Beijing News Shell Financial News (reporter Cheng Zijiao) On January 24, in response to online rumors that Douyin was in talks with Alibaba to acquire Ele.me, Ele.me CEO Yu Yongfu responded on the company’s intranet that the rumors were false.
"Fake, we have already refuted the rumors," Mr. Yu said on the intranet. "I don’t know if there are not many things that people can care about in the Internet industry now, but fake can only be fake in the end. I have said in the class committee (management) before that everyone may feel that they have heard the most authority from me, so they will respond positively to everyone again."
He also said that over the past two years, Ele.me has continued to reduce leverage, and its efficiency has been greatly improved. In the next three years, Ele.me will further improve its efficiency, solve its own problems, and complete a new stage goal."The market always hates the poor and loves the rich. It is precisely because we are getting better step by step that more and more voices in the market are paying attention to us. As long as we continue to get better step by step, more and more voices in the market will be optimistic about us. "
Yu Yongfu also said that based on the overall goals for the next three years, the management of Ele.me has made detailed plans for the business strategy for the next 100 days and the next year, and each business unit is also formulating the goals for the new fiscal year. The next step will be gradually implemented, which is worth the market’s continued expectation.
On the streets of Xiamen in March, cold winds gusted. At seven o’clock in the evening, the sky had just darkened, and they were already waiting by the restaurant with their bicycles. After a while, people who were full of food and drinks walked out of the restaurant one after another, and their "nightlife" officially began.
Walking through the night, they have to carry up and down folding bicycles weighing 30 or 40 catties; working in the dark, their customers are mostly drunk men… Recently, our reporter approached the group of female drivers, followed them to take orders and listen to their stories. Today, we present the most authentic life conditions of female drivers through the narratives of Xiaoxiao, Amei and Aqi.
Female chauffeurs are already a large group in Xiamen. The picture shows Amei at work. (Photos from this group/Photo by reporter Huang Rong)
[Misunderstood]
The customer heard a female voice and thought he made the wrong call.
Because there are not many female chauffeurs, they are often regarded as "rare animals".
When some customers heard the female voice, they immediately said, I’m sorry, I made a typo. After learning that there was indeed no typo, they explained again and again. After calling for a driver for several years, they had never met a woman and thought they had made a typo. There was a male customer driving a Porsche who saw a female chauffeur and said "hi": "He asked me to try the performance of the car and drive 200km/h to Xiamen Bridge. I didn’t listen to him and controlled the speed at 60 kilometers per hour. He was furious and asked me, do you know how pigs died, and I replied, stupid; he said, no, disobedient to death." Then, the male customer said again: Unfortunately, I drive a Porsche of more than one million. If it is a car of 200,000 or 300,000, I will let you drive it directly home.
[Being harassed]
The drunkard moved his hands and feet, and asked her to "introduce Miss"
"Young women are not very suitable for this line of work," Ah Mei said bluntly. Female drivers mostly take orders at night, and the customers are mostly men who drink too much. As she got older, she said, "it’s safer and less troublesome." Even so, Ah Mei still encountered a lot of troubles.
In early March, two drunken male customers were going to Hexu Li, but when they saw that a female driver was coming, they immediately changed their minds and went to find "Miss", and asked her if she had any sisters to do this. "Seeing that Ah Mei said no, a man in the back seat reached out to touch her face: I see if there are any wrinkles on your face. When they got to the place, Ah Mei stopped the car and took off the bicycle." One man snatched my bicycle directly and wanted to try it, and the other man came directly and wanted to hug me and asked me to take him to find’Miss’. "Ah Mei pushed the male customer away, angry, tired, and aggrieved all welled up in her heart. However, the next day, the male client called Amei to apologize, which helped her balance a lot, but instead comforted them not to take it to heart.
36-Year-old Aqi had a similar experience. Once, when she arrived on her bicycle, the man who called for the driver was already drunk, and there was a male companion in his 20s next to her. Seeing a female driver, the young man stuffed his drunk friend into the back seat of the car and got into the co-pilot himself. As soon as the car started, the young man came up with a smile on his face, "Sister, you still dare to come out and take orders so late." Seeing Aqi’s silence, the boy became more "arrogant" and his hands and feet began to be dishonest. At that time, in July and August, the young man reached out and touched Aqi’s armpit. Aqi was so angry that he warned, "I can be your aunt at my age, so you can take care of yourself." The young man didn’t listen and "moved" his hands several times. Aqi finally broke out and scolded the other party, "The steering wheel is in my hands, do you still want to be safe!" Hearing this, the young man was so frightened that he withdrew his hand.
[Being tracked]
Male colleague with ulterior motives uses location sharing to find her home
It was disturbing enough to encounter customers who moved their hands and feet. Aqi never expected that some male chauffeurs would be "unrelenting" to her.
Since all the chauffeurs were on the same work platform and could see the location information of their colleagues, the rare female chauffeurs naturally became the "object of attention" of their male colleagues. "Most of the male colleagues still take good care of me, but there are always some who make uncomfortable jokes under the banner of’caring ‘with ulterior motives."
Aqi told reporters that when he first started driving, only three or four of them were customers’ orders in one night, and the other 10 or so were "condolence calls" from nearby male colleagues. Because it was a work number, Aqi had to answer.
Among them, the one with less "lethality" was a sarcastic sentence, "Why does a woman work so hard? Does she have no husband at home?"
These words were like sharp knives stabbing in Aqi’s heart, "I also rely on my own ability to make money hard, why do you think of me so unbearably."
In January this year, a male chauffeur was "monitoring" Aqi’s whereabouts all the time, and even chased after Aqi’s door and stalked her. Finally, Aqi had to call the police for help.
[Being taken care of]
The customer was afraid that she would not be able to return home, so he specially called a car to take her home
However, there are also heartwarming moments.
On the last order before the Spring Festival, at around 8pm, Amei sent a male customer to Jinjiang. As soon as he got on the bus, the male customer saw a female chauffeur and asked, how can you go back to Xiamen so far away. "I don’t have a bottom line," Hearing Amei’s answer, the male customer made seven or eight calls along the way to contact the car back to Xiamen for her, and didn’t feel relieved until he found it. "He said that if I were a man, he would give up after making two calls at most, but I am a woman. I am afraid that I will not be able to return to Xiamen, and I will not be willing to stay in a hotel, and I will wait on the roadside until dawn." In order to make Ameido some money, the male customer also specially let her take a long detour.
Another time, it was raining at night, and Ah Mei had to drive for a man and a woman. Because of the rain, she was afraid that the bicycle would wet the customer’s car. Ah Mei laid a cushion on the passenger’s trunk in the rain, and then put the bicycle in. Then she opened the driver’s door and took out the seat cover, for fear of getting the seat wet. The male customer is Taiwanese, and he was afraid that she would get wet, so he kept saying it was okay and got on the bus quickly. Seeing Ah Mei’s insistence, the male customer gave a thumbs up: I didn’t expect the service in the mainland to be first-class. After getting off the bus, the male customer also gave her an umbrella. There are many such moments, and every time I think of it, Ah Mei will feel warm in my heart. (At the request of the interviewee, the female drivers in the text are all pseudonyms)
[Lens]
Take 9 orders in one night and finish work at 4am
At 9 o’clock the night before, at the entrance of a seafood shop near Ershi City, Xiaoxiao pushed the folding bicycle and walked towards us. After receiving the driving order every night, Xiaoxiao rode it to the customer, folded it, and carried it to the trunk of the customer’s car. After delivering the customer to the destination, Xiaoxiao carried it off and continued on the road. Every night around 6 o’clock, Xiaoxiao would ride a bicycle to a place with a lot of traffic and wait for the order.
We followed Xiaoxiao to send a customer to Lianhua Village, but the bicycle couldn’t be folded. Xiaoxiao was anxious and squatted on the ground for about ten minutes, "really embarrassing". That night, she took 9 orders and didn’t finish work until 4 am the next day. Riding a bicycle, she returned home from the second phase of the software park to Fanghu Road.
[Data]
growth rate of driving
Xiamen ranks third in the country
Xiamen’s driving market is dominated by e-driving and Didi driving. According to the big data released by e-driving, Xiamen ranked third in the growth rate of driving in major cities across the country in 2015, with a growth rate of 141%.
Xiamen two major driving merchants
There are more than 700 female chauffeurs
Four months after the e-driving service opened in Xiamen, the first woman to register has been welcomed, and this group has now grown to more than 500 people. Among Didi’s drivers, there are currently 226 female drivers. Combined with the data of Didi’s drivers and e-drivers, the proportion of female drivers in Xiamen is close to 10%.
Female drivers are more popular
The take-up rate is twice as high as that of men
Although the number of female drivers is small, they are quite popular. For example, some women will "name" and ask for female drivers. Data provided by e-driving shows that between 6 and 11 pm, "online" female drivers receive 1.9 times as many orders as male drivers.
[Voice]
"It’s a lie to say you’re not afraid"
Almost all customers will ask me: Are you not afraid of being a female driver? It is false to say that you are not afraid, but when driving a customer’s car, the steering wheel and accelerator are under my control, and generally they will not do anything to me. – Aqi
I don’t think it’s okay about safety. Xiamen people are of good quality, and I have fitness. But I didn’t tell my parents that I was a female driver, for fear that they would be worried. But after my sister found out, she asked me to bring some "anti-wolf weapons". – – Xiaoxiao (Text/Reporter, Wang Yuting, Huang Xiaofang)
This is the "Phoenix Cloud" image (file photo). Xinhua News Agency (photo courtesy of Zijinshan Observatory)
Xinhua News Agency, Nanjing, April 29 (Reporter Wang Juefan) The reporter learned from the Zijinshan Observatory of the Chinese Academy of Sciences on the 29th that the station’s "Galactic Picture Scroll" sky survey program has released another important achievement. The scientific research team discovered two huge molecular clouds that harbor stars in the Milky Way. Researchers named them "River Cloud" and "Phoenix Cloud" respectively.
The Milky Way galaxy we live in is a spiral galaxy. Near its spiral arms are some thick clouds, some of which are mainly composed of hydrogen gas molecules, which are molecular clouds. As the molecular clouds continue to collapse, the pressure increases and the temperature rises, and gradually a protostar embryo is formed. When the nuclear fusion energy in the protostar embryo is enough to resist its own attractive forces, a new star is born. Therefore, molecular clouds are the precursors of stars and are called "stellar cradles".
The "Dajiang Molecular Cloud" and "Phoenix Molecular Cloud" discovered this time are located in the Great Rift Valley region of the Aquila constellation. Among them, the "Dajiang Molecular Cloud" is about 1,300 light-years away from the solar system. In form, it looks like a long river winding in the universe, and the actual length is about 300 light-years. The "Phoenix Molecular Cloud" is more like a large bird with wings. It is about 2,000 light-years away from the solar system and has about 200,000 times the mass of the sun. "Dajiang" and "Phoenix" are both "big heads" in the Milky Way.
This is the image of "River Cloud" (file photo). Posted by Xinhua News Agency (photo courtesy of Zijinshan Observatory)
"What’s even more exciting is that we can see direct evidence of star formation in the Great River, and stars are probably forming in the Phoenix," said Su Yang, an associate researcher at the Purple Mountain Observatory who worked on the study.
Yang Ji, the head of the "Galaxy Picture Scroll" sky survey program and a researcher at the Purple Mountain Observatory, introduced that the "Galaxy Picture Scroll" sky survey program mainly observes the area of ± 5 on the northern galactic plane, with a total observation range of 2,600 square degrees. The program started in 2011 and is led by the Purple Mountain Observatory, completing observations of about 250 square degrees every year. The "Galaxy Picture Scroll" will achieve many scientific goals such as discovering and compiling molecular cloud source tables for all regions, and analyzing the physical and chemical properties of molecular clouds. These studies are of great significance to human understanding of the origin of stars, planets, and the entire galaxy.
"At present, the’Galactic Picture Scroll ‘has completed 80% of the observation plan, and dozens of important results have been released. It is expected that all observations will be completed in about three years. By then, we will have an unprecedented image of the Milky Way, and people’s understanding of the Milky Way will be greatly expanded." Yang Ji said.
The research results were recently published in the Astrophysical Journal, an authoritative journal of astronomy.
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Previously, Lei Jun said bluntly during the two sessions that Xiaomi is also deeply damaged by counterfeiting. At present, Xiaomi mobile power accounts for 80% of the market share, but 80% of them are counterfeit.
In response to the source of counterfeiting, recently, Xiaomi sued a business center in Beijing to the court, asking the defendant to stop infringing on the plaintiff’s registered trademark exclusive right and destroy the inventory of infringing product grinding molds, compensate the plaintiff for economic losses of 50,000 yuan, and publish an apology statement in the China Intellectual Property News.
According to the Haidian court, the plaintiff claimed that Xiaomi was established in April 2010 and is an innovative technology enterprise focusing on the independent research and development of high-end smartphones and Internet TVs. The plaintiff registered the registered trademarks No. 8228211 "Xiaomi" and other registered trademarks, and the approved applicable goods include "portable computers, portable unlimited phones, video phones, headphones," etc. The above trademarks are all within the exclusive protection period.
Since its establishment, the plaintiff has been applying the above trademarks in "mobile phones, earphones, routers, TVs" and other products. The plaintiff uses a unique Xiaomi model to operate Xiaomi mobile phones, which has triggered a buying boom, is deeply original and has won praise. Therefore, the above trademarks have gained a high reputation and influence in publicity and use, and have been welcomed by consumers.
After investigation, the plaintiff found that the same trademark as the plaintiff was used on the earphones and mobile power supplies sold in the defendant’s store. The plaintiff believes that the defendant’s actions have constituted an infringement of the plaintiff’s exclusive right to use the registered trademark.
The case is currently under further investigation.
In fact, this is not an isolated case. In 2015, Xiaomi sued more than 80 Changsha merchants for trademark infringement, and the products involved were also mobile power supplies and headphones.
Phoenix Video was sued for infringement because it was not authorized to broadcast CCTV’s "Let’s Talk" program
The official website of Haidian Court today released a case express, because it believes that Beijing Tianying Kyushu Network Technology Co., Ltd. has violated its rights by broadcasting the "Let’s Talk" series without authorization, CCTV International Network Co., Ltd. sued the court, asking the defendant to immediately stop the transmission of the program involved in the infringement through the information network, stop the infringement of the relevant copyright enjoyed by the plaintiff and compensate the economic loss of 1.15 million yuan. A few days ago, the Haidian Court accepted the case.
Another business is dead! LeTV Cloud Disk announced the suspension of services
With the trend of strict supervision and few online disks being profitable, many online disks or manufacturers’ Cloud as a Service have announced the collapse since last year. Now, LeTV Cloud Disk has also issued a suspension announcement, announcing that it will stop personal cloud disk services, the specific time is June 30, 2017. LeTV reminds users that please be sure to back up personal problems after the network disk is closed, and these files will never be found again after the shutdown. Regarding the reason for closing the network disk, LeTV said that this is due to the use of cloud disk storage by some criminals to distribute illegal files such as piracy and pornography.
Apple strictly prohibits the application of Hot Module Replacement Honor of Kings, 12306, etc. affected
Recently, Apple announced to some developers that if they do not remove the code related to Hot Module Replacement by June 12, their apps may be removed from the shelves. Apple has previously issued relevant warnings to them. This means that mobile games including Honor of Kings, Onmyoji, Happy Xiaoxiao and other mobile games cannot continue to use the iOS Hot Module Replacement function. Apple’s App Store review team sent an email to some developers recently saying, "In March this year, we have sent a message to remind you that your app appears to have some Hot Module Replacement code, which violates the 3.3.2 clause of the Apple Developer Agreement and the 2.5.2 clause of the App Store Review Guidelines. We have asked you to remove all relevant code, frameworks or SDKs and resubmit the version. At the time of this push notification, we have not received any corresponding adjustments from you. To ensure the normal operation of your app in the App Store, please submit an update before June 12, 2017. If you do not make adjustments, your app may be removed from the App Store. "
The president’s Twitter account blocked netizens, and Trump received a lawyer’s letter
According to foreign media reports, some Twitter users are always criticizing or mocking US President Donald Trump on Twitter. As a result, Trump simply banned these users from accessing his Twitter account. As a result, the lawyers representing these users sent a direct letter to President Trump, asking him to restore the users’ access or sue him for violating the Constitution. In a letter sent to Trump on Tuesday, the lawyers argued that the US president’s Twitter account is a "public forum" and therefore the Trump administration cannot constitutionally ban them from accessing the account because they disagree with others. The letter demanded that the president immediately unblock these users or take him to court.
Customer online shopping beauty services caused eye injuries, sued the beaver family for nearly 20,000
Ms. Li made an appointment for beauty services on the Beaver Home platform. After receiving beauty services, Ms. Li suffered an eye injury and was admitted to the hospital for medical treatment. For this reason, Ms. Li sued Beaver Home to the Chaoyang District Court in Beijing, claiming nearly 20,000 yuan. Beaver Home stated that it is only an online service trading platform that provides information for service providers and customers, not a beauty service provider. For this reason, Beaver Home applied for an additional beauty service provider, Ms. Tian, as the defendant. Yesterday, the case was heard in Chaoyang Court. Both Beaver Home and Ms. Tian believed that it was unreasonable for Ms. Li to inform Beaver Home of her eye injury after 7 days of receiving beauty services, and questioned the cause of Ms. Li’s eye injury.
Apple employees in China arrested for illegally obtaining iPhone user information
It was learned from the Cangnan County Public Security Bureau in Zhejiang that the police cracked a case of illegally obtaining computer information system data and infringing on citizens’ personal information, arrested 22 alleged offenders, and destroyed the underground black industry chain. According to reports, in January 2017, the Cangnan police found that Apple’s domestic employees were suspected of illegally obtaining citizens’ personal information associated with Apple mobile phones and selling them online, involving a huge amount of money. Immediately, the police aimed to track down the source, destroy the platform, and break the chain. After months of investigation, on May 3, Wenzhou City, Cangnan County two levels of public security organs organized personnel to Guangdong, Jiangsu, Fujian and other places unified network, arrested a total of Li, Gan, District and other major alleged offenders 22 people, including Apple domestic direct selling company and Apple outsourcing company employees 20 people, the seizure of a number of computers, mobile phones, bank cards and other crime tools, preliminary identification of the amount of more than 50 million yuan. (Zhang Na/Titanium Media Intern Editor)
On June 25, Avita Technology landed at the Chongqing International Auto Show and launched a new generation of intelligent electric vehicle technology platform, C (Changan) H (Huawei) N (Ningde Times).
It is worth mentioning that Zhu Huarong, chairperson of Changan Automobile, Xu Zhijun, chairperson of Huawei, and Zeng Yuqun, chairperson of Ningde Times, attended the Avita press conference together. Under the "luxury" lineup, Avita’s popularity has been rising again and again.
Avita Launch
At present, all the traditional independent brands want to complete an upward breakthrough at the time of electrification and intelligent transformation. The Great Wall has salons, Geely has polar krypton, and the well-off has questions. Now Changan, which is a little slower, has also joined the array and launched its high-end new energy brand Avita.
Unlike most new brands, Avita had one more halo, and the three-way cooperation between Changan, Huawei, and Ningde Times made Avita’s prospects broader. But reality was always skinny, and even if there were real materials, Avita’s problems gradually appeared in front of many consumers.
That includes the naming of Avita, the appearance of the first model, the Avita 11, and the theory of "emotional intelligence" that Avita’s chairperson and chief executive, Tan Benhong, has spent a lot of time describing. These issues, while the opinion of the benevolent and the wise, also reflect some of Avita’s shortcomings.
More importantly, compared with other traditional brands’ "two factories" cooperation model, Avita’s so-called "three giants cooperation" not only brings obvious advantages, but also brings a question that the market can’t help but associate, that is, whether there will be differences in interests that will hinder the development of the brand.
As a latecomer to the market, Avita itself does not have an advantage. If the dispute points and potential hidden dangers are not resolved earlier, it may be difficult to get a piece of the cake in this highly competitive track.
Avita’s past and present life
In fact, Avita is not Changan’s "newborn", its predecessor is "Changan NIO", which is a brand jointly established by Changan and NIO.
At the 2018 Qixi Festival, Changan partnered with NIO to officially establish Changan NIO, with Changan Automobile and NIO each holding 45% and the other 10% held by the executive team.
However, as NIO gradually gained a foothold in the domestic new energy market, and the highly competitive market made it difficult for it to spare energy to focus on other businesses. In 2020, Li Bin stepped down as the chairperson of Changan NIO, officially ending this stage.
Of course, NIO did not fully withdraw, but the shares fell to less than 5%. But as the leading party, Changan did not give up, but continued to extend the life of "Changan NIO" through capital increase, and officially changed its name to Avita Technology in May 2021.
Avita 11
It is worth mentioning that as early as 2015, Changan released the "518" new energy vehicle development strategy, planning to launch 34 new energy vehicle models in 10 years. Then in 2017, Changan also announced the "Shangri-La Plan", which is expected to completely stop selling fuel vehicles in 2025. But today, both plans can be said to have failed.
The market will not stop because of a certain company’s strategic problems. Seeing Geely’s Jikrypton, Dongfeng’s Lantu and other brands gradually rise in the market, Changan, which is seriously out of touch with the new energy market, has undoubtedly become the "that person" who is caught off guard and on pins and needles.
In order not to be "abandoned" by the market, Changan not only had to keep "Changan NIO", but also use external forces to catch up. Therefore, after NIO left, Changan "introduced" Huawei and Ningde Times, two heavyweight friends, through capital increases.
At present, the top five shareholders of Avita are Changan 39.02%, Ningde Times 23.99%, Chongqing Chengan 19.01%, Southern Assets 8.73%, Fujian Mindong 5.00%, and NIO retains a 1.13% shareholding ratio. It is worth mentioning that behind Chongqing Chengan are Chongqing State-owned Assets Supervision and Administration Commission and Liangjiang New Area.
Avita’s shareholding structure
Changan, Huawei, Ningde Times, state-owned assets… When these words appeared in the introduction of the same company, the imagination of the market and consumers was instantly opened. Since the official announcement of the cooperation in May last year, Avita has become the expectation of many people.
Unfortunately, in the blooming market environment, Changan overestimated the enthusiasm of consumers. Shortly after changing its name, Avita gradually "disappeared" from the track. Until recently, a press conference reminded people again that Changan also has a high-end brand of new energy vehicles.
From experience, the promotion of new brands during the release and official delivery window is crucial, and the recent Avita 11 overwhelming advertising is undoubtedly a good momentum.
Everything has its pros and cons. While Changan allows consumers to remember Avita, it has also ushered in some controversial issues.
Judging from a large number of netizens’ comments, Avita’s name has attracted much attention.
Avita is taken from the English Avatr, which means virtual avatar in the game or online world. The official gave the word a deeper meaning, that is, to create another self in the intelligent parallel world for each user. This car is also defined as "emotional intelligent electric car, understand your intelligent avatar".
Such an explanation sounds very cultural and representative, but at first glance it will make people feel that it is an overseas brand. Too Westernized and without Chinese characteristics, "I feel a little foreign and foreign" has become a voice.
At the same time, the English Avatr of Avita is similar to the English of the science fiction movie "Avatar", except that one letter is missing, which is easy to confuse. Not only that, the name Avita is also difficult to remember compared to other traditional car brands.
Among the many elements of a brand, the name is the core element of the brand and the basis for forming the brand concept. If a brand wants to expand its influence, it must first make consumers remember the brand name. Compared with the previous Xiaocangxailis, it was difficult to get consumers’ attention at first, but after its model was named "Ask the World", the development momentum improved significantly.
Avita is not easy to remember, nor does it have many characteristics. If the product is not particularly outstanding, it may be difficult to familiarize everyone with this brand.
In addition to the name, as the first model of Avita, the appearance of the Avita 11 to be delivered is also "difficult to say". When it comes to appearance design, Changan’s ability is not weak, and even has a high level. For example, its UNI series has won the love of many young people just because of its appearance.
But according to the current official promotional map, the Avita 11 is a coupe SUV with a slippery back. The front is too "simple", and there are no other elements except for the separate design of daytime running lights and headlights, but the light group is too narrow and long, looking a little hideous and awkward.
Avita 11 front
The side of the car is still normal, but the biggest difference in the back of the car is that its rear glass area is very small and it is sunken inward. This design may minimize the drag coefficient, but for the sake of the drag coefficient, it sacrifices the appearance that consumers value, and may affect the rear view. Is this really cost-effective?
The most controversial aspect of Avita, compared with the name and the appearance of the "sitting" model, is its theory of "emotional intelligence".
At the brand launch, compared to the product information introduction of Avita 11, Avita Chairperson and CEO Tan Benhong spent more time interpreting Avita’s brand definition, namely "emotional intelligent electric vehicle", and proposed "E.I. user request theory system".
Avita Launch
From Tan Benhong’s explanation of "emotional intelligence", Avita’s pursuit is to "add personal touch" to the car, just like a consumer’s confidant, so that consumers can feel the meaning of Avita emotionally, rather than just limited to a machine.
The competition of new energy automobile brands has already risen to the intelligent level. The new brand release does not involve the word intelligent, and it seems that it is embarrassing to introduce it to consumers. The continuous involution of the brand has enriched the intelligent interaction experience of automobiles, and the functions and forms have become more and more complex.
Avita’s invisible and intangible metaphysical concept is more like a deliberate gimmick to be different from AI artificial intelligence.
Anxiety over control under multiple interests
There is no eternal cooperation, only eternal interests. As a result of the cooperation of giants, Avita may be limited to the capital triangle.
For Huawei, which provides software systems and platforms to a number of automakers, the purpose of its layout is very obvious in the era of software-defined smart cars.
From the perspective of the industrial chain, Huawei will grasp the core of smart cars, grasp the traffic entrance of smart cars, and compete with car manufacturers for more has the voice over. Or through the cooperation of multiple manufacturers to accumulate production experience, and finally build their own cars.
Although Avita advertises as "the first emotional intelligent electric vehicle brand with Huawei’s HI full-stack smart car solution", based on the fact that Avita is one of Huawei’s many partners, there is no "halo" effect for consumers at all.
And also think about it, if Avita really enters the Huawei channel, then the Huawei exhibition hall with the M5 is now placed, can it still squeeze Avita 11?
Huawei store ask the world M5
Let’s talk about the "battery Mao" Ningde era, as a battery manufacturer, Ningde era in order to improve the vehicle company has the voice over, as well as the bargaining power in the market, in the past two years, gradually through financing means to invest in new energy vehicle companies, such as Nezha Automobile, Aichi Automobile, Byton Automobile and Geely Krypton and other brands.
In the same way, as more and more car companies cooperate with Ningde Times, the "halo" of Ningde Times is no longer a halo. The difference is that Ningde Times may have another purpose in entering Avita this time. Whether it is the Kirin battery previously released by Ningde Times or the highly integrated CTC technology to be launched in 2025, Avita may be one of the first brands to be put into use.
The use of new technologies and the improvement of vehicle competitiveness will lay the foundation for its foothold in the high-end market. This is also the reason why CATL will invest in Avita, which is more like a "test field" for power battery black technology.
As a "leader", Changan certainly knew that it was a big "hidden danger" to let its partners "master" the most important power battery in electric vehicles and the intelligence of its views, but it had to choose to compromise.
On the one hand, as a leading enterprise in the field of autonomous vehicle enterprises, Changan has been in a marginal position in the field of new energy. If it does not try its best to catch up in the short term, the gap will only widen until it is abandoned by the market. On the other hand, whether it is power batteries or intelligence, the research and development costs are extremely high, which is not something that traditional automobile companies can afford. Choosing cooperation is undoubtedly the best choice.
In this way, the three parties can be said to have "each mind". As a new brand, with the gradual development of Avita, once a certain part of the three-party cooperation changes, it may become a major disaster for Avita. This will not only make people think, after the embryonic stage, how much support will the three parties give Avita?
Nowadays, new energy vehicles are getting more and more crowded, and whether the track can accommodate Avita, a new player, the market will provide the answer.
At the moment of the epidemic, the fire of community group buying has begun to burn again.
Recently, it has been reported that Vipshop is recruiting a head of delegation in Zhuzhou, Hunan. Judging from the recruitment information disseminated, the first to recruit is the investment promotion staff (BD) – in addition to expanding the position and developing the head of delegation, the job content also includes assisting the head of operation and revenue, and the position treatment is calculated according to the basic salary of 4000 + performance + commission. BD is often the prelude to building the business and team, but on the major recruitment platforms, there is no official recruitment information for the time being, and this recruitment is more likely to be carried out quietly.
As an e-commerce platform that swipes TV screens all year round, takes clothing as its core category, and has a stronger "sale" mind, Vipshop and community group buying are connected in tandem, which at first glance is very inconsistent. But it is reasonable to analyze the business model. Vipshop has always wanted to cut from vertical categories to all categories, but the "lack of traffic" has always stuck its transformation lifeline. Even in 2017, Tencent and JD.com announced their investment in Vipshop, and Vipshop sales entered WeChat Jiugongge. The continuous supply of traffic from Tencent’s social products still failed to solve the anxiety of Shen Ya, the founder of Vipshop.
In the field of e-commerce, the division of online traffic has been basically stable, but offline traffic has not yet been fully penetrated, and there is still a chance to take a chance.
Community group buying is considered to be the hottest track in 2020, but this year, there have been subtle changes:
1. Compared with the "first day order and next day pickup" recognized by the industry in the previous two years, the model of community group buying seems to have returned to the essence of the original "group buying", a model of making a fortune from a private domain;
2. Regional and local groups have begun to thrive again, and even now it is a personal group – through tools such as Kuaituan, anyone can not be attached to a certain platform, become a leader, and enter the community e-commerce;
3. From high-frequency fresh food to daily general merchandise, consumers who have been cultivated are no strangers to group buying and even demand more.
The change of the competition landscape and the maturity of consumption habits have increased the "probability" of Vipshop’s community group buying. However, when Tongcheng Life, Food and Enjoy Club, and Shihui Group fell one after another, the orange heart selection and prosperous selection that brought capital into the game frequently contracted, and Duoduo Shopping and Meituan Preferred continued to lose money. The industry does not seem optimistic about Vipshop’s rash entry. In the second half of the increasingly complex industry, Vipshop up the ante may be a risky move, but it may not be a breakthrough.
"Group buying seniors"
Vipshop is not a traditional e-commerce platform. It first started by relying on "special sales" – it was more often called "flash sales" in the early e-commerce field. It is in the form of limited-time sales, regularly launching products of internationally renowned brands, at a discount of 1-50% from the original price for exclusive members to snap up for a limited time. This was a strong market demand a decade ago when there was a serious overcapacity in apparel: according to wind data, among the 87 listed companies in the textile and apparel industry, the cumulative inventory reached 73.20 billion yuan in mid-2012.
However, when the inventory dividend resources gradually dried up, the core competitiveness of the flash sale model was weakened. Vipshop’s competitor VANCL also launched flash sale, and the commission ratio was lower than that of Vipshop; Dangdang quickly launched "tail exchange", and the intention of challenging was obvious; not to mention JD.com and Tmall also launched their own special sales channels. For Vipshop, which started flash sale, the industry volume of flash sale is not as good as that of traditional e-commerce, and whether it is the supply chain or the self-produced traffic level, Vipshop cannot compete with the comprehensive e-commerce platform.
In such an industry context, there is neither stable goods nor closed-loop in-app traffic, and accurate consumer groups have become Vipshop’s final weight. Getting more external traffic and becoming the head of the vertical industry have become the key to Vipshop’s competition, and it has also become an opportunity for it to target group buying.
In 2012, at the height of the PK battle, Vipshop officially tested the "group buying" model. The essence of group buying is group shopping, which uses social stickiness to gather more consumers – that is, traffic, which is exactly what Vipshop needs. Vipshop set up the group buying channel "Vipshop Group" at that time, which made a distinction from the main category of clothing of flash sale, mainly engaged in daily necessities, including cosmetics, home improvement, accessories, snacks… However, by the third quarter of 2014, Vipshop began to shrink the group buying business. By the second quarter of 2015, the group buying revenue contribution had been reduced to 0.2% of the total quarterly revenue, compared to 5.5% in the same period last year.
Vipshop is now very rich in categories
In this regard, Yang Donghao, then the CFO of Vipshop, once explained that the unit price of the group buying business was only half of the company’s main business, but the company still had to pay for the delivery of each group buying order, and the profit margin of the group buying business was much lower than that of Vipshop’s main business. Considering the low unit price of the group buying business, there was also a certain gap between the repurchase rate and the sale, so the operation was adjusted – Vipshop’s first group buying test started with external traffic, and finally did not make money, and finally gave way to the company’s short-term revenue indicators.
In the fierce competitive environment at that time, it was difficult to say that this was a wrong move. But a few years later, Vipshop was still worried about traffic, and its motivation for entering the group buying market was still there. The change was that the giants who had entered the market in the past two years had already used their money to develop their consumption mentality and market education. When consumers began to pay for group buying, Vipshop’s sales crowd that had accumulated for several years became a valuable asset. It was so similar to the label attributes of the group buying crowd that it was not surprising that Vipshop, a veteran with the "group buying gene", chose to leave the market again at this time.
Fresh food e-commerce has long been deployed
Nowadays, when we talk about community group buying, it seems that "placing an order on the first day and picking up the goods the next day" has been taken as a definition. Duoduo Shopping, Meituan Preferred, Amoy Vegetables… have all strengthened the "fresh" label for it. And the "old three groups" of community group buying: Tongcheng Life, Prosperity Preferred, and Shihui Group, were first ordered in the WeChat group to pry the private domain, and then became a platform. In a track with a very diverse business model, community group buying, which was born out of "group buying", is essentially still in the category of social e-commerce.
In the past few years, Vipshop has focused its attention back on specials, but it has always been obsessed with social commerce.
Opening Xiaohongshu, it is easy to be confused by the message "Recruiting Vipshop community leaders and university leaders" – although both are called leaders, the functions of the leaders here are not similar to those in community group buying. One leader told "E-commerce Online" that after becoming a leader, you can "issue coupons" or "send links". "All Vipshop products can be sent, and consumers can get commissions when they place an order. In terms of commission ratio, shoes are 3%, clothes are 6-7%, and cosmetics are 1%. Take a coupon over 999 yuan minus 50 yuan as an example, customers can get 949 * commission ratio income." In addition, if a new leader is recruited, the old leader can get a maximum of 355 yuan recruitment income.
Unlike group buying, Vipshop launched the Mini Program and APP "Only Enjoy Customer" in 2015, which is the above-mentioned "secondary distribution + Mini Program" logic, which is actually more similar to Taobao customers. It does not need to "form a group", but distributes rebates. The same as the traditional group buying model is that they all rely on private domain groups. The head of the group has certain network resources and operational experience can also be reused.
At present, it is not clear how Vipshop carries out community group buying, but it actually has a lot of cards in hand.
The industry believes that Vipshop may adopt two models: 1. Community rebate model, not bound by the actual geographical location, through online sharing to users, successfully earn part of the commission; 2. Community head model, with the geographical location of the community as the coordinate, point-to-point offline laying, more similar to traditional community group buying, transferring the distribution and labor costs at the end to the head.
If the first model is adopted, the "distribution leaders" who only enjoy customers are ready-made resources, but because the offline geographical location of the leader and the members of his private domain group is not the same, the distribution cost of the goods is on the platform side, and the distribution location is high. If the second model is adopted, although it needs to re-expand and recruit the leader, it is more biased towards the "real-world friends economy". After the distribution is perfected, the sales situation will be more stable. Centralized order issuance, distribution costs are also lower than the former.
Weixiangke is actually a distribution app.
But no matter which model is adopted, Vipshop’s ultimate goal is to sell goods and precipitate traffic, requiring not only the head of the team, but also the cooperation of goods, logistics, and tools.
As early as 2017, Vipshop launched a fresh food project. In 2018, Vipshop launched a fresh community store "Pinjun Life" and set a goal of opening 10,000 stores in three years. At that time, Vipshop Fresh and Pinjun Life had been connected in the background, and consumers placed orders on Vipshop or Pinjun Life APP, which could be delivered to their door or picked up by the store. At the end of 2020, the investment company wholly owned by Vipshop invested in the parent company of "Vegetable Dongpo". Vegetable Dongpo focuses on fresh supply chain management and community group buying system technical services to help enterprises solve problems in the supply chain such as order, procurement, sorting, distribution, mall and operation background such as product selection, high-quality, marketing and other issues.
Judging from several cards, Vipshop is at least prepared, and it is more likely to choose the "Community Leader Mode".
Did the leaders buy it?
Tongcheng Life, Prosperity Optimization, and Shihui Group all started from the private domain, but in the end they all took the road of developing the platform. A contradiction that has been repeatedly mentioned is that the platform model is actually converting the private domain traffic of the head of the group into the public domain traffic of the platform. The pull between the head of the group and the platform always exists between the two.
A straightforward question is whether the new generation of group buyers, who are already familiar with group buying and have personal resources in their hands, still buy into the platform? Or, more pointedly, at a time when the supply of goods is so abundant, how much loyalty does the group leader have left for a single platform? "Anyway, it is a group. Instead of letting the platform charge me a commission, it is better for me to earn the money myself," said a group leader.
In the past 12 months, the other side of the community group buying head players have fallen one after another. Local and regional groups are becoming active again, and even individual groups are rising rapidly – a community group buying tool called "Kuaituan", Mini Program, is popular. It belongs to Pinduoduo and can help the head of the group to publish group buying, follow orders and asset details. According to relevant media reports, in June 2021, the GMV of Kuaituan was 2 billion yuan, and the internal expectations of Kuaituan were doubled to 4 billion yuan in November 2021. Kuaituan official claims that there are more than one million heads. At the end of February this year, Tencent also tested a group buying tool Mini Program "Goose Enjoy Group" on WeChat.
Fast Tuan Tuan mode, source: Cayman 4000
At this point, community group buying has begun to divide into two paths: the platform model and the head model.
The advantage of the head of the group model is that the growth is rapid, and the head of the group from all over the world can spontaneously open a group, which makes the cost of community group buying the original city opening and expansion point greatly reduced; but the head of the group model is not without disadvantages. Take the fast group as an example, it is mainly divided into the supply head, the big head and the small head. The supply head is often the brand owner and the distributor, and directly controls the product resources; the big head is the early purchasing agent and micro-business, and the network resources are rich; the big head can set the commission ratio and let the small head help sell – but in this process, the boundaries between the supply head, the big head and the small head are not clear, and the situation of the head of the group "rolling each other" is common.
Vipshop enters the market as a platform. At this time, when it gets involved in community group buying, it must first face the contradiction of "pulling between the platform and the head of the group".
The layout of the category is also a challenge: whether to put fresh food on the shelves? Fresh food is a high-frequency consumption, which has been verified by many platforms for excellent drainage effect, but its profit margin is limited, storage conditions are harsh and easy to wear and tear, which is different from the standard transportation of clothing and other products that Vipshop has always been good at. For Vipshop, the uncertainty of doing community group buying is still very high, which may be an important reason why the industry is not optimistic about it.
However, military risk tricks sometimes come out of the blue, especially in areas such as community group buying and social e-commerce. Running through the new model is still the expectation of the industry. Vipshop, which has been silent for a long time, wants to return to the center of the stage, and everything can only be clearer when its business surfaces.
Original title: "Another e-commerce company backed by Tencent, entering the community group buying"
