On January 7, "Liu Qiangdong sent 100,000 yuan to each of his primary school teachers" appeared on the hot search. On January 8, at the site of receiving New Year's goods in Guangming Village, 1,500 villagers in Guangming Village received New Year's goods, the elderly over 60 years old in the village each received 10,000 yuan in cash, and each teacher of Liu Qiangdong Primary School's alma mater received 100,000 yuan in cash red envelopes.

This is Liu Qiangdong's personal behavior, but the personal image of an entrepreneur is increasingly intertwined with the brand image of the company at the helm, and some people will even equate the two.

The

relationship between brands and consumers is not limited to the products and services themselves, but the deeper connection lies in emotional resonance and value alignment. Liu Qiangdong's annual donation behavior has conveyed the brand values on the hot search, such as "thinking of the source of drinking water, not forgetting the original intention", "respecting the old and loving the old", "respecting teachers and valuing education", etc., which has deepened the public's positive cognition and emotional connection with the "Jingdong" brand, won the public's favor, and demonstrated the humanistic care of the enterprise.

Strategic decision-making

Guangzhou Automobile Group (SH601238): It will integrate the marketing fields of Trumpchi and Aion and establish a brand marketing headquarters

According to recent media reports such as "Daily Economic News", GAC Group decided to integrate the marketing fields of Trumpchi and Aion and set up a brand marketing headquarters, including Trumpchi Marketing Headquarters, Aion Marketing Headquarters, and Haobo Marketing Headquarters. The brand marketing department will be responsible for the key customer business of GAC Group's own brands Trumpchi, Aion and Haobo, and coordinate the brand marketing, vehicle sales, channel construction and after-sales service, and new media marketing of Trumpchi, Aion and Haobo.

Comments: GAC Group's strategic adjustment in the field of new energy vehicles has long been foreshadowed. This time, through the integration of Trumpchi and Aion's marketing fields, the brand marketing headquarters was established, demonstrating its strategic determination to deepen the layout of the new energy vehicle market. The move aims to strengthen brand synergies and enhance market competitiveness.

Major releases

Lenovo Group (HK00992): Completed a US$2 billion investment and reached a strategic cooperation agreement with Alat Necket

On January 8, Lenovo Group and Alat, a subsidiary of Saudi Arabia's Public Investment Fund (PIF), announced that the two parties have completed a three-year $2 billion non-interest-bearing convertible bond investment and reached a strategic cooperation agreement previously announced in May 2024. Next, Lenovo Group will set up its Middle East and Africa regional headquarters in Riyadh, the capital of Saudi Arabia, and build a new sustainable manufacturing base in the country, which will rely on local R&D teams to create end-to-end "Made in Saudi" products. According to the plan, the new plant is expected to start production in 2026 and is expected to produce millions of PCs and servers per year.

Comments: This move means that the two parties officially work together to open a new chapter in the Middle East and Africa region, and Lenovo Group's Middle East market business is expected to further accelerate in 2025, thereby enhancing its global influence and strengthening its global manufacturing diversification layout while accelerating business transformation.

Kweichow Moutai (SH600519), Wuliangye (SZ000858), Shanxi Fenjiu (SH600809), Yanghe (SZ002304), Luzhou Laojiao (SZ000568), Baidu Group (HK09888), Alibaba (HK09988), Jingdong Group (HK09618) and other companies announced donations to the earthquake-stricken areas in Tibet

At 9:05 on January 7, a 6.8-magnitude earthquake struck Dingri County, Shigatse City, Tibet. Subsequently, a number of listed companies announced donations and materials: Kweichow Moutai said that it planned to donate 20 million yuan to the Tibet Autonomous Region Charity Federation, in addition, Kweichow Moutai Public Welfare Foundation will donate 2 million yuan to joint dealers; Wuliangye said that it decided to donate 10 million yuan to the Tibet Autonomous Region Charity Federation; Shanxi Fenjiu, Luzhou Laojiao, and Yanghe Co., Ltd. all announced that they would donate 10 million yuan to the earthquake-stricken area of Dingri County; Baidu Group announced an emergency donation of 1 million yuan; Alibaba has donated the first batch of 100,000 food items to the disaster area; The first batch of relief supplies from JD.com Group has been delivered by special vehicles.

Comments: A number of listed companies responded quickly to assist the earthquake-stricken area, which not only provided much-needed material support for the disaster-stricken area, but also demonstrated the company's responsibility at a critical moment, showing the brand's sense of social responsibility and humanistic care.

Operational initiatives

Xiaomi Group (HK01810): The Xiaomi car factory will be gradually opened for tours in 2025

On January 4, Lei Jun, founder, chairman and CEO of Xiaomi, said on Weibo that the Xiaomi automobile factory has been opened for external visits and will be gradually opened for visits in 2025, with each visit limited to 20 groups of guests, and the time is 14:00-17:00 every Saturday (limited to production time). Lei Jun said that this month's available reservation time is January 11, 18, and 25, that is, the quota for this month is 60 people.

Comments: With the hot sales of Xiaomi SU 7, the factory of Xiaomi cars has also become the focus of attention from the outside world. The open house visit is not only a reflection of Xiaomi's confidence in its automotive manufacturing process, but also part of its marketing strategy, which aims to increase brand awareness and user expectations.

Technological innovation

Transsion Holdings (SH688036), Alibaba (HK09988): Tongyi Qianwen has been installed in Transsion's AI mobile phones

Recently, Transsion Holdings and Alibaba Cloud have reached a cooperation, and the Tongyi Qianwen model has been installed in the AI mobile phone PHANTOM V Fold2 launched by TECNO, a technology brand of Transsion, creating a deeply localized "practical AI". Through the specific AI buttons on the fuselage, users can call the device-side large model with one click, and can still run multiple rounds of AI conversations in the offline environment, and realize document and call summarization.

Comments: The cooperation between Transsion Holdings and Alibaba Cloud demonstrates the deep integration of the two parties in technological innovation. This innovation not only improves the intelligence level of mobile phones, but also creates "practical AI" through in-depth localization, meeting users' needs for an efficient and convenient AI experience.

Executive Information

Jingdong Group (HK09618): Liu Qiangdong distributed cash red envelopes to teachers and the elderly in his hometown

On January 7, the news that Liu Qiangdong, the founder and chairman of the board of directors of JD.com, distributed cash red envelopes to teachers and the elderly in his hometown rushed to the hot search. In a New Year's greeting letter to the villagers of Guangming Village, Lailong Town, Suyu District, Suqian City, Jiangsu Province, Liu Qiangdong announced that he would distribute 100,000 yuan in red envelopes to all the teachers at his alma mater when he was in primary school. In addition, there are elders over 60 years old who will receive 10,000 yuan in red envelopes per person.

Comments: Liu Qiangdong's annual donation to his hometown demonstrates his deep affection for his hometown, as well as the positive attitude of entrepreneurs to give back to the society and help rural revitalization, and also conveys the brand values of the company.

Personnel changes

Trina Solar (SH688599): Elected Gao Haichun as co-chairman

On January 3, Trina Solar announced that all directors unanimously agreed to elect Gao Haichun as the co-chairman of the company's third board of directors, and the term of office will be from the date of deliberation and approval of the board of directors to the date of expiration of the company's third board of directors.

Comments: According to public information, Gao Haichun was born in 1993, graduated from Brown University in the United States, and has served as the deputy general manager of the strategic investment department of Trina Solar, the chairman of Trina Fujia Energy Co., Ltd., and the director of Trina Solar. As the daughter of the founder, Gao Haichun's joining also demonstrates Trina Solar's governance philosophy of combining family inheritance and professional management.

China Mobile (SH600941): Wang Limin has been appointed as an executive director of the company

On January 8, China Mobile announced that Li Pizheng resigned as the company's executive director due to his age. Upon the proposal of the Nomination Committee of the Company and the deliberation and approval of the Board of Directors, Wang Limin has been appointed as an executive director of the Company.

Comments: According to public information, Wang Limin obtained a master's degree in law from Peking University in 1992 and is now a director of China Mobile Communications Group Co., Ltd., the ultimate controlling shareholder of China Mobile. With a strong background in the legal industry and extensive management experience, Wang Limin is expected to bring a new strategic perspective and management philosophy to China Mobile.

Important collaborations

SAIC Motor (SH600104) and CATL (SZ300750): Officially signed a deepening strategic cooperation agreement

Recently, SAIC and CATL officially signed a deepening strategic cooperation agreement, and the two sides will further promote win-win cooperation in various fields such as technology co-creation, vehicle and battery aftermarket, overseas business expansion, and vehicle-electric separation. According to the agreement, the two parties will jointly develop power battery products suitable for SAIC, and CATL's innovative technologies such as Kirin batteries and Shenxing batteries will be preferentially applied to SAIC models, and SAIC will make CATL the preferred partner of automotive power batteries. At the same time, the two companies also plan to cooperate in the separation of vehicles and electricity, and SAIC Motor will develop and sell battery-swapped models. CATL and its affiliates provide standard battery-swapping batteries, and provide battery sales, battery leasing and battery-swapping services for battery-swapping models.

Comments: The deepening of strategic cooperation between SAIC and CATL marks a new stage of cooperation between the two sides in the field of new energy vehicles. CATL will prioritize the supply of innovative technologies to SAIC to help SAIC improve the competitiveness of its models. The two companies will cooperate to carry out the separation of vehicles and electricity, which is expected to reduce the cost of car purchase and accelerate the popularization of new energy vehicles.

Cover image source: Visual China