Poly development

　　Low-margin projects reduce performance, and high-priced soil reserves are gradually released.

　　Matters:

　　On January 5, the company released the 2022 performance report, and it is estimated that the company will realize operating income of 281.1 billion yuan in 2022, which is-1.4% year-on-year; The net profit of returning to the mother was 18.3 billion yuan, a year-on-year decrease of -33.2%.

　　Guoxin Real Estate’s point of view: 1) Affected by the decline in gross profit margin and equity ratio of the project carry-over, the company achieved a net profit of 18.3 billion yuan in 2022, which was -33.2% year-on-year. This time, the company’s performance was fully released, and with the large number of follow-up high-quality projects carried forward, it is expected that the company’s performance level will be improved; 2) The company’s sales performance is better than the industry average, ranking second in the industry this year, and monthly sales continue to repair. With the economic recovery and the continuous relaxation of demand-side policies, it is expected that the company’s sales performance will still maintain a good trend in 2023; 3) The company actively responds to the policy and plans to raise no more than 12.5 billion yuan for the construction of 14 projects, which will effectively improve the debt structure and enhance the company’s ability to resist risks; 4) As the leader of central enterprises with stable operation, the company’s short-term performance will not change the company’s high-quality fundamentals. We are optimistic about the company’s long-term value and maintain the "buy" rating.

　　Guangzhou Automobile Group

　　In 22 years, the production and sales exceeded 2.43 million vehicles, and the performance of new energy was strong.

　　Event: The company released the December production and sales express. In December, the output was 200,000 units, down by 25.5% year-on-year and 6.1% month-on-month. The sales volume was 206,000 units, down by 11.8% year-on-year and up by 8.2% month-on-month. The reason for the year-on-year decline of the company’s production/sales in December was mainly due to the high base pressure in the previous period and the impact of the epidemic. Cumulatively, the company’s sales in 2022 reached 2,433,800 units, up 13.5% year-on-year.

　　In terms of brands, Guangfeng was under pressure in December, and the sales volume of Guangben/Guangcheng rebounded. In December, Guangfeng sold 74,000 units, down 24.7% year-on-year and 12.9% quarter-on-quarter, of which 17,000 units were sold by Ralink and 11,000 units by Fenglanda. Guangben sold 58,000 vehicles, down 25.5% year-on-year and up 24.6% quarter-on-quarter, of which Accord sold 25,000 vehicles per month. The sales volume of Guangchang was 38,000 units, up 18.1% year-on-year and 47.2% quarter-on-quarter.

　　In terms of electric vehicles, Ai ‘an’s monthly sales continued to lead. In December, the sales volume of Ai ‘an reached 30,000 units, up 106.9% year-on-year and 4.3% quarter-on-quarter. Among them, Ai ‘an S sold 13,800 units, accounting for 46.1%, and Ai ‘an Y sold 14,300 units, accounting for 47.7%. In 22 years, the cumulative sales volume of Ai ‘an exceeded 271,000 units, up 125.7% year-on-year. In the future, the sales trend of new energy vehicles is generally upward, but due to the price increase caused by the subsidy retreat in early 2003, the sales growth of Ai ‘an is expected to slow down in January.

　　Form an autonomous layout of battery electric drive, and continue to promote electric intelligence. The company established Guangzhou Automobile Ai ‘an Inpai Battery Technology Co., Ltd., and invested 10.9 billion yuan to carry out the industrialization of independent batteries; Ruipai Power Technology Co., Ltd. was established and invested 2.16 billion yuan to carry out independent research and development and industrialization construction of IDU electric drive system. In terms of intelligence, the company released the research and development achievements of the whole vehicle cross-domain standardized operating system Psay OS, the newly upgraded ADiGOSPACE intelligent cockpit system, and the ADiGOPILOT intelligent driving system based on the Spirit architecture, and the new SUV Binzhi of Guangben realized the intelligent upgrade, helping to realize intelligent travel in the whole scene. At present, GAC’s new energy business continues to grow steadily, and the degree of mixing of Chuanqi vehicles continues to increase. We believe that the company’s new energy vehicle sales are expected to continue to grow in 23 years with the gradual formation of the advantages of independent new energy industry chain and the intelligent development of products.

　　Profit forecast and investment suggestion. It is estimated that the EPS in 2022-2024 will be 1.02 yuan, 1.12 yuan and 1.31 yuan respectively, and the net profit returned to the mother will maintain a compound growth rate of 23% in the next three years, maintaining a "buy" rating.

　　Risk warning: epidemic risk; Risk of chip shortage; The risk that the sales volume of independent and joint ventures is lower than expected; The risk that the price increase of raw materials exceeds expectations; Cost control is lower than expected risk.

　　BYD

　　Million-level look forward to the release, leading the brand up.

　　BYD’s "Looking Up" was officially launched, and the SUV looked up to U8 and pure electric supercar U9 were released.

　　On January 5th, () held the brand and technology conference of "Dare to Leap the Star River" in Shenzhen, officially released the brand-new high-end automobile brand "Look Up" and its core technology "Easy Sifang", and simultaneously released two models, namely, look up to the first million-class new energy hard-core off-road U8 and the million-class pure electric performance super-run: U8 will be the brand’s first mass-produced model, with a car length of over 5 meters and a car width of over 2 meters, giving consideration to excellent off-road. U9 is also equipped with an easy-to-square power system, with an acceleration of 2 seconds at zero speed, and adopts an electric intelligent butterfly door to create an extremely safe body structure. We maintain the company’s net profit forecast for 22-24 years at 113.9/212.3/30.62 billion yuan, and adopt the segment valuation method to give the company a target price of 348.40 yuan, thus maintaining the "buy" rating.

　　The brand-new "Easy Sifang" technology platform is equipped with all models as standard.

　　"Easy Sifang" technology is a set of power system with four independent wheel motors as the core, which reconstructs the characteristics of new energy vehicles from three dimensions: perception, decision-making and execution. This technology fully strengthens vehicle safety through a more perceptive electric drive system: after a single wheel has a flat tire, the driving wheel makes a powerful compensation intervention in time to help the vehicle brake stably and controllably; It has good tightness of the car body and cockpit, and can obtain emergency floating ability by virtue of four-wheel independent vector control function. In addition to safety, the highest rotation speed of the platform is 20500rpm, and the horsepower of the whole vehicle is over 1,100 horsepower. The fastest acceleration of 100 kilometers can achieve 2 seconds, and it can realize in-situ U-turn on high-adhesion roads such as asphalt roads. When the steering gear and brake are not working, the braking distance of 100 kilometers less than 40 meters and the agile steering ability of less than 12 meters can be realized.

　　Tengshi, look up to two high-end brands, and jointly promote the company’s brand.

　　In 2022, BYD made a great breakthrough in the mainstream market of new energy vehicles by virtue of the "two-wheel drive" strategy of E platform and DM-i platform, and became the global sales champion of new energy vehicles with annual sales of more than 1.86 million vehicles. The release of Tengshi and brand-new high-end brands fully demonstrates BYD’s cutting-edge technological advantages, which is expected to strengthen the company’s right to speak in luxury markets and high-end markets and enhance brand tonality. Since the beginning of 23 years, BYD’s product matrix of "Dynasty+Ocean+Tengshi+Looking Up" has been formally established, which will fully match the needs of various consumer levels and continue to strengthen brand influence.

　　Maintain the company’s "buy" rating

　　We maintain the company’s revenue and profit forecast for 22-24 years, and adopt the segment valuation method. Based on the 23-year revenue and net profit forecast, we give 1.91 times PS to the automobile business, 2.01 times PS to the rechargeable battery business, and 16.07 times PE to the electronic business, corresponding to a total market value of 1,014.196 billion yuan and a target price of 348.40 yuan (the previous value was 317.16 yuan), and maintain ".

　　Risk warning: the uncertainty of macro-environment throughout the year may affect income; In the future, the competition in the industry will intensify, and the order volume will be less than expected; The fluctuation of upstream materials leads to a sharp increase in costs.

　　Xinhua News Agency, Beijing, October 26 (Reporter Han Jie, Liu Yangyang) On October 26, Tuozhen, spokesman of the 19th National Congress of the Communist Party of China, held a special press conference at the press center of the conference, inviting Xiao Pei, deputy secretary of the Central Commission for Discipline Inspection, Wang Xiaohui, executive deputy director of the Central Policy Research Office and vice minister of Publicity Department of the Communist Party of China, Lengrong, director of the Central Literature Research Office, Yuan Shuhong, party secretary and deputy director of the Legislative Affairs Office of the State Council, Yang Weimin, deputy director of the Office of the Central Financial and Economic Leading Group, and Ji of the State-owned Assets Supervision

　　十九大报告指出：“十八大以来的五年，是党和国家发展进程中极不平凡的五年。”袁曙宏说，“极不平凡”四个字，说出了全党8900多万党员、全国13亿多人民深刻的感悟、无限的感慨和无比的自豪。从国内来看，这五年是以习近平同志为核心的党中央举旗定向、力挽狂澜，淬火成钢、攻坚克难，砥砺奋进、成就辉煌的五年。在短短五年的时间里，我们党、国家和军队凤凰涅槃、浴火重生，比任何时候都更加强大、更有力量；从世界范围来看，这五年世界经济复苏乏力、局部冲突和动荡频发、全球性问题加剧，而中国则经济发展、政治稳定、社会安定、人民幸福、百业兴盛。正如报告所强调：“五年来的成就是全方位的、开创性的，五年来的变革是深层次的、根本性的。”五年来我们党之所以能推进历史性重大变革、取得历史性重大成就，最根本的就在于我们有以习近平同志为核心的党中央的坚强领导，有习近平新时代中国特色社会主义思想的科学指引，有习近平总书记作为我们党的核心、人民的领袖、军队的统帅。我们坚信，在以习近平同志为核心的党中央英明领导下，中华民族伟大复兴的中国梦一定能够实现。

　　The report of the 19th National Congress pointed out: "After long-term efforts, Socialism with Chinese characteristics has entered a new era, which is a new historical orientation for China’s development." Leng Rong said that this major political assertion is a highlight of the report and runs through the whole report. The new era started from the 18th National Congress of the Communist Party of China. The 19th National Congress of the Communist Party of China established the guiding ideology of the new era, put forward the historical mission of the Party in the new era, described the grand blueprint of the new era, made strategic arrangements for the new era, and made clear the new requirements for Party building in the new era. Socialism with Chinese characteristics has entered a new era, and the main social contradictions in our country have also changed, "which has been transformed into the contradiction between the people’s growing needs for a better life and the unbalanced development". This major assertion has sufficient basis. From "material and cultural needs" to "needs for a better life", from solving the problem of "backward social production" to solving the problem of "unbalanced and insufficient development", it reflects the great progress of China’s social development, the phased requirements of development, and the key requirements of the development of the party and the state. Economic construction is still the central task, but in the new era, we should pay more attention to all-round development. The change of the principal contradiction in our society has not changed our judgment on the basic national condition that China is still in the primary stage of socialism.

　　十九大报告和十九大通过的党章修正案，把习近平新时代中国特色社会主义思想确立为党的行动指南。王晓晖认为，这是十九大的突出亮点和重大历史贡献。中国特色社会主义进入新时代，是我国发展新的历史方位，也是习近平新时代中国特色社会主义思想产生的时代背景。习近平新时代中国特色社会主义思想，创造性地回答了实践和时代提出的重要课题。坚持和发展中国特色社会主义，是改革开放以来我们党全部理论和实践探索的主题，也是习近平新时代中国特色社会主义思想的主题。十九大报告提出的“八个明确”和“十四个坚持”，构成了习近平新时代中国特色社会主义思想的主要内容。习近平新时代中国特色社会主义思想，是党和人民实践经验和集体智慧的结晶，但它的主要创立者是习近平同志。用他的名字命名这一科学理论名副其实、当之无愧，这也体现了我们党理论上的成熟和自信。习近平新时代中国特色社会主义思想，开辟了马克思主义新境界，开辟了中国特色社会主义新境界，开辟了治国理政新境界，开辟了管党治党新境界。

　　The 19th National Congress to the 20th National Congress is the historical intersection of the goal of "two hundred years". Yang Weimin said that the 19th National Congress made clear the key points for building a moderately prosperous society in an all-round way. In the next three years, we will build a well-off society in an all-round way, especially the "three major battles" to prevent and resolve major risks, accurately get rid of poverty and prevent pollution. This is the bottom line for building a well-off society in an all-round way. The 19th National Congress of the Communist Party of China also clarified the comprehensive construction of a socialist modern country and its "two-step" strategic arrangement. After 2020, the practical theme of Socialism with Chinese characteristics in the new era will shift to building a socialist modern country in an all-round way, and the first of the "four comprehensiveness" will become building a socialist modern country in an all-round way, maintaining the continuity of the strategic layout of the "four comprehensiveness". At the same time, the strategic arrangement of "two steps" for building a socialist modernized country in an all-round way was made clear, and the timetable and road map of China’s socialist modernization were completely outlined, which advanced the goal of basically realizing socialist modernization by 15 years and made the expression of the second century goal more complete. The goal of doubling GDP is no longer mentioned in order to better implement the new development concept and promote the all-round development of the cause of the party and the state.

　　谈到新时代党的建设，江金权说，十九大报告一个重大贡献，就是根据新时代新要求，深化对党的建设规律性认识，提出了新时代党的建设总要求：原则是坚持和加强党的全面领导；方针是坚持党要管党、全面从严治党；主线是加强党的长期执政能力建设、先进性和纯洁性建设；布局是以党的政治建设为统领，全面推进党的政治建设、思想建设、组织建设、作风建设、纪律建设，把制度建设贯穿其中，深入推进反腐败斗争；要求是提高党建工作质量；目标是把党建设成为始终走在时代前列、人民衷心拥护、勇于自我革命、经得起各种风浪考验、朝气蓬勃的马克思主义执政党。这为新时代党的建设提供了一个立体“坐标系”和精准“定位仪”。报告第一次把党的政治建设纳入党的建设总体布局，强调以党的政治建设为统领。这是马克思主义党建理论的重大创新。报告还着眼于推动全面从严治党向纵深发展，确定了把党的政治建设摆在首位、用习近平新时代中国特色社会主义思想武装全党、建设高素质专业化干部队伍、加强基层组织建设、持之以恒正风肃纪、夺取反腐败斗争压倒性胜利、健全党和国家监督体系、全面增强执政本领等八项重点工作。

　　关于全面从严治党，肖培说，十九大报告3.2万字，这部分内容就占了4100字，是报告的八分之一多，可见分量之重。这部分1个序言、8项任务，条条都是我们党对人民的庄严承诺，句句都是全面从严治党的坚定宣示。推动全面从严治党向纵深发展，一是紧紧围绕维护以习近平同志为核心的党中央权威和集中统一领导，加强党的政治建设；二是把中央八项规定精神化作自觉行动，驰而不息抓好作风建设；三是全面加强纪律建设，持之以恒正风肃纪；四是以坚如磐石的决心，夺取反腐败斗争压倒性胜利；五是完善党和国家监督体系，不断增强自我净化能力。全面从严治党的根本目的，就是探索出一条党长期执政条件下实现自我净化的有效途径。此外，要落实十九大决策部署，将国家监察体制改革试点在全国推开，实现巡视监督、派驻监督、国家监察三个全覆盖，进一步完善党和国家监督体系，推进治理体系和治理能力现代化。

　　有关方面负责人还回答了中外记者的提问。350多名中外记者参加了新闻发布会。

　　BEIJING, Beijing, August 18 (Wu Tao) Since July 1 this year, pre-installed software for non-basic functions in mobile phones should be uninstalled. Although this regulation has been implemented for more than a month, the reporter of Zhongxin. com found that there are still many pre-installed softwares that are difficult to uninstall, and some pre-installed softwares will automatically "come back" as soon as the system is updated and upgraded.

　　Data Map: Users use mobile APP to watch videos. Zhongxin. com Cheng Chunyu photo

　　Some pre-installed software is still difficult to uninstall.

　　On July 1st, the Interim Provisions on the Administration of Preset and Distribution of Application Software for Mobile Intelligent Terminals (hereinafter referred to as the Provisions) was formally implemented. As required by the Regulations,Manufacturers and Internet information service providers should ensure that mobile intelligent terminal application software can be uninstalled except basic function software. The manufacturer shall ensure that the uninstalled preset software is not forcibly restored when the operating system of the mobile intelligent terminal is upgraded..

　　At the beginning of July, the reporter of Zhongxin. com tried to upgrade a Xiaomi MAX to the latest version of MIUI system (stable version 8.2.3.0), and found that some software that had been uninstalled was "back", including Xiaomi live broadcast.

　　In August, the reporter once again upgraded the above Xiaomi mobile phone system to the latest version of MIUI system (stable version 8.5.2.0), and found that some apps such as Xiaomi video and games still cannot be uninstalled.

　　This situation is not rare. For example, in Huawei P9, software such as membership services and wallets cannot be uninstalled. After the implementation of the Regulations, there areMany users commented on Weibo that many pre-installed software is still difficult to delete..

　　Wang Yanhui, secretary general of China Mobile Alliance, said in an interview with Zhongxin.com,After the implementation of the relevant regulations of the Ministry of Industry and Information Technology, there are fewer cases where pre-installed software cannot be uninstalled, but there are still many mobile phone systems that will be installed after they are updated or restored. "This situation may continue to exist for some time in the future."

　　Data map. The "camera" function in the mobile phone is the basic function. China News Service reporter Ren Dongshe

　　Controversial "Basic Function" Pre-installed Software

　　Of course, for some pre-installed software that cannot be uninstalled, manufacturers may think that these are basic functional software. Therefore, this involves the definition of basic functional software.

　　So,Which software belongs to the basic function application software?In this regard, the Ministry of Industry and Information Technology is clear.Basic function software refers to the mobile intelligent terminal application software that ensures the normal operation of the hardware and operating system of the mobile intelligent terminal., mainly including four categories: First, the basic components of the operating system, such asSystem kernel application, virtual machine application, web browsing engine.Wait; The second is to ensure the normal operation of intelligent terminal hardware applications, such asApplication of Bluetooth, GPS and Fingerprint SensorWait; Third, basic communication applications, such asSMS, Dialing, ContactsWait; The fourth is the application software download channel, such asApplication storeWait.

　　Xiang Ligang, an expert in the communication industry, analyzed in an interview with Zhongxin.com, "It is very clear now, not ‘ Basic functions ’ It is illegal to uninstall the pre-installed software. butSpecific to whether an APP belongs to ‘ Basic functions ’ Software is controversial at present, and many enterprises are playing on it ‘ Edge ball ’. "

　　"For example, in a mobile phone, ‘ Camera ’ The software can’t be uninstalled, because it can’t take pictures after uninstalling, which affects the normal use of the mobile phone. But now there are more powerful third-party camera software pre-installed. Is this basic function software? Is it the same function? Which can be uninstalled and which can’t be uninstalled? " Xiang Ligang said.

　　According to the "Regulations", at most one basic function software preset in the terminal to realize the same function can be set as non-uninstallable.

　　Data Map: Different apps on smart phones have different functions.

　　Follow-up: Why do manufacturers have to pre-install software?

　　Why are there a lot of software in the newly bought mobile phone that can’t even be uninstalled? Xiang Ligang analysis, if the brand mobile phone is installed with third-party software, it is obviously linked with interests.

　　The reporter noticed that this phenomenon has existed for many years. As early as 2015, some media reported that "the magic China mobile phone: the cost has been recovered before it is sold", which means that mobile phone manufacturers make money by pre-installed software.

　　Wang Yanhui analysis, first of all, the market has this demand,In the era of mobile Internet, APP vendors or Internet companies have realized that pre-installation is a channel for distribution and promotion; In addition, pre-installed software has become a part of the income of mobile phone manufacturers, and mobile phone manufacturers will not easily let go of this field..

　　“Huawei, OPPO, and vivo have a revenue scale of several billion yuan every year in terms of APP distribution, and Xiaomi is more."Wang Yanhui revealed.

　　According to media reports, there are two channels for mobile phone pre-installed software, except for mobile phone manufacturers. One is to cooperate with telecom operators to customize, and operators are responsible for pre-installation; There is also cooperation with sales channels, and channel merchants pre-install software in the later stage.

　　The reporter noted that in this regard,The "Regulations" clearly require that production enterprises should restrict sales channels and not install application software in mobile intelligent terminals without the consent of users.And prompt the possibility, risks and countermeasures of user terminals being loaded into application software in sales channels and other links. (End)

　　Cctv news On the morning of December 26th, China North Chemical Research Institute Group Co., Ltd., China Ordnance Industry Explosives Engineering and Safety Technology Research Institute and North Explosives Technology Co., Ltd. held a grand opening ceremony. Wen Gang, Chairman and Party Secretary of China Ordnance Industry Corporation, Wu Yanhua, Deputy Director of the National Defense Science and Technology Bureau, Li Bing, Director of the Capital Operation and Income Administration Bureau of the State-owned Assets Supervision and Administration Commission, and other senior leaders and academicians of the Equipment Development Department of the Central Military Commission and relevant departments of the Science and Technology Commission of the Central Military Commission and leaders of relevant departments of the Group Company attended the meeting. Zhang Shi ‘an, Chairman and Party Secretary of Beihua Research Institute Group, Cui Jingxue, General Manager, Qiu Jiang, Chairman of the Board of Supervisors and other leaders, as well as leaders of enterprises affiliated to Beihua Research Institute Group, attended the opening ceremony.

北化研究院集团董事长、党委书记张世安致辞

　　仪式伊始，张世安在大会上致辞。他在致辞中表示，今天，备受党中央、国家部委、集团公司及社会各界高度关注的中国北方化学研究院集团有限公司、中国兵器工业火炸药工程与安全技术研究院、北方火炸药科技有限公司正式揭牌成立，这是兵器工业集团公司落实习近平总书记重要批示精神，统筹谋划火炸药行业健康可持续发展的重大举措。

　　他代表北化研究院集团，向长期以来关心和支持行业发展的各级领导和单位机关致以崇高的敬意！

　　他介绍了企业过去30年的发展历程，表示当前火炸药行业又迎来了一个新的发展“春天”。这次北化集团调整变更为北化研究院集团，成立火炸药工程与安全技术研究院、北方火炸药科技有限公司，必将成为我国火炸药行业从传统制造型向科技引领型变革的“里程碑”和“分水岭”，使北化研究院集团进一步成为国家武器装备升级换代的“顶梁柱”，成为实现百年“强军”战略目标的主力军，成为代表国家火炸药行业发展水平的“国家队”。

　　站在新的起点上，北化研究院集团将坚决贯彻落实习近平总书记强军思想，坚决履行强军核心使命，坚决传承和弘扬人民兵工精神，不辱使命、不负时代、不负重托，紧紧围绕实现火炸药装备技术自主可控这个核心点，竭尽全力，砥砺奋进。

　　南京理工大学校长付梦印对北化研究院集团成立表示衷心的祝贺，他说：从火炸药长远发展考虑，调整变更北化研究院集团、组建火炸药工程与安全技术研究院、北方火炸药科技有限公司，真正找准了火炸药行业发展的“突破口”，抓住了破解火炸药发展难题的“牛鼻子”，将更有利的整合、配置资源，体系化推进火炸药研发、制造、应用、回收全生命周期的高质量健康可持续发展。南理工及所有从事火炸药研发的院、校、所，与兵器火炸药行业，我们同出一根、一脉相承，我们将为国家培养和造就更多火炸药专业人才，搭建更广阔的“舞台”，提供更高的“平台”。他最后希望在兵器集团的坚强领导下，在北化研究院集团与院、校、所的努力下，一定能加快实现火炸药高质量、体系化、现代化发展，促进我国火炸药技术、研发、制造、应用的整体进步。

兵器工业集团董事长、党组书记温刚致辞

　　兵器工业集团董事长、党组书记温刚在成立揭牌大会上作精彩讲话。他首先代表兵器工业集团，向长期以来关心和支持兵器工业改革发展的各位领导及专家表示衷心的感谢！他指出，兵器火炸药行业作为国防科技工业的战略性、基础性产业，是全军毁伤打击的核心支撑，是“能打仗、打胜仗”的重要保障。习近平总书记十分关心兵器火炸药的创新发展，为我们加快推进火炸药行业能力重构，指明了前进方向、提供了根本遵循。我们组建成立“两院一公司”，是深入贯彻落实习近平总书记重要批示精神的行动举措，将集中全集团的资源和力量，加快推进重大专项科研攻关，加快推进结构调整，加快推进科研成果转化应用，大力推动我国火炸药及毁伤技术的创新发展。

　　在新的历史起点上，“两院一公司”要深入贯彻落实习近平强军思想，紧紧围绕国防和军队现代化建设“三步走”的战略目标，不忘初心、牢记使命，坚持自主创新、争创一流；坚持面向未来、实战导向；坚持军民融合、开放共享，为国防装备建设做出新的贡献。

　　成立大会当日王泽山院士发来贺信，贺信中说：我一生从事火炸药事业，我热爱这项工作，在火炸药领域的领导和同事的培育下成长，未来我们一定能精诚团结，加强合作，按照自主创新、重点跨越、分段发展、引领未来的发展思想，突破火炸药工艺先进制造及成套装备关键技术，形成自主创新的火炸药发展新局面，全面建成国际领先的火炸药研发及制造工业体系。

　　大会上，温刚与吴艳华共同为中国北方化学研究院集团有限公司、中国兵器工业火炸药工程与安全技术研究院、北方火炸药科技有限公司揭牌。

　　大会由北化研究院集团总经理崔敬学主持。

　　Announcement on the Transaction Results of the Service Procurement Project of the Theme Media Research Bank of "2024 Good Life Season" of Shandong Branch of Postal Savings Bank of China

　　Project Name: Service Procurement Project of Theme Media Research Bank of Shandong Branch of Postal Savings Bank of China "2024 Good Life Season"

　　Purchaser: Shandong Branch of Postal Savings Bank of China Limited

　　Procurement content: Providing the services of "2024 Good Life Season" theme media research bank for Shandong Branch of Postal Savings Bank of China, including but not limited to inviting media, organizing research, publishing manuscripts, coordinating relations, etc.

　　Procurement method: open competitive consultation

　　Candidate supplier: Shaoyuan Culture Media (Shandong) Co., Ltd.

　　The successful supplier: Shaoyuan Culture Media (Shandong) Co., Ltd.

　　Transaction price (including tax): 218,800.00 yuan.

　　Contact person: Manager Zhang

　　Tel: 15965900085

　　E-mail address: hyhatt@126.com

　　Purchaser: Shandong Branch of Postal Savings Bank of China Limited

　　Procurement agency: Haiyi Hengan Project Management Co., Ltd.

　　December 19, 2023　　　　　　　　　　　　　

"Every piece of clothing is behind a life."

Behind the fast fashion clothing brands that are popular all over the world today are "sweatshops", the British documentary BBC quoted the interviewees as saying.

A professor at the Chinese University of Hong Kong once put forward the concept of "low-end globalization", which means that the raw materials behind a cup of coffee, a piece of clothing and a mobile phone are actually quite cheap.

Those developed countries that master the upstream technology independently complete the relevant design work, but they rely on workers in some underdeveloped areas to grow cotton, process clothes and assemble mobile phones, and then pay these workers extremely low remuneration, and finally sell their products at high prices, thus making a lot of profits.

This seems to be exaggerated, but in fact it is an out-and-out fact.

So, what kind of secret is hidden behind the fast fashion brand?

ZARA, Uniqlo … Since the 21st century, such fast fashion brands can be seen everywhere. They marched into major shopping malls all over the country, attracting the eyes of girls or men, which made them excited.

The reason why these fast fashion brands can last for a long time is that they can constantly innovate and design styles that are more popular and more popular with consumers.

At the same time, its low price is particularly "close to the people" for some college students with low consumption level and young people who go in and out of the workplace. Therefore, based on the above two reasons, fast fashion brands have become the main force in low-end shopping malls and even high-end shopping malls.

But I wonder if readers have ever wondered why these fast fashion brands can win the market with low prices. Is it because other clothing brands have too much premium? Or because of other unknown reasons?

Compared with fast fashion brands, some clothing brands are expensive, but the layout they design seems to be no different from other ordinary brands.

Especially in the current street fashion of luxury goods, a white shirt printed with the logo of luxury brands can be priced at several thousand yuan.

Presumably, some readers will also wonder, when the eye-catching logo disappears, how many consumers will the luxury goods with ordinary but expensive design attract?

This is actually directly related to the positioning of luxury goods. The main crowd of fast fashion brands is young people. The consumption level of 90% of young people can’t afford expensive luxury goods, and luxury goods are essentially customized for the rich.

The physical store under the luxury line focuses on the noble service experience. Take Beijing as an example, in some high-end shopping malls, luxury stores will get the body size of the guests in advance, and then hire stars who are almost completely commensurate with the body size of the guests to try on the clothes, which saves the guests a lot of trouble. The guests only need to watch the whole process and do not need to try on the clothes in person-this is almost a high-end service with a 100% favorable rate.

In addition to the main quality service, what luxury goods do is to let the rich feel the fact that "I have money".

Therefore, even if it is a dress with a very common design style, its price will not be reduced. At this time, luxury goods are not only a piece of clothing, but also a symbol of consumption power and wealth level.

Of course, there are also some luxury users who have a soft spot for luxury goods. Some fashion designers, after trying on a large number of luxury clothes, said that the clothes of luxury brands have a unique role in body modification, which ordinary brands can’t understand. Whether its words are true or not is only for readers to understand.

In fact, I have said so much to point out that the low pricing of fast fashion brands is actually decided by the merchants themselves, and it has little to do with the competition of other brands-all the competitors of fast fashion brands are other fast fashion brands.

The price of one company has become lower, and the other company has quickly launched preferential activities, which has led to a continuous decline in prices. But with the continuous reduction of the price, won’t it eventually lose money?

However, the prices of these fast fashion brand clothes seem to be beyond the bottom line. There are two 99 yuan and one 59 yuan brands everywhere in the shopping malls.

What is this? How can the price of fast fashion brands be so low? This has to start with the foundry of fast fashion brand clothing production.

Second, the origin of low prices of fast fashion brands

For ordinary people, there are four seasons in 365 days a year. But for fast fashion brands, there are 52 seasons in a year, and the main fashion style has only one week’s shelf life. After a week, your own style may be eliminated by the market.

There is also a subtle meaning of this elimination, that is, fast fashion brands will find that other fast fashion brands have also made newer and cheaper clothes after imitating their own styles.

In addition, this week’s shelf life is also related to the design cycle of the fast fashion brand itself. In order to win a place among the fast fashion brands that have sprung up like mushrooms after rain, they must constantly update, and this update cycle is faster than the chip crisis that everyone was afraid of, and the whole process from design to sales is often completed every two weeks. After that, it will take another week to eliminate the latest clothing styles.

How to make your own brand design faster and produce faster has become the pursuit goal of all fast fashion brands.

In the design process, it must be handled by the designer who is in charge of himself, and the time must be relatively generous. If you rush, it may reduce the quality of the design style and thus lose a large number of customer groups.

In this way, we can only compress the time as much as possible from the production process. For developed countries such as the United States and Japan, there are clear requirements for working hours in China. With the improvement of working intensity and the increase of overtime hours, factories must pay corresponding remuneration, which makes the cost of fast fashion brand production greatly increase, which is obviously not what manufacturers like.

Therefore, many fast fashion brands outsource their production to Southeast Asia in Asia, such as Bangladesh, Vietnam and Cambodia. These countries do not have strict labor protection laws and a relatively well-formed industrial system, and can only rely on external investment to earn foreign exchange. Therefore, the local government is even willing to help foreign enterprises "squeeze" their own workers.

The BBC once filmed a documentary called "The Real Cost" to show people what kind of working environment those squeezed groups are facing.

In Cambodia, there are 100 employees in a room of only 100 square meters. Everyone has a small space, and all food and drink must be solved in the seat. When overtime is the worst, you have to work for 12 hours a day.

What kind of 18 hours is this?

The factory is full of flying cotton wool, and the roar of machines is endless. All kinds of waste gas have been wandering in the factory without any filtration. They are not living, but living.

These workers have hardly learned any knowledge, only some experience in garment processing. They have become the cheapest labor products, repeating simple jobs day after day without any promotion.

In addition to this meaningless work, the safety environment of the factory is actually worrying.

In April 2013, a factory in Bangladesh suddenly collapsed. This factory is the outsourcing manufacturer responsible for the processing and production of fast fashion brands such as the United States, Spain and Denmark. A total of 4,000 people were killed or injured in this accident, which is shocking.

After the accident, the children of garment processing workers were crying on the ruins. Most of them lost their two most beloved relatives at once. No one knows how long they can last.

Just two months later, an accident happened at another outsourced garment factory in Cambodia, and hundreds of people were killed in the fire.

Even if they work overtime every day, the living environment is so bad every day, but the salaries of these workers are outrageous.

Let’s make a simple comparison: in the United States, a short skirt of a fast fashion brand is about $8, while the Cambodian worker who is responsible for processing and producing this short skirt may only earn $20 a month. No commission, no bonus, only dry dead wages.

In fact, in Cambodia, the minimum wage per month is around $60.

In the documentary, Cambodian workers held protests again and again, but they were all violently suppressed by the police, and their rights protection repeatedly failed.

After a period of protests, Cambodian workers quickly returned to their posts obediently.

Because they found that if they don’t do it themselves, there are more people who are willing to accept the job with a salary of only $20-countless people are willing to do this job.

Ironically, in 2013, various accidents occurred frequently in the history of clothing, but it was also a year full of fast fashion brands-the net profit of one year reached 3 trillion US dollars.

Until today, the status quo in Cambodia, Bangladesh and other places has not changed. Behind every piece of clothing are workers who bow their heads for life.

Therefore, there is no such thing as a low clothing price. Fast fashion brands can dare to mark the price so low because they are confident that the workers in the foundry must live on this job.

The price behind the seemingly low clothing price has long been marked: workers are on the one hand, and the environment is also on the other.

Because fast fashion brands rely on the word "fast", all kinds of raw materials are continuously transported into processing plants, and some discarded materials are discarded at will.

Among all countries in the world, India is one of the countries that undertake the most garment processing and manufacturing. In order to meet the production needs of some first-line sports brands and fast fashion brands, the Indian government has taken the initiative to plant a large number of genetically modified cotton in its own country.

But this kind of cotton is genetically modified, which means that they have no seeds. Every time they are planted, farmers must re-select seeds and buy pesticides again, otherwise the good land will be abandoned.

As a result, the cost of planting cotton is rising every time, because each kind of cotton needs more fertilizer once.

In the end, the cost of planting even far exceeds the income of harvest. What else can farmers rely on to make a living?

The most famous event is that in the past few years, hundreds of thousands of migrant workers in India committed suicide because of land problems. The murderer behind it, one is the Indian government, and the other is the fast fashion brands in various countries.

However, the harm is far more than that.

As a result of spraying a lot of pesticides, the fields in rural India are full of all kinds of stench, and the drainage ditches are also mixed with all kinds of residual pesticides. Every day, tens of thousands of tons of toxic wastewater flows into the domestic water of the city, killing people.

Some Indians suffer from strange skin diseases because of drinking poisonous river water, and some even have symptoms of hemiplegia. Toxic waste water is harmful to people.

In addition to these manufacturers who are responsible for clothing outsourcing, some countries that buy fast fashion consumer brands on a large scale are also facing various cloth pollution problems.

In the United States, 120 million tons of cloth waste will not be properly treated every year, and it will take at least 200 years for these wastes to degrade naturally.

So, how to deal with this rubbish? Americans choose to discard them in Southeast Asia and reprocess them in developing China countries. In the not-too-distant past, China was once the largest import market for "foreign garbage" in the world.

But for those countries where the industrial system has not been completely built, it is a big problem to deal with garbage.

Garbage transportation, garbage classification, garbage landfill treatment … Every link must have enough money to support and enough technology to guarantee.

Those Southeast Asian countries that blindly accept the garbage produced by European and American countries have gradually realized that "foreign garbage" is a bottomless pit, and all kinds of garbage are continuously transported, but the total amount of global garbage has not decreased at all-the more garbage those countries in Southeast Asia handle, the more garbage produced by European and American countries, and there is no end in sight.

In fact, the definition of fast fashion is not limited to the clothing industry, but the influence of the clothing industry is too great for people to pay attention to. Like coffee industry, IT industry and aquaculture, there are more or less behaviors of squeezing the bottom workers.

In the spring of 2022, Starbucks, an internationally renowned coffee giant, substantially raised the prices of its products. In addition to young people in the city, farmers who grow coffee beans in Yunnan also paid special attention to this news.

According to common sense, the price increase of products is often the price increase of raw materials. But in fact, farmers in Yunnan will not earn a penny more, or even benefit from it.

Yunnan’s coffee production accounts for almost 100% of China’s total coffee production, and spring is the time when coffee plantations are in full swing. Starbucks announced the price increase at this time, but all the farmers still can’t make money.

Starbucks sells a cup of coffee for 40 yuan, and farmers can only earn 20 cents. Some foreign coffee merchants bought coffee beans from Yunnan at a low price, then transported them abroad for deep processing, and finally resold them to China consumers at a high price-realizing the goal of eating them all, and ultimately, not only coffee farmers, but also young people in the city were damaged.

Farmers in Yunnan, like the bottom-level laborers in Southeast Asian countries, seem to be in the trend of rapid growth of fast fashion brands, but in fact they can only be reduced to the bottom part, earning the meager profits and making the hardest efforts.

Jiang Shiying, Li Suicheng. Green supply chain game model and revenue sharing contract considering product greenness [J]. China Management Science, 2015,23(6):169-176.

He Yong, Qian Tingting, Liao Nuo. Decision analysis of emission reduction of green supply chain led by brand under outsourcing situation [J]. Industrial Engineering, 2022,25(1):37-44+143.

He Ju, Zhou Yongsheng, Zhou Linyun. Research on the Optimal Ordering Pricing of Fast Fashion Brand Retailers under the New Retail Background [J]. Industrial Engineering, 2021,24(1):132-139.

Xinhua News Agency. Fast fashion may aggravate global warming [N].2019.

Chengdu Business Daily. Behind the "Buy in buy buy" carnival, "Fast Fashion" made the global "clothing waste" a disaster [N].2021.

Chatelet Opera House, Golden Globe Festival. When Beckham handed the Golden Globe Award to Messi, the audience stood up and gave applause!

This is a tribute to the ball king. During the performance inspection period of the 2023 Golden Globe Awards (from August 1, 2022 to July 31, 2023), Messi contributed 42 goals and 26 assists, as well as the World Cup champion, World Cup MVP and Ligue 1 champion trophy. The 8 th Golden Globe Award is in hand, and Messi leads alone in the century-old football.

Messi smiles and accepts the award, and we will think of Cristiano Ronaldo, one of the peerless double arrogance.

38-year-old Cristiano Ronaldo, will he feel "injured"? Cristiano Ronaldo is really a little injured-Cristiano Ronaldo, who played successfully in Riyadh, suffered a slight bruise on his ankle, which did not affect his play. The Golden Globe Award is 5-8 behind Messi, and Cristiano Ronaldo, who is competitive, is hard to quiet inside.

Sports media all over the world gave the front page headline of the cover to Messi, who was holding the Golden Globe Award, and the praise was overwhelming. At this time, Riyadh, Saudi Arabia is already late at night, and Cristiano Ronaldo may have fallen asleep, preparing for the quarter-final of Saudi Arabia’s "Guardian Cup of Two Holy Temples" on the second day, or the quarter-final of Saudi Arabia’s King’s Cup, without much attention.

At this moment, we can feel the fact more: the dispute between the peerless and arrogant has ended.

On December 10, 2022, Portugal was eliminated in the quarter-finals, and Cristiano Ronaldo said goodbye with tears; On December 18, 2022, Messi won the sacred World Cup under the crowd, and the global media all exclaimed that "the new ball king was born". In just 8 days, the peerless double pride has embarked on a different track, and its historical position has been frozen.

In the twilight of his football career, Messi made a great leap to lift the World Cup and achieve the greatest goal. C Ronaldo left regrets and explained disappointment and unwillingness with tears. On the night of the Golden Globe, Messi was crowned with the Golden Globe Award for the eighth time-this is the continuation of Messi’s joy and Cristiano Ronaldo’s sadness in the World Cup, which really ended the dispute between the two arrogance.

The era of double arrogance PK has ended, and the era of Messi and Ronaldo has also ended.Messi in Miami and Cristiano Ronaldo in Riyadh are veterans running in the afterglow of sunset, and the direction of sunset is the time to hang up your boots. This day will come eventually, and watch and cherish it.

The future belongs to Bellingham and Harland. Premier League, Champions League, La Liga, this is the sun-like stage, the center of world football. The dispute between Messi and Cristiano Ronaldo is no longer the mainstream-although the two veterans can still contribute to the monopoly level of heat and topic, the gods also have the end of the day, and next year’s Golden Globe Award is likely to completely turn over the page of double arrogance.