzhou Automobile Ai ‘an delivered 51,596 vehicles in September, up 72% year-on-year and 14.59% quarter-on-quarter. Ideally, 36,060 vehicles will be delivered in September, up 212.7% year-on-year and 3.28% quarter-on-quarter. Deep blue delivered 17,370 vehicles in September, an increase of 17.87% from the previous month; Zero run delivered 15,800 vehicles in September, up 43.13% year-on-year and 11.35% quarter-on-quarter; Weilai delivered 15,641 vehicles in September, up 43.8% year-on-year and down 19.08% month-on-month; Tucki delivered 15,310 vehicles in September, up 81% year-on-year and 12% quarter-on-quarter.

From the overall sales volume, BYD showed a leading position with a monthly sales of nearly 290,000 vehicles, and its sales volume exceeded the sum of the sales of the last 15 car companies; Gac ean delivered 51,596 vehicles in a single month.Refresh your highest monthly sales again,Monthly sales exceeded 50,000 vehicles for the first time; Ideal September sales exceeded 36,000 vehicles, up 212.7% year-on-year.Create a new high in monthly delivery.Deep Blue Auto surpassed the old and new car companies such as Zero Run, Weilai, Tucki, etc., which ranked ideal, and delivered 17,370 vehicles in September. In addition, the delivery volume of Nezha cars in September has been obviously weak, although it increased by 9.15% month-on-month, but it decreased by 26.63% year-on-year to 13,211 vehicles. On a month-on-month basis, the sales volume of GAC Ai ‘an in September was nearly 15% month-on-month, maintaining a steady growth trend. It is worth noting that Great Wall Motor’s new energy sales increased by 111.23% year-on-year, but decreased by 87.14% month-on-month. In September, the sales volume of new energy vehicles dropped significantly compared with that in August. In addition, the delivery volume of Weilai in September decreased by 19.08% from the previous month to 15,641 vehicles, and the monthly delivery volume declined for the second consecutive month.

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

Aito asked the world that the new M7 order exceeded 50,000, and the blind order of M9 exceeded 8,000 units.

AITO’s new M7 was released and listed on September 12th. This model is a model of Huawei’s intelligent car selection mode, and it has been significantly improved in terms of intelligent driving, body hardware and cost performance, and it is very popular after listing. Since the release of the new M7, Huawei has frequently announced its large order quantity. On September 25th, the new M7 was launched less than two weeks ago, and more than 20,000 sets were scheduled. The total scheduled amount in September is 30,000 units;By October 6, the listing time was more than three weeks, and the total number of scheduled units exceeded 50,000. Among them, 7,000 units were scheduled on October 6, and the number of single-day bookings reached a new high.

The hot sales of the new M7 in the world of inquiry ushered in a turning point after several months of low sales.Previously, as of August 30, 2023, the cumulative sales volume of the Wenjie series this year was only 35,200 units. In terms of product strength, the new M7 in Wenjie focuses on making up the missing items of the old M7, such as high-level intelligent assisted driving ability.The new M7 is equipped with HUAWEI ADS 2.0 advanced intelligent driving system, 27 sensing hardware, HarmonyOS intelligent cockpit, HUAWEI DATSTM 2.0 upgrade, HUAWEI DriveONE extended-range electric drive platform, etc.The rapid increase in the number of new M7 terminals in the world has certainly promoted the number of shops and test drives during the Mid-Autumn National Day holiday, but it still reflects the objective fact that the popularity of new M7 terminals in the world is gradually expanding. The new M7 has boosted Huawei’s BU business in terms of market realization, and its single product pulling effect has been greater than that of the previously released M7, M5 and M5 EV.

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

While creating strong sales potential, the new M7 in the world of inquiry also affects the M9 in positioning the "flagship SUV of panoramic wisdom".Since the blind subscription was started on September 25th, the pre-sale price of 500,000-600,000 yuan has won a large number of orders with only a few renderings and a small amount of configuration information. According to Yu Chengdong, as of October 7th, the customer M9 had accumulated 10,450 blind orders and retained 8,040 orders. On that day, 333 units were blindly ordered, 26 units were unsubscribed and 307 units were blindly ordered. "The momentum is still too strong, and the delivery volume next year must be made up, with a positive mass supply as the plan guarantee."

Tesla delivered 435,000 units in the third quarter to a new high, and Tesla Model 3/Y America continued to cut prices.

Tesla delivered digital release in the third quarter, with 435,000 units reaching a new high.On October 3rd, Tesla released the third quarter production and delivery report. In the third quarter of 2023, Tesla produced a total of 430,488 electric vehicles worldwide, an increase of about 18% year-on-year. 435,059 electric vehicles were delivered, a year-on-year increase of about 27%. Among them, the output of Model S and Model X models is 13,688, and the delivery volume is 15,985; The output of Model 3 and Model Y is 416,800 vehicles, and the delivery volume is 419,074 vehicles. In the third quarter, Tesla’s production decreased by 10.3% month-on-month, which is the first quarter of this year when demand exceeds supply. At the same time, Tesla officially said that the delivery target in 2023 will remain unchanged at 1.8 million units. This means that if the delivery volume in the third quarter is less than expected, Tesla will deliver nearly 476,000 vehicles in the fourth quarter to achieve this goal. Under the price reduction, Tesla is expected to continue to hit the year-end delivery target.

Tesla lowered the price of American models.On October 6, Tesla officially announced the price reduction of some models, of which the Model 3 rear-wheel drive version dropped from $40,240 to $38,990; The long-life version dropped from $47,240 to $45,990; The high-performance version was reduced from $53,240 to $50,990. At the same time, the Model Y long-life version dropped from $50,490 to $48,490; The performance version was reduced from $54,490 to $52,490.

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

(2) Artificial Intelligence & Robot: Google launched RT-X, one of the largest universal models in the world, and opened the training data set.

Based on the Open X-Embodiment training set, Google DeepMind launched the universal big model RT-X.On October 4th, DeepMind, a well-known AI research institution under Google, released RT-X, one of the largest universal large models in the world, and opened the training data set Open X-Embodiment. In order to build a variety of data sets to train a general model, and then control the training of many different kinds of robots, Google DeepMind cooperated with academic research laboratories of 33 institutions to build an Open X-Embodiment data set. They collected data from 22 different robot types, covering more than 1 million segments, showing more than 500 skills of robots and their performance on 150,000 tasks. This data set is the most comprehensive robot data set of its kind. Based on Open X-Embodiment data set, DeepMind trained more powerful RT-X on the basis of models RT-1 and RT-2, corresponding to RT-1-X and RT-2-X respectively. The experimental results show that the average performance of RT-1-X trained with Open X-Embodiment dataset is 50% better than that of the original model (RT-1). In mastering new skills, the success rate of RT-2-X is three times that of its previous best model RT-2. RT-2-X shows that under the premise of using a sufficiently high-capacity architecture,Combining the data of other robots with RT-2-X training can improve the task execution range of robots.

Data sets and models based on data set training have played a key role in promoting AI progress, and Open X-Embodiment data sets will promote the development of robotics.At present, the Open X-Embodiment data set and the RT-1-X model checkpoint have been opened to a wide range of research communities. DeepMind’s new research shows that it is possible to develop more useful auxiliary robots by using more diverse data and better models for extended learning. It is very important to cooperate with laboratories around the world and share resources to promote robot research in an open and responsible way. The future of robotics depends on the mutual learning between robots, and the most important thing is the mutual learning between researchers.DeepMind’s research proves that the model can be used in different environments, and its performance has been significantly improved both on DeepMind’s robots and on robots from different universities around the world.

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

Liquid-cooled overcharge: "one second and one kilometer", Huawei all-liquid-cooled overcharge station goes online.

"One second and one kilometer", Huawei’s liquid-cooled overcharge helps to build the 318 Sichuan-Tibet overcharged green corridor with the highest altitude and faster charging.According to the news of Huawei’s official WeChat WeChat official account on October 4th, during the National Day holiday, the fully liquid-cooled overcharge station built with the help of Huawei’s digital energy was officially launched in Tianquan Service Area, Litang Kangnan Tourism Distribution Center and Sangdui Service Area along the southern Sichuan-Tibet line and Litang-Aden Highway (Sichuan section), which can provide new energy owners with a fast charging experience of "starting with a cup of coffee". This "318 Sichuan-Tibet Supercharge Green Gallery" fully liquid-cooled overcharge station can realize the maximum output power of the fully liquid-cooled overcharge terminal of 600kW and the maximum current of 600A, which is called "one second and one kilometer". At the same time, all-liquid cooling technology ensures the high reliability of equipment, and realizes high temperature resistance, high humidity resistance, dust prevention and corrosion prevention in plateau areas; In addition, the fully liquid-cooled overcharge station can also match all vehicles, with a success rate of 99% at one time, and the charging range of 200-1000V can match all vehicles, including Tesla, Tucki, Ideality and other passenger cars and commercial vehicles such as cargo trucks, and then it is the first to achieve "charging as soon as you come to the vehicle, that is, charging and leaving" on the 318 Sichuan-Tibet line.

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

4. Policy: Six departments jointly issued the Action Plan for High-quality Development of Computing Infrastructure.

During the holiday, there were three main highlights on the policy side: 1) In terms of policy signals, Qiushi published an important signed article by the Supreme Leader General Secretary, "Promoting Chinese Modernization Needs to Deal with Several Major Relationships", which profoundly expounded a series of major relationships that need to be handled in promoting Chinese modernization from six aspects; 2) In terms of aggregate policy, the policy of steady growth was further introduced, mainly focusing on service-oriented consumption such as cultural tourism; 3) In terms of industrial policy, Shenzhen issued an implementation plan for peak carbon dioxide emissions.

In terms of industrial policy, on October 9, the Ministry of Industry and Information Technology and other departments jointly issued the Action Plan for High-quality Development of Computing Infrastructure, which proposed quantitative indicators for development by 2025 from four aspects: computing power, carrying capacity, storage capacity and application empowerment. We compared the differences between the current development and objectives of these four fields, and suggested that we should focus on: 1)The construction of intelligent computing power, according to IDC forecast, the market scale of generative AI computing will increase from 820 million dollars in 2022 to 10.99 billion dollars in 2026.; 2)According to incomplete statistics, Shanghai, Shandong, Ningxia, Tianjin and other places have successively issued relevant guidance documents on the construction of advanced storage capacity, and the policy is warm and frequent.; 3) the quality of transportation capacity is improved,Three major operators speed up the layout of computing networks; 4) applying the enabling end,Accelerate the construction of marginal computing power, and the "computing power voucher" model is expected to be rolled out..

(1) What important policies were introduced during the National Day?

During the holiday, there were three main highlights on the policy side: 1) In terms of policy signals, Qiushi published an important signed article by the Supreme Leader General Secretary, "Promoting Chinese Modernization Needs to Deal with Several Major Relationships", which profoundly expounded a series of major relationships that need to be handled in promoting Chinese modernization from six aspects; 2) In terms of aggregate policy, the policy of steady growth was further introduced, mainly focusing on service-oriented consumption such as cultural tourism; 3) In terms of industrial policy, Shenzhen issued an implementation plan for peak carbon dioxide emissions.

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

Qiushi published an important signed article by General Secretary of the Supreme Leader, "Some Major Relations Need to be Handled in Promoting Chinese Modernization"

On October 1st, Qiushi magazine published an important signed article by General Secretary of the Supreme Leader, "Some Major Relationships Need to be Handled in Promoting Chinese Modernization". From six aspects: the relationship between top-level design and practical exploration, the relationship between strategy and tactics, the relationship between integrity and innovation, the relationship between efficiency and fairness, the relationship between vitality and order, and the relationship between self-reliance and opening to the outside world, this paper profoundly expounds a series of major relationships that need to be handled in promoting Chinese modernization and puts forward clear requirements.

Aggregate policy: the steady growth policy continues to exert its strength to help the development of service-oriented consumption.

The steady growth policy continues to exert its strength to help the development of service-oriented consumption.On September 29th, the State Council issued "Several Measures on Releasing the Potential of Tourism Consumption to Promote the High-quality Development of Tourism", and put forward 30 working measures to promote the high-quality development of tourism from five aspects: increasing the supply of high-quality tourism products and services, stimulating the demand for tourism consumption, strengthening inbound tourism, enhancing the comprehensive ability of the industry and ensuring measures. In addition, during the holiday period, several provinces and cities issued measures to stabilize growth and issued a number of subsidy policies to further promote economic stabilization and recovery. Specifically, on September 28th, "Several Policy Measures to Consolidate Growth and Promote the Sustained Economic Recovery in Liaoning Province" was issued, and 20 measures to stabilize growth were promulgated to actively provide subsidies for various activities such as promoting consumption and investment. On October 2nd, Sichuan Province issued "Several Policies and Measures on Further Stimulating Market Vitality and Promoting the Current Economic Operation to Continue to Improve", and put forward 19 policy measures from six aspects: strengthening fiscal and taxation policy support, actively expanding effective investment, accelerating consumption recovery and boosting, promoting foreign trade to improve quality and efficiency, helping enterprises reduce costs and burdens, and promoting rapid growth of enterprises.

Cross-border data consultation draft was issued, and Shenzhen released peak carbon dioxide emissions implementation plan.

On September 28th, the National Network Information Office issued the Regulation on Regulating and Promoting Cross-border Flow of Data (Draft for Comment). On the basis of the Standard Contract Measures for Personal Information Exit and the Safety Assessment Measures for Data Exit, the Exposure Draft further regulates the data exit. Specifically, the "Draft for Comment" has made important adjustments in three aspects: important data, personal data and free trade zone. Among them, in view of the data exit from the free trade zone, the "Draft for Comment" specifically proposes that the relevant regulatory bodies in the free trade zone can formulate a "negative list", which will help the development of data trade.

On October 7th, the Implementation Plan of peak carbon dioxide emissions was issued, proposing that by 2025, the energy consumption per unit area’s GDP will decrease by 14.5% compared with 2020; By 2030, the control level of carbon dioxide emissions per unit area GDP will be demonstrated first in the whole country and the whole province, so as to achieve the goal of peak carbon dioxide emissions by 2030. The "Implementation Plan" puts forward the "Ten Actions of peak carbon dioxide emissions" around the key areas and key links of carbon emission. In the future, Shenzhen will continue to promote the promulgation of "n" supporting policy documents, including action plans in key areas such as energy, industry, transportation and urban construction, and it is recommended to continue to pay attention.

(2) The potential impact on computing power, transportation capacity, storage and application of the Action Plan for High-quality Development of Computing Infrastructure jointly issued by six departments.

On October 9, the Ministry of Industry and Information Technology and other departments jointly issued the "Action Plan for High-quality Development of Computing Infrastructure", which proposed quantitative indicators for development by 2025 from four aspects: computing power, carrying capacity, storage capacity and application empowerment. Specifically, in terms of computing power,Computational power scaleOver 300EFLOPS, the proportion of intelligent computing power reaches 35%, and the computing power of the east and the west develops in a balanced and coordinated way.Storage capacityThe total storage capacity exceeds 1800EB, and the advanced storage capacity accounts for more than 30%.Carrying capacity, the national hub node data center clusters basically realize direct network transmission not higher than 1.5 times the theoretical delay, the coverage rate of OTN in key application sites reaches 80%, the backbone network and metropolitan area network fully support IPv6, and the use of new technologies such as SRv6 accounts for 40%.Application empowerment, around the industry, finance, medical care, transportation, energy, education and other key areas, each to create more than 30 application benchmarks.

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

Computing power: the scale of computing power exceeds 300 EFLOPS, and the proportion of intelligent computing power reaches 35%.

In terms of computing power, the Action Plan proposes that by 2025, the scale of computing power will exceed 300EFLOPS, and the proportion of intelligent computing power will reach 35%, so that the computing power of the east and the west will develop in a balanced and coordinated manner. Judging from the current development situation, by the end of 2022, the total scale of computing power in China has reached 180Eflops, of which the scale of intelligent computing power accounts for about 22.8%.With the rapid development of AI model, the demand for intelligent computing power is explosive, and the current intelligent computing power has become the main driving force for the growth of computing power in China. According to IDC’s forecast, the global AI computing market will grow from $19.5 billion in 2022 to $34.66 billion in 2026, of which the generated AI computing market will grow from $820 million in 2022 to $10.99 billion in 2026. The proportion of generative AI computing in the overall AI computing market will increase from 4.2% to 31.7%. According to the China Artificial Intelligence Computing Power Development Assessment Report, by 2026, the market size of artificial intelligence servers in China will reach 12.34 billion US dollars.

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

Storage capacity: the scale of storage capacity continues to expand, and the construction of advanced storage capacity is steadily accelerated.

In terms of storage capacity, the Action Plan proposes that the total storage capacity exceeds 1800EB, and the advanced storage capacity accounts for more than 30%.Judging from the current development, by the end of 2022, the number of servers in the data center in use in China exceeded 20 million, and the storage capacity exceeded 1000EB, increasing by 25%. At present, various provinces have successively introduced the goal of building storage capacity. According to incomplete statistics, Shanghai, Shandong, Ningxia, Tianjin and other places have successively issued relevant guidance documents on storage capacity.Specifically, Tianjin issued "Guiding Opinions on Doing a Good Job in the Construction and Development of Computing Network", Shandong issued "Action Plan for the Construction of Integrated Computing Network in Shandong Province (2022-2025)" and Ningxia issued "Guide for the Construction of Data Center in Ningxia Hui Autonomous Region".

Carrying capacity: the quality of transport capacity has improved, and the three major operators have accelerated the layout of computing networks.

In terms of carrying capacity, the Action Plan proposes that the data center clusters of national hub nodes basically realize direct network transmission with a theoretical delay of not more than 1.5 times, the coverage rate of OTN in key application sites reaches 80%, the backbone network and metropolitan area network fully support IPv6, and the use of new technologies such as SRv6 accounts for 40%. According to the data of the Ministry of Industry and Information Technology, by the end of 2022, 2.312 million 5G base stations had been built and opened in China, and 110 cities in China had reached the standard of gigabit city construction, with the total length of optical cable lines in China reaching 59.58 million kilometers. With the continuous advancement of the East-to-West Computing Project, the operators’ investment in computing network has been continuously increased.

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

Application empowerment: accelerate the construction of marginal computing power, and the "computing power voucher" model is expected to be rolled out.

The application of computing power reflects the demand of computing power development. At present, the application of computing power in China is to accelerate the expansion from traditional fields such as Internet and e-government to services, telecommunications, finance, manufacturing, education and other industries. In the field of general computing power, the internet industry is still the industry with the greatest demand for computing power, accounting for 39% of the total computing power; The telecommunications industry has strengthened its investment in computing infrastructure, and its share of computing power has surpassed that of the government industry for the first time, ranking second. In the field of intelligent computing power, the demand for data processing and model training in the internet industry is increasing, and it is the industry with the greatest demand for intelligent computing power, accounting for 53% of the share of intelligent computing power; The service industry has rapidly developed from the traditional model to the new smart model, and the share of computing power ranks second.

With the explosive growth of the number of terminals and data in the Internet of Things, network communication is under great pressure. In order to meet the real-time, security and business needs of large-scale connection, edge computing has become an important supplement to cloud computing. Edge computing deploys computing resources closer to the terminal equipment, so that data can be processed locally, thus reducing the delay of data transmission to the cloud for processing and the pressure of network bandwidth.The Action Plan proposes to speed up the construction of marginal computing power, strengthen the layout of industry computing power construction, and meet the application needs of industrial Internet, education, transportation, medical care, finance, energy and other industries.

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

In addition, the Action Plan proposes that in order to deepen the application of computing power to the industry, the cost and threshold of computing power will be reduced, the demand for computing power will be guaranteed, and the application of computing power in more production and life scenarios will be promoted. From the perspective of possible policy paths, the calculation voucher model is expected to be pushed forward in the future. Specifically, since the beginning of this year, many provinces and cities have reduced the cost and threshold of computing power by issuing vouchers:On January 12 this year, Chengdu issued the "Policies and Measures for Accelerating the Development of Computing Industry in Chengdu around Supercomputing Intelligence", proposing that Chengdu will issue "Computing Vouchers" with a total amount of no more than 10 million yuan each year; On July 31, Hangzhou issued the "Implementation Opinions of the General Office of Hangzhou Municipal People’s Government on Accelerating the Innovation and Development of Artificial Intelligence Industry", proposing that the city should set up a "calculation voucher" with a total amount of no more than 50 million yuan each year, focusing on supporting small and medium-sized enterprises to purchase calculation services; On July 11th, Beijing indicated that it would launch the first phase of subsidy of not less than 40 million yuan for calculating power vouchers to support model enterprises to reduce training costs.

5. Investment suggestions

October needs to focus on five tracks with marginal improvement:Integrated circuits (storage, packaging and testing, materials), digital economy (data elements, data confirmation), automobile intelligence (automatic driving), consumer electronics (panel, Apple Huawei industrial chain), nonferrous metals (copper and aluminum, coal, precious metals).

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

In the medium and long term, we suggest to pay attention to the industrial trends such as digital economy (data elements), artificial intelligence, self-control, etc. under the AI+ scientific and technological revolution, as well as the new technical route of carbon neutral industrial chain driven by cost reduction and efficiency increase, and the penetration rate of electric smart cars increases under the trend of electrification and intelligence.

02

Global Watch: Global Market Tracking

1. Performance of global stock market industry

Last week, global stock markets rose less and fell more, among which the information technology and telecommunications services sectors performed better, while the energy, public utilities and daily consumption sectors performed poorly.

Specifically,Us stocks rose less and fell more.Telecom services and information technology sectors led the gains, while energy and daily consumption led the declines. In terms of energy, the data released by the us energy information administration (EIA) on October 4th showed that gasoline inventories in the United States increased by 6.481 million barrels last week, the highest growth rate since January 2022, far higher than the expected 300,000 barrels. The four-week average of EIA gasoline demand hit a seasonal low since 1998, which aggravated the market’s concern about demand, and then caused the decline of related commodities.In terms of European stocks,Only the information technology sector rose, while the energy and public utilities sectors led the decline. In the British stock market, only the information technology sector rose, while the public utilities and materials sectors performed poorly.In the Japanese stock market,Only the daily consumption sector rose, while the energy and industrial sectors led the decline, with the energy sector plummeting by 13.5%.Hong Kong stocks generally fell,The energy and materials sectors led the decline. Last week (October 2-October 6),A shares are closed.

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

2. Brief analysis of global powerful stocks and exotic stocks.

Among the companies with a market value of more than $20 billion that rose sharply in the past week, companies in the information technology, health care, optional consumption and financial industries are the majority; Among the companies with a market value of more than $20 billion that led the decline in the past week, companies in the energy, alternative consumption and public utilities industries were the majority.

Brief analysis of abnormal shares

Lilly CompanyOn October 3rd, Lilly bought Point Biopharma, a cancer biotechnology company, for $12.50 per share in cash, with a total transaction amount of about $1.4 billion. The transaction is expected to be completed before the end of 2023. On October 4th, local time, Lilly announced the change of senior management team in official website. Michael Mei Sen, Executive Vice President and President of Diabetes and Obesity Department of Lilly, will retire at the end of 2023. Patrik Jonsson will be the executive vice president and president of Lilly’s Diabetes and Obesity Department from January 1st, 2024, and also the executive vice president and president of Lilly USA. In this position, Jonson will lead Lilly’s marketed products and phase III product portfolio of diabetes and obesity drugs, including tirzepatide.

[ExxonMobil]According to a report by Cailian on October 6th, EXXON MOBIL, the American super giant, the largest energy exploration and exploitation company in the United States and the former company with the largest market value in the world, is close to reaching an agreement to acquire shale giant Pioneer Natural Resources. At present, the shale oil giant Pioneer Natural Resources Company is valued at about 60 billion US dollars. After the acquisition, ExxonMobil will integrate the two largest oil fields in the Permian basin in Texas and New Mexico, and become the largest oil producer in the basin, with a daily output of about 1.2 million barrels, surpassing most OPEC members. Exxon Mobil will also become the leader of oil production in the region. If the transaction is successfully completed, this "gamble" will become the biggest merger of the US oil and gas industry this year, and it will also become the largest transaction since Exxon merged with Mobil in 1999.

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

03

Important information express

1. Domestic industrial policies and news

(1) Computing Infrastructure: Six departments recently jointly issued the Action Plan for High-quality Development of Computing Infrastructure (☆☆☆).

On October 9, the Ministry of Industry and Information Technology, the Central Network Information Office, the Ministry of Education, the National Health and Wellness Commission, the People’s Bank of China and the State-owned Assets Supervision and Administration Commission of the State Council jointly issued the Action Plan for High-quality Development of Computing Infrastructure. It mentioned:

?Improve the transmission efficiency of the hub network. Promote the direct connection between the national hub nodes of the computing network and the backbone nodes of the network, and gradually build a one-hop direct link between clusters. The time delay between important computing infrastructures in the national hub nodes is not higher than 5 ms. Promote the deployment of ultra-low loss optical fiber and optimize optical fiber routing. Accelerate the R&D and deployment of 400G/800G high-speed optical transmission network and the application of all-optical crossover, SRv6, network slicing, flexible Ethernet, optical service unit and other technologies to realize intelligent, efficient, flexible and on-demand network transmission;

?By 2025, in terms of computing power, the scale of computing power will exceed 300 EFLOPS, and the proportion of intelligent computing power will reach 35%, and the computing power of the east and the west will develop in a balanced and coordinated manner. In terms of carrying capacity, the national hub node data center clusters basically realize the direct network transmission with the theoretical delay not higher than 1.5 times, the coverage rate of OTN in key application sites reaches 80%, the backbone network and metropolitan area network fully support IPv6, and the use of innovative technologies such as SRv6 accounts for 40%. In terms of storage capacity, the total storage capacity exceeds 1800EB, the advanced storage capacity accounts for more than 30%, and the coverage rate of core data and important data in key industries reaches 100%;

?Accelerate the development and application of storage technology. Focusing on all-flash memory, Blu-ray storage, high hardware density, data reduction, coding algorithm, chip unloading, multi-protocol data interoperability and other technologies, we will promote the innovative development of advanced storage.

?Accelerate the innovative application of computing power in the financial field, build a multi-node parallel distributed computing power resource architecture, and provide the ability to efficiently manage cross-regional resources and deploy core businesses in multiple places. Develop and deploy intelligent edge computing nodes around low-latency business scenarios such as high-frequency transactions in financial markets, realize the screening, integration and processing of edge data of financial services, and provide more accurate and efficient computing support for the development of financial services.

(2) Promote consumption: State-run: release the potential of tourism consumption and promote the high-quality development of tourism (☆☆☆)

On September 29th, the General Office of the State Council issued Several Measures on Releasing the Potential of Tourism Consumption to Promote the High-quality Development of Tourism, and put forward 30 measures to promote the high-quality development of tourism from five aspects. First, increase the supply of high-quality tourism products and services, promote the in-depth integration of culture and tourism, implement the good life holiday and leisure project, implement the demonstration project of sports tourism quality, carry out the action of improving the quality and efficiency of rural tourism, develop eco-tourism products, expand marine tourism products, optimize the investment in tourism infrastructure and revitalize idle tourism projects. The second is to stimulate tourism consumption demand, improve the tourism consumption environment, improve the policy of benefiting the people by consumption, adjust and optimize the management of scenic spots, improve tourism transportation services, develop the night economy in an orderly manner, and promote regional cooperation and linkage. Third, strengthen inbound tourism, implement inbound tourism promotion plan, optimize visa and customs clearance policies, resume and increase international flights, improve inbound tourism services, optimize departure tax refund services, and play the role of tourism trade carrier. The fourth is to enhance the comprehensive ability of the industry, support the development of tourism enterprises, strengthen the construction of tour guides, improve the quality of tourism services, and standardize the order of the tourism market. Fifth, in terms of safeguard measures, it is necessary to improve the coordination mechanism of tourism work, strengthen policy guarantee, broaden financing channels, strengthen the protection of land and talents, do a good job in tourism safety supervision, and improve the tourism statistics system.

(3) Electric vehicle: Huawei fully liquid-cooled overcharge helps to build a high-quality 318 Sichuan-Tibet overcharged green corridor with the highest altitude and faster charging (☆☆☆).

On October 3, Huawei Digital Energy announced in the official WeChat official account that during the National Day holiday, the fully liquid-cooled overcharge station it helped to build was officially launched in many places along the southern Sichuan-Tibet line and the Litang-Aden highway (Sichuan section). This 318 Sichuan-Tibet Supercharged Green Gallery uses the all-liquid cooling overcharging technology, with the highest altitude and faster charging, the maximum output power of 600kW and the maximum current of 600A, which is known as "one kilometer per second". The success rate of one-time charging is as high as 99%, and the charging range of 200-1000V matches all models, including Tesla, Tucki, Ideality and other passenger cars and commercial vehicles such as Cargo Lala.

(4) peak carbon dioxide emissions: The Shenzhen Municipal People’s Government issued a notice on printing and distributing the implementation plan of Shenzhen peak carbon dioxide emissions (☆☆☆).

On October 7th, the Shenzhen Municipal People’s Government issued a notice on printing and distributing the implementation plan of Shenzhen peak carbon dioxide emissions. It is mentioned in the Implementation Plan of Shenzhen peak carbon dioxide emissions that by 2025, the energy consumption per unit area GDP will decrease by 14.5% compared with that in 2020, and the carbon dioxide emission per unit area GDP will ensure the completion of the national and provincial targets, laying a solid foundation for the city’s peak carbon dioxide emissions. By 2030, the control level of carbon dioxide emissions per unit area GDP will be demonstrated first in the whole country and the whole province, so as to achieve the goal of peak carbon dioxide emissions by 2030.

?Vigorously lay out and develop new energy sources. Actively promote distributed photovoltaic power generation, expand the scope of diversified utilization of "photovoltaic+",and promote integrated planning and construction with related infrastructure. During the "Fourteenth Five-Year Plan" period, the cumulative installed capacity of photovoltaic power generation was 1.5 million kilowatts; By 2030, the installed capacity of photovoltaic power generation will reach 2.4 million kilowatts.

?Promote the low-carbon transformation of transportation equipment. We will improve the incremental control policy for urban cars, encourage private people to buy and use new energy vehicles, and guide fuel vehicles to be replaced by new energy vehicles. We will further promote the popularization and application of inland LNG-powered ships, support the development of coastal and ocean-going LNG-powered ships, encourage Hong Kong-built ships, cruise ships and official ships to use electric energy or LNG kinetic energy, and take the lead in developing hydrogen fuel cell ship application demonstrations in the field of official ships. By 2025, the proportion of new energy and clean energy vehicles will reach about 60%, the number of new energy vehicles in the city will reach about 1.3 million, the number of LNG vehicles will reach more than 20,000, and the number of hydrogen fuel cell vehicles will reach about 2,000. By 2030, the proportion of new energy and clean energy vehicles will reach about 70%, and the number of new energy vehicles in the city will reach about 2 million.

?Construct a green development pattern in the industrial field. By 2025, the added value of strategic emerging industries will exceed 1.5 trillion yuan, and the proportion of added value of high-tech manufacturing industry in the added value of industrial enterprises above designated size will remain at the leading level in the province. The energy consumption per unit added value and carbon dioxide emissions per unit added value of industrial enterprises above designated size will ensure the completion of national and provincial targets.

?Promote the development of green and low-carbon industrial clusters. Actively develop green and low-carbon industrial clusters such as new energy, safety, energy conservation and environmental protection, and intelligent networked vehicles. Enlarge and strengthen smart grid, new energy storage, photovoltaic and other advantageous industries, and continue to cultivate and develop hydrogen energy economy. By 2025, the added value of new energy industry will reach 100 billion yuan, the added value of safety, energy conservation and environmental protection industry will exceed 60 billion yuan, and the operating income of intelligent networked automobile industry will reach 200 billion yuan.

(5) Communications: Ministry of Industry and Information Technology: It is planned to promote the opening of telecommunications services to private capital in an overall way, and promote the reform of satellite Internet service access system step by step (☆☆☆).

On October 7, the Ministry of Industry and Information Technology publicly solicited opinions on "Opinions on Innovating Information and Communication Industry Management and Optimizing Business Environment (Draft for Comment)". The opinion draft pointed out that expanding the opening of telecommunications services. We will expand the opening up of telecommunications services in an orderly manner, explore pilot projects in free trade ports and other areas, and expand the opening up of value-added telecommunications services on a pilot basis. Make overall plans to promote the opening of telecommunications business to private capital, increase support for private enterprises to participate in mobile communication resale and other business and service innovations, promote the reform of satellite Internet business access system step by step, and continuously broaden the channels and scope for private enterprises to participate in telecommunications business.

(6) Urban development: The National Standards Committee and other six departments jointly issued the Action Plan for Urban Standardization (☆☆☆).

On October 7, the National Standardization Administration Committee, the Ministry of Industry and Information Technology, the Ministry of Civil Affairs, the Ministry of Ecology and Environment, the Ministry of Housing and Urban-Rural Development and the Ministry of Emergency Management jointly issued the Urban Standardization Action Plan. The Action Plan proposes that by 2027, the standard system for urban high-quality development will be basically completed, and more than 150 national standards and industry standards will be revised in the fields of urban sustainable development, new urbanization, smart cities, public services, urban governance, emergency management, green and low carbon, ecological environment, cultural services and infrastructure.

(7)Web3.0: Shanghai: By 2025, a new generation of open license chain technology system and standard specifications will be formed to support the development of innovative applications of Web3.0 (☆☆☆).

On September 26th, Shanghai Science and Technology Commission issued the Special Action Plan for Key Technologies of Blockchain in Shanghai (2023-2025). The document pointed out that by 2025, in the basic theories such as blockchain system security and cryptographic algorithms, as well as in the technical fields such as blockchain dedicated processors, smart contracts, cross-chain, new storage, privacy computing, supervision, etc., innovation breakthroughs will be accelerated, and a new generation of open licensing chain technology systems and standards that can support the development of innovative applications of Web3.0 will be formed, which will be manageable, controllable, open and open, laying the foundation for building a reliable security technology base for the digital economy and cultivating a new generation of blockchain innovation ecology with global influence.

(8) Real estate: the central bank: implement the dynamic adjustment mechanism of the new first home loan interest rate policy and lower the down payment ratio and the lower limit of the second home loan interest rate (☆☆☆).

The Monetary Policy Committee of the People’s Bank of China held its 102nd regular meeting in the third quarter of 2023 in Beijing on September 25th. The meeting pointed out that due to the city’s policy to accurately implement differentiated housing credit policies, support rigid and improved housing demand, implement the dynamic adjustment mechanism of the new first home loan interest rate policy, lower the down payment ratio and the lower limit of the second home loan interest rate, and promote the reduction of the stock first home loan interest rate. It will be effective, increase financial support for "flat and emergency dual-use" public infrastructure construction, urban village renovation, and affordable housing construction, promote the establishment of a new development model of the real estate industry, and promote the stable and healthy development of the real estate market.

(9) Electricity: The National Development and Reform Commission and the National Energy Administration issued the Measures for Power Load Management (2023 Edition) (☆)

On September 27th, the National Development and Reform Commission and the National Energy Administration issued the Measures for Power Load Management (2023 Edition), in which it was mentioned that the power operation authorities at all levels should guide power grid enterprises to promote the construction of a new power load management system in the region as a whole, set the annual target of load resource access, and gradually realize the full coverage of high-voltage users of 10 kV (6 kV) and above. Load aggregators and virtual power plants should be connected to the new power load management system to ensure the unified management, regulation and service of load resources, and power grid enterprises should provide data support and technical services for third-party operators.

(10) Share reduction: The Shanghai and Shenzhen Stock Exchanges further standardize the reduction of controlling shareholders and actual controllers (☆)

According to the Xinhua News Agency reported on September 27th, in order to implement the regulatory requirements of China Securities Regulatory Commission to further standardize the share reduction, on the evening of September 26th, Shanghai Stock Exchange and Shenzhen Stock Exchange respectively issued and implemented the Notice on Further Regulating the Share Reduction, and Beijing Stock Exchange issued the revised guidelines on the implementation of the share reduction and shareholding management to further standardize the share reduction.

The notice issued by the Shanghai and Shenzhen Stock Exchanges pointed out that the controlling shareholders and actual controllers are not allowed to reduce their shares in the company through the secondary market if the listed company has broken the net profit, or has not paid cash dividends in the last three years, and the accumulated cash dividends are less than 30% of the average annual net profit in the last three years. The notice made it clear that the reduction of shares in the secondary market refers to the reduction of shares through centralized bidding transactions or block transactions in this exchange. At the same time, the notice clarifies the specific standards for breaking and breaking the net. Breaking means that the closing price of the stock is lower than the issue price of the stock at the time of initial public offering on any day in the 20 trading days before the announcement of the reduction plan. Breaking the net means that the closing price of the stock on any day in the 20 trading days before the announcement of the reduction plan is lower than the net assets per share at the end of the latest fiscal year or the latest financial accounting report.

(11) Real estate: xiong’an new area, Hebei Province canceled the "equal rights for renting and selling" in public service fields such as pre-sale of commercial housing, education, medical care and employment (☆).

On September 28th, the General Office of Tianjin Municipal People’s Government issued a notice on printing and distributing the implementation plan for accelerating the development of new energy and intelligent networked automobile industry in Tianjin (2023-2027). By 2025, the output of new energy vehicles will account for 30% of the city’s total automobile output, and the industry will form a certain scale; Intelligent networked vehicles realize commercial application in limited areas and specific scenes, and form a relatively complete industrial chain supply system with distinctive characteristics. By 2027, the output of new energy vehicles will account for 45% of the city’s total automobile output, and Tianjin will be built into an important new energy vehicle production base in the north and an important intelligent networked vehicle demonstration application and achievement transformation city in China.

(12) Green electricity: The National Development and Reform Commission (NDRC) encourages key regions and key enterprises to increase the proportion of green electricity consumption (☆☆)

On September 27th, the responsible comrades of the National Development and Reform Commission answered a reporter’s question about the Measures for Power Demand Side Management (2023 Edition), and said that they should give priority to saving and promote the energy efficiency of power users. Further promote the connection between green electricity consumption and green electricity trading and green certificate trading, and encourage key regions and key enterprises to increase the proportion of green electricity consumption. Focus on key areas, scientifically promote electric energy substitution, improve support measures for electric energy substitution projects, and steadily promote the level of terminal electrification.

(13) Tourism: Ministry of Culture and Tourism: In 2023, the domestic tourism revenue of Mid-Autumn Festival and National Day holidays was 753.43 billion yuan, an increase of 1.5% compared with 2019 (☆☆).

According to the news of the Ministry of Culture and Tourism on October 6, during the Mid-Autumn Festival and National Day holidays in 2023, the cultural and tourism industries recovered strongly, and the national holiday market was stable and orderly. According to the data center of the Ministry of Culture and Tourism, during the eight-day Mid-Autumn Festival and National Day holiday, the number of domestic tourists was 826 million, an increase of 71.3% year-on-year according to comparable caliber, and an increase of 4.1% compared with 2019 according to comparable caliber; Domestic tourism revenue reached 753.43 billion yuan, up 129.5% year-on-year according to comparable caliber, and up 1.5% compared with 2019 according to comparable caliber.

2. Foreign industrial policies and news

(1)AI Pharmaceuticals: The value of the artificial intelligence drug agreement reached between Novo Nordisk and the technology company Valo Health can reach 2.7 billion US dollars (☆☆☆).

On September 25th, Novo Nordisk announced that it had reached a cooperation agreement with Valo Health, an American technology company, seeking to discover and develop new therapies for cardiac metabolic diseases (CMD) by using human data and artificial intelligence. According to the terms of the agreement, Valo will receive an advance payment and potential near-term milestone payments totaling $60 million, and is eligible for milestone payments of up to 11 projects totaling $2.7 billion, plus R&D expenses and potential royalties.

(2) Artificial intelligence: ChatGPT meets a heavy upgrade: it can be "networked" through Bing and is no longer limited to old data (☆☆☆).

On September 27th, local time, OpenAI announced on X (formerly known as Twitter) that its ChatGPT product can conduct web search through Microsoft’s bing search engine, which will not be limited to data before September 2021. OpenAI said: "Now ChatGPT Plus and Enterprise users can use the browsing function, which will soon be extended to all users. To enable it, please select ‘( Browse with Bing’ in the selector under GPT-4. "

(3) Electric vehicles: Germany officially launched the subsidy program for solar charging stations for electric vehicles (☆☆☆).

According to German media reports, from September 26th, anyone who wants to use solar energy to charge electric vehicles at home in the future can apply for a new state subsidy provided by the German Bank for Reconstruction and Credit (KfW). According to the report, private charging stations that generate electricity directly from the roof can provide green charging methods for electric vehicles. The combination of charging station, photovoltaic power generation system and solar energy storage system makes it possible. KfW now provides subsidies of up to 10,200 euros for the purchase and installation of these equipment, with a total subsidy of no more than 500 million euros. If the maximum subsidy is paid, about 50,000 electric vehicle owners will benefit.

(4) Electric vehicles: Tesla’s delivery in the third quarter was lower than expected, and the annual delivery target of 1.8 million vehicles was still maintained, and the US price of some models was lowered (☆☆).

On October 2nd, Tesla released the third quarter production and delivery report. In the third quarter of 2023, Tesla delivered 435,100, and the market estimated 456,700. Tesla delivered 419,100 MODEL 3/Y units in the third quarter, which was lower than the market estimate of 439,400 units. Tesla produced 430,500 cars in the third quarter, which was lower than the market estimate of 462,000. Tesla said that the decline in sales volume was caused by the shutdown of the factory upgrade plan, and the delivery target of about 1.8 million vehicles in 2023 remained unchanged. Tesla will announce its financial results for the third quarter of 2023 after the closing on October 18, 2023.

On October 6, according to Tesla’s official website, the company reduced the price of some vehicles in the United States, reducing the price of Model 3 in the United States from $40,240 to $38,990, and reducing the price of Model Y long-life version in the United States from $50,490 to $48,490; Reduce the price of Model Y Performance to $52,490.

(5) Import tariff: EU started to implement the world’s first "carbon tariff" (☆☆).

According to Russian reports on October 2nd, the EU carbon border adjustment mechanism (CBAM) regulation, the world’s first "carbon tariff", came into effect on October 1st. The transition period is from now to 2025, and it will be fully implemented gradually from 2026 to 2034. According to the new regulations, the EU will impose additional taxes on steel, aluminum, cement and fertilizer imported from abroad. EU importers must now report the greenhouse gas emissions during the production of related commodities. From January 1, 2026, importers must buy emission certificates, and the price is set based on the carbon price they need to pay when producing these goods in the EU.

(6) Real estate: The mortgage interest rate in the United States remains high, setting a record for nearly 23 years (☆☆).

According to a report by Cailian on October 6th, the interest rate of American mortgage rose for the fourth consecutive week, reaching the highest level since December 2000. Freddie Mac said in a statement on Thursday that the average interest rate of 30-year fixed-rate loans rose to 7.49% from 7.31% last week.

(7) Consumer electronics: Apple CEO Cook sold shares and cashed in $41 million, the largest amount since 2021 (☆).

According to a report by Cailian on October 4th, as Apple’s share price dropped from a record high, CEO Cook sold Apple’s stock worth about $41 million after tax, the largest in more than two years. According to the documents submitted to the US Securities and Exchange Commission (SEC) on October 3, Cook sold 511,000 shares. The data shows that after working at Apple for more than 20 years, he still holds about 3.28 million shares of Apple. Before Cook’s share sale, Cook rarely reduced his salary by about 40% to $49 million in 2023. Moreover, the proportion of stock incentives linked to Apple’s performance will increase from the previous 50% to 75% this year.

(8) Medicine: Lilly acquired the senior management team of cancer biotechnology company with about $1.4 billion in cash (☆).

On October 3rd, Lilly bought Point Biopharma, a cancer biotechnology company, for $12.50 per share in cash, with a total transaction amount of about $1.4 billion. The transaction is expected to be completed before the end of 2023. Point Biopharma rose more than 80% before the market. On October 4th, local time, Lilly announced the change of senior management team in official website. Michael Mei Sen, Executive Vice President and President of Diabetes and Obesity Department of Lilly, will retire at the end of 2023. Patrik Jonsson will be the executive vice president and president of Lilly’s Diabetes and Obesity Department from January 1st, 2024, and also the executive vice president and president of Lilly USA. In this position, Jonson will lead Lilly’s marketed products and phase III product portfolio of diabetes and obesity drugs, including tirzepatide.

3. Tracking of global key technology companies

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)