big company:
Media: Toyota to limit orders for all Lexus models
The Nikkei newspaper reported on January 18 that Toyota will limit orders for all Lexus models. Parts shortages, including automotive semiconductors, are expected to persist through 2023. The company will roll out a system this spring that will share delivery date information with dealers up to two years in advance to stabilize order shipments. (interface)
More than a dozen of Apple’s Chinese suppliers have received preliminary approval to expand in India, with AirPods and iPhone assembler Luxshare Precision and lens maker Sunny Optical Technology among the companies approved, foreign media reported. The companies may still be required to find local Indian joint venture partners. The reporter called the Investor Relations Department of Luxshare Precision as an investor. The staff said that they were not aware of the news, and that they had a confidentiality agreement with the customer and it was not convenient to disclose it. (First Finance and Economics) Formerly
Ali released the 2023 Spring Festival reunion consumption report. According to data from Taobao and Tmall, the transaction volume of New Year’s goods in other places has maintained a positive year-on-year growth. Cainiao’s direct delivery data also shows that during the Spring Festival this year, the number of orders processed is expected to increase by 30% year-on-year, and the order volume will further rise. Packages are mainly wine and New Year’s gift boxes; Foshan, Suzhou , Chengdu, and Hangzhou are becoming new popular self-driving destinations. Family cross-province travel and long-distance travel have ushered in explosive growth, and the turnover of RV travel has increased by more than 3 times.
Azvudine Tablets officially included in the National Medical Insurance List
It is learned from the press conference on the adjustment of the national medical insurance drug catalog in 2022 that this medical insurance negotiation fully supports the treatment of new coronavirus infection. For the third year in a row, drugs for the treatment of COVID-19 have been included in the national medical insurance catalog. Two drugs, including Azivudine Tablets and Qingfei Paidu Granules, will be officially included in the national medical insurance catalog after price reductions through negotiations. Among the 25 marketed drugs involved in the tenth edition of the new coronavirus infection diagnosis and treatment plan, 21 varieties have been officially included in the national medical insurance catalog. In addition, medical insurance negotiations continue to support the entry of drugs in key areas into the list. (Chinanews.com)
Anta Sports Appoints Lai Shixian and Wu Yonghua as Co-CEOs
36 Krypton learned that Anta Sports announced that Ding Shizhong will step down as CEO and remain as chairman of the board of directors. He will continue to play a core leadership role in matters such as the Group’s corporate strategy, talent development, corporate culture, and operational supervision, and will directly manage the Group’s internal audit and supervision functions and mergers and acquisitions. Zheng Jie will remain as the executive director, and will step down as the group president and CEO of the outdoor sports brand group. He will continue to be primarily responsible for Amer-related businesses as the CEO of Amer. In addition, Lai Shixian will serve as co-chief executive officer and will step down as chief financial officer. Wu Yonghua will serve as the co-CEO and will step down as the CEO of the professional sports group.
The agency predicts that the foundry output value will decrease by about 4% year-on-year in 2023
36 Krypton learned that, according to TrendForce’s observations, the capacity utilization rates of all wafer foundries in the first to second quarters are not satisfactory, and some processes in the second quarter are even lower than in the first quarter, and there are still no obvious signs of order return. Looking forward to the second half of the year, even some products whose inventory correction cycle started earlier may experience order replenishment due to stocking up for the end of the year. However, the global political and economic trends are still the biggest variable, and the recovery rate of capacity utilization may not be as fast as expected. Therefore, it is estimated that In 2023, the output value of wafer foundry will decrease by about 4% year-on-year, and the decline will be even worse in 2019.
At the annual summary meeting of Xiaopeng Motors , He Xiaopeng introduced the medium and long-term strategy of Xiaopeng Motors and the key tasks for 2023. In the next five years, Xiaopeng Motors aims to achieve positive operating profit in 2025 (the lowest comprehensive gross profit rate will reach 17% in 2025, and the annual R&D investment will reach 10 billion levels), and the sales volume will reach 1.2 million in 2027 (full self-driving cars will reach 30% market share). He Xiaopeng predicted that in 2027 China
Apple M2 Pro and M2 Max missed the 3nm process
According to reports, although the performance of Apple’s new M2 Pro and M2 Max chips has improved compared with the previous generation, these two chips do not use the mass-produced 3nm process technology, but the second-generation 5nm process technology. Analyst Ming-Chi Kuo said on social media on Tuesday that he expects the next-generation MacBook Pro to be equipped with the M3 Pro and M3 Max chips manufactured by the 3nm process technology. The Apple M3 Pro and M3 Max chips are likely to use TSMC’s N3P or N3S process technology, and mass production will begin in the first half of 2024. (TechWeb)
Investment and Financing:
BASF and Eramet plan to invest US$2.6 billion to build a nickel-cobalt refinery in Indonesia
German chemicals giant BASF and French nickel giant Eramet plan to spend up to $2.6 billion to build a nickel-cobalt refinery in Indonesia, joining a wave of investment in the Southeast Asian country to meet growing demand for electric vehicles . The project, called Sonic Bay, will produce about 67,000 tonnes of nickel and 7,500 tonnes of cobalt a year, Indonesia’s investment ministry said in a statement on Wednesday. The statement quoted BASF CEO Martin Brudermuller as saying the two companies expected to finalize an agreement on the plant in the first half of this year. ( Sina Finance )
New product:
Hua Hong Semiconductor: plans to establish a 12-inch wafer manufacturing joint venture
36 Krypton learned that Hua Hong Semiconductor announced that the company, its wholly-owned subsidiary Hua Hong Grace, the National Integrated Circuit Industry Fund II and Wuxi Municipal Entities entered into a joint venture agreement on January 18, 2023, and conditionally agreed to establish a joint venture through a joint venture company The company also invested USD 880.38 million, USD 1.16982 billion, USD 1.1658 billion and USD 804 million in cash to the joint venture respectively. The joint venture will be engaged in the manufacture and sales of integrated circuits and 12-inch (300mm) wafers using 65/55nm to 40nm processes.
According to insiders of Apple China, the launch of the M2Pro chip means that Apple’s M2 series chips have moved from entry-level positioning to mid-level. Apple is currently developing chips that improve overall performance by a greater margin, and will be widely used in Apple products. (Securities Daily)
Today’s point of view:
36 Krypton learned that the Chief Executive of the Hong Kong Special Administrative Region, Li Jiachao, posted on Weibo that he and his team will continue to maintain close contact with relevant units, coordinate and straighten out customs clearance arrangements, so as to improve the convenience of citizens traveling between the two places. The goal is to lift all epidemic prevention restrictions within this year and lead Hong Kong towards a full return to normal.
Ministry of Industry and Information Technology spokesman Tian Yulong said at a press conference on the 18th that my country’s new energy vehicles have entered a period of comprehensive market expansion. In the next step, production access management will be strictly enforced, investment guidance will be strengthened, and low-level redundant construction will be avoided. Coordinate the development and deployment of domestic and foreign resources to ensure the supply of key raw materials and parts. Accelerate the formulation of management methods for the recycling of power batteries, and improve the recycling system. Continue to vigorously promote the construction of charging pile infrastructure, continuously improve the convenience of use, and better provide an excellent facility and environment for the development of new energy vehicles. (Securities Times)
Gao Fu, academician of the Chinese Academy of Sciences: Regarding the peak of severe cases in this round of the epidemic, everyone originally believed that the inflection point could be seen around the Spring Festival. But now because of comprehensive intervention measures, it is likely to be delayed by another 20 days to one month from the peak of infection, and the inflection point may be reached in early February. Now we can’t judge where the new crown virus will eventually go in the future, but for the elderly, it is likely to be the same as the flu vaccine. The flu vaccine needs to be vaccinated once a year, and the new crown vaccine must be vaccinated every six months. For young people, when the pathogenicity of the virus continues to weaken, there is no need to keep vaccinating. (China News Weekly)
Other news worth noting:
Recently, the Beijing Stock Exchange and the National Equities Exchange and Quotations Co., Ltd. have successively held 5 symposiums on the listing and listing work of local financial bureaus according to the service scope of the photo area base. The financial bureaus generally stated that thanks to the establishment of the Beijing Stock Exchange, the scale of local listed companies has improved in the past year, especially innovative small and medium-sized enterprises have received key financial support; The exchange of follow-up work plans is just the right time to understand the reform trends of the Beijing Stock Exchange, which will help to unify understanding and make good plans. (Securities Times)
The National Medical Insurance Bureau announced the adjustment of the National Medical Insurance Drug Catalog and the new version of the catalog. Drugs for rare diseases have always been the focus of medical insurance. In this year’s on-site negotiations on the adjustment of the medical insurance drug list, 7 medicines for the treatment of rare diseases were successfully negotiated. New therapeutic drugs for rare diseases such as neuromyelitis optica and multiple sclerosis have been included in the list, further enhancing the drug protection for rare disease populations. At present, my country’s medical insurance catalog includes 52 rare disease drugs, covering 27 rare diseases. Among them, since the establishment of the National Medical Insurance Administration, 26 rare disease drugs have been added to the list through negotiations, with an average decrease of 53%. (CCTV News)
media reports
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related events
- Ali released the 2023 Spring Festival reunion consumption report: the turnover of RV tours increased by more than 3 times; Apple M2 Pro and M2 Max missed the 3nm process; paid attention to the negotiation of rare disease drugs, and the negotiation of 7 therapeutic drugs was successful2023-01-18
- National Medical Insurance Administration: Paxlovid failed to be included in the medical insurance catalog through negotiation due to high quotation from Pfizer2023-01-08
- Centralized acceptance of first quotations for new crown therapeutic drugs, nationwide acceptance2023-01-06
- Four Departments: No less than 70% of outpatient and emergency expenses related to COVID-19 treatment will be reimbursed 2023-01-06
- National medical insurance negotiations start, Pfizer’s new crown oral drugs, a variety of high-priced rare disease drugs face “soul bargaining” 2023-01-05
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