标签： 南京新茶外卖论坛

　　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.

Welcome to the Autohome Dalian Promotion Channel, bringing you the latest car purchase information. Currently, a high-profile promotion is underway, aiming to provide consumers in Dalian with real car purchase benefits. The maximum discount amount reaches an astonishing 100,000 yuan, which has reduced the minimum starting price of the original high-end Mercedes-Benz GLE coupe to 743,800 yuan. This is a rare car purchase opportunity. If you are interested in the Mercedes-Benz GLE coupe, don’t miss this once-in-a-lifetime opportunity. Please click the "Check the car price" link in the quotation form to let us explore more preferential details together, in order to get the best price in the car purchase process.

The Mercedes-Benz GLE coupe sets the trend with its elegant and powerful exterior design. The front face features the iconic double-banner star emblem of the Mercedes-Benz family, and the air intake grille is exquisite and atmospheric. With streamlined body lines, it creates a dynamic visual effect. The overall style combines luxury and sports elements, showing the unique aesthetic charm and sports genes of the GLE coupe.

With its sculptural side lines, the Mercedes-Benz GLE coupe offers the perfect combination of elegance and power. Measuring 4941mm long, 2018mm wide, 1716mm high, and a wheelbase of 2935mm, these parameters ensure the comfort of the interior space and driving stability. The tire size is 275/50 R20, and it is matched with a delicate wheel design, which not only enhances the sense of movement, but also enhances the overall visual effect. From the side, the GLE coupe reflects the balance of luxury and movement, and every detail shows Mercedes-Benz’s insistence on exquisite craftsmanship.

The interior design of the Mercedes-Benz GLE coupe shows the perfect blend of luxury and sophistication. In the spacious cockpit, a steering wheel wrapped in premium leather is used, providing a comfortable feel and excellent grip. The 12.3-inch high definition central control screen not only displays excellent results, but also integrates multimedia systems, navigation and phone functions, making it easy to operate and full of technology. As for the seat, the imitation leather material feels comfortable to sit, and supports front and rear adjustment, backrest adjustment and multi-directional waist support to ensure the comfort of long-distance driving. The driver’s seat is also equipped with a power seat memory function, which makes it convenient for the driver to quickly find the most comfortable sitting position. The front seat is also equipped with heating and ventilation functions to take care of the needs of passengers in all seasons. Overall, the interior design fully reflects the Mercedes-Benz GLE coupe’s attention to detail and emphasis on the driving experience.

The Mercedes-Benz GLE Coupe is equipped with a powerful 2.0T turbocharged engine that can output 258 horsepower and a maximum torque of 400 Nm. Matching a 9-speed automatic transmission ensures a smooth driving experience and efficient power transmission.

Conclusion:

In the world of Mercedes-Benz GLE Coupe, every innovation is accompanied by perseverance and pursuit of quality. Today, we bring exciting news. In order to give back the trust and support of consumers for the Mercedes-Benz brand, we hereby launch a limited-time price reduction promotion. With excellent performance, exquisite interior and luxurious experience, Mercedes-Benz GLE Coupe allows drivers to experience driving pleasure beyond expectations in every trip. Seize this rare opportunity to make Mercedes-Benz GLE Coupe the perfect partner for your galloping life stage. Take action now and start a exclusive driving journey with Mercedes-Benz GLE Coupe!

　　A few days ago, some media said that Lincoln’s new Navigator model will be introduced to the domestic market by the end of this year. In addition, the car will be unveiled at the Guangzhou Auto Show in November and then imported. It is understood that the new Navigator and Ford’s new Conqueror are built on the same platform, continuing the Navigator concept car released in 2016, which is very atmospheric and avant-garde.

　　The new Navigator production version continues the overall design style of the previous concept version. The new car adopts the latest design language of the Lincoln family. The chrome-plated medium net is inlaid with the Lincoln LOGO, and the headlight group with LED daytime running lights is added inside, further enhancing the recognition of the front face.

　　The new Navigator interior will largely retain the design elements of the concept model, thus fusing the retro design and technology configuration of the new car interior, which is also enough to make us look forward to.

　　In the power system part, the new Navigator will be equipped with a 3.5T twin-turbo engine with a maximum output power of 298kW (405Ps) and a peak torque of 651Nm. The transmission part is matched with a 10-speed automatic transmission. In addition, due to the use of a large amount of aluminum materials, the overall body weight of the new car will be further reduced.

Webmaster’s Home (ChinaZ.com) October 27, news:Xiaomi Xiaoai has launched the "Xiaoai Input Assistant" function, which provides users with a more convenient and practical input experience.

It should be noted that at present, Xiaoai input assistant only supports Baidu/iFLYTEK input method, and needs to be used after the Xiaomi community has obtained the qualification of "Xiaomi HyperOS AI closed beta". During the closed beta, only Xiaomi14 series models are supported.

The advantage of Xiaoai input assistant is that it can take advantage of the global advantages of the input method to quickly connect with the application scenarios of all three parties, and realize the unique experience in each APP scenario. When users use the input scene of the mobile phone frequency, they can easily create various large model capabilities such as Wensheng text and Text-to-Image through Xiaoai input assistant. In addition, Xiaoai input assistant also has a smart text suggestion function, which can intelligently recommend relevant functions according to the user’s current APP, contact context and text box input content to assist users in text input.

For users who need to create, Xiaoai Input Assistant also provides copywriting generation functions to help users complete copywriting from "0" to "1". At the same time, it can also become a chat master, assisting users to reply to various messages, express emotions, and become a high emotional intelligence person. In terms of work, Xiaoai Input Assistant can help users complete copywriting, weekly newspaper writing planning proposals, etc., to improve work efficiency.

In addition, Xiao Ai input assistant also provides a comment clock in function, users in the product evaluation, restaurant evaluation, movie evaluation and other APP interface click Xiao Ai input assistant entrance, you can let Xiao Ai immediately generate a evaluation, quickly complete the food, attractions, movie clock in.

(Report)

On December 26, Yang Zi flew from Beijing to Hangzhou and officially joined the group.

The show had been officially announced to star Yang Zi and Li Xian. This time they are the second team to cooperate. They are looking forward to it. Although Li Xian’s costume is not interesting, the heroine is Yang Zi.

According to the script interpretation of "National Color Youth" in the past few days, filming will probably start in early January. According to the usual shooting schedule, the show will not be available to audiences until 2025.

However, Yang Zi’s Year of the Dragon wants to dominate the screen. Her modern drama "Love for a Long Time" with Fan Chengcheng has been promoted and is expected to be released in January.

Yang Zi has filmed many ancient puppet dramas over the years, as well as many long-lost modern dramas. In addition to "Love for a Long Time", Yang Zi and Xu Kai’s collaboration "Cheng Huan Ji" also passed the review on December 27 and is waiting for its schedule.

In addition, in the new year, the second installment of "Sauvignon Blanc" will feature Yang Zi as the protagonist. In the first installment, Merlin Xiaoyao is assassinated, allowing the audience to once again witness Yang Zi’s "silence is better than sound" acting. The second installment is said to contain all the famous scenes, such as the assassination of Tu Shanjing., Xiangliu’s death in battle, Xuanxuan’s crazy love, Xiaoyao’s breakup and so on. All these abuse scenes will be reflected in the second installment.

Yang Zi had a great time in "The Man" this year. His birth brought a straightforward, positive and optimistic sixth brother to life in front of the audience. As an actor, Yang Zi experienced the existence of children firsthand. Xiao Liu was too difficult to deal with. When Xiao Liu disappeared and Xiao Yao returned, Yang Zi couldn’t hide her reluctance to leave Xiao Liu. The role of Wen Xiaoliu in "Sauvignon Blanc" was another breakthrough and attempt for him. Yang Zi not only made a lot of practical efforts in terms of appearance, but also deeply understood and analyzed the psychology and emotions of the characters, and interpreted them vividly.

Recently, some media outlets shared a gift they received from Yang Zi’s studio, including a postcard depicting five characters that Yang Zi will meet with the audience in 2024. In addition to the three TV series mentioned above, there are also the movie "Drug Hunting" and the TV series "Green Hairpin".

As we all know, "Green Hairpin" was not broadcast due to the accident of the original male lead. Previously, it was reported that the crew had hired Peng Guanying to make up the filming. Now it seems that the news is true, and Huang Zixia (played by Yang Zi) can finally be seen by everyone.

"Green Hairpin" This is Yang Zi’s longest-running drama. It lasted eight months. This drama was very challenging and difficult for Yang Zi because many of his characters’ lines were professional. The closing lines of the case also included many group scenes. In order not to drag down the crew, Yang Zi was worried that his mistakes would delay the filming progress of the crew and affect other actors, so before filming started, Yang Zi had already sorted out all the scenes in the play about the incident.. You have memorized the lines.

During filming that year, fans of Yang Zi and Wu Moumou had an online dispute over casting. Yang Zi himself responded personally, saying that the show was the result of everyone’s hard work, and he didn’t want everyone to wait to see the finished product. I have always preferred this show.

Now that "Green Hairpin" has finally made a good start, fans are naturally happy for Yang Zi. Yang Zi will take over the screen in the Year of the Dragon. Which Yang Zi’s work are you most looking forward to?

Responsible editor:

　　Movie Network News(Photo/Yang Nan, Text/Zhang Wei) On February 26, Fan Bingbing attended a car brand event in Sanya. She appeared in black fishnet socks, showing off her beautiful legs, which is similar to her net socks in the movie. It is reported that Fan Bingbing is currently busy promoting the film in which she starred, which will be released nationwide on March 4.

　　In 2010, Fan Bingbing was in the limelight and won great praise in several major film festivals. He also became the youngest international actress in China at the Tokyo International Film Festival with his film "Guanyin Mountain". "Guanyin Mountain" will be officially released on March 4, and Fan Bingbing has been busy with the national promotion of the film recently.

　　On the same day, Fan Bingbing was wearing a two-color dress and a pair of black fishnet socks further highlighted her beautiful legs, and she also showed a bit of a wild style. At the scene, Fan Bingbing revealed that her role in "Guanyin Mountain", "Nanfeng", was actually very similar to her state when she became famous and drifted north. Fan Bingbing even laughed, and his car at that time was not as advanced as today’s car, just an ordinary bicycle.

Next page More wonderful pictures

With the increasing popularity of various group auditions, more and more young people want to enter the entertainment industry, but often the dream is beautiful, but the reality is cruel. These so-called artists usually only bloom for a moment, and after the big hit, they will cool down, because if you want to develop for a long time, you need to have excellent works to support. Otherwise, it will be difficult to maintain the popularity, so there are not a few young artists who have been brushed off.

Recently, a famous media specifically interviewed an unknown young artist, and this artist also revealed many rules of the entertainment industry. He claimed that since the "Idol Trainee" program became popular, he also had certain ideas.

As time went by, during a walk-on, he met a senior with deeper experience, and was fortunate enough to be taken to dinner with the boss. However, during the meal, a leader bluntly said that he had no money or resources, and no one would accompany him to play and support him.

Although it didn’t sound good, this sentence was quite realistic. But he didn’t give up, but still signed up for the audition. After that, some brokerage companies took the initiative to come to the door, and guaranteed that he would definitely get a place after signing the contract, and the brokerage company would also pack him into an image of an amateur, taking the route of sad-fishing to gain sympathy, saying that someone would definitely pay for it.

Finally, he couldn’t resist the soft grinding and hard bubble of the brokerage company, and he agreed. But after agreeing, the nightmare really began. The brokerage company asked him for money in various names, adding up to more than 80,000 yuan. At this time, he naively thought that 80,000 yuan could buy a promotion quota, which was not a loss. But in fact, he was brushed off in the first round, and the brokerage company at this time only had one sentence: Your skills are not good, go back and practice again, and you will be guaranteed to pass next year.

It was only later that he learned that there were many people who didn’t show any signs of becoming famous even after many years of training, and at the same time, they also wasted their youth in these years. At this time, he realized that such a program was operated with capital, and ordinary people could be said to have no hope at all. Therefore, he later spent a large sum of money to terminate the contract with the company and continued to start a walk-on life.

It is worth mentioning that the artist also specifically mentioned Hu Ge during the interview. He said that although he is just an actor, he has also met many celebrities, and the only one who does not have the air of a star is Hu Ge. Not only does he not have the so-called celebrity arrogance, but he also often chats with them, sharpens their acting skills and gives them encouragement, etc. This seems to be the first time in history that a group performance has evaluated Hu Ge’s character.

And through an interview with this unknown artist, we can find that the water in the entertainment industry is actually very deep, and it is not something that an ordinary person with no background can easily step into. Therefore, without a certain level of strength, not everyone can enter.

The above is the entire content of this issue. I don’t know what readers think about this matter? Welcome to leave a message and comment with a lot of support. See you next time.

Long press like to have a surprise~

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Responsible editor:

A few days ago, the L2.0TD DCT two-wheel drive Changfeng version and the Zhiqing 1.5T nebula version announced that the new car price was 147,700 yuan and 159,700 yuan respectively. This time, the new car is mainly upgraded in configuration, thus improving product competitiveness.

In terms of appearance, the new car has not changed, and it still adopts the latest design style of the family. The overall shape is atmospheric and fashionable.In terms of body size, the length, width and height are 4770/1895/1689mm and the wheelbase is 2845mm respectively.

In terms of interior, the new car has not changed much, and the triple screen consisting of a meter-long full LCD instrument panel+central control multimedia touch screen+co-pilot display screen is the highlight. This time, the new car is mainly upgraded in configuration and will be standard.L2 driver assistance system, Snapdragon 8155 chip, etc.

In terms of power,Changfeng version is equipped with 2.0T,The maximum power is 160 kW, and the peak value is 325, matching the 7-speed wet dual-clutch gearbox.Zhiqing Nebula Edition is equipped with a 1.5T four-cylinder system.Matching with 3-speed intelligent DHT gearbox, NEDC has a comprehensive cruising range of 1279km.