On April 26, the head brand good shop in the leisure and snack industry disclosed the 2023 annual financial report and the first quarter financial report in 2024. According to the financial report, in 2023, the net profit of the good shop was 180 million yuan; In the first quarter of 2024, the net profit of Liangpin Store was 62,482,800 yuan, down by 57.98%. The decline in net profit of Liangpin Store was due to the price reduction reform implemented by Liangpin Store in November 2023, which led to a decline in the gross profit margin of goods.

In 2023, Liangpin Store carried out multiple optimization and upgrading of its stores, focusing on multiple scenarios to enhance the interactive and differentiated experience of consumers. In addition, with an insight into the healthy trend of snacks, Liangpin Store upgraded its brand proposition to "natural healthy new snacks" this year, showing its firm determination to create healthy snacks for consumers. Some insiders pointed out that good shops with high performance-to-price ratio and high quality-to-price ratio have found new ideas to solve problems in the highly competitive snack track, laying a solid foundation for future development.

Overall revenue remained stable.

The 2023 annual financial report of Liangpin Store shows that in 2023, Liangpin Store realized operating income of 8.046 billion yuan, down 14.76% year-on-year; The net profit of returning to the mother is 180 million yuan.

In 2023, good shops were under pressure in stages, and the overall revenue scale remained stable. As for the reasons for the decline in revenue, Liangpin Store revealed in the financial report that the company’s online channel operating income declined mainly due to changes in the market and platform. In 2023, the company’s online main business income was 3.167 billion yuan, down 32.58% year-on-year, accounting for 39.83% of the main business income, down 10.58 percentage points year-on-year.

The performance report of the first quarter of 2024 disclosed by Liangpin Store on the same day shows that during the reporting period, Liangpin Store achieved an operating income of 2.451 billion yuan, a year-on-year increase of 2.79%; The net profit of returning to the mother was 62.4828 million yuan, down 57.98% year-on-year. Liangpin Store said in the financial report that the decline in net profit of returning to the mother was mainly due to the company’s price adjustment of some commodities, and the gross profit margin declined. At the same time, the government subsidies in this period were affected by the rhythm, which led to a comprehensive decline in net profit.

In November 2023, Liangpin Store announced that it would carry out the largest price adjustment since its establishment 17 years ago on the basis of ensuring high cost performance and quality-price ratio. The average price of 300 products was reduced by 22%, with the highest drop of 45%. Judging from the specific price reduction range of the products, the price per catty of the products in the good shop is reduced by 23% to 39.9 yuan; The price of each type of comprehensive nut products has dropped in 5 yuan -10 yuan; After the cost optimization of Flandy strawberry, the terminal price also decreased from 84.9 yuan/kg to 49.9 yuan/kg.

The advantage of "high cost performance" after the price reduction of good shops has created new growth points for them. The data shows that while the price reduction was implemented, in 2023, the gross profit margin of nuts, roasted seeds and nuts, dried fruits and candies and cakes in good shops increased by 1.99/1.61/2.18 percentage points respectively.

Zhu Danpeng, a food industry analyst in China, said that from the performance of Liangpin shops in 2023 and the first quarter of 2024, it can be seen that the double-high strategy of high cost performance and high quality and price ratio of Liangpin shops has achieved initial results. "The good shop is a brand with both cost performance and quality price ratio. I am very optimistic about the development of the good shop in 2024." Zhu Danpeng further pointed out.

In-depth layout of offline channels

Under the background of the rapid growth of the leisure snack market, offline stores are still the main position for leisure snack brands to occupy consumers’ minds. According to the data of Euromonitor International in 2023, offline channels account for 82.6% of the circulation share of snack foods, and modern channels such as snack specialty stores and convenience stores continue to occupy the market share of traditional couples’ stores, and the trend of channel upgrading continues; Online channels accounted for about 17.4%, the growth of traditional e-commerce platforms slowed down, and online traffic shifted to high-quality products and content-based e-commerce platforms.

Good shops that have made a fortune through offline channels continue to make in-depth layout of offline channels for offline channels that still have full potential.

According to the data of the 2023 annual financial report, Liangpin Store has about 3,300 stores in 23 provinces/autonomous regions/municipalities directly under the Central Government, achieving multi-level coverage from the core business district to the community stores.

Insight into the diverse needs of consumers for snacks in different scenes, the offline stores of good shops are gradually upgrading to service-oriented stores centered on consumer demand.

The person in charge of the good shop told Consumer Titanium that the company insisted on implementing the price strategy of "reducing prices without degrading quality" in the store business, reducing the price of more than 300 products and trying to change consumers’ perception of the high price of the brand. In addition, Liangpin Store actively explores new category models in store business, tries to sell fresh goods in bulk, introduces high-frequency consumer goods such as coffee and short-term guarantee for specific scenes, and also introduces innovative sketches such as frozen products, sausages and baked sweet potatoes according to seasonal changes, which awakens the fireworks in the store through young marketing, effectively increasing the customer unit price and sales in the current season.

It is worth mentioning that, as the "big brother" of the leisure and snack industry, Liangpin shops are also actively seeking new growth points from offline channels through the exploration of the store model.

At the end of July, 2023, Liangpin Store, the largest store in China-Wuhan Economic Development Zone AEON "Snack Kingdom" store opened. The store covers an area of 1,200 square meters, focusing on children’s snacks, coffee, sugar control, fat control and other sub-scenes, selling more than 3,000 products.

Through the continuous optimization and upgrading of offline channels, in 2023, good shops achieved good results in offline channels. According to the financial report data, in 2023, the direct retail business of good shops achieved sales of 1.893 billion yuan, a year-on-year increase of 21.69%.

Jiang Han, a senior researcher at Pangu think tank, pointed out that the multiple adjustments made by good shops to offline channels reflect their strategic vision of flexibility and all-round development. The younger upgrading of offline stores and the adjustment of scene goods will help attract more young consumers and enhance the shopping experience.

Grasp the trend of health

According to the latest data of China Commercial Industry Research Institute, the market size of leisure snacks in China was 928.6 billion yuan in 2023, and it is estimated that the market size will exceed one trillion yuan in 2024. In terms of consumption, the per capita consumption of leisure snacks in China is only 1/2 of the global average, 1/3 of Japan and 1/5 of the United States, and the market space is broad.

In the view of good shops, the difference of consumers’ preference for snacks is objective. Nowadays, low sugar, low salt, low fat and no additives have become the standards for most family consumers to buy snacks. No matter how consumers’ demand changes, higher requirements for product quality and making consumers eat healthier are always the most basic criteria that leisure snack brands need to follow.

As the first snack food and snack enterprise to put forward the "high-end" strategy, Liangpin Store insists on ensuring the high quality of products and balancing the flavor and health of products when reducing prices on a large scale.

According to the financial report, in terms of lo-mei category, the good shops and industry leaders jointly built a research and development center, and the two sides shared research and development resources and technological advantages, and added new products such as chicken feet and air-dried beef. In the vegetarian food category, the good shop developed the bean skin with chickpeas as the core raw material instead of soybeans, and promoted the high-temperature expansion process to replace the traditional frying process, which met the consumer’s demand for zero trans fatty acids and soy products snacks with reduced oil and fat.

The relevant person in charge of the good shop revealed to Consumer Titanium that on the raw material side, the good shop continuously monitored 27 food raw materials throughout the year to promote the optimization of source layout management. Taking dried mango as an example, good shops support suppliers to build factories overseas, which reduces the loss of fresh fruit in import and transportation.

The data shows that with the product strength brought by high quality and innovation, the annual sales of new products in good shops exceeded 1.2 billion yuan in 2023, among which the sales of single products such as Daximei and Ziyi Cashew exceeded 10 million yuan.

Focusing on "reducing the price without degrading the quality", under the background of insight into the new trend of consumers’ pursuit of natural and healthy snacks, this year, Liangpin Store released a brand-new brand proposition-"Natural and Healthy New Snacks", which marked the brand upgrade to a healthier direction.

The relevant person in charge of Liangpin Store told Consumption Titanium that in 2024, Liangpin Store took the lead in proposing and advocating "five reductions" in healthy snacks (namely, "reducing salt, sugar, fat, oil and food additives"), focusing on the two research and development directions of natural healthy ingredients and reducing additives in the production process, so as to make the snack formula simpler, lower the burden and healthier, and continue to provide consumers with delicious and healthy food. This year, Liangpin Store plans to launch more than 140 upgraded healthy snacks, covering core categories such as cakes and biscuits, vegetarian food, dried fruits and preserved fruits.

For most people, it is only the beginning to mention cars from 4S shops, and the cost of car maintenance in the later period is the big deal. So what I said today can help us save some money in the future. Next, let’s take a look with Xiaobian.

Let’s take a look at the appearance of Model 3 first. The front face of Model 3 presents a deep design style, and the middle net adopts a blackened shape, which looks more dynamic and lively. Coupled with the stylish and dynamic headlights, many interesting details can be seen from the inside. The car is equipped with LED daytime running lights, automatic opening and closing, adaptive far and near light, delayed closing and so on. Coming to the side of the car body, the size of the car body is 4724 mm * 1848 mm * 1430 mm. The car adopts avant-garde lines, and the side gives people a very dynamic feeling. With large-sized thick-walled tires, smooth lines run through the whole car side. In the design of the rear end, the rear end looks sharp, and the taillight style is more fashionable and simple, creating a good atmosphere.

Sitting in the car, the interior presents a solid design style, which is consistent with the positioning of the car. The steering wheel of the car uses a three-spoke design, which is made of leather and has a good visual effect. From the central control point of view, with the 15.4-inch central control screen, the interior design is quite layered, and the overall design of the central control is very good. Finally, let’s look at the dashboard and seats. The dashboard design is remarkable and looks simple. The car adopts leather-like seats, equipped with functions such as electric adjustment of auxiliary seat, electric adjustment of seat with memory, and seat proportion tilting, and the overall comfort is acceptable.

Model 3 is equipped with a motor with a total power of 343KW and a total torque of 723N.m It has good acceleration, excellent cruising range and good power performance.

Equipped with driving mode selection, Bluetooth key, NFC/RFID key, interior atmosphere light, traction control (ASR/TCS, etc.), Bluetooth /WIFI connection and other configurations, the configuration has reached the mainstream level of the same level.

After reading this car, I believe you have a general understanding. I wonder if you are excited about this car introduced today?

　　　　[XCAR domestic new car original]

　　　 On November 5, 2015, the new A-class car Pentium B30 of FAW Pentium was officially launched.The price range is698-92800 yuan. The Pentium B30 was officially rolled off the production line in Changchun factory on October 12th. The new car is stylish and dynamic, equipped with a 1.6L naturally aspirated engine, and equipped with a central control LCD screen as standard.

　

　　　 Appearance: stylish and dynamic daytime running lights are standard.

　　　 The new Pentium B30 is built on the platform of Pentium’s own A-class car. In terms of appearance, the new car adopts a brand-new design concept of Pentium, and the multi-spoke air intake grille is connected with the headlight group with lens by virtue of black trim.

　　　 In addition, the front bumper of the new car adopts a through design style, and there are strip daytime running lights on both sides. In terms of appearance configuration, the new car comes standard with daytime running lights and aluminum alloy wheels.

　　　 The side lines of the car body are smooth and full of tension, and extend all the way to the rear part. In addition, the duck-billed tail box design adds vitality to the new car. In terms of body size, the length/width/height of the Pentium B30 is 4625/1790/1500mm, the wheelbase is 2630mm, and it is equipped with 205/55 R16 tires.

　　　 Interior: sporty and equipped with large LCD screen.

　　　 As for the interior, the Pentium B30 uses pure black interior color matching to show the dynamic atmosphere. The new car in the center console is equipped with a large LCD screen, and the button layout is simple and easy to operate. In addition, the new car is equipped with a barrel instrument panel and a multi-function steering wheel. In terms of configuration, the new car will be equipped with a central control LCD screen as standard, and the middle and high models will also be equipped with an electric sunroof, a leather steering wheel, a leather cloth combined seat, a window anti-pinch, and external rearview mirror heating.

　　　 In terms of comfort and technology configuration, the new car comes standard with mobile phone mapping interconnection function and car Bluetooth phone. In the high-profile models, it will also be equipped with fixed-speed cruise, rear reversing radar and reversing images. In addition, automatic air conditioning is only carried on top models. In terms of safety configuration, FAW-Pentium B30 is rich. The new car comes standard with double airbags, seatbelts not prompted, engine electronic anti-theft, ABS anti-lock, body stability control system, brake assist system and traction control system.

　　　 Power: equipped with a 1.6L naturally aspirated engine matched with a 5-speed manual /6-speed automatic gearbox.

　　　 In the power part, the new car is equipped with a 1.6L naturally aspirated engine of CA4GB16 model, which can output a maximum power of 109Ps/5500rpm and a peak torque of 155Nm/3800rpm, matching with a 5-speed manual or 6-speed automatic manual transmission.

　　　 Competitiveness analysis

　　　 In the A-class car market where Pentium B30 is located, there are the most competitors. Changan Yuexiang V7, Roewe 350, Fengshen A60 and other A-class cars in China brands are all competitors of Pentium B30.

　　　 In the camp of China brand A-class cars, which car consumers choose may be more interested in space and cost performance, followed by power requirements. Judging from these models, the body size of the Pentium B30 is in the middle and upper level, and it is no problem to meet the general needs of life. From the configuration point of view, several models also have their own highlights. The configuration of Pentium B30 is actually very rich. LCD screen, sunroof and leather steering wheel are the mainstream configurations.

　　　 In terms of power, Pentium B30 is equipped with a 1.6L naturally aspirated engine. Among other competitors, Changan Yuexiang V7 and Roewe 350 are equipped with a 1.5L engine, and Fengshen A60 is equipped with three engines of 1.5L/1.6L/1.4T. However, there is little difference in the parameters of naturally aspirated engines of several models, but Pentium B30 is the only one among several models equipped with 6AT transmission, which is more competitive than competitors’ 4AT.

　　　 Editor’s comment:On the whole, the appearance of FAW Pentium B30 is still in line with the current trend. In terms of configuration, the new car is equipped with a central control LCD screen as standard, and it can basically meet the general needs in entertainment and safety configuration. It is a fairly satisfactory model. But when it comes to the most important selling price, the price range advantage of Pentium B30 is not great.

Review of related articles:

FAW Pentium B30 will be officially launched on November 5th.

　　Tesla announced the price of domestic Model 3.

　　On May 31st, Tesla announced that it would produce an upgraded version of Model 3 standard battery life in Shanghai Super Factory in China, and officially open the vehicle reservation. From now on, consumers can log on to Tesla China official website or go to Tesla Direct Experience Center for consultation or reservation. Model 3 standard cruising upgrade (Tesla China) has a cruising range of 460 kilometers (NEDC estimates), the starting price is RMB 328,000, and the estimated delivery time is 6 to 10 months.

　　The Paper reporter noticed that Tesla China official website has already opened the order page of Model3. According to official website, the Model3 standard endurance upgrade (Tesla China) costs 328,000 yuan, and the standard endurance upgrade costs 377,000 yuan. Depending on the suite, the highest configuration version of Model3 can reach 522,000 yuan, and the expected delivery date is 6 to 10 months.

　　As a more affordable model designed by Tesla, Model 3 is more compact in size, simpler in design and more cost-effective.

　　One of the biggest features of Model 3 series models is to cancel the dashboard, some buttons and switches of traditional cars, and even the air conditioning outlet is designed in a hidden way, as is the Model 3 standard endurance upgrade (Tesla China). The physical buttons and functions in the car are integrated into a 15-inch central touch screen, which integrates navigation maps, multimedia, internet connection and Autopilot automatic assisted driving settings.

　　In terms of performance, the Model 3 standard battery life upgrade version has a maximum acceleration time of 5.6 seconds from 0 to 100 km/h and a maximum speed of 225 km/h.

　　Model 3 car purchase deposit is RMB 20,000.

　　In addition, Tesla also provides a four-year or 80,000-kilometer limited warranty for the new car and an eight-year or 160,000-kilometer warranty for the battery and drive unit (whichever comes first, and the battery capacity is not less than 70% during this period) for the Model 3 standard endurance upgrade (Tesla China).

　　On January 7th this year, the Tesla Super Factory (Phase I) project officially started construction in Lingang, Shanghai. This is the first wholly foreign-owned project after the state introduced the policy of canceling the restriction on the foreign share ratio of new energy vehicles, and it is also the largest foreign-funded manufacturing project in Shanghai’s history.

　　As of April this year, the pile foundation construction of Tesla Shanghai factory has been completed, and the steel structure construction of the factory building has begun. It is expected that the relevant engineering construction will be completed in May, the production equipment will be officially installed in the site, and some production lines will be mass-produced by the end of the year.

　　Elon musk, CEO of Tesla, had predicted that the Shanghai Superfactory would produce 1,000 to 2,000 cars a week before the end of this year.

1905 movie network news On January 3rd, a blogger named "Mi Tang mia333" in Weibo posted a document, claiming that his work was plagiarized. "Mi Tang mia333" said that he was a graduate student of Nortel’s director department. He said that Bao Beier’s short film in "Please Advise the Director" had a lot of similarities with his graduation works from the relationship between the story characters, scenes and lines.

"Mi Tang mia333" revealed that the creation of the original work originated from personal experience. "When I was in high school, I experienced the pain and suffering of my loved ones after suffering from cancer, so I tried to restore the real living conditions of cancer patients in the short film. Although cancer patients often wear their heads and hats in film and television works, in fact, the short story is set to be that their father’s cancer recurs, so his hair has grown back in the short film. " He said: "That time was so painful that I never dared to look at my work again after shooting my graduation work."

"Mi Tang mia333" also shared a link to the original film of "Paper Boat Family", and said: "Paper Boat Family was originally a long script. In order to shoot the graduation joint assignment in 2019, I extracted one-fifth of it and made it into a short film." It also tells the hard experience of finding investment for this work.

At the end of the blog post, "Mi Tang mia333" said: "Suddenly one day, I found that my work has become someone else’s work. Only then did I discover that all these hardships were just a dream. "

???In the domestic auto market, even in the era of electrification, the three German luxury brands still have a great status and a huge fan base. In the face of new development trends, established car companies such as Mercedes-Benz, BMW and Audi are also actively transforming and pushing new models that are more in line with market trends.

???A few days ago, Ghost Brother learned that, next, these three German luxury brands will have a variety of models launched. This time, Ghost Brother chose three models with high attention to introduce them, providing car purchase reference for consumers who want to buy a car.

The first paragraph: Mercedes-Benz GLC 350 E L.

???The transformation speed of Mercedes-Benz cars is very fast. Now, the domestic plug-in hybrid market is quite hot, and Mercedes-Benz has started to add plug-in hybrid new cars, among which Mercedes-Benz GLC 350e L is one. This model has been officially unveiled at Chengdu Auto Show before.

???The design style of the new car is highly consistent with the fuel version. The star-studded front grille is matched on both sides, and the lower side of the front face is equipped with a through diversion groove, which looks fashionable and advanced. The fuel inlet of the new car is located on the right side of the rear, and the charging inlet is located on the left side of the rear.

???Of course, for netizens, they are more concerned about the size and performance of new cars. According to the current information, the length, width and height of the new car are 4826/1938/1696mm and the wheelbase is 2977mm respectively. The official announcement of power information is not much. Mercedes-Benz GLC 350e L will be equipped with a system consisting of a 2.0T engine and a full-time four-wheel drive system.

The second paragraph: the new long wheelbase version

????The new BMW X3 long wheelbase version is also a very concerned model, and the new car is expected to be launched in the first quarter of 2025. As a replacement model, the appearance and interior of the new car have changed obviously. The kidney grille with a new style on the front face, with sharp headlights, looks more exquisite than the current model.

????The tail shape is equipped with a spoiler, a diffuser below, and a new style of large wheels, which looks more sporty. In terms of body color matching, the new car will provide mineral white, carbon black, extreme blue, skyscraper gray, Brooklyn gray and other color matching.

It is reported that the new car also adds intelligent equipment, equipped with the latest generation operating system and integrated floating curved screen. In terms of size, the length, width and height of the new car are 4865/1920/1664mm and the wheelbase is 2975mm respectively. In terms of power, the 30Li model will be equipped with a 2.0T engine, matching the 8-speed automatic manual transmission.

Paragraph 3: New style

???The new Audi A3 is expected to go on the market in October. The new car has already been declared in the Ministry of Industry and Information Technology. According to the news currently available, the design of the new car has changed a lot. The new car is equipped with a mesh front grille, with double "7"-shaped full LED lens headlights on both sides, and the diversion groove on the lower side of the front face is blackened. The new front face is more in line with the aesthetics of young people.

???The car adopts a new color scheme, and the configuration is also optimized. For example, a central airbag and a rear seat airbag are added as standard. In terms of power, the new car will be equipped with a 1.5T engine, and it is expected to be equipped with a 48V light mixing system to match a 7-speed dual-clutch gearbox.

Ghost fighting car view: The above three new cars have their own characteristics, and they have been adjusted in design, configuration and power, making them younger and more grounded. They will be listed one after another, and consumers who want to buy a car can pay more attention.

Recently, the Ministry of Industry and Information Technology announced a set of latest application information, from which Xiaobian discovered BYD’s brand-new model-Seal 06. Seal 06 adopts the latest design style, with a wheelbase of 2790mm, and is expected to be equipped with BYD’s new generation DM-i super hybrid technology, which is expected to be listed this year.

In terms of appearance, Seal 06 adopts the design concept of ocean series, the common closed grille, the LED headlight group with double L design on the left and right sides, and the exaggerated C-shaped cooling opening below, which is decorated with chrome trim under the upper license plate, making it fashionable and dynamic.

On the side of the car body, Seal 06 adopts a small slip-back design, with a coordinated proportion, a semi-hidden door handle, chrome-plated trim strips to outline the window, a two-stage waistline, and a concave door panel to reduce wind resistance and enhance the sense of movement on the side of the car. In terms of body size, Seal 06 is 4830mm long, 1875mm wide, 1495mm high and 2790mm wheelbase, which is closer to the mainstream A+ class car in size. In terms of wheel hub size, Seal 06 will provide R16, R17 and R18 in three different sizes.

At the rear of the car, Seal 06 adopts the popular penetrating taillight group, blackened, water-drop modeling on the left and right sides, and double-layer and double-color design is adopted in the rear enclosure, with chrome-plated lines embellishing and rich layering, which enhances the sense of movement.

In terms of power, Seal 06 will be equipped with a plug-in hybrid power system consisting of a 1.5L engine with model BYD472QC. The maximum power of the engine is 74 kW, and the motor is divided into high and low power, with maximum power of 120 kW and 160 kW. It is equipped with lithium iron phosphate batteries, and it is expected that two power versions will be provided. One is equipped with a 10.08kWh battery, and the WLTC has a pure electric cruising range of 60km, and the other is a 15.874kWh battery, with a pure electric cruising range of 90km. It is reported that Seal 06 is expected to be equipped with BYD’s new generation of DM-i super hybrid technology, and the fuel consumption per 100 kilometers under NEDC working conditions is less than 3L.

Write it at the end

Seal 06 is positioned between seal DM-i and destroyer 05, which is another masterpiece of BYD in the car market, and the price is expected to be between the two. As a brand-new model launched by BYD Ocean Network, Seal 06 is not only expected to be equipped with BYD’s new generation of DM-i super hybrid technology, but also very eye-catching in appearance design and space size. After listing in the future, it will have outstanding competitiveness in the new energy car market. Are you looking forward to Seal 06?

The more "flash collapse", the more anxious it is for netizens! How can I buy this car when I have made up my mind? It’s definitely jumping into the pit. The urgent price that hasn’t been set has jumped to this level. Do you want to get on the bus? Who would have thought that a car company could be dissolved after a meeting? There are many ways for car companies to storm thunder, only you can’t think of it. It is one thing for car companies to be troubled. As ordinary people, I believe everyone is more concerned about whether this will "bargain-hunting". I have been engaged in the automobile industry for more than 10 years. Based on my experience, I will help you analyze. Can you buy it at half price or even 40% discount?

Simply considering the price/performance ratio, is the 40% discount more likely to be missed?

First of all, stores all over the country no longer accept new car orders, and now they are still open for delivery, so now we can only start from the used car market if we want to bargain-hunting.

At present, many car owners have hung up their quasi-new pole in a fish or some forums. For example, a car with an original price of 249,000 hangs 140,000, which is close to 50% off.

Then we also consulted some familiar second-hand car dealers. At present, only a few car dealers are willing to accept such brand models that are on the verge of bankruptcy. Even if there are, they will basically accept cars at a 50% discount. For example, a 230,000-year-old quasi-new car will cost 110,000-120,000, and if it is one year old, it will go to around 100,000, which is almost 40% off. Combined with the owner’s quotation, you can really buy a new or even quasi-new Extreme Yue at a discount of four to five.

So is this price fragrant? For example, buying a quasi-new Extreme Yue 07 for about 120,000 yuan is really a mistake from the price point of view. Take a look at the new cars with the same budget of 120,000 yuan, such as MONA M03 and Ai ‘an RT in Tucki, which are all compact, with motor power of about 160kW and battery life of 500-650km (CLTC), and the long battery life version with 100-degree Kirin battery went to 880km(CLTC).

The Extreme Yue 07 can be regarded as an extreme krypton 007 with Baidu interactive and intelligent driving as its core. Compared with M03 and Ai ‘an RT, the three electric systems, chassis specifications and configuration standards are all at the same level.

In other words, if you buy a second-hand Polar Yue now, whether it’s 01 or 07, the mechanical quality alone is equivalent to crushing 100,000-class MONA M03 and Ai ‘an RT with a fracture price of 45% for Polar Krypton 001 and Polar Krypton 007. That car experience is really different.

Unexpectedly, the gold content of Xia Yiping’s phrase "the king of endurance and cost performance" is still rising.

Moreover, in these two days, the after-sales service of Jiyue Automobile has been confirmed to be fully accepted by Geely Link, and the information released by Yang Xueliang, senior vice president of Geely Holding Group, in Weibo also indirectly confirmed this news. He said that since the ultra-yue car is manufactured by Geely, Geely will naturally be responsible for the after-sales service of hardware.

Extremely, at least there is a hard father at the bottom, which is better than Weimar, Gaohe and Hengchi.

But with Geely Baidu at the bottom, does it mean that there is a chance to turn over in the back? Now you can get one at the bottom? Let’s stop. At present, the risk of subsequent use of the ultra-Vietnamese car is still very high.

Intelligent selling point may become a pain point!

The first is software services. There is also a video streaming out these days. An extreme engineer reminds car owners that some smart driving and networking functions may not be used in the future, emphasizing the need to keep NFC cards, UWB keys, and don’t uninstall brand APPs, so as to avoid the failure of mobile phone keys after the app stops maintenance.

This is the most painful point for car owners after the collapse of Internet car brands. Even if the car system fails, such as black screen, crash, etc., basic functions such as map navigation, air conditioning adjustment, volume adjustment, seat ventilation and heating will not be used, even the traditional old fuel car can not be compared.

To make matters worse, China Mobile said that it would stop the internet as long as it was in arrears. As for OTA, let alone think about it.

Repairing cars is expensive, premiums are rising, and follow-up costs are not low.

The other is the problem of spare parts. Although Geely took over the after-sales service, some unique spare parts may be more expensive in the absence of continuous mass production, which can be understood as the difference between retail price and wholesale price. And the expensive repair of the car will naturally affect the renewal of commercial insurance, and the premium is more expensive, and it is possible to refuse insurance.

The last one is the problem of changing cars in the future. There is a high probability that the first-generation car owners will experience the dilemma again, either selling at a low price or smashing their hands.

It is also budgeted to buy a new MONA M03 car and replace it with a new one in three years. According to the current three-year residual value of about 46% of new energy vehicles, it is normal to lose 70,000-80,000 yuan. However, after more than 100,000 bargain-hunters have been used for three years, it is a high probability event to sell 20,000-30,000 yuan, that is, a loss of 100,000-10,000 yuan. This account is not worth it unless you are prepared to open it for ten or eight years.

To sum up, at present, it costs about 100,000 yuan to buy a 200,000-class Sandian, a car machine and a smart driver who may become "mentally retarded", the subsequent maintenance premium is not cheap, and there is a high probability that the "buyout system" is rotten in the hands of the quasi-bankruptcy. Do you think these factors add up to be worth this 45% discount? Talk in the comments section.

What kind of car can be called a heavyweight? I think that ordinary people can afford it and experience it well is definitely one of the standards, and it is such a car. The starting price of M03 has been officially confirmed to be no more than 135,900, and even if it finally comes to the market with a price of 128,800 or even lower, it is not impossible, while 150,000 can buy its middle and high-end models, which is very close to the people.

Comment on MONA M03 in Tucki:

Cheap car, distinctive design, and practical hatchback!

Advantages:

1. The price is affordable enough for most people.

2. Good driving comfort and leapfrog experience.

3. The wheelbase is 2815mm, and there is enough longitudinal space in the car.

4, the design has its own characteristics, and the rear of the car is especially beautiful.

5, the car experience is smooth, and there are small features.

Insufficient:

1. The head space in the back row is cramped

2. Advanced intelligent drivers can only expect the MAX version.

Drive beyond expectations

As for the affordable price, we talked at the beginning. As far as I know, there must be some surprises in the final listing price, so I also directly regard the price as one of M03′ s advantages. Based on this, let’s talk about the feeling of driving again, and there will be a basic reference standard. The price of 100,000 yuan, whether it is the former Wang, Wang, Wang, Wang, Wang, Wang, and Wang, or the popular Qin PLUS EV and Wang, will achieve the performance of compact family cars, and some of them have obvious shortcomings, and the performance of M03 is better than them.

If you want to experience it yourself, you can focus on three aspects: the feeling in the bumpy car, whether the brakes nod, and the noise performance when driving. These three excellent performances can make the comfort feel good.

In addition, L2-class driver assistance and automatic parking functions are standard, among which automatic parking has also successfully completed the parking of broken road parking spaces and no parking spaces in our experience, showing first-class performance (shown in the video above). As for driving assistance, it can’t be required by XNGP standards, but there will be a MAX version with stronger intelligent driving ability, which I believe will reflect the level close to the high-level XNGP.

Long wheelbase brings large space.

Tucki MONA M03 has a body size of 4780/1896/1445mm and a wheelbase of 2815mm, and its measurements are relatively conventional. However, the wheelbase is quite long in a compact car, which is finally reflected in the interior space. The rear leg space is also a medium-sized car, and the trunk space is comparable to that of a medium-sized SUV under the hatchback design.

It should be noted, however, that M03′ s slip-back design still has an impact on the rear head space, which makes adults feel a little cramped when riding, and at the same time, the rear seat height is too high, which is also a major reason for its limited head space.

The design has characteristics.

Some people say that the MONA M03 in Tucki is the best-looking A-class car, but my colleagues around me have objections. It is normal to have different views on the design, but we can agree that this car looks memorable, which is enough. You may not please everyone, but it is a successful design to make some people remember it.

Car experience is smooth.

In the previous static experience, we also specifically talked about some performances of the car. Generally speaking, it is silky enough to use. The large screen size is 15.6 inches, and the screen accounts for 88.5%. It has high brightness and high color reproduction. The 8155 chip is equipped with a large 16GB RAM. The hardware may not be top-notch, but the experience is very good.

On the other hand, the overall use logic of this car machine is the same as that of tablet and mobile phone, which is very easy to use, and the total menu level is only three layers, which is very convenient to use.

Summary: A good car that everyone can afford.

Last week, He Xiaopeng announced that the order for M03 exploded. In fact, when I learned about this car, I was not surprised that it would explode if it was sold at a price not higher than 135,900. This is an affordable product with excellent strength in all aspects. In fact, in addition to the above-mentioned comfort in driving, easy use of automatic parking, large space, unique design and smooth car experience, it also comes standard with CLTC 620km battery life and 15 minutes. Finally, MONA M03 in Tucki will be listed on the 27th, and interested friends can continue to pay attention to our report.

　　[car home Industry] The cross-border practice of "singing and guiding when acting well" is not only in the entertainment circle, but also in all walks of life. Especially under the new energy outlet, head enterprises in various fields have laid out here one after another. Although there is a weakening trend in the past two years, there are still strong entrants. This is not the case. Recently, Midea Group spent 740 million yuan to win 23.73% of the voting rights of Hekang Xinneng, and indirectly became the controlling shareholder of Hekang Xinneng through its subordinate group Midea HVAC, becoming the real power holder.

　　Hekang Xinneng has long occupied a place in the field of new energy vehicles, and has formed a supporting relationship with FAW, Jianghuai and other car companies. This makes the outside world think that the acquisition of Hekang Xinneng is a signal that Midea wants to return to the "car circle". However, before Oaks "bought a lesson for 40 million yuan", and after Gree "struggled in the sea of suffering", why should Midea "get into the muddy water again"?

■　Midea’s car "Second Palace"

　　This is not the first time that Midea wants to build a car. As early as 2003, Midea announced that it would start with passenger cars and enter the automobile industry with high profile. At that time, due to the high profit margin of the automobile industry, the whole manufacturing industry set off a "car fever", and giants in the mobile phone, home appliances, tobacco and other industries tried water one after another. Midea signed a 2 billion yuan "Yunnan Midea Automobile Integration Project"; Aux Group invested 50 million yuan to acquire 95% shares of Shenyang Shuangma Automobile. Bird, Wuliangye and Hongta are also planning to set foot in the automobile field with a lot of money. With the continuous influx of capital and enterprises, there is quite a trend of building cars with new energy.

　　In the next three years or so, Midea Group moved the fastest, successively acquiring Yunnan Bus Factory, Yunnan Aerospace Shenzhou Automobile Co., Ltd. and Hunan Sanxiang Bus Group Co., Ltd., and building two major bus manufacturing bases of Midea-Kunming New Base and Changsha New Base, with the manufacturing capacity of 10,000 buses and special chassis. And set the goal of "becoming a leading bus manufacturer in China within 3 to 5 years".

In 2009, BYD acquired Changsha Automobile Production Base of Midea.

　　However, due to the misjudgment of the market and the impact of the economic crisis, Midea Group revised its three-year plan in early 2008, and the automobile business was not mentioned in the blueprint for realizing 120 billion yuan in 2010. In the same year, Midea officially announced the suspension of the car-making project, and its initial involvement in the car-making circle failed. In 2009, the Changsha Municipal Government of Hunan Province spent RMB 108 million to acquire the Changsha production base of Midea Sanxiang Bus Company. BYD invested 60 million yuan to take over the Changsha automobile production base of Midea to produce electric buses and chassis.

　　In this period of car-building tide, Midea persisted for a long time, while another big household appliance company, Oaks, only briefly set foot in the automobile manufacturing industry for two years and withdrew from it early in 2005. At that time, Oaks spokesperson Huang Jiangwei concluded, "Oaks is a car dream, and the price of this dream is 40 million yuan."

　　Unlike the full withdrawal of Oaks, Midea Group has been "lurking" and its voice about building a car has not stopped. In 2016, at the 2nd Asian Consumer Electronics Show, Midea joined hands with OnStar to extend its reach to the automotive Internet, which was also regarded by the industry as a signal that Midea Group "made a comeback" in the automotive field. This time, a one-time 740 million yuan is thrown. Undoubtedly, Midea’s determination to return to the car circle has been decided.

　　Although Jiang Peng, secretary of the board of directors of Midea Group, said that "at least there is no consideration for building a car for the time being". For this acquisition, more consideration is given to the synergy and integration of industries, including the synergy between the high and low voltage frequency conversion and servo services of Hekang Xinneng and the business layout of Midea Group. However, the outside world still thinks that the beautiful car will "make a comeback."

■　Who is Hekang Xinneng?

　　Midea Group, which is "second in the palace", will obviously be more cautious in choosing cars, which also makes the outside world more curious about Hekang Xinneng.

　　According to the data of enterprise investigation, Hekang Xinneng was established in 2003, which is an enterprise specializing in R&D and production of high-voltage and high-power inverters. Judging from the industrial and commercial information disclosed, its business scope also involves the technical development of the industrial chain operation of new energy vehicles and their charging piles.

　　Unlike Gree’s choice of Yinlong, a vehicle manufacturer, Midea’s re-entry into the car circle starts with parts companies. At present, in the powertrain and key parts of new energy vehicles, Hekang Xinneng related products have formed supporting relationships with many domestic mainstream car manufacturers such as FAW and Jianghuai.

　　It is beneficial to Midea Group’s investment. On the day of the announcement on March 25, 2020, the share price of Hekang Xinneng went up strongly, and the share price of Midea Group also rose by more than 3%. Hekang Xinneng said in the announcement that through this transaction, the company entered the system of Midea Group, and with the help of Midea Group’s excellent management model and strong R&D and production capacity, it was conducive to improving the overall performance of the company.

　　Subsequently, for several consecutive trading days, the share price of Hekang Xinneng continued to limit, which also attracted the attention of Shenzhen Stock Exchange. On April 7, Hekang Xinneng received an inquiry letter from Shenzhen Stock Exchange, asking it to supplement the specific content of the new energy automobile business, the income, profit and proportion realized in the last three years, and whether it has worked out specific plans or arrangements with Midea HVAC for the future development of the business.

　　At present, Hekang Xinneng has not responded to the inquiry, pending the release of further revenue information, etc., or we can have a deeper understanding of Hekang Xinneng and the reasons for Midea’s acquisition.

■　Why does the home appliance industry love "building cars"?

　　The first intimate contact between traditional home appliance enterprises and automobiles can be traced back to 1996. In the 1990s, Anhui Yangzi Group reduced the proportion of its home appliance projects, focusing on large domestic automobile enterprises and bus industry. Subsequently, a large number of home appliance manufacturers such as Chunlan, Oaks, Henan Xinfei, and Shandong Xiaoya poured in, but all ended in failure.

　　Until 2011, Huang Hongsheng, the founder of Skyworth Group, turned his attention to the field of new energy commercial vehicles, and the Nanjing Jinlong Bus he founded became the first case in which a home appliance enterprise successfully transplanted the automobile industry. In November 2019, Huang Hongsheng went on to enter passenger cars and set up Tianmei Automobile. The first model BE11 was officially named ET5, and the new car was positioned as a pure electric medium-sized SUV, which will go on sale in the third quarter of this year.

『(|)』

　　It can be said that home appliance enterprises are "almost extinct" in the automotive field. Why did Midea choose to enter strongly at this time? A big reason is that you need to find new business growth points.

　　After the revenue in 2017 exceeded 200 billion yuan, the growth rate of Midea Group’s main business slowed down significantly. In 2018, Midea Group achieved an operating income of 259.665 billion yuan, a year-on-year increase of 7.87%; The net profit attributable to shareholders of listed companies was 20.23 billion yuan, a year-on-year increase of 17.05%. Among them, the consumer electronics business including kitchen appliances, refrigerators, washing machines and various small household appliances achieved revenue of 102.993 billion yuan, up 4.3% year-on-year, and its share in the US revenue dropped from 41.02% to 39.66%. It can be seen that the growth of Midea Group’s consumer electronics business is exhausted.

　　Car air conditioning business or a good choice. Although Midea, Gree and other enterprises have a high market share in household air conditioning, they can hardly rank in automobile air conditioning. The core technology of compressor, an important accessory of automobile air conditioning, is in the hands of foreign enterprises. Without the core technology, there is no right to speak. When the automobile is transformed from a fuel vehicle to a new energy source, the power source of air conditioning and refrigeration is also changed from an engine to a battery. The development of new energy vehicles has also brought opportunities to China enterprises in the field of automobile air conditioning. This may also explain why beauty should start with parts.

　　If Midea can use this as a vehicle air conditioner, the input-output ratio is huge and positive. Analysts in the automotive industry believe that if Midea can get 10 million orders for a car air conditioner with a price of 2,000 yuan, the market will be at the level of hundreds of billions, which is still very attractive compared with billions of investments. Of course, Gree also wants to eat this cake, and the "struggle" between them will extend from home appliances to cars.

"Midea Group should also join the smart car ecosystem"

　　In addition to the air-conditioning business, with the upgrading of the intelligent level of automobiles, the smart car ecosystem is also a big "selling point" that car companies are striving to build. Using mobile intelligent terminals like cars to connect them with beautiful smart home products and consumption ecology may lead to new business models and unlimited imagination.

　　Especially in recent years, Midea Group has been active in the market under the label of "Global Technology Group". On the one hand, it acquired the German robot giant KUKA; On the other hand, Midea Group also reached a strategic cooperation with SAIC-GM Anjixing on smart home and car networking applications. This time, the attitude of increasing investment in the automobile circle and breaking into the whole ecosystem of the Internet of Things is obvious.

■　Full text summary

　　Li Shanyou, the founder of Chaos University, mentioned in a sharing: "The first curve of any enterprise’s development is bound to encounter a limit point. Once the limit point appears, the growth of the enterprise is almost irreversible. If you don’t innovate, you will die, but innovation may be death. This is a dilemma between management and innovation." How to balance and innovate is something that managers need to ponder carefully. At the moment when Midea Group’s main business is approaching the ceiling, it is inevitable to seek a breakthrough. After the choice, how to further choose and ensure that the new choice can hold up a sky in a few years is a problem that enterprises need to think about. For us ordinary spectators, the "war" between Midea and Gree has been "eating melons" for a long time from the field of home appliances to the car circle. Of course, we will also pay attention to the follow-up story. (Text/car home Zhang Wei)