M7, the new car industry, is about to release its share price completely. Xiaokang shares have been trading daily for nearly two trading days, hitting a record high. At the same time, Xiaokang shares have also entered the car enterprise camp with a market value of 100 billion.

And investors who hold well-off shares also earn a lot of money.

On June 24th, the A-share market opened, and the share price of Xiaokang shares began to fluctuate upward. At around 10: 30, Xiaokang shares closed at one stroke. The latest share price was 85.06 yuan, up 10%, a record high. At present, the market value of Xiaokang shares has reached 115.7 billion yuan, and it has entered the car enterprise camp with a market value of 100 billion yuan.

A female investor in Chongqing worked hard for one year and earned 860 thousand yuan.

With the stock price of Xiaokang shares soaring, the investors who hold it are also unhappy. Some people laughed at the end, and others were "kicked out of the car" halfway.

According to an interview with an upstream journalist, a female investor named Li Jing (pseudonym at the interviewer’s request) in Chongqing recently laughed bitterly. With the rising share price of Xiaokang, the market values of her two accounts (Ping An and Guangfa) are also soaring. Through talking with Li Jing, the upstream journalist found that she is a professional woman, born in 1980, and has been in the market for less than five years. She is not rich in stock market investment experience, but she has gained a lot of experience in the investment process in the last year.

Through the reporter’s hard work, Li Jing sent a screenshot of his shareholding to the reporter. When the reporter saw it, he was shocked: one was the shareholding map of GF Securities, which held 14,600 well-off shares and made a profit of more than 620,000.

The other is the shareholding chart of Ping An Securities, which holds 6,000 shares of Xiaokang with a profit of nearly 240,000. The two accounts currently hold a total of 20,600 shares of Xiaokang, with a profit of more than 860,000.

Li Jing said that after yesterday’s daily limit, it rose again today, and it was a little "afraid of rising", so this morning, before the daily limit, some stocks were sold to lock in profits.

When the reporter asked her, recently, the state has continuously issued policies to support new energy vehicles, and there are still heavy news about Xiaokang shares. When buying and selling, Li Jing said that she was also very helpless. She said that she had not been in the market for a few years, and her experience was not very rich. In the first half of last year, after a friend’s introduction, she heavily invested Xiaokang shares in Ping An Securities account. In June last year, the account made a profit of more than 200,000 yuan, and she was very happy at that time. However, the "great joy and great sorrow" also happened overnight, from She said that she was in a very bad mood during that time, and friends around her laughed at her as a shareholder.

Li Jing told reporters that her GF Securities account also suffered losses. After the share price halved, she may have seen a turnaround and kept buying well-off shares until now. After a year of hard work, you have gained something.

So, sell a little today to avoid the tragedy of last year from happening again.

In the reporter’s interview, some investors seemed very depressed. He said that after buying a well-off society, they began to plummet and sold it as soon as they untied it.

Q M7 will be released soon, how much more is worth looking forward to?

According to the report of shanghai securities news, the Celestial brand jointly owned by Xiaokang and Huawei will release a new car in the near future. As for the identity of the new car to be released soon, according to the recent official warm-up, it should be AITO Wenjie M7. The new car is positioned in a medium and large SUV, with a six-seat layout, and will provide pure electricity and extended-range power.

In terms of power, the car is still equipped with a 1.5T four-cylinder engine as a range extender, with a maximum power of 92kW and front and rear dual motors, with peak power of 72kW and 200kW respectively. It is estimated that its pure electric cruising range is between 150 and 200 kilometers.

According to the positioning of the M7 and the design of the extended-range power system, this car may become a direct competitor with the same-class models such as Li ONE and Lantu FREE in the future. Although the price information has not been seen yet, it is expected to be between 300,000 and 400,000 yuan.

It is understood that the M5 is the first car of AITO, a high-end brand jointly built by Huawei and Cyrus, and the first car equipped with Huawei HarmonyOS cockpit. According to the data, the sales volume of Celestial in May was 5,651 vehicles, and the main models were Celestial SF5 and Wenjie M5, among which Wenjie M5 retailed 5,033 vehicles.

As an intelligent new energy vehicle built by Huawei, Yu Chengdong, the managing director of Huawei, was very optimistic about the M5. He had set a target of selling 300,000 vehicles next year, and planned to use 1,000 stores to sell cars before the end of the year to achieve the target.

Therefore, it is reasonable to ask M7 to be highly expected by the market.

With the support of sales data and new products, in the secondary market, investors still buy Yu Chengdong’s "bluff". Since the new energy track entered the rebound market, the share price of Xiaokang shares has been rising all the way, and its market value has doubled.

Multiple positive blessings,Auto stocks are rising more and more fiercely!

It is worth noting that under the stimulus of many favorable times, the automobile sector has been rising continuously since the end of April, and the cumulative increase of the Wind automobile index has exceeded 60% in less than two months. There have been stocks whose share price has doubled and even turned over several times.

For example, from May 13th to June 21st, Zhongtong Bus gained 15 daily limit boards in 22 trading days, which soared nearly four times.

Zhejiang Shibao rose in late April, when its share price was lower than that of 4 yuan. Since June 13th, Zhejiang Shibao has been trading daily limit continuously. Up to now, it has hit the daily limit for 9 consecutive trading days. In terms of share price, Zhejiang Shibao has surpassed 12 yuan in intraday trading today, which is more than three times the low in late April.

The the State Council executive meeting held on June 22nd decided to increase the policy of automobile consumption support. The implementation of this policy predicts that the automobile and related consumption will increase by about 200 billion yuan this year.

As early as May 31st, the Ministry of Finance issued the Announcement on Reducing the Vehicle Purchase Tax for Some Passenger Cars, which levied the vehicle purchase tax by half for passenger cars with a displacement of 2.0L and below whose purchase date was from June 1st, 2022 to December 31st, 2022 and the bicycle price (excluding VAT) did not exceed 300,000 yuan.

Since the middle and late May, the epidemic situation in many places in China has been effectively controlled, and enterprises related to the new energy vehicle industry chain have accelerated the pace of resumption of work and production. At the same time, the Ministry of Industry and Information Technology, together with the Ministry of Agriculture and Rural Affairs, the Ministry of Commerce and the National Energy Administration, has issued a policy of new energy vehicles going to the countryside to promote the incubation of the new energy vehicle market, and new energy vehicles are expected to continue to maintain a high-speed growth momentum.

On June 23rd, China Information and Communication Research Institute released "Operation Data Report of New Energy Automobile Industry in May 2022", which showed that in May, China’s new energy automobile industry resumed production with remarkable results, and the production and sales of new energy vehicles all exceeded 400,000, with a year-on-year growth level exceeding expectations and quickly returning to the high-speed growth level before the epidemic. From January to May, the production and sales of new energy vehicles totaled 2.071 million and 2.003 million, respectively, up 1.1 times year-on-year.

What does the organization think?

Orient securities believes that the adjustment of the industrial chain of new energy vehicles in the past six months basically reflects the market’s concerns about high product prices, high cycle profitability and high valuation. As the epidemic situation improves, the last negative factor is about to end. At present, whether it is the short-term sales recovery rebound, the continuous improvement of the half-year dimension, or the long-term unexpected "new+replacement" market space perspective, the sector has entered a stage of smooth logic and continuous improvement of fundamentals. The agency suggested paying attention to three investment directions: first, the integrated layout reduces costs, without fear of price fluctuations, and optimizes electrolyte and precursor links; Second, weak periodic superposition technical barriers, preferably diaphragm and ternary link; Third, new technologies and materials, preferably silicon-carbon negative electrode, conductive agent and lithium iron manganese phosphate.

Huaxi Securities pointed out that the policy coverage exceeded expectations and it is expected that it will fully benefit. It is estimated that this round of stimulus policy is expected to boost the annual sales of 1.5-2.5 million vehicles. Based on the calculation of 2 million vehicles, the annual sales of passenger cars are expected to reach 23.47 million vehicles, up 9.3% year-on-year. The wholesale sales of Q3-Q4 are expected to increase by 20.9% and 18.3% year-on-year, respectively. New energy products will incite demand, and old cars will be scrapped one after another to drive the growth of replacement demand. The medium and long-term sales center of passenger cars is expected to grow steadily and accelerate its rise independently. Considering the upward product cycle+intelligent electric acceleration, Changan Automobile, BYD, Geely Automobile H and Great Wall Motor are recommended, and Xiaokang shares, Xpeng Motors H and LI H are the beneficiaries.

[Disclaimer] Manuscripts not marked with "Source: Upstream News" or "Upstream News LOGO, watermarked text, pictures, audio and video" on the upstream news client are all reposted. If the reposted manuscript involves copyright issues, pleaseContact upstream.

　　Bike-sharing swept across the country in an instant, and shared cars are also quietly developing, and various platforms are lining up. In Guangzhou, the shared car platform started from the pilot project in the University Town, and has now entered the urban area of Guangzhou. There are many shared car platforms such as car, once, driving and ding-dong travel, and TUGO will also be launched in Guangzhou on the 27th of this month.

　　On the afternoon of the 23rd of this month, the reporter experienced the discovery of a shared car. When using it, you need real-name authentication, self-service car rental, and you can unlock the door with your mobile phone without a deposit. The process is relatively simple. Song Youcai, a senior user who has used the shared car for more than 100 times since October 10 last year, said that the best advantage of the shared car is to drive by yourself and not wait for the bus. The price of "having a car" has not been adjusted, and "driving" has been adjusted, which is cheaper than Didi, and does not increase in price in rainy days. Compared with other first-tier cities, Guangzhou’s new energy vehicle license plate is easier to obtain, but it is difficult to park and charge, which are the problems that must be solved in time-sharing car rental platform.

　　Experience: Real-name authentication self-service car rental does not require a deposit

　　On the afternoon of the 23rd of this month, the reporter and Guangzhou Daily anchor Xiao Wen and Da Zhao experienced the time-sharing service of once-used car, which was broadcast live on several platforms, and the response was enthusiastic. First, download and install the "Once Degree" App, register and complete the real-name authentication of ID card and driver’s license, then select the outlet of Heye Square in Yuexiu District in the App, lock the vehicle after confirming the use of the car, reserve 5 minutes for the user to find the car, and then start charging after 5 minutes. After finding the vehicle, click the "open the door" option in the App, the corresponding door will be unlocked, and the car key is also in the car. The reporter set out from Heye Square outlet, arrived at Xinghai Concert Hall and returned to Heye Square. The journey of this experience is 19.62 kilometers, which takes 1 hour and 43 minutes and costs 29.98 yuan. "Once" is charged by mileage and time, and the current price is 1 yuan/km+0.1 yuan/min, without deposit.

　　What about the driving experience of electric vehicles? Xiao Wen tested the electric car for the first time. "I feel that the throttle is very loose. It is very different from the fuel car when starting, and the car is very quiet." The anchor said: "The car is small from the outside, but sitting in the back seat feels spacious and not crowded."

　　In addition, if the vehicle violates traffic regulations, the background will retrieve the user who was driving at that time according to the violation record, and push the violation reminder to the user in the App, and the user needs to handle the violation fine by himself.

　　It is reported that all car time-sharing platforms need real-name authentication. For example, the "Car App" requires that the mobile phone number, driver’s license and ID card must be the same person. After the user takes a copy of the driver’s license and holds a bust of the ID card, he uploads it and waits for one working day to pass the authentication.

　　Distribution: There are layouts around the center.

　　At present, there are once shared car platforms in Guangzhou, such as having a car, driving, and traveling. Most shared car platforms use electric vehicles, which are cheaper than fuel vehicles, green and environmentally friendly, and have low maintenance costs in the later period, and are suitable for vehicle positioning for short and medium trips.

　　It is reported that there are 42 outlets in Tianhe, Yuexiu, Liwan, Haizhu, Baiyun, Panyu, etc., using Chery EQ model, the northernmost outlet is near Feixiang Park subway station, and the southernmost outlet is in Zhonghuan West Road in the university town, while there are 13 outlets along the way from guangzhou east railway station to Zhujiang New Town. "The downtown is our first choice", said Andy, deputy general manager of Guangzhou, "One hundred cars will be added in Guangzhou in the future".

　　"Youche" has 14 outlets in the University Town, adopting the Beiqi EV260 model. At present, it has entered Haizhu District, and set up four outlets near Haizhu Bus Terminal, near Guang Zhouta, No.6 Courtyard and Nanzhoubei Bus Station. In the future, it will add outlets in Tianhe, Huangpu and Panyu.

　　At present, Dingdong Travel is only set up in Panyu District, with a total of 60 outlets, using two electric vehicles of Zhidou, and the outlets will be extended to the whole city in the future. It is reported that at present, 300 Dongfeng E30 two-door and four-seat vehicles and 700 five-door and four-seat Tengshi electric vehicles have been purchased, and they have started to be launched in areas from Nansha to Huangpu and other places.

　　In addition, there are 15 outlets in the university town, and there is also an intention to enter the urban area.

　　Disadvantages: high cost, fewer cars and fewer outlets.

　　Judging from the reporter’s experience, there are at least two "bugs" in sharing car rental at present: fewer cars and fewer outlets. These two aspects make car sharing not as popular in cities as bike-sharing.

　　It is a money-burning thing to share the car rental platform and increase the delivery of vehicles and the laying of outlets. Andy, deputy general manager of the once-used car, said that the purchase price of Chery EQ electric cars was around 50,000, and 100 cars were 5 million. Sharing cars is a heavy asset model, so adding cars means consuming a lot of money.

　　Cui Ruizhe, general manager of time-sharing leasing, said: "The biggest difference between cars and bicycles is that the cost is too high. The high cost leads to the scale not going up. There are dozens in the country, five or six in each city, and they are currently in a melee period. No market share has exceeded 30%. "

　　Wu Mao, the head of the Guangzhou branch of the car, said that the purchase price of each Beiqi EV260 electric car is close to 90,000 yuan. Compared with the university town, the operating cost in the urban area is more than 10%. The main reasons for the increase in the operating cost in the urban area are the high parking fee in the urban area and the high electricity bill for frequent manual dispatching and charging of vehicles. "Operation and maintenance costs account for one-third of the cost." Andy said.

　　In addition, increasing the laying of charging piles also requires funds, and the popularization of charging facilities also involves the participation of government departments.

　　praise

　　Good arrival: it’s good without taking a taxi, and the price will not increase in rainy days.

　　"The first time I came into contact with a shared car, a car was advertised downstairs in our company, and I registered it when I thought it was novel." Mr. Song, who has been a user since October last year, told reporters: "It rained every day, and Didi and Uber couldn’t get a car, so I thought of sharing a car."

　　The cost of sharing a car is half cheaper than Didi. Mr. Song calculated a shrewd account for the reporter: many of his colleagues live in Suishi and work in the university town. Originally, Didi carpooled to work, and three people carpooled to the company in 15 yuan, with a per capita 5 yuan, but using the "car" App also cost 7.5 yuan, with a per capita 2.5 yuan, which was half cheaper, so later it was changed to "car".

　　In addition to the price satisfaction, Mr. Song also praised its user experience. "The advantage of sharing a car is that you can drive and don’t have to spend time waiting for the bus. By the way, it doesn’t raise prices in rainy days."

　　People’s cognition of car rental is also changing. Mr. Xie, an office worker, is an advocate of light assets, saying that he will always rent a car. "If you buy a car, you have to pay monthly insurance for your home and office building. The car is a consumable. If you spend more than 100,000 yuan in a few years, it will be worthless. The loss and insurance costs of the car can be rented at will."

　　difficult

　　Difficult to find a car: I often encounter "zero available vehicles"

　　Mr. Song, a veteran user, has used it for more than 100 times on the "car-owning" platform, but he said: "I started using it in October last year, but I didn’t need it at the end of December because it was difficult to rent a car! At first, ‘ Have a car ’ There are fewer cars on the App, but there are fewer users. I can rent a car every day, but then there are more users. There is basically no car at 5 pm, and there is a lack of cars on weekends. "

　　Can I rent a car or not? The reporter experienced three apps: Once, Driving and Ding Dong. At 7 o’clock on the evening of February 22, the reporter set the starting place as Guangzhou Daily in Yuexiu District and the ending point as Agile Garden in Panyu District, and used the car rental service through three apps respectively. At one time, it was shown that the nearest pick-up point was in the underground parking lot of Heye Square on Kang Wang Road, but when the reporter booked the car, the pick-up point showed that the available vehicles were zero. Not only is there no available vehicle in Heye Square, but all the pick-up points in Guangzhou once showed zero available vehicles. At 11 o’clock in the middle of the night on the 23rd, the reporter opened it once again, and the whole city showed that there was only one car at the pick-up point of Beijing-Zhuhai line.

　　The reporter also tested driving and ding-dong travel. The driving outlets are all in the university town. At 3 pm on the 23rd, there were zero available vehicles, and there were five vehicles at 11 pm. The distribution range of Ding-Dong trips is all in Panyu District. Similarly, there are no available vehicles at 3 pm, and there are 9 vehicles at 11 pm.

　　"In Guangzhou, according to the statistics of our platform, a shared car corresponds to 200 users", once Andy, deputy general manager of the car, said, "The difficulty of renting a car can be imagined".

　　Regarding the difficulty of renting a car in some time periods, Wang Yingjie, once the head of the car operation and maintenance department, said that the demand for cars is tidal: after 7: 30, the cars are basically robbed at the peak hours of work, and after 10: 00, the cars will be returned one after another. At lunch time, the car is tight, and the car is available after 2 pm, and there is basically no car at the peak hours of work. Therefore, the probability of grabbing the car at around 7 am, 10 am and 2 pm every day will be higher.

　　Difficult to pick up the car: you can’t fly to the pick-up point in 5 minutes.

　　At about 3 pm on the 23rd, the reporter tried to open a shared car rental App again and found that only one car was available on Xingang West Road, about 8 kilometers away from Guangzhou Daily. According to the requirements, there is only 5 minutes to pick up the car from booking to charging, and the reporter can’t fly even if he flies.

　　Even the once-APP with the most evenly distributed outlets in Guangzhou, the nearest pick-up point from Guangzhou Daily is the underground parking lot of Heye Square on Kang Wang Road. If there is a car, it takes 20 minutes to get it on foot.

　　Moreover, the rules set by these shared car rental apps are basically the same. They all need to pick up the car at a fixed pick-up point, and they can change cars in different places, but they must also stop at their fixed parking spaces. Colleagues who live in Panyu Agile also said that under the current network layout, it is impossible to realize the desire to rent a car near Guangzhou Daily and return the car near Agile.

　　Parking is difficult: returning the car at the return point and taking the subway home is quite tossing.

　　Even if the reporter gets the car, what about parking? The reporter’s residence is located in Agile Garden, Panyu District, and the nearest parking spot is the ground parking lot of Guangzhou Dajia Garden, Haizhu District. The distance between the two places is 10.2 kilometers, which means that the reporter has to take other means of transportation to go home after parking the car. At one time, the distribution of outlets was the most uniform, but it was impossible to park nearby.

　　"The distribution of shared car outlets is still too sparse. It is inconvenient to rent a car from the company and go home. I have to park my car at a fixed outlet outside the three subway stations at home, and then take the subway home." User Miss Li complained.

　　In addition to the need for fixed outlets to park, the full parking spaces at outlets are also a headache for users.

　　Cui Ruizhe, general manager of time-sharing leasing, said that parking difficulty is a problem that must be solved in domestic time-sharing leasing car platforms. At present, all platforms entering Guangzhou have their own parking outlets to pick up cars and park at fixed outlets, but the parking spaces at fixed outlets are full, so where should the cars park?

　　In this regard, some merchants have provided solutions. For example, Ding Dong has reserved parking spaces to be rented and returned at each outlet. At the same time, according to the data feedback of each site, we pay attention to the number of vehicles put in, and adjust the matching degree of vehicles and parking spaces in time. Difficult to charge: the charging pile is difficult to find and not as convenient as refueling.

　　At present, all models of shared car rental are electric vehicles, and charging is the most critical part of renting shared cars. Because the charging service provided by the shared car platform for users is free, this puts forward the importance for the shared car rental platform — — It is necessary to have enough charging pile equipment outlets.

　　The reporter noticed that in several popular shared car apps in Guangzhou, users can find the free charging outlets provided by the lessor through the navigation design of "looking for charging piles" during car rental.

　　However, this kind of free charging benefit is not easy and convenient to enjoy. Because there are very few outlets with charging piles. At one time, for example, there were 42 outlets all over Tianhe District, Yuexiu District, Liwan District and Haizhu District, but only 4 outlets had charging piles. Users may fall into such an embarrassing situation — — It’s too far to charge and too far to return the car.

　　On the other hand, if you can’t go to the free outlets, it is difficult to find public charging piles. Because in Guangzhou, especially in Yuexiu, Liwan and other old cities, there are only a handful of charging pile parking lots. The data obtained by the reporter from China Southern Power Grid and new energy vehicle dealers such as Tengshi and BAIC show that more than 60% of the current public charging piles are located in Panyu and Baiyun District.

　　advice from others

　　It is reported that Beijing Municipal Road and Bridge Group Co., Ltd. has planned to transform the space under more than 40 viaducts in Beijing’s Second and Third Ring Roads as a "shared car" rental point.

　　Shanghai’s "Guiding Opinions on Promoting the Development of Time-sharing Industry of New Energy Vehicles in Shanghai" makes it clear that by the end of 2020, there will be more than 6,000 time-sharing service outlets for new energy vehicles, more than 20,000 pure electric vehicles and more than 30,000 charging piles, and the charging service radius of the central city is less than 1 km, which basically meets the travel needs of the central city of more than 40 million passengers/year. (Text, Figure/Guangzhou Daily All-Media Reporter Zhang Lu, Wang Fuxin, Chen Xinxin, Deng Li, Zhou Weili)

Special feature of 1905 film network After the recovery, the 2021 China movies have a fierce momentum. At present, the box office has exceeded 20 billion, and many films have been released in May 1st. Today, Xiaobian shares with you the only fantasy comedy from a female perspective. Female directors+double mistress, can be described as menacing!

The director is good at shooting women’s plays, and he can get everything. Director Li’s Sunshine Robber is adapted from the novel of the same name by Japanese writer Kotaro Isaka, which is the first time that Isaban’s novel appeared on the mainland screen.

　In the film, Sunshine runs a pet-seeking office, which helps people find lost pets. Xiaoxue (ornaments) came to the door and claimed that her daughter Nana, who lived alone, had been stolen. Unexpectedly, Nana is a five-year-old tiger, and it was stolen by a gang of vicious gangsters … … Although there is "looking for a tiger" as a joke, "Sunshine Robber" is actually about the process of mutual understanding and healing between two female characters. The setting is rare and special, the actors bring their own jokes, and there are rapper TT surprise guest appearances.

In the movie poster, the tiger is firmly in the C position. It is said that there is a tiger in the heart, sniffing roses. Director Li Yu said that this tiger is actually a metaphor. For example, love, friendship and even affection, when this thing is lost, this emotion is too fierce for you, just like a tiger. You want it back, and no one can stop it. Sniffing roses means that after coming back, we still have to feel what the world has brought us that is worth cherishing and hopeful, and then heal our wounds.

As director Li Yu’s best friend, Yang Nai-chen also mentioned in the program that in fact, this film is a sudden change compared with director Li Yu’s previous words, but the core things have not changed. They are all discussing how people should face the tear of life, how to face the vagaries of fate, how to face their own gains and losses, and how to form their own growth in the end. On the surface, the whole "Robber of the Sunshine" is a fantastic story with beautiful scenes and emotional interaction between women. But the essence is still talking about finding yourself, like a mirror.

According to the statistics of Cat’s Eye Professional Edition, 72.1% of the female audience want to see "Sunshine Robber" at present, and the audience aged 20 to 29 is over 60%. Director Li Yu thinks that this film can be used as a source of happiness for female audiences and help them find a way to get along with the world. Then to remain pure is to have an initial heart and cherish all the things you cherish now, including your friends and relatives around you. As Yang Tianzhen said, watching movies is actually a different way of life, which will be a great inspiration to you, and you will understand that when you lose it one day, you should go all out to protect what you want to protect.

Director’s observation:This programme focuses on director Li Yu’s new work "Sunshine Robber". This film changes Li Yu’s style of emotional tearing of literary women in the past, and tells the friendship story of two women in the way of family happiness and fairy tales. In the program, guest Yang Tianzhen talked about having known Li Yu for fifteen years. In the film, Song Jia, the heroine, is also an artist brought by Yang Tianzhen as an agent. Director Li Yu said that she felt very suitable when she saw Song Jia … … These friendships are linked in dreams, and the friendship of women helping each other is interpreted in and out of the play. Movies tell us that even in a complex society, we need pure and pure friendship and fairy tales. The program is introduced from the theme of the film, combined with the extension of emotional topics. Two guests answer the question of emotional divergence in the film, which is interactive and interesting, and it is worth seeing.