There is no upper limit for drone coffee machines. What kind of calculation is Ruixing doing?
On January 8th, Ruixing Coffee held a press conference and launched the unmanned coffee machine “Swiss Instant Purchase” and the unmanned vending machine “Swiss Cost-effective”. The former sells coffee and other ready-made beverages, while the latter sells Swiss Fortunately, Nestle and other brands of products. Ruixing said there is no upper limit on the scale of unmanned retail terminals this year. The unmanned coffee machine market has more room for growth. Pro’s recently released “Coffee Industry Insight Report” shows that the market capacity of China’s self-service coffee machines is about 280,000, while currently only 10,000 self-service coffee machines have been put on the market in China.
In addition to market potential, drone coffee machines are also a good deal. The biggest cost of the coffee industry is manpower and store rent. Unmanned coffee machines can save this part.The cost of a single cup of coffee in Ruixing in the third quarter of last year was 9.7 yuan, and the cost of a single cup of coffee in a self-service coffee machine was about 3.6 yuan, according to the calculation of the Whale Prospect Institute. In addition, Ruixing Coffee’s vigorous deployment of offline drones can also add new sales channels for its products. If the machine is installed smoothly, Ruixing Coffee will cover more consumption scenarios in the short term, it will also sell more coffee and other products, accumulate more consumer consumption data, and the company’s commercial value will expand.
Further reading: Forefront 丨 Put coffee and fawn tea on the machine for sale, Rui Xing wants to rely on unmanned retail to accelerate expansion. a>
All domestic Model 3 components will be made in China, and the supply chain welcomes dividends
On January 7th, Tesla held a delivery ceremony for domestically produced Model 3. Song Gang, Tesla’s Shanghai factory manufacturing director, revealed that by the end of 2020, domestically produced Tesla Model 3 will be made in China. 化 Alternative. Tesla also announced that the domestic Model Y project has officially started. Musk said that according to the previous plan, domestic Model Y will be mass-produced smoothly in the middle of this year.
Tesla ’s 100% localization of the Model 3 is a major benefit for China ’s automotive supply chain. Tesla’s entry into China to select suppliers, auto parts manufacturers involved in multiple links such as power batteries and interior decoration, is as important as Apple’s selection of Foxconn as a foundry. At present, the localization rate of parts for Tesla’s Shanghai plant is about 30%, and companies such as Weitang Industrial and Huayu Automobile have entered their supply chain system. With the final reduction in the base price of domestic Model 3 to 299,000 yuan, CITIC Securities expects the steady sales of Model 3 in China to reach more than 300,000. It is foreseeable that more Chinese auto parts suppliers will benefit from the localization of Tesla Model 3 in the future.
Further reading: Front line 丨 Tesla delivers domestic Model 3. Start Model Y, Musk dances and celebrates
Zhang Xiaolong: There are two mistakes in the public account, and the short content is the direction of WeChat efforts
On January 9, the annual WeChat public course was held as scheduled. Zhang Xiaolong, the founder of WeChat, did not attend the scene, but mentioned in a video some of his thoughts on the Internet of Information and the future direction of WeChat. With the development of the mobile Internet, people are now online at any time and face huge amounts of information. In response to this situation, Zhang Xiaolong started thinking from seven dimensions, namely, the transfer of privacy, the passiveness of information acquisition, the expansion and complexity of social relations, and information.Fast dissemination, difficulty in selecting information, diversity of information, difficulty in searching.
Zhang Xiaolong believes that the fragmentation of the mobile Internet app makes it more difficult to access information and make searching more difficult. Therefore, he hopes that the search can enter the interior of every applet, so that a large number of applets can support various long tail search needs. Zhang Xiaolong also mentioned two mistakes when doing WeChat: the first is that the public platform has only had a pc web version for a long time, which limits the scope of content creators; the second is that the public platform uses articles as content carriers, which makes it impossible to present videos or other short content. He said that in the future, short content will be the direction of WeChat, and related functions may be launched in a recent version.
Further reading: Wechat went out of the circle, whose cheese moved?
China’s stock market returns to Hong Kong, and Baidu, Ctrip, and NetEase rank among them.
On January 6, the WeChat public account “IPO had known” announced that Baidu had recently conducted an internal evaluation of its secondary listing in Hong Kong. Earlier, Bloomberg reported that HKEx executives had follow-up talks with Ctrip and NetEase on the possibility of a secondary sale of shares. According to Tencent’s first-line news, Ctrip has recently contacted a number of Chinese and foreign investment banks, but has not yet formally selected investment banks. Currently, neither Ctrip nor Netease would comment on this news. Another person familiar with the matter said that Baidu’s plan to return to Hong Kong may be faster than companies such as Ctrip.
The proportion of traditional companies such as finance and real estate of the “Secretary” Hong Kong Stock Exchange has always been relatively high. Therefore, it urgently needs to adjust the market industry structure. According to Bloomberg data, among the companies listed on the Hong Kong Stock Exchange in the past ten years, new economy companies accounted for only 3%, while Nasdaq and NYSE had 60% and 47%, respectively. The Hong Kong Stock Exchange should attract more new economic companies to improve market liquidity. According to statistics, based on the market value of December 31, 2019, there are about 30 Chinese stocks that meet the Hong Kong listing standards, including Jingdong, Baidu, and B Station.
Further reading: Frontline | Hong Kong stocks are hot, Ctrip, Netease, Baidu, or secondary listing in Hong Kong
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