news

recently, jingdong group-sw (hk09618, stock price hk$152.000, market value hk$445.1 billion) and heilan group reached a strategic cooperation and will jointly carry out outlet business operations. on september 25, the country’s first jd outlet offline store opened.

outlet originated from the retail business model in the united states and has a history of nearly a hundred years. after more than 20 years of development, outlets have developed rapidly in china and become a format familiar to consumers. it is reported that there are currently about 239 outlet projects in operation across the country, and 17 new outlet projects will be opened in 2023. outlet sales are about 230 billion yuan, a year-on-year increase of about 9.5%, the highest growth rate among all retail formats.

the supply chain is one of the key factors that determine the success of an outlet. jd.com's entry into the offline outlet market this time can rely on its significant advantages in supply chain management and good brand reputation to find and realize new business growth points. however, the expansion of any business model is accompanied by certain risks. jd.com also needs to carefully evaluate and effectively respond to various challenges it may encounter when promoting this cooperation.

on september 16, jd.com’s booth at the 2024 china international fair for trade in services. visual china map

industrial expansion

dolly technology (sz001311): plans to invest 1 billion yuan to build an automobile body integrated structural parts project

on september 24, dolly technology announced that the company plans to sign an "investment agreement for an annual production of 200,000 automobile body integrated structural parts project" with the jinhua economic and technological development zone management committee. the company plans to invest in the construction of automobiles in the jinhua economic and technological development zone. body integrated structural parts project, construction of die-casting production line. the total planned investment of the project is 1 billion yuan, which will be implemented in two phases. the first phase project plans a total investment of 600 million yuan; the second phase project plans a total investment of 400 million yuan. the second phase project will be implemented based on the progress of the first phase project.

comment: this external investment is based on the needs of business development of duoli technology, relying on the superior resources of the automotive industry where the project is located, and actively expanding its main business. this project will help expand the production capacity of duoli technology, enrich the product structure, enhance the company's product strength, consolidate its market position, improve the company's profitability, and create greater value for shareholders.

jd group-sw (hk09618): opened the country’s first jd outlet offline store

on september 25, jd.com and heilan group joined hands to open the country's first jd outlet offline store in heilan pegasus water city in jiangyin, wuxi, jiangsu. it is reported that the two parties will increase supply chain collaboration to meet consumers' diverse shopping needs. jd.com has fully opened its self-operated related products for sale in “jd outlet” stores, and heilan leverages its advantages in offline supply and store operations.

comment: jd.com group opened the country’s first jd outlet offline store, marking an important expansion of its retail footprint into the offline outlet market. it is expected that jd outlet will occupy a place in the outlet market by virtue of its brand and supply chain advantages, adding new impetus to the group's diversified development.

strategic decisions

changan automobile (sz000625): avita has an independent listing plan

on september 26, in response to the question "does avita have any plans to go public?", changan automobile stated on the interactive platform that avita technology will develop independently, conduct market-oriented operations independently, and integrate the resources of strategic partners to have independent we plan to go public and hope to work with more strategic partners in the future to create together.

comment: as a high-end smart electric brand jointly created by changan automobile, huawei, and catl, avita has an independent listing plan, which will help it expand financing channels and accelerate technological innovation and product iteration. this move also reflects changan automobile's long-term layout in the field of new energy vehicles, aiming to promote the brand through the power of the capital market.

big releases

alibaba-w (hk09988): selected into the top ten of fortune's "changing the world" list

on september 25, "fortune" magazine announced the 2024 "change the world" list. alibaba was selected for its good use of ai technology to assist in the detection of pancreatic cancer lesions, becoming the only chinese company selected into the top ten. it is reported that this is the sixth time in the 10 years since fortune published the "changing the world" list that alibaba has been on the list, making it the chinese company that has appeared on the list the most.

comment: alibaba has been selected for fortune's "changing the world" list for six consecutive years, and this year it has entered the top ten. with ai technology-assisted pancreatic cancer detection, it demonstrates the power of technology for good. this achievement not only demonstrates alibaba’s innovative strength in the ai ​​medical field, but also proves its determination and effectiveness in contributing to solving global problems through technological innovation.

new product launch

crrc (sh601766): world premiere of two new trains

on september 24, local time, innotrans 2024 (2024 international rail transit technology exhibition in berlin, germany) officially opened. crrc made the world premiere of its two latest green smart trains, cinova h new energy smart intercity emu and smart rail 2.0. it is reported that cinova h? new energy smart intercity emu integrates multiple technologies such as lightweight, energy saving and emission reduction, hydrogen-electric hybrid, etc. it has a continuous operating speed of 160 kilometers per hour, a maximum speed of 200km/h, and a full-load cruising range of up to 1,200 kilometers, reducing carbon dioxide emissions by about 730 tons per year; smart rail 2.0 is an innovative medium- and low-volume rail transit system with a maximum operating speed of 100km/h. it combines the advantages of rail transit and road transportation and can save 15%. hardware investment and 40% installation space.

comment: the two new trains made their global debut, demonstrating the technical strength of crrc. as the world attaches greater importance to sustainable development, crrc's new products accurately meet market demand and are expected to accelerate the green transformation of rail transit and consolidate its leading position in the industry.

technological innovation

tencent holdings (hk00700): the latest robot "xiaowu" unveiled

on september 24, the latest research and development result of tencent robotics it is reported that xiaowu integrates a number of self-developed technologies such as four-legged wheel-foot composite design, large-area tactile skin, multi-fingered dexterous hands, and safe human-computer physical interaction. experiments have shown that xiaowu can complete actions such as walking and carrying objects in a real residential environment, handle complex tasks, and interact with people.

comment: the continuous exploration of tencent robotics as technology continues to mature and application scenarios expand, "xiaowu" is expected to become a strong competitor in the smart home and service robot markets.

baidu group-sw (hk09888): comprehensive upgrade of baige ai heterogeneous computing platform 4.0 and qianfan large model platform 3.0

on september 25, the 2024 baidu cloud intelligence conference was held in beijing. in order to help enterprises use large models faster, better, and more cost-effectively, baidu intelligent cloud has comprehensively upgraded two major ai infrastructures, namely baige ai heterogeneous computing platform 4.0 and qianfan large model platform 3.0, respectively for computing power, models, and ai applications. , and upgraded the three major ai native application products: code assistant, intelligent customer service, and digital human.

comment: this move demonstrates baidu group’s profound accumulation and innovation strength in the field of ai technology. upgrading baige 4.0 will help meet the computing power needs of enterprises in the entire journey of large-scale model implementation, from cluster creation and development experiments to model training and inference, and address the two major challenges of high cost and difficulty in operation of ultra-large-scale gpu clusters; the release of qianfan 3.0, it will help it better meet the needs of enterprise customers for model calling, model development, and application development.

important cooperation

ja solar technology (sz002459): signed a global 1gw module in-depth cooperation agreement with one stop warehouse

on september 23, the signing ceremony of "standing in the same boat and riding the wind and waves - the global 1gw photovoltaic module in-depth cooperation agreement from 2025 to 2027" was held in sydney, australia. according to the agreement, ja solar and one stop warehouse (osw) will carry out in-depth cooperation on 1gw modules from 2025 to 2027 around the distributed photovoltaic market in europe, the united states, asia-pacific and other countries and regions, and work together to promote global green development clean energy transition.

comment: founded in 2013, osw is australia's largest clean energy solution provider. it mainly provides photovoltaic energy solutions for residential and small and medium-sized industrial and commercial enterprises in australia, europe and the united states, with an annual photovoltaic installed capacity of over 1.1gw. 2024 marks the fifth anniversary of the strategic cooperation between ja solar and osw. the in-depth cooperation agreement signed again this time also marks the further consolidation and deepening of the strategic partnership between the two parties.

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