Morning news
Huawei will pay dividends of nearly 77 billion yuan in 2023.
According to the electric business news, after the market meeting on February 2nd, Huawei officially announced through the internal secretary No.1 document: 1.5 yuan will be paid dividends per share in 2023, and the price per share will remain unchanged at 7.85 yuan, ESOP the dividend yield will be 1.5/7.85=19.1%, and the after-tax rate will be 15.3%. According to Huawei’s current total share capital of 51.3 billion shares, the total dividend will be 51.3 billion * 1.5 = 76.95 billion yuan.
According to the 2022 annual financial report, the number of Huawei companies participating in the employee stock ownership plan is 142,000. In that year, Huawei paid a dividend of 72 billion yuan, with a per capita dividend of nearly 547,000 yuan. In 2021, Huawei paid a dividend of 61.4 billion yuan, with a per capita dividend of 460,000 yuan. It is estimated that in 2023, the per capita dividend amount of Huawei employees will further increase.
Huawei’s revenue in 2023 is expected to exceed 700 billion yuan, of which terminal revenue is expected to exceed 240 billion yuan. With the return of Kirin chips, Huawei’s terminal business is rapidly recovering, and with the big sales of smart cars, it is estimated that the terminal revenue will increase by more than 100 billion yuan in 2024.
Domestic information
1. LiWant to respond to multiple year-end awards: unclear rewards and punishments is the biggest reason for inefficient organization.
According to the information of IT House, on January 5th, the car blogger @ 京京京京京京京京京京京京京京京京京京京京京京2 To this, the CEO responded in Weibo.
Li Xiang said: "We can’t just learn Huawei’s process without learning Huawei’s benefit distribution. We insist on two simultaneous studies and bind each other. In 2023, more bonuses will be given if the target is exceeded, and less bonuses will be given if the target is not achieved in 2022, so that rewards and punishments are clear. Only learning the advanced process, not learning the advanced benefit distribution, and unclear rewards and punishments are the biggest reasons for the inefficiency of the organization, simply tossing employees. There are growth, achievements and rewards, and all three are indispensable. "
Li Xiang mentioned the year-end bonus event in 2022: In that year, all employees received less year-end bonuses than before, with only half of their monthly salary, and a few received 13 salaries, while in LI, the year-end bonus was two to four months’ salary. Due to the outstanding performance of LI in 2023, it is expected that the ideal year-end bonus will exceed the highest level in the past.
2. In 2023, China imported 799,000 cars, down 10% year-on-year, falling for five consecutive years.
According to the news of the Federation on February 4, China imported 799,000 cars from January to December 2023, down 10% year-on-year. China’s automobile imports continued to decline at an average annual rate of about 10% from 1.24 million vehicles in 2017, and only 885,000 vehicles will be imported in 2022. In 2023, the domestic high-end market demand was good, but the import of passenger cars was only 800,000 units, which continued to decline by 10% year-on-year. The Federation pointed out that the electrification transformation has changed the demand for fuel vehicles, and the demand for imported fuel vehicles has dropped significantly.
3. Beijing started the unmanned automatic driving passenger test.
Xiaoma Zhixing official micro-message, equipped with Xiaoma Zhixing’s sixth-generation L4 software and hardware system, the Robotaxi model has been approved to open the self-driving manned demonstration application of "nobody in the car, remote outside the car" in Beijing. In Yizhuang, Beijing, passengers can call a car through PonyPilot+APP. At present, this model has been tested in Beijing and Guangzhou at the same time.
4. Shanghai has achieved an open test of autonomous driving with a total area of 912 square kilometers.
Looking at the news, the Shanghai Municipal Transportation Commission, the Municipal Economic and Information Commission and the Municipal Public Security Bureau jointly released the "Shanghai Intelligent Networked Automobile Development Report (2023)". According to the report, by the end of 2023, the total area of self-driving open test in Shanghai reached 912 square kilometers, including 464 square kilometers in Jiading and 386 square kilometers in Lingang. A total of 774 vehicles from 32 enterprises were awarded road test and demonstration application licenses.
The total test mileage is 9.633 million kilometers, of which the automatic driving test (function test) mileage is 7.437 million kilometers, increasing by 25% and 43% respectively compared with 2022; The total test duration was 1.15 million hours, of which the automatic driving test (function test) lasted 650,000 hours, increasing by 190% and 200% respectively compared with 2022.
5. The price of NVIDIA RTX 4090 graphics card in Asian market soared by 60%.
According to Nikkei Asia News, the price of GeForce RTX 4090 graphics cards in NVIDIA has soared in the Asian market, and people are willing to spend a lot of cash to buy them and then resell them at a higher price. The price of RTX 4090 in some Asian countries has soared by 60%-the official suggested retail price is US$ 1,599. Buyers from Guanghua Shopping Mall in Taiwan Province, China and Longshan Electronics Market in South Korea have bought these graphics cards for more than US$ 2,500, so that they can resell them to Chinese mainland and China at three times the price. According to reports, this is also the case in Singapore and Vietnam.
It is understood that RTX4090 will be released at the end of 2022. The graphics card is based on the 5nm process AD102 graphics processor, which can ensure the operation of all games and support hardware ray tracing and variable rate coloring in video games. AD102 graphics processor is a large chip with an area of 611mm2.
6. The first model of the sub-brand Alps is expected to be launched in October.
36Kr reported that the first model "DOM" (internal code) of Weilai sub-brand Alps is planned to be trial-produced in July this year, and it is expected to be mass-produced and delivered on the market in the second half of this year. If all goes well, DOM is expected to be officially listed in October this year. Alpine brand will bear the heavy responsibility of Weilai’s main attack on the family car market, with the price range of 200,000-300,000 yuan, while Weilai brand will continue to stand firm in the high-end pure electric market.
7. The first batch of M9 owners of Celeste Super Factory opened for delivery.
Sailis official news, Sailis Super Factory was completed and put into use on February 5th, and the first batch of owners of M9 officially opened for delivery.
The factory has more than 1,000 intelligent devices and over 3,000 robots for intelligent collaboration, which can realize 100% automation of key processes; Has the industry’s first quality automation testing technology, which can realize 100% quality monitoring traceability; Through the world’s leading 9000T die casting machine, the highest integration among integrated die casting parts is realized; At the same time, it has achieved the highest production efficiency in the world.
According to reports, since its listing in December, 2023, the M9 has exceeded 40,000 sets.
8. Xia Yiping, CEO of Extreme Vietnam, revealed that the price of Extreme Vietnam 07 was 219,900, and Xia Yiping subsequently denied it.
No.42 garage news, in the "BOSS 1+1" program yesterday afternoon, Xia Yiping, CEO of Extreme Yue Automobile, revealed that the price of the second model of Extreme Yue Automobile, Extreme Yue 07, started at 219,900 yuan. Last night, Xia Yiping denied this statement, saying that the 219,900-car model he mentioned in the program was the previously listed Extreme Yue 01.
Extreme Yue 07 is positioned as a pure electric car, which forms a competitive relationship with Extreme Krypton 007 and I. It is rumored that the ultra-Yue 07 will adopt the same large-size through LCD screen as the ultra-Yue 01 with built-in Qualcomm Snapdragon 8295 chip. In terms of assisted driving, Extreme Yue 07 may adopt the pure vision high-order intelligent driving technical scheme like Extreme Yue 01, equipped with dual Orin chips. According to previous reports, Extreme Vietnam 07 will make its debut in April this year, and start delivery in the second half of this year.
9. It is reported that the self-developed city NOA assisted driving landed in March.
Late Auto news, the first landing time of BYD City Pilot (NOA) is planned for March 30th, and N7 will be the first vehicle to apply advanced intelligent driving function. A person close to BYD revealed that BYD’s cities led the first batch or opened a number of major cities including Shenzhen. However, "Late auto" learned that as of now, only Shenzhen is close to landing. Judging from the current action, BYD tried to copy the winning method of electrification transformation to intelligent driving: mastering the core components by self-research and quickly filling the progress with "crowd tactics". In order to improve the boarding progress of self-developed advanced intelligent driving, BYD is vigorously expanding its intelligent driving team.
In October and February, the new car declaration catalogue of the Ministry of Industry and Information Technology: Qin L, tank 300Hi4-T and other popular cars are listed.
According to the First Electric Report, the 380th batch of Announcement of Road Motor Vehicle Manufacturers and Products issued by the Ministry of Industry and Information Technology was released yesterday, and the new car declaration information such as BYD Qin L, 06, Volkswagen ID.7 S, Lectra 07 EM-P, Tank 300 Hi4-T, Star Era ET Extended Range Edition, Tengshi N7 modified models and so on were presented in a concentrated manner.
11. General Administration of Market Supervision: The BMW joint venture was unconditionally approved.
On February 5, Cailian, the State Administration of Market Supervision announced the list of cases that unconditionally approved the concentration of business operators from January 22 to January 28, 2024. The ninth case was the case of approving the establishment of a new joint venture between Mercedes-Benz (China) Investment Co., Ltd. and BMW Brilliance Automobile Co., Ltd., which was concluded on January 23.
Last November, they announced that they would set up a joint venture in China with a 50:50 share ratio and operate a super charging network. By the end of 2026, the joint venture company plans to build at least 1,000 super piles with advanced technology and about 7,000 super-filled piles in China. The first batch of charging stations are planned to start operation in key new energy automobile cities in China from 2024, and the subsequent construction of charging stations will also cover other cities and regions in China. In January this year, this joint venture company has been approved by the European Commission.
12. Weilai Capital raised more than 3 billion yuan.
36Kr reported that Weilai Capital recently completed the second phase of RMB fund raising, with a total scale of over 3 billion yuan. The newly raised second-phase fund will continue to focus on investment in the fields of new energy automobile industry ecology, energy technology and energy transformation, and scientific and technological intelligence. According to the report, the LP of RMB fund of Weilai Capital Phase II includes local government guidance funds, state-level funds, family offices and listed companies which are widely distributed in the field of new energy vehicles and parts.
International information
1. The origin of Apple Vision Pro was announced for the first time: original made in China.
According to the news of fast science and technology, domestic bloggers have been the first to get Vision Pro recently. Judging from the exposed packaging box, Vision Pro is original made in China. Like iPhone and other products, Apple is only responsible for design, assembly and production in China. It is reported that Luxshare is the only assembly partner of Vision Pro, and the first batch of Vision Pro is manufactured by Luxshare in Kunshan.
As early as January 19th, when it was pre-sold, some netizens claimed that the shipment place of Vision Pro they bought was Shanghai, China. Since Vision Pro has not been sold in China at present, the domestic purchasing price was as high as 90,000 yuan at the beginning of pre-sale, but the current price has dropped to about 30,000-50,000 yuan. In order to experience Apple VisionPro in the first time, JD.COM International Purchasing and Marketing directly flew to the United States for procurement, and conducted on-site unpacking evaluation.
2. In January, the global sales volume of automobiles was 53,402, and the China market increased by 36% year-on-year.
Volvo Cars announced on the 5th that its global sales reached 53,402 vehicles in January, up 10% year-on-year, and its sales increased for 17 consecutive months. Among them, the "Recharge" series models with or without plug-in hybrid achieved sales of 19,171 vehicles in the month.
Sales in Europe increased by 8% to 23,141 vehicles, of which new energy vehicles accounted for 60%. Followed by the China market, Volvo sold 16,042 vehicles in China that month, an increase of 36% compared with the same period last year; The performance of the US market followed closely with 7716 vehicles.
Volvo XC60 is the best-selling model, with global sales reaching 18,011 vehicles. Followed by XC40, with a total sales volume of 12,628 vehicles and XC90 of 8,167 vehicles.
3. Hyundai Motor evaluates the listing plan of its Indian subsidiary.
India’s Economic Times reported that Hyundai Motor is evaluating the listing plan of its Indian subsidiary and plans to raise 3.3 billion to 5.6 billion US dollars. People familiar with the matter said that world-renowned investment banks, including Goldman Sachs, Citigroup, Stanley and JPMorgan Chase, gathered in Seoul last week to introduce Hyundai Motor’s leadership.
4. Investigate and upgrade the failure of steering assistance in the United States.
According to IT House, the National Highway Traffic Safety Administration (NHTSA) recently upgraded the investigation on the power steering system of Tesla Model 3 and Model Y electric vehicles to the engineering analysis stage.
Previously, hundreds of Tesla owners complained about the loss of steering assistance. NHTSA’s Defect Investigation Office (ODI) began to investigate the steering assist system of Model 3 and Model Y in 2023 in July last year. According to a document released this week, the agency has now upgraded the investigation to the stage of engineering analysis. This means that this investigation may eventually lead to a vehicle recall. Tesla has provided NHTSA with relevant part numbers to assist in the investigation.
The survey involved about 334,569 Model 3 and Model Y vehicles, and a total of 2,388 car owners complained that the steering assist system failed. In the complaint, some car owners said they could not turn the steering wheel, while others said they needed more effort to turn the steering wheel. Most of the complaints also mentioned that the vehicle will send a warning message to the driver before or during the failure of the steering assist, indicating that "the steering assist is reduced".
It is reported that this problem has led to an accident, when the driver could not complete the right turn at the intersection and finally collided with another car. NHTSA also said that they learned that at least 50 vehicles were towed away from lanes, parking lots, roadsides and intersections due to steering assistance problems.
5. The road test mileage of Apple’s self-driving cars increased to 720,000 kilometers last year.
According to the IT House, according to the data released by the California Motor Vehicle Administration, foreign media reported that the road test mileage of Apple’s self-driving car road test team on public roads in California increased significantly last year, reaching 450,000 miles, or about 720,000 kilometers. In the report, foreign media also mentioned that the road test mileage of Apple’s self-driving car road test team on public roads in California last year was more than four times that of their test mileage in 2022 and more than 30 times that of 2021.
At the end of last month, the long-rumored Apple car project once again encountered twists and turns. The launch time was adjusted from 2026 originally planned to 2028 as soon as possible, and the autopilot level was also adjusted, from L4 previously planned to L2+ with limited autopilot function, focusing more on basic driving functions. Although Apple’s self-driving project codenamed "Titan" has encountered twists and turns, the road test of their self-driving technology is still in progress.
6. After the "fake Biden call", the United States intends to declare it illegal to make calls with AI voice.
The Paper reported that on January 21st, local time, some voters in New Hampshire said that they had received an automatic message from President Biden, telling the receiver not to vote in the state’s primary election. In view of the recent incidents of deep AI fraud in the United States, on February 1st, local time, dame jessica rawson Rosenworcel, chairman of the Federal Communications Commission (FCC) of the United States, proposed that it would be illegal to use AI-generated voice to make robocall.
Previously, AI pretended to be US President Biden to call voters, and the false "indecent photos" of famous singer Taylor Swift AI were madly transmitted on the Internet, which coincided with the US election year. Many AI deep fraud incidents caused people to worry about artificial intelligence fraud.
7. For the first time, American scientists printed functional brain tissue in 3D, and it is not clear whether they are conscious or not.
Recently, scientists at the University of Wisconsin in the United States used new technology to print functional human brain tissue in 3D for the first time. It can grow and work like a human brain, and different neurons can communicate and interact to form a neural network, but it is not clear whether consciousness will be formed, which is not the purpose of scientists. Scientists aim to use it to study the development of brain nerves and various neurodegenerative problems, such as Alzheimer’s disease, Parkinson’s disease and gradual freezing.
8. Microsoft launched an AI-assisted project for the news editing industry.
IT House news, Microsoft released a press release on the 5th local time, announcing that it has launched a number of cooperation based on generative AI with a number of news organizations. Microsoft will help news organizations identify and improve the procedures and policies of using AI for news editing and business practice, and assist in training a new generation of journalists: guide them on how to "best" use AI, and find ways for AI to assist in completing efficient business.
According to reports, Microsoft will cooperate with news agency Semafor, using AI tools to assist note takers in research, source discovery and translation, and using the "Semafor Signals" tool to help note takers provide readers with "diversified" and "credible" local, national and global information.