every reporter Huang bowen every editor dong xingsheng

in may this year, Meng yutong, the net red secretary of dong mingzhu, chairman of gree electric appliance (SZ000651, stock price 33.48 yuan, market value 188.5 billion yuan), left office, which once triggered a hot discussion in the whole network. But Dong Mingzhu has never responded positively to the matter.

However, in a recent interview with Guangdong Satellite TV's "Caijing Lang Yan", Dong Mingzhu said when asked about online celebrity employees: "Your true quality has nothing to do with online celebrities." "Some people think that they use an Internet celebrity to think that they are valuable, which is the source of no origin. It is impossible for you to advertise outside on the platform of Gree, which is definitely out of compliance."

At the same time, according to media reports, Meng Yutong's "monthly advertising revenue may reach 200000 yuan, and annual advertising revenue may reach 4 million yuan". She has more than 290000 followers on Weibo, 1.31 million followers on Little Red Riding Book and 2.14 million followers on tremolo.

have to say, Meng Yutong's current fans, traffic and advertising revenue, and Dong Mingzhu is inseparable. In other words, it is derived from the brand effect of Dong Mingzhu.

Dong Mingzhu's brand label is a strong woman and a female entrepreneur with a distinctive personality. The popularity of Meng Yutong proves the brand value of Dong Mingzhu. The former by virtue of the "former 500 chairman secretary" identity, you can reap huge traffic and advertising revenue. But for Dong Mingzhu, it is important to cultivate the next "Dong Mingzhu", that is, the "successor" who can lead Gree Electric to move forward ". This is what she calls "true quality".

In this sense, Meng Yutong is just a misunderstanding, because she is not the next "Dong Mingzhu". Although Dong Mingzhu once said that Meng Yutong would be built as a "successor", in fact it only created an online celebrity. In fact, Dong Mingzhu knew this, and Meng Yutong also had self-knowledge. For Meng Yutong personally, it may be a wise choice to use Dong Mingzhu's brand effect to realize the flow as soon as possible.

Strategic Decisions

Alibaba-SW(HK 09988): to become an innovative and open technology platform enterprise serving AI in the whole society

On November 8, at the Wuzhen Summit of world internet conference 2023, Alibaba Group's new CEO Wu Yongming delivered a speech on the theme of "Being a Technology Platform for AI Innovation in the Whole Society. He said that in the AI era, Alibaba will become an innovative and open technology platform enterprise serving the whole society. It is reported that this is the first time that the domestic Internet industry has clearly put forward the positioning and direction of "technology platform enterprises.

comments: as AI has gradually become the key to China's digital economy innovation breakthrough and to move to the high ground, Alibaba has also created many scientific and technological achievements, such as the big model with hundreds of billions of parameters, the tongyi qianwen 2.0, the hundred refining platform, the zhenyue 510 chip, etc. The positioning of "being a technology platform for AI innovation in the whole society" proposed this time reflects Alibaba's strategic foresight in the AI era.

Major releases

Bank of Shanghai (SH 601229): The first meta-universe bank that can roam, interact and trade in the release market

Recently, the Bank of Shanghai and Zhongke Jincai jointly created the Yuan Universe Bank, which was officially unveiled at the Fifth China-Singapore (Suzhou) Digital Finance Application Expo. According to reports, the Bank of Shanghai Yuan Universe Bank is the market's first roaming, interactive, tradable Yuan Universe Bank.

Comment: Yuan Universe Bank not only provides customers with an immersive, interactive, and scenario-based financial service experience, but also provides a new platform and channel for the innovation, trading and circulation of financial products and services. The Bank of Shanghai and Zhongke Jincai jointly launched Yuan Universe Bank, which is an important exploration of the financial industry in the field of Yuan Universe and an innovative breakthrough of the Bank of Shanghai in the digital transformation.

jingke energy (SH 688223): becoming the world's first photovoltaic enterprise with module shipments exceeding 200GW

on November 9, jingke energy announced that the company became the world's first photovoltaic enterprise with module shipments exceeding 200GW. It is reported that JinkoSolar's first 100GW delivery took 11 years, while the second 100GW delivery took only 20 months.

Comments: JinkoSolar's milestone achievement not only reflects the company's leading position in the photovoltaic industry, but also demonstrates the strong strength and innovation capabilities of China's photovoltaic industry. At the same time, 200GW module shipments also have important economic and social significance for promoting the global energy transition and addressing climate change.

Operating results

Xiaomi Group-W(HK 01810): Lei Jun Confirms Sales of Xiaomi 14 Series Has Exceeds 1 million

on November 7, lei jun, chairman and CEO of millet group, said in an interaction with netizens on microblog that the sales volume of millet 14 series had exceeded 1 million units. Lei Jun said: "It is true that millions of units have passed, but the shortage is still serious. We are trying our best to urge the order. Please be patient and wait."

comments: it is reported that Xiaomi 14 is not only equipped with Xiaomi surging OS, but also the first third generation xiaolong 8 mobile platform, and took the lead in landing AI end-side large model in the industry. The sales volume exceeded 1 million units, reflecting the initial results of Xiaomi Group's high-end strategy.

Operational Initiatives

SAIC Group (SH 600104): SAIC General Motors Software and Digital Center officially established

On November 8, SAIC General Motors Software and Digital Center was officially established in Jinqiao, Pudong, Shanghai. As an important carrier of SAIC GM's digital transformation, the center will provide users with better intelligent network connection functions and digital services, and provide new kinetic energy for SAIC GM's continuous and accelerated development on the new electric intelligent track. It is reported that by 2025, SAIC GM's total investment in the field of electrification and intelligent networking will reach 70 billion billion yuan.

Comments: the establishment of the center is another important measure of SAIC in the field of intelligent network connection, which will provide SAIC General Motors with stronger software research and development capabilities and digital service capabilities, enhance user experience and brand competitiveness, and help SAIC General Motors' rapid development on the new electric intelligent track.

Industry expansion

Lenovo Group (HK 00992): Zero-carbon Intelligent Manufacturing Factory is fully completed in Tianjin, with an estimated annual output of 3 million computers and intelligent devices

On November 6, Lenovo Group Innovation Industrial Park (Tianjin) was fully completed. The industrial park is located in the Airport Economic Zone of Tianjin Port Free Trade Zone. It covers an area of 112000 square meters and has a total investment of more than 1.8 billion yuan. It will drive the employment of more than 1,000 people in the Beijing-Tianjin-Hebei region. In the future, it will produce 3 million computers and smart devices annually. It is reported that the industrial park to "green zero carbon, intelligent manufacturing" as the core positioning, set manufacturing, research and development experiments, digital display in one.

Comments: Lenovo Group's establishment of an innovation industrial park in Tianjin is its expansion and upgrading of the original PC and intelligent equipment industry. This move not only helps Lenovo to improve product quality and efficiency and enhance market competitiveness, but also reflects its emphasis on environmental protection and social responsibility, in line with the ESG (Environmental, Social and Corporate Governance) concept.

Technology Innovation

JinkoSolar (SH 688223): set a new global component efficiency record

recently, after TUV Nande certification, the highest conversion efficiency of jingke energy n-type TOPCon large-area photovoltaic module reached 24.76, setting a new record for the highest efficiency of global modules so far certified by a third-party authority.

Comment: N-type TOPCon is an efficient, low-attenuation, and highly reliable photovoltaic cell technology. JinkoSolar broke the world's highest component efficiency record this time, demonstrating its leading edge and innovation capabilities in the field of N-type TOPCon technology.

Sinopec (SH 600028): China's first epoxy butane plant developed by the company was successfully put into production

recently, China's first 4000-ton/year CHP (cumene hydroperoxide) butylene oxide plant was successfully started in Yanshan petrochemical, Sinopec, producing qualified high-purity butylene oxide products. This is the world's first set of CHP method for the preparation of butylene oxide device, the use of Sinopec independent research and development of technology.

Comments: This further expands Sinopec's technical map in the field of fine chemicals, which will greatly increase the domestic substitution rate of epoxy butane after production, and provide strong support for China's epoxy butane downstream industry to reduce costs, improve quality and broaden application scenarios.

Personnel changes

Yanghe Co., Ltd. (SZ 002304): Appoint Fan Xiaolu, Chen Taisong, Zhang Xueqian and Song Zhimin as Vice Presidents of the Company

on November 10, yanghe shares announced that Lin Qing and Zheng bujun applied to resign as vice presidents of the company due to job adjustment. After resigning from the above positions, Lin Qing still served as a member of the company's party committee, the head of the internal audit agency, and the vice chairman of the company's subsidiary Su Liquor Group Trading Co., Ltd.; Zheng Bujun still served as a member of the company's party committee and the party secretary and general manager of the company's Siyang branch. In order to further improve the company's operation and management level and sustainable development operation ability, Fan Xiaolu, Chen Taisong, Zhang Xueqian and Song Zhimin were appointed as vice presidents of the company after being nominated by the president of the company, examined by the nomination committee of the board of directors and examined and approved by the 18th meeting of the seventh board of directors.

Comment: The announcement shows that the four new vice presidents have extensive industry experience and management capabilities. This personnel change will further enhance the management efficiency and collaborative ability of Yanghe shares, and also reflect the layout and implementation of Yanghe's future development strategy.

Executive Information

gree electric appliance (SZ 000651): dong mingzhu responded to Meng yutong's resignation for the first time

in may this year, the departure of dong mingzhu's internet red secretary Meng yutong triggered a heated discussion across the internet. According to the Securities Daily, on November 6, when Dong Mingzhu was asked about online celebrity employees in an interview with the media, he formally responded, saying, "You can't be on the Gree platform and then go outside to advertise. This is definitely not compliant".

Image source: video screenshot

Comments: Frequent absenteeism and private work may affect the brand image and values of the enterprise. Dong Mingzhu's remarks emphasized the importance of employee quality and integrity, and also reflected her standards and requirements for Gree employees.

Lenovo Group (HK 00992): Yang Yuanqing said that the hybrid artificial intelligence accelerated large model in the industry landing

On November 8, the Wuzhen Summit of world internet conference 2023 will open. Yang Yuanqing, chairman and CEO of Lenovo Group, delivered a speech entitled "developing hybrid artificial intelligence to speed up the intelligent transformation of the industry. Yang Yuanqing proposed that through the public large model and private large model, including the enterprise-level large model and individual large model of the hybrid application, can effectively foster strengths and avoid weaknesses, promote the large model to accelerate the realization of industrial applications, so that enterprises and individuals have no worries to enjoy the efficiency dividends brought by the large model, so that the numberThe word economy better serves the development of the real economy.

Comments: Yang Yuanqing's speech reflects Lenovo Group's strategic thinking and layout in the field of artificial intelligence, and also provides new ideas and solutions for the intelligent transformation of the industry. It is reported that Lenovo in recent years, based on the technical architecture of "end-edge-cloud-network-intelligence", has continuously built a panoramic artificial intelligence business ecology including artificial intelligence-oriented (AI-ready), artificial intelligence optimization (AI-optimized), artificial intelligence-enabled (AI-enabled) terminals, infrastructure and solution services.

Important cooperation

China Construction Bank (SH 601939): Signed a Memorandum of Cooperation with Hang Seng Bank

On November 9, China Construction Bank and Hang Seng Bank signed a memorandum of cooperation in Shanghai. It is reported that the memorandum of cooperation is intended to further strengthen mutually beneficial cooperation and help promote the construction of the Guangdong-Hong Kong-Macao Greater Bay Area. Hang Seng Bank, China Construction Bank and Hang Seng Bank (China) Co., Ltd., a wholly-owned subsidiary of Hang Seng, will form a strategic partner. The expertise, experience and professional advantages of the Mainland and Hong Kong focus on further deepening cooperation in the field of digital RMB, and work together to explore cross-border digital RMB services to promote the development of digital RMB business.

Comment: China Construction Bank is one of the largest commercial banks in China and one of the first designated operators of digital RMB; Hang Seng Bank, as a bank under the HSBC Group, has a certain influence in Hong Kong, China. The significance of the cooperation is that the two banks can combine their respective market advantages, resource advantages and technological advantages in the mainland and Hong Kong to jointly create an innovative model of digital RMB cross-border services to provide customers with a more convenient, safer and smarter payment experience.

Shanghai Pharmaceutical (SH 601607): Strategic Cooperation with Sanofi China

On November 6, Shanghai Pharmaceutical and Sanofi China reached a strategic cooperation at the 6th Shanghai International Fair. It is reported that the two sides will carry out omni-channel and nationwide extensive cooperation in key disease areas, jointly explore innovative business models, and jointly build an end-to-end value chain system from import, distribution to terminal sales.

Comments: Shanghai Pharmaceutical is a large pharmaceutical industry group listed in Shanghai and Hong Kong, ranking among the Fortune Global 500 and the top 50 global pharmaceutical companies; Sanofi is the world's leading innovative pharmaceutical and health company, and it is also after the reform and opening up One of the first multinational companies to enter China. The cooperation between the two sides can better promote the introduction, distribution and sales of innovative drugs in key disease areas, improve the accessibility and quality of drugs, and meet the diversified needs of Chinese patients.