广州会展 “大幕重启”23日，华南国际车展；25日，智慧物业博览会；30日，广州车展……　　自动提供消杀服务的机器人、统一制服的工作人员、有序排队进场的客户和参展商……近日，琶洲重新热闹起来。12月25日，疫情防控“新十条”发布后广州的首个展会——“2022华南国际车展暨新能源汽车展览会”在琶洲顺利落幕。同时，“第三届广州国际智慧物业博览会”也接力启幕，广州各大展馆正逐渐恢复生机。　　短短半个月内，广州会展行业便展现出复苏态势。作为“会展之都”，广州会展经济的回温不仅在一定程度上提振广州乃至粤港澳大湾区会展行业的信心，也将为岁末广州社会经济的发展注入会展能量。　　现场 展会人头攒动 广交会展馆渐渐恢复生机　　作为疫情防控“新十条”发布后，琶洲首个复展的展会，12月23日开展的2022华南国际车展暨新能源汽车展览会吸引了广大参展企业的支持。12月25日接力开展的第三届广州国际智慧物业博览会同样受到了各界关注。　　据悉，广州国际智慧物业博览会今年曾两次延期，而此次火速复展，也并不是“小打小闹”。主办方介绍，此次物博会展览面积超过20000平方米，吸引了来自全国各地300多家上下游优质参展商。纵然展览面积和参展商数量与往届博览会相比略有缩水，但在业内同样引起了不小的关注。记者了解到，12月26日当天展会现场人头攒动，广交会展馆逐渐恢复了往日的热闹。广州各大展会现场人头攒动，恢复了往日的热闹　　“这款高空玻璃幕墙清洗机器人，可以爬上摩天大楼外墙，对玻璃幕墙进行清洗，解决‘蜘蛛人’高空作业存在的不安全、招工难等行业痛点！”在凌度智能的展位前，一款长相酷似扫地机器人的机器引起了不少观展者的好奇。据介绍，这款凌空K-3高空平面幕墙清洗机器人是针对写字楼、酒店等高空玻璃幕墙专门研发设计，凭借立面移动底盘技术，机器人可稳固贴合墙面、玻璃幕墙等垂直空间自由行走，能在12级风力条件下进行作业。不但解决了高空玻璃幕墙清洁工作危险性大的难题，更提高了效率。这款机器人单机日均清洗量能达到1200至2000平方米，是正常工人清洗效率的3倍。　　在汽车充电桩和电动车充电设备的展位前，同样挤满了前来咨询的从业者。电梯加装和维保企业展位前，同样吸引了不少前来寻求合作的客户……据主办方介绍，今天展会吸引了北京、上海、天津、重庆、武汉等全国各地的政府、物业协会、物业培训单位等专业组织机构组团参观。不少投资商、集团大客户在内的大型采购团体前来参观、洽谈，贸易合作洽谈氛围热烈。　　参展商 对广州有信心 来参展安心又放心　　“12月初，广州市有关商务部门便与我们联系，询问是否能够在12月底重开展会。在得到肯定的答复后，12月9日商务部门便明确表示支持我们重启展会。”说起“破冰首展”的来龙去脉，广州旭阳国际展览有限公司总经理夏凌旭至今仍然记忆犹新。她表示，过去一年对于广州会展行业从业者而言“颇为困难”，其中就包括他们参与主办的第三届广州国际智慧物业博览会先后2次延期。听说能够重启展会时，夏凌旭与团队第一时间立下了“军令状”——“一定按时重启”！　　在立下这道“军令状”之时，团队的担忧并未完全消除：除了担心疫情防控政策的持续性之外，他们也担心展会效果是否能达到预期。　　“这些担忧，我当然也有”，但夏凌旭表示，在与有关政府部门的沟通中，她感受到了政府部门对提振经济、恢复经济的决心和信心，这份坚定，也打消了她的顾虑，给了她极大的信心，让鼓足了勇气，接下了这份重任。“这份信心，既是我作为一名在广州奋斗了多年的从业者，对于广州市疫情防控政策持续性的信心，也是我对于广州会展行业和物业管理行业的信心。”　　于是，从12月9日开始，夏凌旭和团队全身心投入到了这场展会的筹备中来。在此期间，广州市商务部门不仅关心展会筹备情况，不时询问进展，还以实际行动积极协助复展。“比如在展会的报批过程中，通过优化流程，开通绿色通道，流程手续特事特办等方式，为展会的筹备提供了诸多便利，确保了展会如期开幕。”展位现场吸引了前来寻求合作的客户　　记者在展会现场注意到，不少来自全国各地的参展商纷纷前来捧场。一名来自山东的参展商告诉记者：“过去一年，物业行业受到的冲击很大，但是我们仍然充满信心，也愿意以实际行动响应政府号召。当然，我们对广州、对主办方也有信心，来参展我们安心又放心。”　　进展 展会接力重启 大项目陆续落地 各行业逐步回暖　　随着疫情防控措施更加优化完善，广州的城市经济也迸发出韧性和活力，各行业也逐步向暖。　　12月，产业项目动作不断，全市最大动力电池项目因湃电池科技有限公司在番禺动工、世界500强企业采埃孚百亿级汽车电子工厂落户花都、广汽丰田新能源汽车产能扩建项目二期正式投产……一批大项目开工、投产之外，招商、展会活动也纷至沓来。　　12月21日，2022粤港澳大湾区全球招商大会开幕，与全球投资者共享粤港澳大湾区投资机遇和发展红利；作为广州落实“新十条”、全面开启复工复产后的首场大型时尚活动，12月23日晚，为期5天的2022广州国际时尚产业大会暨广州时尚消费节在天河体育中心南广场正式启动，拉开了“粤造粤强 粤贸全球”广货促消费的大幕。　　当然，一直以来在广州社会经济发展中扮演着重要作用的会展行业，重启的大幕也已经缓缓拉开。首展破冰的同时，广交会展馆四期扩建项目也跃跃欲试准备亮相，这个总建筑面积约56万平方米的大项目建成后，将为广州新增展位6000多个。投入使用后，广交会展馆将成为全球规模最大、功能和配套设施完善、各类会展活动最活跃的会展综合体。而继广州国际智慧物业博览会之后，12月30日，第二十届广州国际汽车展览会也将在广交会展馆“接力”开幕，最新落成的广交会展馆D区届时也将亮相。　　《中国展览指数报告（2021）》显示，广州在中国城市会展发展指数综合排名中位居第4位，展会专项要素排名第2位；2021年，广州共举办展会117场，展会总面积达到856.9万平方米。作为现代服务业的重要组成部分，刚刚获批开展服务业扩大开放综合试点的广州也在推进会展行业更上一层楼。《广州市服务业发展“十四五”规划》提出，“十四五”期间，广州将继续提升会展业国际化、专业化、数字化水平，加强高水平展会场馆供给，优化会展业空间布局，建设具有国际影响力的会展之都。今年8月，海珠区发布的《广州市海珠区会展业高质量发展扶持办法》鼓励会展企业落户海珠，新落户海珠区的会展企业，在该区年度主营业务收入首次超过1000万元的，一次性给予最高30万元奖励。计划到2035年，琶洲地区围绕会展经济、数字经济、总部经济实现地区营业收入总额超过1.2万亿元。　　广州市商务局相关负责人表示，广州将牢牢把握建设服务业扩大开放综合试点的重大机遇，和粤港澳大湾区建设叠加推进，稳步推进制度型开放，重点促进服务业重点领域、重点区域开放创新，落地实施一系列创新政策和创新举措，切实担负起为全国服务业开放积累经验、探索路径、先行先试的使命任务。　　社会经济领域频频响起的“冲锋号”，市民生活逐渐回归正轨。备受期待的第十一届广州国际灯光节也将在12月27日线上亮灯；广州多个行政区的线下花市摊位也已经开始招租……一个个大项目、一场场展览论坛，一项项市民活动，即将在广州接下来一段时间里落地，The vibrant Guangzhou has returned.

[car home Chongqing Preferential Promotion Channel] Recently, large-scale preferential activities are being carried out in Chongqing, with the highest preferential range of 15,000 yuan and the lowest starting price of 122,200 yuan. If you are interested in this car, you may wish to click the "Check Car Price" button in the quotation form to get a higher preferential price.

The front face of Xingyue L is elegant and elegant in design, with a family-style straight waterfall air intake grille and chrome-plated decoration, showing a sense of luxury. The headlight group is sharp in shape and integrated with the grille, showing a modern feeling as a whole. The body lines are smooth, and the side is decorated with chrome trim, which improves the quality of the whole vehicle. The rear part of the car is simple and stylish, and the LED taillight group has high recognition when it is lit. On the whole, the design of Xingyue L not only shows a sense of strength, but also is full of fashion.

Xingyue L has a length, width and height of 4770*1895*1689mm and a wheelbase of 2845mm. With 245/45 R20 tires, it shows smooth body lines and atmospheric visual effects. The rim is 20 inches in size, which increases the overall strength of the car body. The front and rear wheel tracks are 1610mm, which ensures the stability and handling performance of the vehicle.

The interior design of Xingyue L adopts a simple style without losing the sense of science and technology, and the overall layout is reasonable, creating a warm and comfortable atmosphere. The leather steering wheel not only has a delicate touch, but also supports manual adjustment up and down and back and forth, ensuring the driver’s comfortable operation. The center console is equipped with a 12.3-inch high-definition touch screen, which integrates the functions of multimedia system, navigation, telephone, air conditioning and skylight control, and supports voice recognition control, which is convenient and fast. The car is also equipped with rich interfaces, including two USB and Type-C interfaces in the front row and two in the back row, as well as the wireless charging function of the front mobile phone, which meets the various needs of modern users. In terms of seats, Xingyue L is made of high-quality imitation leather. The driver’s seat has the functions of front and rear, backrest, height and lumbar support adjustment, and has heating, ventilation, massage and headrest speakers (driver’s seat only), while the co-pilot seat supports front and rear and backrest adjustment. In addition, the car also provides the memory function of the electric seat in the driver’s seat and the co-pilot’s seat, as well as the function of adjusting the backrest of the second row seat and tilting the rear seat in proportion, which improves the comfort and convenience of riding.

Xingyue L is equipped with a 2.0T L4 engine with 238 horsepower, with a maximum power of 175 kW and a maximum torque of 350 Nm. With an 8-speed automatic manual transmission, it provides abundant power output and a smooth driving experience.

Praised the appearance design of Xingyue L. He thought that the grille design was full of streamline beauty, and the overall look was the most beautiful he had ever seen in many models. Especially compared with Galaxy L7, Xingyue L made him shine at the moment.

　　Introduction: With the mass production of the 7-speed DSG gearbox equipped with LuK dry dual clutch, the DSG gearbox has entered a new stage, and the dual clutch of the dual clutch transmission DSG took five years from wet to dry.

　　With the mass production of the 7-speed DSG gearbox equipped with LuK dry dual clutch, the DSG gearbox has entered a new stage, and the dual clutch of the dual clutch transmission DSG took five years from wet to dry.

　　The latest 7-speed DSG gearbox is instructive for the future development of automobile dual clutch system, which brings convenience, movement and comfortable driving experience. Since Volkswagen put into the market in 2003, the six-speed DSG dual-clutch automatic transmission has opened a new era of transmission, which is inseparable from the vigorous investment of Volkswagen in new technology and the vigorous expansion of parts manufacturers in the field of new technology. Standing behind Volkswagen’s first-generation DSG is Borg Warner, who is providing wet dual clutches for Volkswagen DSG, and who will stand behind the second-generation DSG?

　　In the spring of this year, Volkswagen released a 7-speed DSG gearbox. Except for adding a gear, the biggest difference with the 6-speed DSG is that it adopts a dry dual clutch. This time, which component manufacturer provided the core component-dry dual clutch for the public? That is LuK Company, headquartered in Buehl, Baden, Germany. As an expert in clutch and gearbox system in the industry, it has developed this latest dry dual clutch through close cooperation with Volkswagen. In terms of fuel economy, it is better than the gearbox equipped with wet double clutch, and compared with the traditional manual gearbox, it can save fuel consumption by about 6%.

Wet dual clutch produced by Borgwarner

　　The birth of double clutch makes the phenomenon of power interruption and passengers "nodding" when shifting gears become history. As the heart of DSG gearbox, the working principle of LuK dry dual clutch is simple: LuK’s dual clutch consists of two clutches. One of the clutches is connected with the odd gear input shaft of the gearbox: 1st gear, 3rd gear, 5th gear and 7th gear; The other clutch controls the input shaft of even gears: 2nd gear, 4th gear, 6th gear and reverse gear. For example, when the vehicle is driving in 2nd gear, 3rd gear is already in gear (only the 3rd gear clutch is not engaged). Therefore, the whole shift process can be carried out quickly, smoothly and without torque interruption. The shift is completed by electro-hydraulic control mechanism, and the driver can hardly feel the instantaneous shift and the opening and closing of a single clutch.

　　The 6-speed DSG’s multi-plate dual clutch runs in the cooling oil tank in a "wet" way, while the LuK’s dual clutch has a dry structure. The torque transmission of wet dual clutch is realized by wet clutch friction plate immersed in oil, while the torque transmission of dry clutch is realized by friction plate on clutch driven plate. Because of saving the high efficiency of torque transmission of related hydraulic system and dry clutch itself, dry system greatly improves fuel economy. The same 1.9 TDI(105 PS/ 77 kW) engine with 7-speed DSG gearbox can save more than 10% fuel compared with 6-speed wet dual clutch transmission.

　　The design of "dry" double clutch has brought many benefits, the most important of which is to significantly improve the efficiency of the gearbox system. In addition, the new generation DSG gearbox eliminates the suction filter, oil cooler and high-pressure oil pipe in the gearbox housing. Like the ordinary manual gearbox, gearbox oil is only used for lubrication and cooling of gearbox gears and bearings. Therefore, the 7-speed DSG transmission oil only needs 1.7 liters of transmission oil, while the 6-speed DSG transmission oil needs 6.5 liters. Although "dry" dual clutch has many benefits, it is limited in torque transmission. The new generation DSG gearbox is suitable for all "small" engines with maximum torque less than 250 Nm.

　　Generally speaking, the dimension of dry double clutch is slightly larger than that of wet double clutch. This is determined by the layout of the double clutch and the friction material selected. Because the external dimensions of the dry dual clutch of the 7-speed DSG gearbox are slightly larger, the rest parts should be designed to be more compact, so that it can be equipped on Polo-class small cars.

　　Since 2004, LuK has started close cooperation with Volkswagen in the development of DSG damping parts. The torsional vibration absorber in this DSG technology gearbox-dual-mass flywheel is also LuK’s product. LuK’s double clutch has been shipped to Volkswagen’s transmission factory in Kassel, Germany since the beginning of 2008. LuK’s factory in Buehl has been fully prepared for mass production (about Schaeffler Group: the German-headquartered Schaeffler Group has three famous brands: INA, LuK and FAG, and is a leading manufacturer in the global automobile industry and rolling bearing industry).

　　A set of numbers about DSG gearbox

　　* 0.4 liter: Golf sedan with 122 horsepower TSI engine and 7-speed DSG.

　　The fuel consumption of the model is 0.4 liters less than that of the model equipped with a 6-speed manual transmission.

　　* 1.7 liters: 1.7 liters of transmission oil is required for the 7-speed DSG transmission.

　　* 6.5 liters: 6.5 liters of transmission oil is required for the 6-speed DSG transmission.

　　* 6 models: At present, Volkswagen has 6 models that can be equipped with a 7-speed DSG gearbox.

　　* 70kg: The 7-speed DSG gearbox weighs 70kg.

　　* 93kg: The 6-speed DSG gearbox weighs 93kg.

　　* 105 HP: At present, the "minimum" engine power matching DSG gearbox is 105 HP.

　　* 300 HP: At present, the "maximum" engine power matching DSG gearbox is 300 HP.

　　* 140℃: The maximum working environment (transmission oil) of electromechanical control module of 6-speed DSG gearbox is 140℃.

　　* 250Nm: The maximum torque of the engine matched with the 7-speed DSG gearbox is 250 nm.

　　* 350Nm: The maximum torque of the engine matched with the 6-speed DSG gearbox is 350 nm.

　　The main reason for the difference in the above data is the adoption of dry/wet dual clutch.

　　(Author: Weidong)

　　Honda’s new car planning information for 2024 has been released. It will launch the new Civic (2025 model), CR-V new power model, Prologue medium and large SUV, and updated Acura MDX, RDX and other models within this year. Among them, Honda’s new Civic models are also expected to be launched in the domestic market simultaneously within this year.

　　Honda’s new Civic has made minor improvements to the appearance. The front face is equipped with a split blackened air intake grille, matrix LED headlights are provided on both sides, and the shape of both sides of the lower bumper has been upgraded and optimized. The new car will launch a hybrid version in the North American market for consumers to buy, and it is equipped with a 2.0L naturally aspirated engine + two electric motors.

　　The new Prologue mid-to-large pure electric SUV has also been confirmed to be on sale in the first quarter of 2024. The new car will be built on the GM Ultium platform. It is expected to launch only dual-motor drive models in the early stage, and plans to launch entry-level single-motor models for consumers to buy in the later stage, with a maximum range of 500km. The length, width and height of the new car are 4877 × 1989 × 1643mm respectively, and the wheelbase is 3094mm.　

　　Honda also plans to be the first to introduce a new zero-emission model in North America, which will be powered by CR-V FCEV hydrogen. According to Honda officials, the CR-V hydrogen model will also be the first production model launched in the North American market, combining plug-in functionality with fuel cell technology. (Source: Honda Motors)

Open pre-sale, extended range version pre-sale 249,900 – 269,900, pure electric version pre-sale 319,900.

Look at the promotional page, book to give high-end intelligent driving, standard empty suspension + CDC, but the price is still… standard pure electric battery is good, a range extension to sell 249,900, quite confident.

In fact, the biggest selling point of E07 is SUV positioning, pickup loading capacity, which has advantages over traditional pickup trucks in terms of policy, but then again, now the pickup policy is also being released one after another, so take a step by one, don’t worry, you can wait for BYD’s shark, recently photographed domestic road test spy photos, non-bearing body, plug-in layout, it is estimated that it can be near the 200,000.

On August 24, 2022, the "Windless Aerobic TAN Origin Traceability – 2022-2023 China Air Conditioning Industry Summit Forum" was held in Harbin under the guidance of China Household Appliances Association and sponsored by China Home Appliances Network.CC,Haier, Highly,Hisense, Kelon, Konka, Leader, Meibo,beautiful,Panasonic,TCLRepresentatives of mainstream household air-conditioning brands and core component manufacturers, as well as forumsexclusivechannel partnerJD.comHome appliances, data support agency GfK Zhongyikang, etc. gathered together to talk "double carbon"The innovative development and mission of the air-conditioning industry under the goal."

High temperature "heating" air conditioner market

Although autumn has begun, many places in China are still under high temperature during the "end" stage of the "dog days".How to cool the body and the heart? The air conditioner is obviouslymostA good choice. Therefore, in the "roasting" mode, refrigeration appliances represented by air conditioners ushered in a high-temperature "hot period" in July and August. According to GfK Zhongyikang monitoring data, the retail sales and retail sales of air conditioners in the online market in July increased by 41.6% and 44.6% year-on-year respectively. Entering August, the retail sales and retail sales of air conditioners in the online market in the past two weeks increased by 76.0% and 79.4% year-on-year respectively; the offline market volume and volume also achieved a year-on-year growth of over 20%. Such asbeautiful,HaierOaks,Hisense, Kelon,TCL,PanasonicMany air-conditioning companies, such as Meibo, Changhong, and Konka, have reported to China State Grid that during the peak air-conditioning season in the past two months, there are many high-temperature days and a wide range of coverage, and the sales of the company’s air-conditioning products have increased significantly compared with before. "The installation masters are running at full capacity," said the relevant person in charge of the air-conditioning company.

However, the staged bright performance of the air conditioner market is in sharp contrast to the cold industry in the first half of the year and even the entire 2022 cold year. According to GfK Zhongyikang data, in the first half of this year, the retail volume and retail sales of the household air conditioner market decreased by 20.1% and 14.1% respectively year-on-year; in the whole 2022 cold year, the retail volume and retail sales of the air conditioner market were 43.57 million units and 150.50 billion yuan, respectively, down 15.0% and 9.2% year-on-year. "The economic downturn and epidemic directly affect the income level of consumers, so the consumer confidence index decreased year-on-year." In the opinion of Peng Xiandong, general manager of GfK Zhongyikang’s large home appliance division, this directly affects consumers’ expectations for the home appliance market and the execution of purchasing power. The corresponding air conditioner is also affected and has declined significantly. In addition, air conditioners have further entered the existing market, with less new demand. Based on this, Peng Xiandong judged that the air conditioner industry will enter a low-speed era in the next two years, with incremental scarcity. The market core will shift from the pursuit of scale to the pursuit of quality.

Peng Xiandong, General Manager of GfK Zhongyikang Home Appliances Division

Wang Lei, secretary-general of the China Household Appliances Association, also believes that this is the result of multiple factors. Including the repeated regional epidemics across the country in the first half of the year, which put pressure on the industrial supply chain and had a negative impact on the demand for air conditioners; in addition, the real estate industry is also a factor strongly related to the demand for air conditioners; furthermore, the more important objective factor is that the popularity of household air conditioners has basically reached a high level. According to the National Bureau of Statistics, the number of air conditioners owned by 100 households in China reached 117.7 units by the end of 2020, of which 149.6 were owned by 100 households in cities and towns. " At present, the social stock of air conditioners in the country has reached 540 million units, and the stock update has become the main body of current and future market consumption demand. This has a direct and long-term impact on the size of the air conditioner market. "

Wang Lei, Secretary General of China Household Appliances Association

Seeking "new" kinetic energy under the stock

When the industry enters a new development stage dominated by "stock replacement", in terms of the external operating environment, as analyzed by Wei Lai, Chief Research Officer of Zijin Tianfeng Futures, raw material prices, which account for more than 85% of the cost of air conditioners, are getting rid of the traditional cyclical framework and reshaping into a new cycle, corresponding to the reshaping of the cyclical characteristics of air conditioners at both ends of cost and consumption. Under the characteristics of the new cycle, the market prospect of air conditioners is still broad, but it needs to seek new growth momentum inward.

So, where is the new way to break the growth? Perhaps, as described by Wang Lei and various air-conditioning companies – intelligently empowered, more energy-saving, comfortable, healthy, and high-end air conditioners will bring more enthusiasm and demand from consumers, and will also bring impetus to the technological progress and product innovation of the air-conditioning industry and industry. Recent consumer street research by China Home Appliance Network also shows that price is no longer the main factor in determining consumers to buy air conditioners. When considering "replacing" air conditioners, most consumers focus on products with more energy-saving, intelligent, comfortable, healthy and other functional characteristics. Such as fresh air conditioners, global windless air conditioners, washing air conditioners, sterilization health, self-cleaning air conditioners, sleep air conditioners, etc. are all their favorite products.

The change in consumer demand is reflected in the retail end, according to GfK Zhongyikang data, 2022 cold year, the new level of energy efficiency air conditioning sales in the online channel accounted for about 67.9%, the proportion of offline reached 78.7%; fresh air air conditioning online penetration rate of about 2.3%, an increase of 283%, offline penetration rate of about 6.7%, an increase of 59.5%. JD.com platform data also shows that in the first half of the year, the turnover of JD.com platform fresh air conditioners was 5.5 times that of the same period last year, and fresh air conditioners also showed characteristics higher than the broader market by 32%; during the "618" period, the turnover of JD.com platform fresh air conditioners increased by 460% year-on-year; JD.com home appliances "815" anniversary peak period of 28 hours, the turnover of fresh air conditioners increased by more than 4 times year-on-year. " The JD.com platform always takes consumer demand as the first starting point. "Zhang Yiming, marketing director of JD.com’s home appliance air conditioner business department, said that through active market research, JD.com home appliances and various air conditioner brands work closely together, with the same perspective. They all believe that the new air conditioner in the new product may be the next growth point of the industry." Combined with the trend of purification and health, the increase in fresh air volume will be more suitable for the needs of life scenes. "

At the enterprise level, it can be seen that more air-conditioning companies are also launching products with corresponding functions or even complex functions through technological innovation to meet the diverse, personalized and quality consumer needs of consumers. Taking Casarte air conditioners as an example, at the meeting, Yan Bo, general manager of Casarte air conditioners, introduced that due to the different air pain points faced by different climates and seasons, Casarte innovatively launched the luxury version of Yunding air conditioners. "The positioning of this product is’original ecological air maintenance expert ‘, hoping to achieve the maintenance of people, the maintenance of the environment, and the maintenance of high-end lifestyles through air conditioning. Overall, what we want to do is to pass on the high-end, comfort and wisdom of Casarte air conditioners to consumers."

Midea air conditioners are also working to increase the average price of the entire industry through air conditioner products that highlight health, comfort, and intelligence. Oaks, Hisense, TCL, Konka, Panasonic and other related air conditioning brands are focusing on the fresh air track, such as Oaks launched a four-season fresh air air conditioner that can change fresh oxygen in the whole house for 1 hour, Hisense launched a high-end air environment from six dimensions such as temperature, humidity, wind feeling, purification, etc. Brilliant C200, TCL launched a small blue wing II with a large fresh air volume of 60 cubic meters per hour without secondary wall punching holes, Konka launched a smart fresh air conditioner with dual-drive hybrid fresh air system, Panasonic Anchor Health and Smart launched a series of alcohol air, etc. They all meet consumers’ needs for a healthier and more comfortable home life experience through differentiated fresh air conditioners. Kelon Air Conditioning customizes more convenient, comfortable and healthy sleep solutions for users by creating smart sleep air scenes. In addition to home split machines, Meibo Air Conditioning has found sub-sectors such as wearable air conditioners and vehicle air conditioners to seek differentiation. Changhong Air Conditioning has built a healthy living atmosphere for consumers through the creation of a fresh environment with years of accumulation of dust-free technology.

As a company specializing in thermal management and environmental control, Invik has accumulated rich technical experience in the field of precision environmental control. Wang Xiangdong, general manager of Shenzhen Invik Health and Environment Technology Co., Ltd., believes that at present, "health" should be the main breakthrough in air conditioning innovation. In this regard, EBC Yingbao advocates "safe and healthy comfort is the real comfort", and advocates fundamentally solving the comfort problem of the air environment under the premise of safety and health, and is a one-machine solution to the air environment problem. "Our air environment machine adjusts or removes the temperature, humidity, cleanliness, various pollutants, microorganisms and other indicators of the air environment dynamically, harmoniously and synchronously through multi-dimensional phase control technology, and is committed to providing customers with a safe, healthy and comfortable air environment."

It can be seen that the product evaluation dimension based on factors such as energy conservation, health, and comfort is becoming the core driving force for the reform and upgrading of China’s air-conditioning supply side. Therefore, the three major product trends in the air conditioning industry in 2023 proposed at the summit forum, namely the "energy-saving" product trend represented by Midea Xuanyao 2-horse hanging machine, Oxmos Fresh Air Pro air conditioner, Kelong Sleeping Small Ear LZ air conditioner, and Meibo Xinxinpai intelligent AI voice air conditioner; the "comfort" product trend represented by Casarte connoisseur air conditioner system, COLMO TURING household central air conditioner, Hisense Bright series fresh air conditioner, Konka smart fresh air conditioner, and Commander BIGGER air curtain air conditioner; and the "health" product trend represented by Haier washing air cabinet hanging air conditioner, EBC Yingbao pure air environment machine, Panasonic alcohol air conditioner, and Changhong guest restaurant shared air conditioner, which has been highly recognized and affirmed by the guests and industry colleagues They all anticipate that these three major product trends will become a new engine for the growth of the air conditioning industry in the upcoming 2023 new cold year.

"Double carbon" engine drives green and high-quality development

In fact, whether it is the driving effect of extreme weather on air-conditioning consumption, or the pursuit of new energy conservation, health, and comfort at the enterprise level under the leadership of stock replacement, it can be made clear that changes in the environment, market changes, and demand are forcing air-conditioning enterprises to step up innovation and development, transformation and upgrading, and also put forward new and higher requirements for the high-quality development of the air-conditioning industry, that is, the air-conditioning industry and enterprises should be socially responsible and consumer-responsible enterprises and products.

According to the IEA report, the global energy-related CO2 emissions in 2018 were about 34.20 billion tons, of which the global energy consumption of air conditioners and fans accounted for about 3.8% of CO2 emissions. It is expected that by 2050, the energy demand for space cooling will increase more than threefold. There is no doubt that the green and low-carbon transformation of the air conditioning industry is imperative.

But objectively speaking, the green and low-carbon development of the air-conditioning industry still faces no small challenges. "For the refrigeration and air-conditioning industry, under the background trend of’dual carbon ‘, the biggest challenge is that the reduction of HFCs conventional refrigerants may bring corresponding quota problems, which may directly affect the operation of an enterprise." Li Tingxun, an associate professor at Sun Yat-sen University, believes that the future control of HFCs consumption, production or quota management may directly impact the development of the air-conditioning industry. So, how can the air-conditioning industry achieve carbon emission reduction? In Li Tingxun’s opinion, on the one hand, it is necessary to improve energy efficiency. At present, the energy efficiency of air-conditioners has increased by 15%, and it may increase by another 15% in the future by 2030. On the other hand, based on the carbon emissions directly caused by refrigerants, it is necessary to choose and develop more environmentally friendly refrigerant alternatives. In this regard, the only sure opportunity is that low GWP refrigerants will have a large application in the future. In addition, materials, production, transportation, warehousing and other links will also directly or indirectly lead to carbon emissions, so air-conditioning related companies also pay attention to the carbon emission reduction of the whole life cycle of air-conditioning products.

"Compared with other manufacturing industries, I personally think the energy saving and carbon reduction of the home appliance industry has advantages." Xie Nanan, director of the environmental and dual-carbon business department of the General Technology Inspection and Testing Group, analyzed that the reason is that the home appliance industry has implemented the trade-in policy more fully, and the improvement of energy efficiency of home appliances is to reduce energy consumption from the source. In addition, the intelligence of home appliances is a systematic improvement, which is to consider the improvement of energy efficiency from an overall perspective. In addition, there is still more room for expansion in the green and low-carbon transformation of the home appliance industry, such as the control role of the supply chain, energy consumption in the production process, energy structure adjustment, and non-carbon dioxide greenhouse gas emission reduction of refrigerants such as HFCs, which are worthy of attention and active promotion by home appliance companies such as air conditioners.

As Li Tingxun and Xie Nanan said, energy efficiency is only one part of low carbon, and to maximize carbon reduction, it is necessary to go through the whole life cycle of air-conditioning products. In this regard, more and more air-conditioning companies, including Midea, Haier, Oaks, and Hisense, have begun to focus on promoting green and low-carbon transformation at the manufacturing level or within the whole life cycle of air-conditioning products. Take Midea as an example. In 2021, Midea Group officially released a green strategy, focusing on six pillars: green design, green procurement, green manufacturing, green logistics, green recycling, and green services, to build a whole-process green industrial chain. " Among them, green design is the leader and traction of the entire green strategy. "Li Jinbo, director of the development center of Midea’s Air Conditioning Innovation Research Institute, said that in recent years, Midea’s air conditioners have accumulated rich technical and product innovation practices in green design. In terms of green technology, it has continued to lay out in environmental protection refrigerant technology, global ultra-high energy efficiency technology, new generation refrigeration technology, and cold storage and heat storage technology." Midea’s air conditioners will continue to expand the supply of green products through technological innovation, product innovation, and standard guidance, to meet the growing needs of users for a better life, and to promote the green and low-carbon transformation of the whole industry. "

Compressor companies, which are the core products of the upstream supply chain of air conditioners, are also actively promoting the green transformation of the industrial chain. For example, CMCC mentioned that building a green industrial chain and promoting the green design of parts and components, including miniaturization and low noise, are all future development directions of GMCC. Haili compressor also said that whether it is from environmentally friendly refrigerant substitution, energy efficiency improvement, including flattening and miniaturization, Haili compressor has always been serving the air conditioning industry and continues to move forward around the green and low-carbon development direction.

It is worth mentioning that at the meeting, Wang Lei and Lv Shenghua, editor-in-chief of China Home Appliances Network, led all the air-conditioning-related enterprises and industry guests to issue the "Green Energy-saving Air Conditioning Replacement Initiative" to the air-conditioning industry – actively responding to the national "double carbon" strategy and the 2022 National Home Appliance Consumption Season activities to promote the quality of green smart air conditioners, increase varieties, and create brands; industry organizations, upstream and downstream industries give full play to their respective advantages to promote a new round of "trade-in" and "home appliances to the countryside" work, promote the upgrade of air-conditioning consumption in an orderly manner, and continue to lead the trend of quality, greening, and intelligence of air-conditioning consumption. This move undoubtedly further sounded the clarion call for the green and low-carbon

On March 20th, Geely Automobile (00175.HK) announced its financial report for 2023, and the company achieved an operating income of 179.2 billion yuan, a year-on-year increase of 21%, a record high. The net profit of returning to the mother reached 5.308 billion yuan, compared with 3.511 billion yuan after deducting the one-time bargaining acquisition income in 2022, a year-on-year increase of 51%; The net cash level increased by 46% year-on-year to RMB 28.4 billion, and the reserves were abundant and stable.

The financial report shows that Geely Automobile’s profitability has improved significantly, and the gross profit situation has improved due to product structure optimization, cost reduction and scale effect. The total gross profit has increased by 31% year-on-year to 27.4 billion yuan, and the gross profit margin has increased from 14.1% in 2022 to 15.3% in 2023.

Behind the bright financial data is the strong market growth potential of Geely Automobile. According to the data of the Federation, in 2023, the cumulative retail volume of domestic passenger cars was 21.699 million, a year-on-year increase of 5.6%. Under the background that the overall growth of the automobile industry is slowing down and the market competition is becoming increasingly fierce, Geely Automobile has exceeded its annual target of 2023, with a cumulative sales volume of 1,686,500 vehicles, up about 18% year-on-year, and its annual sales volume has reached a record high. At the same time, Geely Automobile has also become one of the few car companies that successfully completed the annual sales target.

It is worth noting that the new energy vehicle business has become a strong support for Geely’s performance growth. In 2023, the domestic new energy vehicle market still maintained a growth trend, and the cumulative wholesale sales volume of new energy passenger cars was 8.864 million, a year-on-year increase of 36.3%.

In this context, Geely Automobile’s sales of new energy vehicles still outperformed the broader market in 2023, with a year-on-year increase of 48%, a penetration rate of 29%, and a monthly penetration rate of over 40%.

Among them, the brand-new middle and high-end new energy brand "Geely Yinhe" series has rapidly brought three products, namely Yinhe L7, Yinhe L6 and Yinhe E8, to the market since it was released in February last year, forming a product layout of pure electric+hybrid electric, car +SUV in the mainstream new energy market, and achieving a cumulative sales volume of over 110,000 vehicles in nine months after listing. Since the release of the brand, Geely Galaxy has continuously strengthened its "high-value reputation", and its models are equipped with self-developed Aegis battery safety system, Raytheon hybrid, Galaxy N OS and other technological configurations, becoming the "king of volume" in the mainstream new energy market.

At present, the Krypton brand has firmly established itself in the luxury intelligent pure electric market. 2023 is a year of accelerated evolution of Krypton, and two new models have been launched, and the product matrix continues to expand. In 2023, a total of 118,700 vehicles were delivered, a year-on-year increase of 65%. As of December 31, 2023, the cumulative delivery of Extreme Krypton brand exceeded 190,000, setting a new record for the delivery speed of new forces, and its four models have become the benchmark of market segments.

In addition, the electrification transformation of the Lectra brand has also achieved good results. In 2023, Lectra brand launched a number of new energy vehicles equipped with plug-in hybrid technology, such as Lectra 09, Lectra 08 and Lectra 06. Among them, the sales volume of LEEK 08EM-P increased steadily after its listing, and it became a hot-selling product in the high-end plug-in SUV market. According to the data in December 2023, the new energy vehicles of the Lectra brand account for 55.3% of the total monthly sales, and the electrification transformation is expected in the future.

At the same time, Geely Holding Group has owned a number of listed companies, which also provides a more solid foundation and support for Geely Automobile’s future performance growth. For example, Lotus, which recently listed on the US stock market, has aroused widespread concern in the industry.

"The listing of sub-brands including Lotus has important positive significance for consolidating the core business of Geely Holding. Geely Holding and its global strategic partners have maintained continuous, stable and growing cooperation for a long time in terms of technology authorization and technology research and development services. The development of sub-brands has created a good foundation for Geely Holding’s internal collaboration and cooperation with Geely Automobile based on the principle of marketization, and also brought opportunities for revenue growth for Geely Automobile Group. " Li Donghui, CEO of Geely Holding Group, Vice Chairman and Executive Director of Geely Automobile Holdings Limited, said.

At present, the competition of electric vehicles has entered the intelligent competition in the second half. It is very important for major car companies to master the core technologies in the intelligent field and apply them on a large scale, which is also the key to win the competition.

For Geely Automobile, intelligence is also its key business area. In 2023, Geely Automobile’s strategic layout in intelligence gradually ushered in the "harvest period", and the results of "Smart Geely 2025" successively landed.

For example, in February 2023, Geely Star Smart Computing Center was officially launched, becoming a smart computing center with leading self-built equipment scale, leading comprehensive computing power, leading business coverage, leading intelligent support capability and high security level among domestic car companies. In January, 2024, Geely Xingrui AI model was officially released, leading the AI era of China automobile in full scene.

In the field of intelligent driving and intelligent cockpit, the satellite communication technology of "integration of heaven and earth" has been initially constructed. At present, two orbital surfaces have been launched and deployed, and there are 20 satellites in orbit. Geely Yinhe E8 and Kyk-krypton 007 models have taken the lead in carrying self-developed satellite communication technology. In the case of no ground network coverage or damage to the ground network, users can send and receive satellite messages through the car to realize safe travel and "never lose contact".

In addition, the Geely NOA advanced intelligent driving assistance system and the Lectra NOA intelligent driving system have been opened, and the extremely high-speed autonomous navigation assistance of NZP has been opened in 22 cities including Shanghai, Hangzhou and Guangzhou. Starting from the second quarter of this year, the city NZP will also open the first batch of users’ public beta in the national core cities.

Thanks to the core intelligent technology, Geely Automobile’s product strength has grown strongly, and in the new round of market ‘ Inner volume ’ It is expected to form differentiated competition and win the initiative. In the beginning of 2024, the domestic auto market set off a new round of "price war", and the competition was extremely fierce. Under this background, Geely Automobile broke through the tight encirclement and ushered in a "good start". From January to February, the cumulative sales volume of Geely Automobile was 324,900 vehicles, up by over 55% year-on-year, among which the sales volume of new energy vehicles was 99,300 vehicles from January to February, up by 208% year-on-year.

"In 2024, the competition in China’s automobile industry will be more intense, and the knockout round will begin in an all-round way. The industry will enter the integration period and reshuffle. Geely Automobile adheres to the basic practice of internal strength and long-term, and insists on quality first and safety first for a long time. At the same time, it gives full play to the advantages of scale, systematic efficiency and innovation ability, improves product quality and achieves cost reduction and efficiency improvement. " Yan Jiayue, CEO of Geely Automobile Group, said.

The profound technical background and constantly evolving product strength have given Geely Automobile the confidence to continue to soar. In 2024, Geely Automobile set an annual sales target of 1.9 million vehicles, up about 13% year-on-year, of which 810,000 vehicles were new energy vehicles, up more than 66% compared with the total sales achieved in 2023, and the penetration rate of new energy increased from 29% in 2023 to 42.6% in 2024.

At the product level, Geely Automobile accelerated the iteration, launched a new round of product offensive, and continued to push the brand upward. In 2024, Geely brand will push three new energy products; The lectra brand will push three brand-new new energy products, and the first new energy medium-sized car, Lectra 07 EM-P, will be launched in May. Extreme brand will push three new energy products.

Shen Wanhongyuan said in the research report that in the complicated competitive environment, only the brand is the element that can be remembered and preserved by the market. Geely, Link, and even Krypton have all proved Geely’s brand operation ability. Shen Wanhongyuan is still optimistic about the high-quality independent brand enterprises that insist on operating brands, and believes that they will eventually occupy a bigger sky after the big waves.

(This article does not constitute any investment advice, and the information disclosure content shall be subject to the company announcement. Investors operate accordingly at their own risk. )

　 　 　 　 CCTV News:The State Administration of Press, Publication, Radio, Film and Television recently released a report on China’s game industry in the first half of this year. The report shows that in the first half of this year, the actual sales revenue of China’s game market reached 99.78 billion yuan, up 26.7% year-on-year, nearly four times the total box office of China’s film industry in the first half of this year.

　 　 　 　 The rise of mobile games occupies half of the country.

　 　 　 　 According to the statistics of the industry report released by the General Administration of Press, Publication, Radio, Film and Television, the number of game users in China has exceeded 500 million in the first half of this year. With the further development of mobile internet technology, the number of users of client games and web games has declined, and the number of mobile game users has increased by 7.5%, reaching 435 million. Correspondingly, the sales revenue of the mobile game market in the first half of this year has reached 56.1 billion, which doubled year-on-year.

In the first half of the year, the sales revenue of the mobile game market reached 56.1 billion, which doubled year on year.

　 　 　 　 Paying attention to independent research and development, and laying out long-term mobile games has become the main strategy of game enterprises. Taking military games as an example, at present, domestic self-developed game products, including Battleship Hunter, world of tanks, World Military, etc., have firmly attracted 80 million fans and become typical representatives in the vertical segmentation field of domestic games.

　 　 　 　 In addition, the report also shows that with the continuous expansion of the market scale of China’s game industry, the degree of concentration of the game industry is getting higher and higher, and enterprises are also expanding and integrating from simple game development to cultural pan-entertainment industries such as network, movies and television. For example, there are more than 700 games on the mobile game platform of Sanqi Mutual Entertainment, with more than 580 million players on the page game platform and more than 65 million overseas registered users. With the help of the user resources and market operation of online games, mobile games and overseas business platforms, the industrial chain of Sanqi Mutual Entertainment Pan-Entertainment has also been continuously expanded, and the development of pan-entertainment such as film and television, show and animation has been achieved.

　 　 　 　 Cultural confidence, strong export of original games

　 　 　 　 According to the data of the semi-annual report of the game industry, in the first half of this year, the overseas market income of China’s independent research and development of online games was 3.99 billion US dollars, about 26.7 billion yuan, up 57.7% year-on-year. The independent research and development of game products with China elements became the main growth driving force for accelerating the expansion of overseas markets.　

Game companies pay more attention to research and development of connotative products with China cultural symbols.

　 　 　 　 Excavating traditional culture, implementing the boutique strategy and taking the best-selling and long-selling route have become the main means and goals for powerful enterprises to expand overseas markets. More and more game companies pay more attention to the research and development of products with China cultural symbols. Statistics of gamma data, professional analysis data from the game industry, are adapted from Jin Yong’s martial arts novels, such as The Legend of the Condor Heroes and The Legend of the Dragon Slayer, and Zhu Xian, which is adapted from the story of Shan Hai Jing, have received good market response in overseas markets and maintained an average annual growth rate of 20%.

　 　 　 　 When the game goes overseas, not only the story should be beautiful, but also the channels should be accessible. Powerful enterprises have begun to set up R&D centers overseas. With the help of six R&D centers established in Shanghai, Singapore, Germany and other places, more than ten domestic game products, such as Legendary World, legend of mir and Dragon Valley, have entered more than 100 countries and regions. Some games have more than 1 million online users at the same time, and the number of active users of Legendary World has been among the top ten in the world for many years.　

　 　 　 　 E-sports market revenue of 36 billion, an increase of more than 40%.

　 　 　 　 The game industry report released by the State Administration of Press, Publication, Radio, Film and Television also shows that from January to June this year, the actual sales revenue of the e-sports game market reached 36 billion yuan, up 43.2% year-on-year, accounting for nearly 40% of the total game industry revenue.

In the first half of the year, more than 100 large and medium-sized e-sports events were held in China.

　 　 　 　 According to the report data of the game industry in the first half of the year, at present, the global users of Knife Tower 2 exceed 100 million, while the players in China account for 12.6%. E-sports has not only loyal players, but also loyal audiences. According to the report, 35% of the audience in China spend six hours a week watching professional e-sports competitions, just like watching sports events. In the first half of the year, more than 100 large and medium-sized e-sports events were held in China. It is estimated that the total prize money for this year will exceed 64 million US dollars, about 430 million yuan. In 2010, the scale of China’s e-sports market was only 4.41 billion yuan, which increased tenfold in six years. China’s e-sports is gradually changing from a follower of the world’s e-sports to a leader and leader.

Easy and casual esports games are favored by players.

　 　 　 　 In addition, in the e-sports market, in addition to highly antagonistic game products, some relaxed and casual e-sports games are also favored by players. A game called "Ball Fight" is loved by all age groups because of its various operating modes and strong interactivity. It has more than 300 million users worldwide and has become a light e-sports game with the largest number of players in the world.

　 　 　 　 Industry experts believe that China’s e-sports industry has grown rapidly and benefited from the optimization of the industrial environment. Last year, the General Administration of Press, Publication, Radio, Film and Television organized the "China Original Game Boutique Publishing Project"; The Ministry of Culture also issued a document to support the creation of regional, national and even international game entertainment competitions; In addition, the Ministry of Education listed "E-sports and Management" as one of the 13 supplementary majors in colleges and universities in 2017.　

　 　 　 　 Experts pointed out that China’s game industry still needs innovative ways to train talents to accelerate its development and achieve stability. We can find and train talents through various ways such as joint recommendation and training by enterprises and colleges, and competition selection and training.

　　China Securities Network News (Reporter Confucius Yuan) China Petrochemical announced that the company recently received a reply from the China Securities Regulatory Commission, agreeing to the company’s registration application for issuing shares to a specific target. The plan of this issuance is to issue A shares in full to China Petrochemical Group, the controlling shareholder of the company, at the average transaction price of the company’s A shares in the 20 trading days before the pricing benchmark date. All the funds raised in this issuance will be invested in the project construction in the fields of clean energy and high value-added materials.