标签： 南京夜生活娱乐

　　Event Overview

　　The company released the 2023 semi-annual report: the total revenue of the company in 2023H1 was 326.56 billion yuan, + 3.3% year-on-year; the net profit attributable to the mother was 7.09 billion yuan, + 2.5% year-on-year; the net profit deducted from the mother was 5.67 billion yuan, -7.2% year-on-year.

　　Among them, 2023Q2 achieved a total revenue of 180.64 billion yuan, + 35.3% year-on-year, + 24.0% month-on-month; net profit attributable to the mother was 4.30 billion yuan, + 208.6% year-on-year, + 54.5% month-on-month; net profit not attributable to the mother was 3.51 billion yuan, + 203.5% year-on-year, + 62.1% month-on-month.

　　Analysis and judgment:

　　Demand improved, profit performance was outstanding

　　Affected by the improvement in demand, the company’s revenue increased significantly. The company achieved total revenue of 180.64 billion yuan in 2023Q2, + 35.3% year-on-year and + 24.0% month-on-month; deducting non-attributable net profit of 3.51 billion yuan, + 203.5% year-on-year and + 62.1% month-on-month. Mainly benefiting from the low base caused by the shutdown of work and production in Shanghai due to the epidemic last year and the decline in demand in Q1 this year, Q2 sales rebounded significantly from the same month-on-month. The sales volume of the company group in 2023Q2 was 1.18 million, + 16.4% year-on-year and + 32.5% month-on-month

　　The gross profit margin slightly decreased month-on-month, and the ROI of bicycles declined. The company’s 2023Q2 single-quarter gross profit margin was 9.5%, year-on-year -0.02pct, month-on-month -0.29pct. The slight decrease was mainly due to the increase in the production and sales of Shangtong Wuling, and the gross profit margin of pure electric cars was relatively low. The joint venture sales volume performed better in the same month-on-month due to the low base in the early stage. SAIC Volkswagen wholesale 277,000 vehicles in 2023Q2, year-on-year + 13.8%, month-on-month + 22.4%; SAIC-GM wholesale 265,000 vehicles, year-on-year + 14.1%, month-on-month + 42.5%, but due to the Q2 price war end point discount significantly enlarged (according to Thinkercar discount data), the ROI growth rate was lower than the sales growth rate. The ROI from the joint venture and joint venture of the company in 2022Q2 was 2.289 billion The fuel vehicle market is gradually being replaced by new energy, and the company’s joint venture brand is in the throes of transformation. Looking forward to the second half of the year, we expect a slight decline in July and August, with demand expected to rise. The Q3 market performance is expected to be basically flat, and the Q4 quarter is expected to achieve a significant improvement.

　　Zhiji LS6 starts pre-sale, leading high-end upgrades

　　On August 25th, Zhiji LS6 debuted at the Chengdu Auto Show and started pre-sale, priced 230,000 – 300,000 yuan. The new car is positioned as a medium and large coupe SUV with a wheelbase of 2950mm, with space, appearance, fast charging and smart driving as the core selling points. The new car provides a dual-platform strategy of "quasi-900V" and "quasi-500V". "quasi-900V" adopts dual silicon carbide high-performance charging platforms, with a peak charging power of 396kW and a charge of 200 kilometers in 5 minutes; "quasi-500V" can achieve nearly 90% full power charging on 80% public charging piles, with a peak power of 231-250kW. In terms of smart driving, the LS6 is equipped with OrinX chips and lidar. According to an interview with Lu Da, executive director of the public relations business group of Zhiji Auto Brand quoted by the online car market, the LS6 has now gradually rolled out the high-speed NOA function across the country, and will radiate 333 cities across the country by the end of the year. At the same time, NOA and city NOA will also be officially beta-tested in September and October this year; in 2024, 100 cities will open the commuter mode, and these functions will be updated in the L7 and LS7 cars later. According to the online car market, the order of Zhiji LS6 exceeded 2,000 + one hour after the pre-sale, and the order reached 6,000 units 8 hours after the pre-sale. According to Spiegel Pro, the LS6 will be released in mid-October and will be delivered immediately. We judge that the LS6 has strong product strength and price competitiveness, and is expected to enrich the product matrix and price range of smart cars, becoming an important growth driver for high-end pure electricity.

　　Overseas continues to sell well, globalization has a wide sea and sky

　　Overseas sales are growing rapidly, and the European market is leading. In 2022, the company will export 1.017 million vehicles, + 45.9% year-on-year. Growth will continue in 2023. From January to July, overseas sales reached 630,000 vehicles, + 31.6% year-on-year, maintaining a good trend. In the European market, from January to July, the sales of self-owned brand MG reached 135,000 vehicles, + 148% year-on-year, with a bright performance. According to the Securities Daily Network, on the afternoon of July 4, SAIC announced that the company is currently planning to establish a complete vehicle factory in Europe. We expect the company’s new energy to have obvious advantages in product strength compared with mainstream competitors in Europe. The establishment of overseas factories will help to further increase overseas sales.

　　Investment advice

　　The company’s underlying technology is solid, the platform ability is excellent, and the independent growth is becoming clearer. With the gradual improvement of chip supply, the company is expected to usher in a new growth cycle of independent + joint venture two-wheel drive, and the passenger car leader will return. Maintain the profit forecast, it is expected that the company’s revenue will be 8,033/8,387/853.3 billion yuan in 2023-2025, and the net profit attributable to the parent will be 163.3/175/19.0 billion yuan, corresponding to EPS of 1.40/1 50/1.63 yuan, corresponding to the closing price of 14.36 yuan/share on August 31, 2023, PE is 10/10/9 times, respectively, to maintain the buy rating.

　　Risk warning

　　Auto market downside risks; joint venture brand downside risks; electric smart new models landing less than expected; overseas expansion less than expected.

　The 2023 model 0 headlights are still xenon headlights that integrate far and near light. The trunk of the Mercedes-Benz G500 is still a side door, and the spare tire is hung on the tailgate. The rear side windows and rear windows of the new car are equipped with dark thermal insulation privacy glass, which is more privacy. The Mercedes-Benz G500 headlights have LED running lights embedded in the object to a certain extent. The G-class hard shaft plan seems to put on solid armor for its front and rear half axles, and it is also like some biological "exoskeleton" structures.

24-Hour exclusive line [150 2254 9999 (with WeChat Manager Sun) to explain to you] "

　　23 Mercedes-Benz G500 detailed configuration: 22 ink version Mercedes-Benz G500 standard, Nappa full leather, red seat belt, 20-inch multi-spoke wheels, 4.0T, V8, 9-speed, sunroof, front leather seats ventilated and heated massage, rear seat heating, full LCD instrument, LED daytime running lights, 64-color ambient lights, automatic air conditioning, Voice of Berlin audio, three differential locks, front and rear electric eyes, radar ranging, parallel channel assistance, foot pedal, rearview mirror electric folding, multi-function steering wheel (Bluetooth, fixed speed cruise, paddle shifter) 20-inch AMG alloy multi-frame wheels, adaptive damping.

24-Hour exclusive line [150 2254 9999 (with WeChat Manager Sun) to explain to you] "

　　The 23 new Mercedes-Benz G500 has always existed perfectly as a man’s ultimate dream. In the off-road world, there is a biological chain. The hard-edged and atmospheric appearance, safe and reliable off-road performance, and the world-famous differential lock are all reasons for everyone’s enthusiasm. Therefore, the Mercedes-Benz G-Class has reached the top of off-road vehicles in terms of appearance and practicality.

24-Hour exclusive line [150 2254 9999 (with WeChat Manager Sun) to explain to you] "

　　The 2023 Mercedes-Benz G500 has a square body, a non-load-bearing body with a trapezoidal architecture, three 100% differential locks, and a low-speed off-road drive mode. These classic off-road elements will never fade. At the same time, the designer hopes to further improve the off-road performance in terms of data indicators. To this end, the new Mercedes-Benz G-Class has a higher ground clearance (the minimum ground clearance is increased by 6mm, reaching 241mm.), a greater wading depth (the wading depth reaches 700mm, an increase of 100mm than in the past.), and a larger connection angle and departure angle. The connection angle is 31 °, the departure angle is 30 °, and both increase by 1 degree.

24-Hour exclusive line [150 2254 9999 (with WeChat Manager Sun) to explain to you] "

　　The 23 Mercedes-Benz G500 adopts the latest dual-screen design of Mercedes-Benz, with a full LCD dashboard and center console screen reaching 12.3 inches. At the same time, the interior texture and craftsmanship have been greatly improved. The longitudinal riding space for rear passengers has increased by 150mm to better ensure the comfort of the second row passengers. The new car entry-level comes standard with a 7-speaker sound system, and a 16-speaker Sound of Berlin sound system is available.

24-Hour exclusive line [150 2254 9999 (with WeChat Manager Sun) to explain to you] "

　　In the 23 Mercedes-Benz G500, the front seat shoulder is 38mm wider than the old model, and it is equipped with seat heating, seat ventilation and seat massage functions. Thanks to the increase in body size, the longitudinal riding space of rear passengers has increased by 150mm, providing a comfortable ride for the second row passengers.

24-Hour exclusive line [150 2254 9999 (with WeChat Manager Sun) to explain to you] "

　　The interior texture and craftsmanship of the 23 models have been greatly improved at the same time. Compared with the current model, its interior has undergone tremendous changes, incorporating many design elements of the current E-Class, which has become more luxurious, and the family-style screen design is highlighted. The size of the new G-Class will be increased, and the wheelbase will be lengthened by 40.6mm. The advantage is that the longitudinal riding space of the rear passengers will be increased by 150mm, which will better ensure the comfort of the second row passengers.

24-Hour exclusive line [150 2254 9999 (with WeChat Manager Sun) to explain to you] "

　　The body size of the 2023 Mercedes-Benz G500 is 4764 * 1867 * 1954, the front and rear wheelbase is 2850mm, the minimum ground clearance is 205mm, the fuel tank volume is 96L, the fuel consumption is about 14.5L in the urban area of 100 kilometers, and the high speed is about 11L. The strong wedge-shaped feature and the eye-catching Mercedes-Benz logo make it feel his unrestrained gas when it is still.

24-Hour exclusive line [150 2254 9999 (with WeChat Manager Sun) to explain to you] "

1905 movie network news On March 6, actor Chen He posted an interactive photo with his daughter An An. In the photo, An An wears a crown and a lavender sequined dress, which is very cute.

Chen He called An An "my little princess" and kissed through the glass door.

The netizens were "cute" by Chen He’s daughter, and they left messages praising her for being cute.

In order to further standardize the city’s taxi market order and improve the quality of operation services, recently, Shulan City Transportation Comprehensive Administrative Law Enforcement Brigade launched a taxi special project rectification action in the city.

The picture shows the law enforcement inspection scene

During the operation, the Shulan City Transportation Comprehensive Administrative Law Enforcement Brigade conducted law enforcement inspections on taxis in the dense sections of Gelai Square, passenger terminal, cultural and sports center, etc., focusing on cracking down on 7 types of violations such as dirty car appearance, intentional detours, failure to use meters in accordance with regulations, refusal to carry, unlicensed business, and illegal operation.

For key areas and key parts, Shulan City Transportation Comprehensive Administrative Law Enforcement Brigade adopts regular inspections, station law enforcement, and "bayonet inspections" to increase the investigation and punishment of violations of laws and regulations and ensure that special project actions are effective.

It is reported that this special project started at the beginning of this month and will last until the end of the month. After the rectification, the service quality of the taxi industry will be comprehensively improved, providing safer, more convenient, comfortable and economical travel services for the general public.

　　Every Lantern Festival, that is, on the fifteenth day of the first month, there are all kinds of Yuanxiao, glutinous rice balls and rice cakes. I don’t know what to do. In fact, these Yuanxiao are mainly made of glutinous rice. The common glutinous rice is white and purple, and their nutritional components are basically similar to rice. Every 100 grams of glutinous rice contains about 7 grams of protein, 75 grams of carbohydrates and various vitamins. Yuanxiao and Tangyuan with different flavors are made through processing and ingredients, but their nutritional value is much higher than that of ordinary rice flour.

　　Yuanxiao is not suitable for breakfast.

　　The main component of Yuanxiao or Tangyuan is glutinous rice flour, which contains high carbohydrate, while the stuffing is mainly pure sugar and fruit, plus a large proportion of vegetable oil or animal oil, which has high nutrition and calories.

　　Many people like to eat Yuanxiao as breakfast, which is not desirable. Li Yanling explained that in the morning, people’s gastrointestinal function is the weakest, and the main raw material of Yuanxiao skin is glutinous rice, which is highly viscous and difficult to digest. Once eating too much, it will cause pantothenic acid, heartburn and nausea. In addition, try not to eat Yuanxiao before going to bed, otherwise it will lead to bloating.

　　When is the best time to eat Yuanxiao and Tangyuan except for breakfast and before going to bed?

　　Experts suggest that it is best to eat between meals, 4 to 8 at a time. While eating Yuanxiao and Tangyuan, you can’t eat other foods with high sugar content. It should be noted that when eating Yuanxiao and Tangyuan, you should nibble slowly to avoid being scalded or choking your throat or trachea, causing injury. In addition, don’t eat cold Yuanxiao and fried Yuanxiao.

　　After eating Yuanxiao and Tangyuan, it is best to take a walk, do exercise, facilitate gastrointestinal peristalsis, promote digestion, or eat some food that helps digestion. Chinese medicine believes that hawthorn has the effects of eliminating stagnation, astringing and stopping dysentery, promoting blood circulation and removing stasis. When eating Yuanxiao with hawthorn, it can help digestion and guide stagnation, which is beneficial to digestion. In addition, you can also eat some Jianwei Xiaoshi tablets and yeast tablets to help digestion.

　　What is the best match for Yuanxiao?

　　Yuanxiao is made of sticky glutinous rice, and with compound stuffing, it is not easy to digest, so it’s okay to eat less. It is suggested that Yuanxiao should be accompanied by some digestive foods, such as hawthorn, barley wort, dried tangerine peel, raw radish and so on. Especially, raw radish contains mustard oil and crude fiber, which can promote gastrointestinal peristalsis, eliminate stagnation, relax the stomach, help to discharge waste in the body, and also reduce the absorption of oil.

　　Also remind: although Yuanxiao is delicious, it should be moderate, not for everyone. Patients with diabetes, kidney disease, chronic pancreatitis and cholecystitis should not eat it, especially Yuanxiao, which is processed with sweeteners. Diabetic patients should also consider the total carbohydrate control.

　　Yuanxiao’s "Original Soup into Original Food"

　　After eating dumplings and cooking noodles, people often have a sentence to remind you not to throw away the soup. In fact, from a nutritional point of view, it is more extensive than "original soup to original food". How about eating Yuanxiao?

　　When eating Yuanxiao, don’t forget to "eat the original soup". Glutinous rice flour contains more water-soluble vitamins, such as vitamin B1 and vitamin B2, which are very important to human health. During the cooking process, some of them are dissolved in the soup. According to the determination, 45%-50% of the vitamin B1 is lost, and most of them are dissolved in the soup.

　　Vitamin B1 can promote the synthesis of acetylcholine in human body, thus ensuring normal gastrointestinal peristalsis and digestive gland secretion. If lacking, it will directly affect the normal digestion, absorption and utilization of the human body. In addition, people also consciously use vegetable juice and other methods to add more food to the soup. In order to obtain nutrients more effectively, don’t forget to eat Yuanxiao soup.

　　Who should not eat Yuanxiao?

　　Diabetic patients: The sugar content of Yuanxiao is high. If patients covet the delicious food, their blood sugar will rise sharply, which will not only aggravate their illness, but also induce ketoacidosis.

　　Patients with ulcer disease: Eating Yuanxiao can increase gastric acid secretion, aggravate the stimulation to ulcer surface, and even induce gastric bleeding and gastric perforation in severe cases.

　　Gastrointestinal dysfunction: Yuanxiao is made of glutinous rice flour, which is sticky and difficult to digest. After eating, it can lead to stomach pain, bloating, belching, acid reflux and even diarrhea.

　　Patients with acute gastroenteritis: The patient’s gastrointestinal tract is in a state of congestion and edema. Patients should eat some digestible foods such as rice soup and lotus root starch. Eating Yuanxiao will increase the burden on the gastrointestinal tract.

　　Patients with high fever: The gastrointestinal tract of patients is relatively inhibited when they have fever, so they should eat some easily digestible food such as liquid food, otherwise it will aggravate the condition.

　　Patients with hypertension, hyperlipidemia and gout: These patients are in danger of aggravating their condition by eating Yuanxiao, so it is advisable to eat less.

　　Early recovery from a long illness: At this time, although the patient’s appetite has improved, his digestive function is still weak, and excessive consumption of Yuanxiao is not conducive to recovery.

　　Old and infirm people: these people have decreased digestive function and lost teeth, especially the old people’s swallowing reflex is relatively slow, which may cause the Lantern Festival to get stuck in the throat due to rapid swallowing, leading to breathing difficulties and even suffocation and death.

　　Infants and young children: Children’s digestive function is weak, and their swallowing reflex has not been fully developed. Therefore, when eating Yuanxiao, they should not eat it whole. They should be divided into 1/4, and then eat the second bite after eating one bite. Be sure to chew slowly in case something goes wrong.

　　Four tips for cooking Yuanxiao.

　　Under boiling water: After the water is boiled, put the Yuanxiao into the pot, gently push it away with a spoon, and let it rotate for several weeks without sticking to the pot wall.

　　Slow fire cooking: after the Lantern Festival floats, quickly switch to slow fire. Otherwise, the Lantern Festival keeps rolling, and it is hard to eat when cooked outside.

　　Point cold water: during the cooking process, add a small amount of cold water every time the pot is opened, so as to keep the Yuanxiao in the pot in a rolling state. Boil the water for two or three times, then cook for a while, and you can eat it. The dumplings cooked in this way are soft and hard, sweet and sticky.

　　Cooking in time: the glutinous rice flour with raw Yuanxiao has more water content, which will deteriorate if it is left for a long time, and it is easy to boil when it is frozen. It is best to cook and eat the Lantern Festival now, and don’t leave it for more than 3 days. Once the color of the Lantern Festival is changed, it can’t be eaten. Now buy quick-frozen Yuanxiao should also be eaten in time, it is best not to store it for more than a week.

　　In addition, when tasting Yuanxiao, whether it is boiled or fried, it should be cooked thoroughly. When frying Yuanxiao, it’s best to stick some holes in it to prevent it from bursting and scalding.