China emerging EV market is booming, but under Reshuffle
On this year’s China National Day, Oct. 1st, the first day for announcement of new car handover quantities in September, Wang Xing, founder of Meituan, a Grubhub like company, and an investor in Lixiang Electric Vehicle (EV), improvised a comment on the sales performance of the EVs in his Wechat friend circle: “In the past two to three decades, the leader of the Chinese premium high-end car market has been the German BBA (BMW, BENZ, AUDI), but the next two to three years will depend on ‘LiWeiHua'(Lixiang, Weilai, Huawei, new Chinese EV companies),. No matter which one wins, China will win.”
In fact, as the major new EV brands have announced their September and third quarter sales, the industry competition has intensified while the reshuffling effect between different brands has emerged.
Among them, BYD, which sold more cars for two consecutive quarters than Tesla, is expected to sit on the throne of the world’s first this year. While the new EV makers are facing the car giant’s “pro-son” competition.
Under the big reshuffle, the old players fall behind, new players to rebound, the industry market is not yet determined, especially under the new EV makers fluctuating production capacity, the whole market situation becomes more confusing.
1, Ranking keeps changing: the numbers
The Giants:
The Mid-Class EV Brands:
The Price Competitive Brands
Giving regard to Chinese government policy and the changing market, the battle for the Chinese EV industry is in full swing, but the market has not yet completed its final screening as the handover amount is fluctuating. Standing in the last quarter of 2022, when Xiaomi car has not yet started mass production, Huawei has not yet built a car under its name, and Apple’s car has not yet made an official announcement, the chances for the later comers become smaller and smaller.
02, Tesla is under high pressure
In the second quarter of this year, when BYD overtook Tesla for the first time as the world’s No. 1 electric vehicle supplier, many analysts attributed this primarily to production capacity limitations caused by Covid-19 controls in Shanghai. But the recently announced third quarter sales further validate BYD’s growth potential, while Tesla blamed logistical constraints for less-than-expected deliveries.
The day after Tesla’s deliveries were announced on Oct. 3, U.S. time, its shares plunged more than 8 percent. Its third-quarter car deliveries of 343,800 units fell short of market expectations of 357,900 units, and by the close of trading on Friday, Oct. 7, Tesla had accumulated a three-day decline of about 16 percent, its worst one-week performance since March 2020.
Since the global popularity of electric vehicles began, Tesla has almost always sat at the top, but in the second quarter of this year, the market situation began to change, BYD overtook Tesla for the first time to become the world’s number one electric car manufacturer, and after entering the third quarter, the gap between the two is rapidly expanding.
BYD’s development is really amazing. Just two years ago, its annual sales were only 190,000 units, while Tesla’s sales were up to 500,000 units, BYD is less than half of Tesla’s sales. In year 2021, BYD sales tripled to 604,000 units, Tesla sales also grew to 936,000 units, BYD and Tesla still have a gap, but it has reached 2/3 of Tesla’s sales. After 2022, BYD quickly narrowed the gap with Tesla, and in the second quarter successfully topped, and now the sales gap between the two is further widened.
It may seem unexpected, but it actually makes sense.
This has a lot to do with China’s new energy vehicle sales market explosion, data show that the first half of this year, global sales of new energy vehicles is more than 4.22 million units, of which China’s sales is up to 2.6 million units, accounting for more than 60%.
A significant problem for Tesla is that it has limited models. There are totally 4 models on sale on Tesla offical website: model 3, model Y, model X, model S. The model 3 and model Y accounted for a whopping 95% of the 343,800 electric vehicles sold in the third quarter of this year, which were released in 2016 and 2019, respectively.
In comparison, BYD’s product line is much wider, with different cars in its Dynasty series and Ocean series covering different prices from 100,000 to 300,000 yuan (USD13,906-USD41,718), with the cheapest Yuan Pro starting at less than 100,000 yuan (USD13,906), while Han and Tang models are priced upwards to more than 300,000 yuan (USD41,718).
In addition, Tesla’s main use of ternary lithium batteries are said to be not safe enough, repeated safety accidents seems to have reduced consumer trust, especially not long ago Lin Zhiying, a Taiwan Star, had an accident while driving Tesla. “Now who dares to buy a Tesla, I always try to keep a safe distance with Tesla on the road.” A new energy taxi driver spat.
On 2022 World Power Battery Conference, Professor Sun Jinhua from the University of Science and Technology of China has revealed a set of data: In year 2021, the national electric vehicle fire accidents is more than 3,000 cases, of which 60% were caused by ternary lithium battery models, while only 5% of lithium iron phosphate batteries.
On the other hand, BYD has been making a lot of moves, and its ambition to compete for global new energy vehicle supremacy has been put on the table. First, in March, it officially stopped the production and sales of fuel vehicles and focused on developing BEVs (pure electric vehicles) and PHEVs, and then, just this past September, it announced its official entry into the European market, where it released three models, Han, Tang and Yuan.
According to the current sales situation, BYD is quite close to the annual sales target of 1.5 million units, and in the 4th quarter of this year, BYD is expected to hit a higher sales target.
But it should be noted that the BYD era of electric vehicles has not really arrived, in the BYD delivery of new energy vehicles, hybrid models and pure electric models are still half each, and the former is mostly considered a transitional model of the new energy era. Pure electric is the real EV.
In addition, from the point of view of profitability, Tesla is still the king of the current market. Although BYD is a cut above Tesla in overall sales, the revenue and profit level is still a gap with Tesla because the main models are basically below 300,000 yuan (USD41,718).
No doubt, for the two giants, the battle is still in the beginning stage, the further competition in the field of pure electricity will continue.
忆古思今 | 西门庆的一泡尿和郭德纲的女人
🔼杨思敏镇楼
冷知识:她现在开一家拉面馆
一泡尿,改变了西门庆的一生
话说北宋末年政和年间,山东省东平府清河县,有一西门大官人。此人乃是地方一霸,想来也是在清河县呆久了,想出到京都逍遥的法子。殊不知,天子脚下,都是些王宫贵族、高干子弟,岂是他可只手遮天的清河县?
这西门大官人席间饮酒过多,如厕时遇一男子,低头一看,甚是惊奇,连声嚷叫:Small! Too Small! 神态嚣张至极!
大官人也是跋扈惯了,并未将此事记在心上。哪知被嘲笑男子乃是高干子弟,数月之后,竟跑到清河县,让大官人喝了众人的尿。自此之后,西门庆霉运连连。
1, 京畿重地,乃是食肉者的天下
2, 切莫以己之长笑他人之短。尤其是在人人都在意的地方
郭德纲的女人
🔼郭德纲与王惠
王慧,郭德纲现在的女人,也会是他一辈子的女人。之所以不用“郭夫人”称呼她,是因为郭老师和她还没有领证。
培训班不会告诉你的事
为什么培训班还存在?
难道大家都不会觉得很奇怪吗?我们的小朋友已经在光天化日之下接受了公立或者私立学校完善的教育体制。那为何放学后还要继续去培训班受苦?培训班之所以会存在是来自于以下四大原因。
学校老师出题目时都把学生当天才
很多老师都有一种奇怪的想法,就是希望能把学生给考倒。因为这样才能证明自己比学生强很多。所以考试时出的题目往往都是一些课堂上根本没讲过的东西。又或是这个老师一次教五个班级,但是他却只跟其中的三个班级有提到过超过课本范围的内容。但是他却忘记了。这不能都怪学校的老师,因为毕竟要教的班级太多,然后内容又大同小异。所以经常会有这种事情发生。
但是培训班的老师比较不会有这种问题,因为他一次只需要带一个班级或者少数几个学生。而且为了要让学生感到有趣,他会提到很多课本里没讲的东西—也就是在学校考试时才会出现的题目。所以每次考试我们就会发现,就算学生白天都会很专心的听课。但是有补习的跟没补习的,在分数上还是会有一些落差。
大部分的家长都认为自己的孩子是天才。
其实实事求是的来讲,每个人念书的天分都不相同。就跟我们在单位里工作一样,有些人上级领导一讲我们马上就懂,有些人可能已经教过他上百次,但他好像永远都学不会。
读书学习这种东西不也是这样吗?每个人都有不同的天分,从来也没有任何数据告诉我们分数的高低,会直接影响你将来的成就。想想我们身边的例子,是不是也有同学,以前学习成绩不好。但是现在混社会要比我们强的多。他们现在的收入应该已经超过我们很多人。你说这样他们没有成就吗?所以很多家长把小孩送去培训班,只是因为他们认为可以用逼迫的方式,让不会念书的孩子学习。但是我可以大胆的告诉你,如果你的孩子不是念书的料。那么你把这些浪费在培训班的钱拿去上技校,可能还会比较实在一点。
学校老师的收入太低。
现在初中老师的收入应该是一个月在5000~6000之间。虽然这样的工资不算低,但如果我们把它摊成时薪,也就是一个月22天一天4节课来算,那么公立学校老师的时薪,大概就是只有68元/小时,跟培训班那种每小时150元起跳,甚至著名教师要300~500之间来说,还是有很大的落差。(一线城市的朋友请替换数字计算)。所以实事求是来讲,也有少部分老师放学后还偷偷跑去培训班兼职。等于是培训班给了学校老师一个不合法但可以赚外快的空间。甚至大家可能会听说过,有些公立学校的老师,平常白天上课死气沉沉的,好像有人欠他钱一样,结果他晚上在培训班教书,不但生动活泼,还时时会讲笑话,让学生听。这种行为很明显就是他完全看不起他自己白天的薪水。
家长懒得花时间陪孩子。
很多家长的孩子都念到初中了,还是不放心他们,怕孩子放学后去外面学坏。所以宁愿花钱在培训班请人管教他们自己的孩子。因为只要孩子逃课,培训班马上会来电话告诉家长。所以说一句不怕得罪大家的话,其实大家都知道培训班文化很蠢。但是另外一方面他们又不能接受没有培训班的世界。与其说是我们的教育失败,倒不如说那些过度重视成绩的家长、不想花时间管教孩子的家长,才是培训班的真正制造者。
下面讲一讲培训班的公开的套路(以下讲的这些并不代表所有的培训班都这样)
首先讲一下,很多家长对培训机构都有一个误解,认为他们是一个教育机构。但事实上他们跟我们小区的超市一样属于盈利性单位。换句话来说,他们的首要目的当然是赚钱,只不过卖的商品是教育而已。所以千万不要天真的以为每个培训班都真心希望看到你的孩子能被名校录取。他们真的没有那么伟大。
能打的来了!莫德纳mRNA疫苗为什么是人类之光?终结新冠病毒,就靠它!
重要新闻
- 11月9日,辉瑞与合作伙伴BioNTech联合宣布:根据3期临床研究的外部独立数据监测委员会(DMC)于2020年11月8日进行的第一次中期疗效分析,在没有新型冠状病毒(SARS-CoV-2)感染证据的受试者中,其基于mRNA的新冠疫苗BNT162b2证明了预防新型冠状病毒肺炎(COVID-19)的有效性:有效率超过90%。这一数据远高于美国FDA要求的50%以上即可获批上市。双方计划在达到所需的安全里程碑后,尽快向美国FDA提交紧急使用授权(EUA)申请。
- 美国生物科技企业莫德纳(Moderna)11月16日宣布,由该公司研发的新冠肺炎三期试验疫苗mRNA-1273有效性为94.5%。计划在未来几周内向美国申请新冠疫苗的紧急使用权,同时也向其他全球监管机构提交新冠疫苗以获得授权;
- mRNA疫苗无成功先例,今后灭活疫苗有可能会被完全淘汰,mRNA疫苗生产太方便了
背景知识: 灭活等疫苗VS mRNA疫苗
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灭活疫苗,这是最传统的疫苗,包括减毒疫苗、灭活疫苗和裂解疫苗。
- 所谓的减毒疫苗就是把病原体打残了再用;
- 所谓的灭活疫苗就是把病原体打死了再用;
- 所谓的裂解疫苗就是把病原体碎尸万段后再用。
- 虽然经过了各种特殊的灭活处理,导致其致病性下降或丧失,但仍保持了病毒全部或部分免疫原性,接种后病毒抗原可以刺激机体产生免疫应答,达到保护作用。
- 这种类型的疫苗,工艺制作较为简单,是传统的疫苗制备方式。但是由于对新冠病毒的致病机理和免疫学机制的研究尚不深入,所以灭活后的疫苗仍然可能携带有害成分;而且目前活病毒培养要求在P3级生物安全条件下进行,产能会受到限制。
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核酸疫苗,包括DNA疫苗和mRNA疫苗。
- DNA疫苗:把病原体的蛋蛋直接活生生打入人体。灭活疫苗可以说是最[笨]的方法,但也可以说是作为兜底的策略,灭活疫苗的缺点是接种次数较多(通常需要2~3剂),但灭活疫苗的技术是最成熟的,这也是我看好国药灭活疫苗的原因。
-
mRNA疫苗:把病原体的小蝌蚪原细胞活生生打入人体。mRNA(信使RNA)就像一个携带着细胞用来合成不同蛋白质的模板。在人类细胞内,根据DNA内的遗传信息制造蛋白质需要两个主要步骤。首先,在细胞核中,DNA编码的信息转录到mRNA上。mRNA从细胞核移动至细胞质,核糖体将其翻译成蛋白质,从而发挥对细胞和组织的功能。与传统疫苗直接引入抗原蛋白刺激宿主免疫应答不同,mRNA疫苗引入编码疾病特异性抗原的mRNA,利用宿主细胞的蛋白质合成机制产生抗原,从而触发免疫应答。在体内,这些外来抗原的产生为免疫系统识别和记忆这种病毒抗原做好了准备,可以抵御未来由相同抗原引起的病毒感染。
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mRNA疫苗最大的优点就是可以快速制备,安全性较好。这种疫苗的主要缺点,是在运输递送过程中容易出现降解而失效,所以防止降解是关键。
关于RCEP,最权威的解读在此,没有之一!
昨天朋友圈被RCEP的信息刷屏,的确是大事件,这或许将改变贸易格局,甚至世界格局!但,几篇公众号翻下来,发现解读并不全面。自己动手,丰衣足食。这里是对RCEP最权威的解读,没有之一.
1, “什么是RCEP”
▲RCEP缔约国
2, “为什么RCEP引人关注?”
▲RCEP重要性 | 图片来源:环球时报 | 翻译整理:大禹(原资料为英文)
3, “RCEP的内容?”
Fight against the UNQUALIFIED PPEs
I am a Chinese!
To Chinese: it is not ashamed to admit problems, it is shameful to hide and do the wrong thing.
To non-Chinese: Chinese are also human beings, there are good people and bad people, same as in your country.
It is a hard year for apparel business (my main business, worked in this field for 20 years, up to now), to keep business running, I have been supplying PPEs to my clients and therefore, have connections with various PPE suppliers.
To learn more about the PPEs, I have joined different wechat groups. Below is a screenshot from one group, the price is surely very very low:
The non-Chinese would say: Chinese are horrible! But, wait! Ask yourself a question: why the unqualified masks can sell? Who bought such masks? The Chinese bad businessman surely should be condemned and punished, the buyers should be the same.
I have read news on bad quality PPEs from China, there are complaints and claims from various countries, Canada even asked Chinese suppliers for recall. Unfortunately, no reports on punishment of importers read.
To fight against the unqualified PPEs, Chinese should have basic business ethics, buyers should focus on quality, rather than price only. Please believe that Chinese factories can always meet your target price, the quality will be surely a problem-if price is unreasonable, I also believe buyers know the fact.
PPEs are about life, Human Lives Matter!