LatePost | 晚点

​BYD told the shipyard, “Hello, you have a new order”; Exclusive 丨 Station B launched a new round of “systematic cost reduction and efficiency increase actions”

Original link: https://www.latepost.com/news/dj_detail?id=1413 BYD told the shipyard, “Hello, you have a new order” Tesla CEO Musk complained in the third-quarter conference call that the lack of logistics capacity prevented the company from delivering enough cars to customers, “not enough ships, not enough trains, and not enough trucks.” Among these problems, the most difficult to solve …

​BYD told the shipyard, “Hello, you have a new order”; Exclusive 丨 Station B launched a new round of “systematic cost reduction and efficiency increase actions” Read More »

Tesla’s annual sales target hangs; Apple suppliers expand investment in India

Original link: https://www.latepost.com/news/dj_detail?id=1412 Tesla’s annual sales target hangs At the performance meeting in April this year, Tesla CEO Musk and CFO Zach Kirkhorn (Zach Kirkhorn) estimated that the company’s annual production would be between 1.4 million and 1.5 million vehicles. Intensified market competition and phased production restrictions may make it rare for Tesla to meet …

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Which of the top ten Chinese Internet companies is the most economical; grab the antigen, from virtual to reality

Original link: https://www.latepost.com/news/dj_detail?id=1411 Who is the most economical among the top ten Chinese Internet companies? In the past two or three quarters, executives of Chinese Internet companies tried to guide a kind of market expectation: good companies not only dare to expand, but also know when to save money. Gone are the days of growth …

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Real estate goes overseas, buy buy buy >> sell sell sell; Zuckerberg’s difficult decision

Original link: https://www.latepost.com/news/dj_detail?id=1376 Real estate goes overseas, buy buy buy >> sell sell sell Overseas real estate developers once felt that Chinese-funded developers had endless money to spend, and especially liked to buy overseas projects that were very attractive but perhaps not very useful, and even bought them at the highest premium in the industry. …

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Late Exclusive丨SHEIN wants to be a Taobao in Brazil; Temu may enter Canada and Spain; Double 11 express faces more complex challenges

Original link: https://www.latepost.com/news/dj_detail?id=1377 SHEIN pilots Taobao model in Brazil “LatePost” exclusively learned that China’s largest cross-border fast fashion platform SHEIN is piloting a platform model in Brazil: merchants directly open stores on SHEIN, and are responsible for operations and logistics, just like Taobao. Previously, SHEIN designed and purchased products by itself. A person close to …

Late Exclusive丨SHEIN wants to be a Taobao in Brazil; Temu may enter Canada and Spain; Double 11 express faces more complex challenges Read More »

Ruixing, which caused the crisis of confidence in Chinese stocks, stepped out first; real estate entrepreneurs fell out of the rich list

Original link: https://www.latepost.com/news/dj_detail?id=1375 Ruixing, which caused the crisis of confidence in Chinese stocks, stepped out first On November 7, Ma Ziming, the founder of Snow Lake Capital, who once shorted Luckin, released a research report in the stock community Futu, saying that it is “just a matter of time” that Luckin will surpass Starbucks China. …

Ruixing, which caused the crisis of confidence in Chinese stocks, stepped out first; real estate entrepreneurs fell out of the rich list Read More »

The last six hours of the former Nissan CEO in Japan; China imported 2.3 trillion yuan of chips in the first ten months

Original link: https://www.latepost.com/news/dj_detail?id=1373 Ex-Nissan CEO’s last six hours in Japan At the end of 2019, Carlos Ghosn directed a blockbuster escape with relatives, friends, and several former U.S. special forces. The former CEO of France’s Renault and Japan’s Nissan believes that is the only way to not die in Japan. After escaping back to Lebanon, …

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Starbucks Schultz: To be China’s No. 1 Western consumer brand; German Chancellor visits China to maintain a business worth 240 billion US dollars a year

Original link: https://www.latepost.com/news/dj_detail?id=1372 Starbucks Schultz: Be China’s No. 1 Western Consumer Brand Starbucks interim CEO Holder Schultz will retire in April, and he has a lot of work ahead of him. In addition to assisting the incoming CEO to integrate into the team better and faster, it is also necessary to deal with the international …

Starbucks Schultz: To be China’s No. 1 Western consumer brand; German Chancellor visits China to maintain a business worth 240 billion US dollars a year Read More »

Tencent and Unicom JV is because of cloud computing; investors bought over 500 billion A shares today

Original link: https://www.latepost.com/news/dj_detail?id=1369 ​Tencent and China Unicom joint venture is because of cloud computing The application for a joint venture between Tencent and China Unicom’s subsidiary was approved only a few days after some market rumors had been denied. China Unicom’s A-share price went up by the limit as a result. According to the announcement …

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Late Exclusive丨The ceiling of live broadcast e-commerce is approaching, Douyin has found a new way out

Original link: https://www.latepost.com/news/dj_detail?id=1364 The Douyin e-commerce department was officially established more than two years ago, and the platform’s commodity transaction volume exceeded one trillion yuan. It took Pinduoduo 4 years to reach the same number. The success of Douyin e-commerce relies on the mature domestic logistics and payment system, and relies on algorithms and star …

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Earnings report: Apple lives in another world; state-owned enterprise debt ratio continues to be lower than private economy

Original link: https://www.latepost.com/news/dj_detail?id=1362 Earnings report: Apple lives in another world In the face of a potential recession, foreign exchange storms, and various other risk events, Apple continues to do well. Compared to its peers, Apple seems to be living in a parallel world. Its privacy policy limits Facebook’s ability to monetize user data, indirectly affecting …

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Gross profit per bicycle has increased from 800 to 10,000, and the advantages of BYD’s vertical integration are magnified by the environment

Original link: https://www.latepost.com/news/dj_detail?id=1363 Both revenue and profit increase, reflecting both boom and bust Few companies’ financial reports can reflect the contrasting boom and bust at the same time, but BYD can. Its listed entity, BYD Co., Ltd., currently has five major businesses: consumer electronics OEMs such as automobiles, mobile phones, and tablets. BYD’s consumer electronics …

Gross profit per bicycle has increased from 800 to 10,000, and the advantages of BYD’s vertical integration are magnified by the environment Read More »

The market doesn’t believe in autonomous driving anymore, but they still believe it

Original link: https://www.latepost.com/news/dj_detail?id=1361 Unseen technological innovations may bring great value or destroy wealth. Buffett joked in a speech 25 years ago that if he could go back to the era of the invention of the airplane, he would have smashed Orville Wright down out of vision and a spirit of “righteousness.” Buffett agrees that the …

The market doesn’t believe in autonomous driving anymore, but they still believe it Read More »