Alibaba's president's PPT was leaked by an employee's screenshot, and the new plan was exposed; SMIC raised prices across the board, even for those who had already placed orders; Lei Jun received BYD's Wang Chuanfu at Xiaomi Technology Park|Leifeng Morning News
It is said that the PPT of the president of Alibaba MMC was leaked by an employee, and the new plan was exposed
On March 31, a user who was listed as an "Alibaba employee" on Maimai posted a message revealing the true face of Alibaba's MMC business group. The post was accompanied by three PPTs involving MMC's business model and MMC's position, and the Alibaba logo was clearly visible on the PPT images. Judging from the content of the revelation, Alibaba MMC's core mission is to digitally upgrade 6 million mom-and-pop stores. The logic is: grid management of small stores - forming scale - playing the C2B2M model - allowing small stores to directly connect with source factories and farmers to achieve production based on sales and production based on sales.
The whistleblower said that someone in the factory called this near-field e-commerce, which is different from the community group buying of other large factories. Group buying is social group leader fission dumping, people pushing goods. MMC is a digital upgrade of small stores, with goods matching people. It is said that this thing can reduce the loss of agricultural products by 40%. The boss was very excited and set up a team of several thousand people with the slogan "There is no limit to the transformation of small stores."
It is understood that this topic once became a hot search on Zhihu, and netizens said: Screenshotting and leaking the company's internal trade secrets is itself unethical. Once Alibaba holds it accountable and determines that these pages of PPT are trade secrets, the consequences will be quite serious. The lightest punishment is disciplinary action, dismissal, compensation, or even imprisonment.
Domestic News
Alibaba announces MMC’s core mission for the first time: not community group buying
Alibaba Recently, the MMC business group was established, which is led by Alibaba partner Dai Shan. Previously, some people believed that Alibaba established MMC to enter the "community group buying" business. On the evening of April 1, Dai Shan published an open letter on Alibaba's intranet, showing that the core mission of Alibaba's MMC business group is "serving every store, just for every family."
It can be seen from the open letter that the MMC model is not community group buying, and there is an essential difference between the two. According to reports, the community group buying model is social group leader fission dumping, where people push goods, while Alibaba's MMC is a digital upgrade of small stores, where goods match people. Dai Shan said in the open letter that MMC will continue to focus on the digital upgrade of small stores, allowing small stores to have stronger digital capabilities to serve surrounding consumers and make neighbors more warm. By forming instant insights into consumer demand, digital production of industrial belts, factories and agriculture can be achieved.
According to information, Dai Shan is one of Alibaba's 18 Arhats. In addition to the MMC business group, she is also in charge of Alibaba Group's B business group and Hema business group, and is also responsible for coordinating Alibaba Group's agricultural business. (Sina Technology)
SMIC will raise prices across the board after April 1, including undelivered orders
According to the "Science and Technology Innovation Board Daily" on the 1st, it is reported that SMIC, the leading domestic wafer foundry, informed its customers through email that SMIC's foundry prices will be increased across the board from April 1st. Orders that have been put online will maintain the original prices, and orders that have been placed but not put online will be executed at the new prices regardless of the order time and payment ratio.
In addition, another source pointed out that SMIC had already started to raise prices in March this year. The price increase range varies from customer to customer, and the price increase for 8-inch and 12-inch orders is different. Overall, this round of price increases is about 15% to 30%. It is worth mentioning that due to the global chip shortage, TSMC and other foundries have already announced price increases, and SMIC is one of the later manufacturers. The above-mentioned industry chain people believe that most customers will also understand.
Lei Jun received Wang Chuanfu at Xiaomi Technology Park, sparking rumors of Xiaomi and BYD cooperating to build cars
The day before yesterday, Xiaomi officially announced that it would build cars. On April 1, an insider revealed that Lei Jun received BYD Chairman Wang Chuanfu and Sequoia Capital’s Shen Nanpeng at the Xiaomi Technology Park, which made people speculate that the car company Xiaomi is going to cooperate with is BYD?
According to Xiaomi's official introduction, Xiaomi currently has a R&D team of more than 10,000 people, a top three mobile phone business in the world, and the most complete smart ecosystem in the world. As of the end of 2020, Xiaomi Group's cash balance was 108 billion yuan. (Tencent Technology)
Tao Lin, Vice President of External Affairs of Tesla: Not lowering prices is cutting off users
Recently, Tao Lin, Vice President of External Affairs of Tesla, was a guest on a talk show. Tao Lin responded positively to Tesla's price cut: We produce in China, and if we don't pass on the cost savings to consumers, that's called "cutting leeks." No matter at which point in time, we give consumers the best price.
ByteDance's latest valuation is reportedly close to $400 billion
Beijing time, April 1st evening news, according to the South China Morning Post, several people familiar with the matter said today that for private equity investors, the valuation of ByteDance, the parent company of Douyin, is approaching $400 billion. These people familiar with the matter said that because ByteDance is considering listing Douyin in New York or Hong Kong, its value in the private equity market has been inflating, and the latest valuation has been close to $400 billion.
If the news is accurate, based on data from analysis firm CB Insights, the new valuation of $400 billion is almost three times ByteDance's $140 billion valuation after its Series C financing in March 2020.
A year ago, ByteDance granted company shares to employees, which valued the company at $100 billion. Two weeks ago, its valuation rose to $270 billion. According to ByteDance employees, the figure jumped to $300 billion last week. (Sina Technology)
Multiple departments in Shanghai hold talks with online freight platforms such as Huolala and Yunmanman
News on April 1st: This afternoon, the Shanghai Municipal Transportation Commission Law Enforcement Corps, together with the Municipal Traffic Police Corps, the Municipal Urban Management Bureau Law Enforcement Corps, the Municipal Emergency Management Bureau and the Municipal Market Supervision Bureau, held a joint interview with online freight platforms such as Yunmanman, Huolala, Didi Freight, Kuaigou Taxi and Xiangyun Gongpei.
The Shanghai Municipal Transportation Commission Law Enforcement Corps stated that all online freight platforms should conduct offline real-life vehicle verification for vehicles registered on the platform, prohibit the provision of dangerous goods transportation matchmaking services, promptly provide registration and operation data, set up full-time safety emergency liaisons, and promptly report violations or accidents. According to the E-Commerce Law, if a platform fails to fulfill its verification and registration obligations; fails to take necessary measures to deal with violations, or fails to report to the relevant competent authorities, it may be suspended for rectification and fined up to 500,000 yuan. (Interface)
Yang Yuanqing thanked employees in an internal letter, saying they don’t need to worry too much about the “35-year-old threshold”
On the morning of April 1, Lenovo Group started its new fiscal year. Lenovo Group Chairman and CEO Yang Yuanqing issued an internal letter saying that in the past year, every region and every business has experienced the challenges of the COVID-19 pandemic. Fortunately, Lenovo has withstood the severe test, "What does not destroy us will eventually make us stronger."
Yang Yuanqing pointed out, "On the first day of the new fiscal year, I would like to focus on our team and our employees. I hope that everyone will gain more than just a job at Lenovo, but also an opportunity to learn, grow, and achieve a career." It is reported that Lenovo has created a humanistic working environment, including services such as not having to worry too much about the "35-year-old threshold." ( Sina Technology)
Huang Zhang resigns as legal representative of Meizu Technology, and his younger brother Huang Zhipan takes over
On April 1, according to the Qichacha App, Zhuhai Meizu Technology Co., Ltd. (hereinafter referred to as "Meizu Technology") recently underwent a business change, and the legal representative was changed from Huang Xiuzhang to Huang Zhipan. Huang Xiuzhang is Huang Zhang's real name, and Huang Zhipan is Huang Zhang's younger brother.
Huang Zhipan's position was also changed to General Manager and Director of Meizu Technology. Huang Zhang only retained the position of Chairman. In February this year, Huang Zhipan took over as CEO of Meizu. ( Tencent Technology)
FAW-Volkswagen reportedly buys carbon emission credits from Tesla: 3,000 yuan per credit
Beijing time, April 1st evening news, according to reports, three people familiar with the matter said today that Volkswagen 's joint venture in China, FAW-Volkswagen, has agreed to purchase carbon emission credits from Tesla to help meet local environmental regulations.
Industry insiders said the deal shows how Volkswagen faces a tough challenge in shifting its massive gasoline car manufacturing business toward electric vehicles, with the goal announced last month of surpassing Tesla to become the global leader in electric vehicles by 2025 at the latest.
Volkswagen also said it aims to more than double the delivery of electric vehicles to 1 million this year. But currently, in China and some other markets, Volkswagen still relies heavily on traditional internal combustion engine vehicles. (Sina Technology)
Monster Charging landed on Nasdaq: opening price of $10, up 17.6% from the issue price
According to news on the evening of April 1, Beijing time, the shared charging company Monster Charging officially landed on Nasdaq today , with the stock code "EM" and the issue price of $8.5/ADS. Monster Charging opened at $10 today, up 17.6% from the issue price. According to the opening price, Monster Charging's market value is $2.49 billion.
Monster Charging was founded in 2017, and together with Jiedian, Laidian and Xiaodian, formed a "three electrics and one monster" market structure in the domestic market. After this listing, Monster Charging also became the first stock in shared charging.
According to the information disclosed in the prospectus, in 2019 and 2020, Monster Charging's revenue was 2.022 billion yuan and 2.809 billion yuan respectively, a year-on-year increase of 38.9%; net profit was 167 million yuan and 75.4 million yuan respectively, a year-on-year decrease of about 55%. (Sina Technology)
Foxconn responds: Layoffs of 800,000 people are nonsense
In response to rumors that Foxconn had left behind 800,000 employees in mainland China, Foxconn responded to a reporter from China Securities Journal on the evening of April 1, saying that "laying off 800,000 employees is nonsense." In addition, Foxconn's official Weibo account also announced that the group's manufacturing proportion in mainland China increased last year, and more than 75% of the group's production capacity last year was manufactured in mainland China. The group's factories in mainland China are undergoing transformation and upgrading, from the original ICT industry to the industrial Internet, as well as new infrastructure-related projects.
international News
Musk says SpaceX will take a Dogecoin to the moon Dogecoin surges
On April 1, Tesla CEO Elon Musk said that SpaceX will bring a Dogecoin to the moon. Subsequently, Dogecoin rose sharply, and the increase expanded to more than 10%.
Musk has always been very supportive of Dogecoin. In February, members of the crypto community discovered that a mysterious address had accumulated more than 27% of the DOGE coin market supply, holding a total of more than 36 billion DOGE coins (US$2.5 billion). The top 20 addresses together accounted for 50% of the total supply of tokens. ( Tencent Technology)
Japan designates five tech giants, including Amazon, Google and Apple, as targets for regulation
On the afternoon of April 1, according to a report by Kyodo News, Japan's Ministry of Economy, Trade and Industry designated Amazon Japan, Google, Apple and Rakuten Group and Yahoo as the subjects of the new law to regulate IT giants. The law stipulates that the above-mentioned companies are obliged to disclose contract terms and strive to make transactions with customer companies transparent. The Japanese-style regulation of IT giants has officially started. The new law is the "Law on Improving Transparency and Fairness of Specific Digital Platforms" implemented in February. (Sina Technology)
LG will withdraw from the smartphone business and it has become a hot topic. Netizens: It’s a pity
On the afternoon of April 1, the topic of LG's withdrawal from the smartphone business was trending on Weibo . As one of the leaders in the mobile phone industry, LG's withdrawal from the smartphone business made netizens feel deeply moved.
South Korea's Herald Business Daily cited unnamed industry insiders as saying that LG Electronics will announce its decision to exit the smartphone business at a board meeting on April 5. LG had considered a number of options, including selling the business, but negotiations with some potential buyers failed due to huge differences over patents for mobile phone-related technologies. Potential buyers wanted to acquire the business with patents, while LG wanted to keep those patents.
Netizens have expressed regret over LG's exit from the smartphone business: "It's a pity, LG has a big brain, no doubt" and "It's better to withdraw and keep the classic flip phone."
Pakistan lifts ban on TikTok
The Pakistan Telecommunication Authority (PTA) said in a statement on April 1 that it has allowed service providers to grant access to TikTok after a local high court ordered the unbanning of the video app. The statement said TikTok management was asked to ensure that users cannot access "objectionable content" in Pakistan.
Earlier, the Peshawar High Court lifted the ban on TikTok, which was imposed by the court three weeks ago. In a brief judgment on April 1, Chief Justice Qaiser Rashid Khan of the Peshawar High Court said that as long as the app removes "indecent" content, it can be lifted across Pakistan.
According to a Reuters report on March 11, the Pakistan Telecommunications Authority said on the same day that it would ban the Internet short video social platform TikTok. Previously, a local court ruled on a complaint against the app for spreading indecent content . The PTA said that according to the court's request, it instructed telecommunications service providers to immediately cut off access to TikTok. (Jiemian News)
Tesla's European delivery data for the first quarter of 2021 is suspected to have been leaked
According to people familiar with the matter, an internal email suspected to be from Tesla 's European team was leaked, indicating that Tesla's deliveries in Europe in the first quarter of 2021 increased by 15% month-on-month compared with the fourth quarter of 2020.
Tesla delivered approximately 23,000 vehicles in the first quarter of 2020 and approximately 36,000 vehicles in the fourth quarter of 2020. Leaked data indicates that deliveries in the first quarter of this year may reach 41,000 vehicles, a year-on-year increase of 180%.
A media account tracking Tesla analyzed that the data may not be an April Fool's joke, and it is completely reasonable to release this internal email containing delivery data in early April. (Sina Finance)
India joins the chip war: it will be given $1 billion to set up a factory. Experts say chip production is not that simple
As the global "chip shortage" crisis spreads, India's only solution is to "spend money" to hire people to come to India for production.
Two Indian officials revealed to the media that India is currently hoping to build its own smartphone assembly industry to strengthen the electronics supply chain, and to this end India plans to provide $1 billion in cash to each company that sets up a chip factory. The Indian official seemed quite confident about the sales of chips, saying: "We assured them that the government will buy and will also order private companies to buy locally produced chips."
Chen Jing, vice president of the Science and Technology and Strategy Society, said that the cash subsidy plan was not well-conceived. Chip manufacturing requires the cooperation of the industrial chain and cannot be achieved by inviting some chip companies to set up factories. At the same time, chip factory construction is very expensive, and the $1 billion subsidy is not attractive enough. (Yicai.com)