The the Political Bureau of the Communist Party of China (CPC) Central Committee Conference held a few days ago emphasized that "consumption should play a leading role in the economic cycle", which is an important work deployed on the basis of a comprehensive analysis of the economic situation. In connection with the "Opinions on Further Releasing Consumption Potential and Promoting Sustainable Recovery of Consumption" issued by the General Office of the State Council not long ago, 20 key measures in five aspects were put forward. The "combination boxing" to promote consumption in order to consolidate and develop the market of more than 1.4 billion people has aroused widespread concern at home and abroad.

　　From the perspective of national economic operation, consumption has a lasting driving force for economic development, is an important engine to smooth the domestic cycle, and is also a key link to form a higher level dynamic balance between demand and supply, which is related to the national economy and people’s livelihood. Judging from the current economic situation in China, the triple pressures of demand contraction, supply shock and expected weakening have not changed, and some unfavorable factors are still evolving in a complicated way, and the new downward pressure has further increased. In the face of the situation, tasks and severe tests, we should not only have a full understanding, but also have countermeasures. It is undoubtedly crucial to do everything possible and comprehensively implement policies to release consumption potential and promote sustained recovery of consumption.

　　Statistics from the National Bureau of Statistics show that in 2021, the contribution rate of China’s final consumption expenditure growth to economic growth is 65.4%, which is higher than the contribution rate of total capital formation, and it is the main driving force for the stable recovery of the national economy, and the "ballast stone" role of consumption is prominent. In the first quarter of this year, thanks to the transformation and upgrading of traditional consumption, the release of new consumption potential and the strong "blood supplement" of online consumption, the overall market sales maintained steady growth. However, since March, domestic epidemics have occurred frequently, which has had a great impact on the consumer market. In March, the total retail sales of social consumer goods decreased by 3.5% year-on-year. Residents’ trips have been significantly reduced, and contact and aggregate consumption have been greatly affected. The foundation for sustained recovery of consumption still needs to be consolidated.

　　Among the key measures put forward in the Opinions, the first one is "increasing efforts to help enterprises bail out the difficulties around the main body of the insurance market", which is a key to promoting the orderly recovery and development of consumption and thus stabilizing the basic economic disk. As the COVID-19 epidemic directly impacts the consumer, small and medium-sized enterprises and individual industrial and commercial households, it has a great impact on low-income groups and basic people’s livelihood. At present, there are more than 150 million market players in China, carrying hundreds of millions of people to find jobs and start businesses. If you keep the market players, you can keep employment; If there is employment, there will be income and consumption, which will promote economic growth. The central and local governments have introduced relief measures such as tax reduction and fee reduction, and deferred payment of social insurance premiums. Some related companies such as take-away platforms have also responded positively, helping small and medium-sized businesses tide over the difficulties by reducing commissions.

　　Practice shows that reducing taxes and fees is a direct and effective way to help enterprises get rid of difficulties. All localities should, in light of the actual situation, introduce effective measures such as tax reduction and exemption according to law, so that the intensity of tax reduction and fee reduction will only increase, so as to stabilize market expectations. In addition, the financial system should also make profits to the real economy by reducing interest rates, reducing fees and other measures, and provide financing support to enterprises in industries seriously affected by the epidemic to avoid industrial loan restriction, loan withdrawal and loan suspension.

　　Stabilizing consumption growth and promoting consumption upgrading is a systematic project. Doing a good job in ensuring the supply and price stability of basic consumer goods, promoting the upgrading of physical consumption, continuously expanding cultural tourism consumption, fully tapping the consumption potential of counties and towns, reasonably increasing public consumption, and creating a safe, secure and honest consumption environment are all important tasks to increase the weight of consumption.

　　It should be noted that the impact of the epidemic on consumption is phased. With the effective control of the epidemic and the gradual emergence of policy effects, the normal economic order will be quickly restored and consumption will gradually pick up. China has a population of more than 1.4 billion, the largest domestic market with middle-income groups in the world, and the policy support and work deployment with both far and near, and the fundamentals of long-term positive consumption will not change. We should have full confidence in this. (This article Source: Economic Daily Author: Jin Guanping)

CCTV News:Another feature of Mid-Autumn Festival tourism this year is that cultural leisure tourism is favored. All localities combine the activation of intangible heritage with immersive experience to improve people’s sense of participation and identity with intangible heritage. Many places have also launched theme tourist routes such as Mid-Autumn Festival custom experience, attracting a large number of tourists. According to the data of special survey in china tourism academy, 94.1% of tourists participated in cultural leisure during holidays, and 24.8%, 35.6% and 25.6% visited historical and cultural blocks, museums, art galleries and art galleries respectively.

Traditional culture stimulates the consumption of cultural tourism in Mid-Autumn Festival holiday.

In flying tigers Scenic Area, Zaozhuang, Shandong, a group of children, dressed in Hanfu, listened to the historical story of wickerwork’s craft, made strips with straw ropes by themselves, and wound them around wicker baskets ring by ring, patiently weaving a beautiful yearning for the future.

During the Mid-Autumn Festival holiday, in Shanghai Haichang Ocean Park, a round of "bright moon" rippled in the water. Professional synchronized swimmers dressed in ancient costumes performed a series of underwater "the Goddess Chang’e flying to the moon" cultural feasts for the audience. In addition to "the Goddess Chang’e flying to the moon", there is also a cruise full of national trends, which attracts many tourists.

Characteristic cultural activities promote "night economy"

In addition to traditional cultural tourism, immersive moon viewing has also brought fire to urban night tours. Night tourism projects such as theme park night tours, river night tours and city night sightseeing have attracted many tourists.

According to the special survey data of china tourism academy, 29.3% of tourists experienced night tours during the Mid-Autumn Festival holiday.

Only after handing over the best mid-year report in history, BYD (002594.SZ) immediately encountered the test of investor confidence by Buffett’s reduction.

Since 2022, BYD’s various businesses have generally been "opened". In terms of new energy vehicles, sales exceeded 100,000 vehicles for five consecutive months, and surpassed Tesla to top the global sales in the first half of 2022. At the same time, the installed capacity of power batteries has steadily increased. In May, it surpassed LG in the installed capacity ranking of global power battery enterprises and became the second in the world.

Under the blessing of two ace businesses and high market valuation, BYD ushered in an unexpected but unexpected Davis double click — — On June 10th, BYD’s total market value successfully exceeded one trillion, becoming the first domestic automobile brand with a market value exceeding one trillion.

But there were Ning Wang and Tesla before, followed by Wei Xiaoli. Can the trillion "Diwang" take the lead in the increasingly white-hot global new energy vehicle war and bring more imagination beyond the valuation of nearly 300 times?

Berkshire’s answer now seems to be no: for the first time in 14 years, it reduced its holdings by more than 6 million shares. There are still 219 million shares in hand, will the market outlook continue to cash out? This makes the market quite a bit floating.

Go back to the basic disk. BYD has been building its own winning weapon for many years — — The industrial chain layout and vertically integrated business structure have made it frequently criticized, and now it is highly respected and has become "the only company that has completely withstood the blockade, chip shortage and rising raw material prices".

After the profit turning point, whether BYD’s whole industrial chain layout can escort and promote its sustained high growth, and how unique industrial ecological landscape will be generated, this paper will deconstruct and analyze its two main businesses, new energy vehicles and power batteries, and find out.

The full text is long, mainly from the following aspects:

New energy vehicle business

1.1 Upstream chip: self-core-made, and it has become the power semiconductor faucet of domestic vehicle specifications.

1.2 Mid-stream auto parts: Can the "Foday System" be both internal and external?

1.3 intelligent mid-stream vehicles: self-research capability needs to be improved.

1.4 Downstream production base: The layout quantity is relatively advanced.

Second, the power battery business

2.1 upstream lithium ore and raw materials: self-production and equity participation.

2.2 Battery technology and key equipment are independently developed.

2.3 layout power battery recycling, trying to solve the demand for raw materials.

2.4 The production capacity continued to expand, adding multiple production bases.

I. New energy vehicle business

Cars are undoubtedly BYD’s most profitable business segment.

In the first half of 2022, BYD sold 646,400 vehicles, up 162.03% year-on-year, of which 638,200 were new energy passenger vehicles, up 324.84% year-on-year, and the domestic market share reached 24.7%, up over 7.5 percentage points from 2021.

In terms of revenue, in the first half of 2022, the proportion of automobiles, related products and other products in total revenue increased from 52.20% in the first half of 2021 to 72.55% in the first half of 2022, achieving revenue of 109.267 billion yuan, a year-on-year increase of 130.31%.

In terms of profit, BYD ended the situation of increasing income without increasing profit. In the first half of the year, it realized a net profit of 3.029 billion yuan, a year-on-year increase of 721.72%.

"BYD has a high configuration and a low price, so it sells well. After its market share is stable, it will gradually raise prices and its profitability will improve." A new energy fund manager said that the complete industrial chain layout has also promoted BYD’s profitability.

Wang Chuanfu once said that foreign suppliers despises new independent brands and can only rely on themselves at first. It is both a challenge and an opportunity. It is from the initial forced "self-production and self-supply" that BYD has stepped forward to the present.

1.1 Upstream chip: self-core-made, and it has become the power semiconductor faucet of domestic vehicle specifications.

In 2002, BYD set up the integrated circuit design department, which started almost simultaneously with its plan to build cars and batteries. In 2004, IT officially entered the field of microelectronics and optoelectronics in the IT industry, and BYD Microelectronics was established, which was later BYD Semiconductor. Recently, BYD Semiconductor has submitted a prospectus to Shenzhen Stock Exchange, intending to be listed on GEM.

BYD has been developing its own chips for 20 years, and now it has become the largest power semiconductor IDM enterprise in China. According to BYD Semiconductor’s prospectus, the company’s main business is divided into five sectors: power semiconductor, intelligent control IC, intelligent sensor, photoelectric semiconductor, manufacturing and service, and the revenue in 2021 accounts for 43.22%, 13.46%, 19.25%, 18.69% and 5.38% respectively.

Among them, the power semiconductor business with the largest proportion of revenue mainly adopts IDM business model, and has formed a complete industrial chain including chip design, wafer manufacturing, module packaging and testing, and system-level application testing. The products mainly include IGBT chips, FRD chips, IGBT modules, IGBT single tubes, IPM modules, SiC modules, etc., which are applied to new energy vehicles and other fields.

BYD Semiconductor has set up an IGBT R&D team since 2005. IGBT can convert direct current into alternating current, which is an indispensable device for new energy vehicles. At present, the company’s vehicle-class IGBT module has matched BYD’s new energy vehicles, and the total shipment volume ranks first in China, breaking the monopoly of overseas manufacturers.

At the same time, BYD Semiconductor is also the first power semiconductor enterprise in the world and the only one in China to realize the large-scale loading of SiC three-phase full-bridge modules in motor drive controllers of new energy vehicles. It has broken through technical problems such as high-temperature packaging materials, long-life interconnection design, high heat dissipation design and vehicle regulation level verification, and realized the large-scale application of SiC modules in high-end models of new energy vehicles.

Intelligent control IC products include MCU chip, power IC and BMSAFE chip. At present, Fabless business model is mainly adopted.

In the field of vehicle regulation MCU, BYD Semiconductor is also the first echelon in China. The company’s car-level 8-bit MCU chip has been mass-produced since 2018, and is mainly used in automotive electronic control scenes such as car lights and car buttons; The 32-bit MCU chip of vehicle regulation level is designed according to the requirements of ISO26262 safety level standard, and it integrates various communication modules, which can be applied to automotive electronic control scenes such as electric windows, electric seats, wipers, lights and instruments.

Wang Chuanfu once said that the electrification of automobiles has brought about great changes that have never happened in a hundred years, and the industrial supply chain system is bound to be reconstructed. "In the field of semiconductors, the demand for semiconductors in electric vehicles is 5-10 times higher than that in traditional vehicles. Electric cars are in the first half, smart cars are in the second half, and smart cars have greater demand for semiconductors. "

However, there are only a handful of car companies that make their own chips. After all, the research and development cycle is long and the investment is large, which is not cost-effective, especially the IDM model with heavy asset investment.

In the tide of core shortage that swept the world in the past two years, automobile chips were in the most shortage, especially the power semiconductor of automobile gauge and MCU in vehicle. The advantages of BYD’s self-made chips were fully reflected.

Can BYD Semiconductor supply in bulk to other car manufacturers in the future? At present, in addition to supplying BYD Group, its vehicle-grade power semiconductor products have entered the supply systems of manufacturers such as Xiaokang Automobile, Yutong Automobile, Foton Motor, Ruiling, Beijing Times, Invigorate, Blue Ocean Huateng and Huichuan Technology, but in 2021, the revenue from BYD Group still accounted for more than 60%.

1.2 Mid-stream auto parts: Can the "Foday System" be both internal and external?

"BYD’s overall supply chain was relatively weak during the epidemic. Some core components were done by its own business department, and the control of the supply chain was relatively in place." A new energy analyst of a brokerage recently said in an interview with CBN.

In March 2022, BYD launched an independent Foday brand and officially announced the establishment of Foday Company. The company has operational autonomy and the core components of new energy are sold to the outside world.

According to Wang Chuanfu, as a sub-brand of BYD, Foday Department is a complete auto parts supporting system, which is an inevitable choice for BYD after years of vertical integration. After the split, it will be priced according to the market-oriented mechanism to form a profit center.

On the one hand, Foday Company guarantees the safety of BYD’s industrial chain, on the other hand, it can broaden the company’s growth space through external supply, which is expected to open a second growth curve in the field of auto parts.

Up to now, BYD has five auto parts companies: Foday Mould, Foday Power, Foday Battery, Foday Technology and Foday Vision, and through these five companies, it has realized self-supply in the fields of power battery, electric drive system, electric vehicle platform, thermal management system, lighting system and battery management system.

In terms of batteries, since 2020, Foday Battery has established a number of "Foday Department" battery companies.

From Bengbu Fudi Battery Co., Ltd. in 2020 to Wuwei, Yancheng, Jinan, Shaoxing, Chuzhou, Fuzhou Fudi Battery Co., Ltd. and Chongqing Fudi Battery Research Institute Co., Ltd. in 2021, and then to Xiangyang, Taizhou, Nanning, and Guangxi Fudi Battery Co., Ltd. in 2022, the total number is more than ten.

In February 2022, the power battery project of FAW Fudi New Energy Technology Co., Ltd., which was jointly registered by China FAW Group and BYD, officially started. With a total investment of 13.5 billion yuan, the project can meet the configuration requirements of 600,000 electric vehicles every year after it is completed and put into operation, and realize an annual output value of more than 20 billion yuan.

In terms of electric drive, in March 2022, Skyworth Motor released the Skyworth HT-i model. Some insiders said that the Skyworth HT-i model adopted the HT-i system developed by Foday Power and Skyworth, and the HT-i system was tailored for Skyworth Motor.

As early as 2019, BYD released the "BYD New Energy Vehicle Parts Selection Manual", which externally supplied core components such as powertrain, motor, electronic control and power supply.

1.3 intelligent mid-stream vehicles: self-research capability needs to be improved.

BYD, which started from the traditional manufacturing industry, did not have the conditions to impact the high-end in the era of fuel vehicles. With the advent of the intelligent era, BYD’s self-research and foreign cooperation were driven by both, and it got the tickets for the second half in advance.

Yang Dongsheng, vice president of BYD and president of Product Planning and Automotive New Technology Research Institute, once said that the core of automotive intelligence lies in the intelligent cockpit. After three years of development, BYD’s DiLink system applied to the intelligent cockpit has launched version 4.0 in 2021.

Previously, in the second half of 2020, BYD Intelligent Networking Center also released DiPilot, an advanced intelligent driving assistance system for automobiles, for the first time, which includes DiDAS intelligent assistance technology and DiTrainer coaching mode.

At present, BYD’s main subsidiary, Foday Technology, is engaged in research related to intelligent cockpit, ADAS and vehicle networking. The specific products include multimedia systems, blind spot monitoring systems, automatic parking, panoramic images and intelligent forward-looking. At the same time, Foday Seiko has relevant layout in smart car, and its specific products are lighting combination headlights and rear lights, rearview mirrors, indoor and outdoor photo lamps, etc. In addition, the Automotive Smart Ecology Research Institute is engaged in the research and development of open smart car platforms, smart customer relationships and smart car applications.

However, compared with electrification, BYD’s intelligent self-research ability needs to be improved.

"It is difficult for BYD to make breakthroughs in intelligent driving and software systems. Now it is basically the world of Huawei and several foreign players." The above fund manager said. There are even more extreme voices saying that BYD’s shortcomings in the direction of intelligence are as obvious as its advantages in electrification.

Among them, hardware configuration and OTA (over-the-air download technology) are the main gaps between BYD and the new car-making forces.

The Qualcomm Snapdragon SM6350 chip used in BYD DiLink 4.0 platform is a mid-to high-end processor, while the mainstream cockpit chips of Tucki P5, Weilai ET7 and ET5 all use Qualcomm Snapdragon SA8155P chip. SA8155P chip is the top-level chip in Qualcomm, and it is in the first echelon in the automotive chip industry. At the same time, BYD has also faced problems such as upgrade trouble and poor user experience in OTA.

Judging from the layout of BYD’s R&D, it seems that the company really prefers electrification. In 2021, BYD’s R&D investment reached 10.63 billion yuan, a year-on-year increase of 24.20%. The projects involved mainly included blade battery technology, energy storage products (BMS-active) and DM-i super hybrid.

How will BYD handle itself in terms of intelligence?

At the same time of self-research, BYD chose to strengthen cooperation with the outside world in an effort to make up for the shortcomings of the industrial chain.

In 2018, BYD and Baidu Apollo signed cooperation agreements related to new energy vehicles, driverless technology and vehicle asset sharing operations.

In 2019, BYD signed a strategic cooperation agreement with Huawei, and BYD Han was equipped with Huawei HiCar；; In March 2021, the company strategically invested in Horizon, an automotive smart chip enterprise; In November 2021, Momenta, a company related to autopilot software, established a joint venture company "Dipai Zhixing" for high-level autopilot layout; In December 2021, it reached a strategic cooperation agreement with sagitar Juchuang (mainly engaged in intelligent lidar system), and officially led sagitar Juchuang in February 2022. In February 2022, Baidu was selected as the supplier of intelligent driving system; In March of the same year, it reached a cooperation with NVIDIA, and it is planned to install NVIDIA DRIVEHyperion platform on some vehicles in the first half of 2023 to realize a higher level of intelligent driving function.

1.4 Downstream production base: the layout quantity is relatively advanced.

In April 2022, when the epidemic was serious, BYD’s pure electric and plug-in hybrid products were ranked first in the sales of passenger car brands.

The reason why BYD’s sales volume can ride the dust, in addition to the materials needed for self-supply, the widely distributed production base also contributed.

Compared with enterprises such as Weilai, Ideality and Tesla, which have only one production base in China, BYD has built four automobile production bases in Shenzhen, Xi ‘an, Changsha and Changzhou. In June 2022, the first complete vehicle Qin PLUSDM-i of BYD Hefei Base Phase I was successfully rolled off the assembly line, and five other factories, including Fuzhou, were under construction. This means that once there is an emergency, BYD can minimize the risk of downtime.

According to the data of China Investment Network, as of May 2022, BYD’s annual production capacity has reached 1.3 million vehicles, and it is expected to reach 3.4 million vehicles in 2022. With the steady implementation of mass production plans of some factories, the vehicle production capacity will reach 4.05 million vehicles in 2023, and the scale effect will be further revealed.

It is reported that at present, BYD’s four bases in Jinan, Hefei, Zhengzhou and Shenshan all adopt the mode of "parts+whole vehicle", which can predict in advance to reduce the accumulation of parts and spare parts and reduce the stocking cost as much as possible.

Second, the power battery business

The struggle between Ferrous lithium phosphate and Sanyuan never stopped. Wang Chuanfu, who has worked with batteries for decades, insists that BYD can only find a way out in China and the world if it is Ferrous lithium phosphate. Despite the twists and turns, BYD finally won back the main battlefield of lithium iron phosphate battery with its high-performance blade battery.

According to the data of China Automotive Power Battery Industry Innovation Alliance, with the accelerated loading of blade batteries, the installed capacity of BYD power batteries increased from 16.2% in 2021 to 22.25% in the first seven months of 2022.

However, the financial report shows that in 2021, BYD’s secondary charging and photovoltaic business (including power battery business) achieved revenue of 16.471 billion yuan, a year-on-year increase of 36.72%; The gross profit margin was 11.94%, down 8.22 percentage points year-on-year.

To say who is holding back the profitability of power batteries, the high probability is the lithium mine whose price is "constantly rising". BYD’s power battery business has undoubtedly faced the challenge of high raw material prices since 2021. In fact, in order to stabilize the supply chain and control the battery cost, BYD has been trying to enter the upstream lithium mine field in recent years, and at the same time, it has intensified its efforts to lay out the middle-stream lithium battery equipment, downstream power battery recycling and other businesses.

2.1 upstream lithium ore and raw materials: self-production and equity participation.

In March, 2022, Wang Chuanfu said at the committee of 100 Forum on Electric Vehicles in China that the soaring price of battery raw materials was a challenge that the industry needed to overcome. He suggested that the layout and production capacity of lithium carbonate resources should be comprehensively sorted out, the domestic mining volume and foreign imports should be increased, and the price expectation should be stabilized.

BYD mainly arranges lithium resources by investing in lithium resource enterprises, establishing joint ventures with lithium resource enterprises, and directly purchasing lithium mine mining rights.

As early as 2010, BYD invested about 200 million yuan to acquire an 18% stake in Zabuye High-tech Lithium Industry Co., Ltd. in Shigatse, Tibet. According to the data, Zabuye High-tech Lithium Industry is a holding subsidiary of Tibet Mining and has the exclusive mining right of Zabuye Salt Lake for 20 years. The salt lake is the third largest lithium mine salt lake in the world and the largest in Asia, with proven lithium reserves of 1.841 million tons.

Since 2022, the company’s lithium resource layout has been more intensive. In January, BYD won the bid of $61 million for the Chilean lithium mine, but unfortunately the project was stopped by the local court; In March, it is planned to invest 3 billion yuan in Shengxin Lithium Energy. In April 2022, the company signed an agreement with Yinhe Lithium Industry to purchase 60,000 tons of lithium concentrate every year. At the same time, the planned new 60,000-ton lithium salt project in Indonesia is expected to be put into production in 2023. At the end of March, BYD Auto Industry, a subsidiary, invested 6 million yuan and held 30% of the shares, and set up a mining company with Sichuan Luqiao, aiming at developing Sichuan lithium mine resources; In May, it was reported that BYD had found six lithium mines in Africa, all of which had reached the acquisition intention. The output of lithium carbonate in these six lithium mines is reported to reach 1 million tons, which can cover the company’s raw material demand in the next decade.

As for cathode materials, BYD, as an enterprise specializing in lithium iron phosphate batteries, can imagine the demand for Ferrous lithium phosphate. Therefore, on the basis of self-research and self-production, the company also guarantees the supply through the mode of foreign equity participation.

In 2019, the Ecological Environment Bureau of Haidong City, Qinghai Province issued a public notice of environmental impact assessment, and accepted the construction project of Ferrous lithium phosphate with an annual output of 20,000 tons of Qinghai BYD Industrial Co., Ltd., with a total investment of 710 million yuan.

In July 2022, Anda Technology announced that BYD spent 30 million yuan to subscribe for the company’s directional issuance of shares, with a shareholding ratio of 2.11%. In addition, BYD also took a stake in Hunan Yuneng, another leading anode manufacturer in Ferrous lithium phosphate, with a shareholding ratio of 5.27%.

In addition to lithium ore and cathode materials, the company’s annual report revealed that a series of related businesses such as battery aluminum foil, aluminum-plastic film, separator and electrolyte additives were also laid out in the field of power batteries, and the upstream and downstream industries were continuously strengthened.

In 2021, North China Aluminum Company established a battery aluminum foil company, which attracted many battery companies to become shareholders, of which BYD held 2.97%.

Zijiang New Materials is one of the leading enterprises in the domestic aluminum-plastic film industry. In the second half of 2021, strategic investors such as BYD were introduced through capital increase and share expansion, and BYD directly held 3.87% of the shares. At the same time, BYD was the largest customer of Zijiang New Materials.

BYD’s diaphragm layout started as early as 2009, when the company and Foshan Plastic Group Co., Ltd. jointly expanded the lithium-ion battery diaphragm project with a total investment of about 105 million yuan. By August, 2016, BYD’s power battery separator has been partially produced.

In terms of electrolyte additives, in February 2021, BYD took a stake in Huasheng Lithium Battery, which had just been IPO, and held 1.98% of the shares.

2.2 Battery technology and key equipment are independently developed.

Insisting on being long and thin is the development direction of BYD’s battery technology.

The company’s main product, the blade battery, adopts the Ferrous lithium phosphate scheme of long battery cells, flattens the battery cells, and uses the module-free technology to form a battery pack, so that the utilization rate of the internal space is increased to about 60%, and the cost can be reduced by about 25%.

According to TF Securities, in November 2021, Foday battery ranked second in the domestic market share of power battery cells. Foday battery joint venture FAW Foday New Energy Technology Co., Ltd. is mainly engaged in the manufacturing of core components such as new energy batteries, modules and related supporting industries. After the factory is fully put into production, the annual production capacity of power battery can reach 45GWh, which will provide long-life blade batteries for more than 1 million vehicles.

Because the shape of the blade battery is different from that of the traditional power battery, the ready-made standard equipment can’t be used directly. BYD takes advantage of being a "tech man" and the equipment for key processes is developed by itself.

For example, the lamination process adopts the equipment and cutting scheme independently developed by BYD. The pole piece with a length of nearly 1 meter can achieve the accuracy and speed of tolerance control within ±0.3mm and single lamination efficiency of 0.3s/pcs, which is the first in the world. At the same time, self-developed equipment and systems are also used in the assembly and liquid injection.

2.3 layout power battery recycling, trying to solve the demand for raw materials.

In September 2015, BYD and GEM jointly established a recycling system of "material recycling-battery recycling-new energy vehicle manufacturing-power battery recycling". In January 2018, BYD signed a strategic partnership agreement with Tower Company for recycling new energy power batteries. At present, BYD has set up more than 40 power battery recycling service outlets in more than 10 provinces and cities.

In addition to solving the urgent demand for raw materials and reducing the cost of raw materials, another significance of the power battery recycling business is that it may open up a new growth curve for BYD.

Judging from the performance of battery recycling leaders GEM and Tianqi, in 2021, GEM’s power battery recycling business achieved revenue of 151 million yuan, a year-on-year increase of 61.63%; Jiangxi Tianqi Jintaige Cobalt Co., Ltd., the core subsidiary of Tianqi’s lithium battery recycling business, achieved an operating income of 988 million yuan in 2021, a year-on-year increase of 52%; The net profit of returning to the mother was 224 million yuan, a year-on-year increase of 622.58%.

According to the data, the business scope of Taizhou Fudi Battery Co., Ltd., a subsidiary of Fudi Power, includes battery manufacturing and sales, recycling and cascade utilization of waste power batteries in new energy vehicles, and research and development of new materials and technologies. At present, the company is indirectly wholly-owned by BYD Co., Ltd.

2.4 The production capacity continued to expand, adding multiple production bases.

"In 2021, the bottleneck of battery capacity had a certain impact on the mass production of the whole vehicle. With the production capacity of the battery base in 2022, the automobile production capacity will also increase. In April, the proportion of BYD’s loading on the battery side has reached 32.18%, and the gap with Contemporary Amperex Technology Co., Limited is gradually narrowing." The above analyst said.

Since 2021, BYD has successively expanded eight battery production bases in Jinan, Shandong, Wuwei, Anhui, Yancheng, Jiangsu, Wuhan, Hubei, Shaoxing, Zhejiang, Ningbo, Chuzhou, Anhui and Fuzhou, Jiangxi, with a total new production capacity of 205GWh. In 2022, bases in Xiangyang, Hubei and Changchun, Jilin were successively opened, and two base projects in Taizhou, Zhejiang and Nanning, Guangxi were signed.

In terms of production capacity, BYD plans to have a production capacity of 135GWh in 2021 and an available production capacity of 80GWh；; In 2022, the planned production capacity is 285GWh, and the available production capacity exceeds 200GWh；; By 2023, the planned production capacity will exceed 500GWh, and the available production capacity will exceed 350GWh.

The expansion of production capacity has also accelerated the process of BYD’s battery supply.

In 2018, BYD Power Battery only had two commercial vehicle customers, Taikai Automobile and Xugong Machinery. In 2019, the external supply of passenger cars was opened, and Changan Automobile, FAW and Changan Ford became new customers.

After BYD launched the blade battery in March 2020, it attracted more car companies to discuss cooperation.

In 2021, the external supply ratio of BYD power battery is about 10%. From the perspective of specific customers, FAW is the first third-party passenger car enterprise to adopt blade batteries, and BYD power batteries account for 25% of its total installed capacity; Dongfeng, Changan and BAIC use ternary batteries, and BYD’s supply accounts for 6%, 4% and 0.1% respectively.

Cinda Securities believes that with the increase of the acceptance of Ferrous lithium phosphate route, the external supply business is expected to usher in a substantial breakthrough, and the power battery business may become another important growth pole of the comparable automobile business.

Third, the conclusion

From about 60 yuan/share in June 2020 to a high of 358.86 yuan/share in June 2022, BYD’s share price has nearly tripled in just two years, which is supported by performance and the result of high valuation given by the market.

It can’t be denied that BYD seems to have opened up the second vein of Ren Du in the past two years, and the vertical integration layout that has been painstakingly managed for many years has soared to generate, resulting in great synergy, forming a virtuous circle of the whole industrial chain of new energy vehicles and constantly gaining positive feedback.

But after the market value once broke through one trillion, where is BYD’s next stop?

There were many optimists. Head brokers use the segment valuation method and think that the company’s reasonable value is 1.4 trillion yuan; There is also a view that new energy vehicles will be not only a means of transportation in the future, but also the next generation of intelligent terminals. If the new energy vehicle industry will produce a company with a market value of 2 to 3 times that of Apple’s stock, the market value of BYD may be trillions of dollars against Tesla.

Real money traders are obviously more rational. The latest market value of BYD’s A-shares has dropped to around 850 billion yuan, and the news that the stock god has reduced its holdings may further return it.

Charles Munger once said, "Wang Chuanfu knows what he can do and what he can’t do, while Musk thinks he can do anything. I prefer to choose those who have self-knowledge. " This is a high evaluation, but obviously, this does not affect Berkshire’s reduction of cash BYD, at the time he thinks it is appropriate.

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This article does not constitute any investment advice, and investors should act accordingly at their own risk. The market is risky and investment needs to be cautious.

"Chengdu decided to start the yellow warning of ozone heavy pollution weather at 0: 00 on March 6, 2023 …" On March 5, the day before the warning started, Chengdu issued the warning information of heavy pollution weather. By taking emergency control measures, Chengdu regained an excellent day-March 6, the air quality was good. Accurate and efficient early warning relies on the ecological environment monitoring network.

At present, around water, gas, soil, ecology, pollution sources and other factors, Sichuan has built more than 28,000 monitoring points, achieving full coverage of monitoring points in cities, counties, cities and major tributaries, with basically complete elements and more "hearing and seeing" in ecological environment monitoring.

Four transformations

● The transition from manual to automatic.

The number of automatic stations in our province has increased from 296 to 2,634, an increase of nearly 8 times compared with 2015, basically achieving full coverage of urban environmental air and surface water quality automatic stations in cities and counties of the province.

● Change from extensive to precise.

In terms of ambient air quality, county-level cities have monitored three indicators every month for five days, four times a day and six indicators every time at the beginning of the Thirteenth Five-Year Plan.

In terms of water environmental quality, it has been monitored once a month from the beginning of the Thirteenth Five-Year Plan to six times a day now, and 109 items of water quality in drinking water sources have been fully monitored and analyzed.

In the aspect of coordination of measurement and management, high-tech means such as radar rover and unmanned aerial vehicle are used to carry out mobile navigation of pollutants, accurately draw "pollution map trajectory" and quickly and accurately lock pollution sources.

● Transition from decentralized closure to integrated linkage.

Eco-environmental departments and meteorological departments should cooperate with each other, establish a data sharing mechanism for eco-environmental monitoring, and gradually realize the effective integration, interconnection and mutual sharing of data on environmental quality, pollution sources and ecological quality monitoring, so as to evaluate the eco-environmental quality more objectively and predict the development trend more accurately.

● Change from status quo monitoring to comprehensive prediction and early warning.

At the beginning of the "Thirteenth Five-Year Plan", our province did not have the ability to forecast water quality. After five years of construction, it can now forecast the fine cross-section of key river basins in the next three days and the trend water quality forecast in the next seven days.

How to monitor? Build a network to achieve full coverage of monitoring points in cities, counties, cities and major tributaries.

In the Key Laboratory of Atmospheric Research of Super Station on the sixth floor of Chengdu Research Institute of Environmental Protection, a large number of monitoring data such as inorganic elements, carbon components and VOCs are displayed here on a big screen. These monitoring data come from around-the-clock monitoring instruments and high-performance computers that operate continuously in the laboratory.

"This is the atmospheric particulate matter and photochemical sub-station, which is what our major usually calls a super station." Rowena, an engineer from Chengdu Academy of Environmental Sciences, told the reporter. Following Rowena to the roof of the laboratory, the reporter saw the sampling tube of the monitoring instrument. Rowena introduced that the sampling tube will sample the air like a needle, and then deliver it to the monitoring instrument for analysis after successful sampling. "These sampling and monitoring equipment are open all year round, which not only realizes real-time monitoring of 6 parameters of ambient air, but also realizes monitoring and analysis of more than 150 air pollutant indicators including volatile organic compounds." Rowena said.

In the laboratory, the reporter found that many monitoring indicators were recorded in detail by time or in the form of curves or images. What help do these images and curves have to air pollution prevention and control?

Lei Yi, deputy director of the Department of Ecology and Environment, gave the answer: these curves and images with different colors actually hide various "signs" of air pollution changes, and the causes of air pollution can be interpreted from them, which is also the difference between super stations and conventional automatic monitoring stations. According to Lei Yi, the super station can capture more and smaller pollution factors, including more than 150 indicators. By "blood test" for the atmosphere, the "cause" of air pollution can be clearly identified, so as to "prescribe the right medicine" and achieve refined control.

Without the strong support of monitoring data, the "foundation" of the battle against pollution will be unstable, and the super station is only a microcosm of the construction of Sichuan ecological environment monitoring network. The reporter learned that around water, gas, soil, ecology, pollution sources and other factors, Sichuan has built more than 28,000 monitoring points. Among them, there are nearly 25,000 environmental quality monitoring points, more than 100 ecological quality monitoring points and more than 3,000 pollution source monitoring points. Basically completed the three-year goal and task of the province’s ecological environment monitoring network construction, and achieved full coverage of monitoring points in cities, counties, cities and major tributaries, with basically complete elements.

What’s the effect? Four changes to make ecological environment monitoring smarter and more efficient.

The construction of ecological environment monitoring network makes ecological environment monitoring more intelligent and efficient.

"The first is the transition from manual to automatic." According to the relevant person in charge of the Monitoring Department of the Department of Ecology and Environment, after years of construction, the number of automatic stations in our province has increased from 296 to 2,634, an increase of nearly 8 times compared with 2015, basically achieving full coverage of urban environmental air and surface water quality automatic stations in cities and counties of the province. Taking pollution source monitoring as an example, the first and second batches of online monitoring and control systems for pollution sources were piloted in 11 cities to achieve a breakthrough in the new monitoring method of "electricity consumption monitoring". "By remotely querying the electricity consumption of enterprises, we can know whether the pollution control facilities of enterprises are operating normally, and the monitoring tentacles are further extended." The person in charge said.

Realize the transformation from extensive to accurate. "At present, the environmental monitoring method has changed from the previous situation of extensive, low frequency, few indicators and single means." According to the above-mentioned person in charge, in terms of ambient air quality, county-level cities have monitored three indicators for five days a month, four times a day and each time at the beginning of the "Thirteenth Five-Year Plan", and now they have monitored once an hour, monitoring six indicators each time; In terms of water environmental quality, from monitoring once a month at the beginning of the "Thirteenth Five-Year Plan" to monitoring six times a day now, 109 items of water quality in drinking water sources have been fully monitored and analyzed, so that ordinary people can drink clean water and feel at ease; In the aspect of coordination of measurement and management, high-tech means such as radar rover and unmanned aerial vehicle are also used to carry out mobile navigation of pollutants, accurately draw "pollution map trajectory", quickly and accurately lock pollution sources, and make environmental law enforcement targeted.

Realize the transformation from decentralized closure to integrated linkage. The reporter learned that at present, the ecological and environmental departments and meteorological departments have achieved synergy and linkage, established a data sharing mechanism for ecological environment monitoring, and gradually realized effective integration, interconnection and mutual sharing of data such as environmental quality, pollution sources and ecological quality monitoring, so as to evaluate the ecological environment quality more objectively and predict the development trend more accurately. In 2022 alone, the eco-environmental department held 23 consultations with the meteorological department and issued 15 warnings of heavy pollution.

The transition from current situation monitoring to comprehensive prediction and early warning. According to the relevant person in charge of the Monitoring Department of the Department of Ecology and Environment, at the beginning of the Thirteenth Five-Year Plan, our province did not have the ability to forecast water quality. After five years of construction, it is now possible to forecast the refinement of key river basin sections in the next three days and the trend water quality forecast in the next seven days. "It can effectively prevent and control water pollution emergencies and minimize possible losses." The person in charge said. (Reporter Tian Chengchen)

related news

Seven enterprises were selected into the list of provincial benchmark enterprises for energy saving and carbon reduction in 2022.

On March 23, the Ministry of Economy and Information Technology announced the list of provincial-level benchmark enterprises for energy saving and carbon reduction in 2022, and seven enterprises from cement, electrolytic aluminum, chemical industry, steel, ceramics and other industries were selected.

The relevant person in charge of the Department of Economics and Information Technology said that the above industries are high energy-consuming industries, and the energy efficiency level of the selected benchmark enterprises is better than the industry level by increasing energy conservation and carbon reduction in the industrial field. Taking Bazhong CONCH Co., Ltd. as an example, the company has spared no effort in environmental protection investment, persistently treating the source, reducing emissions, reducing consumption, suppressing dust, reducing noise and increasing green, and actively trying the application of new materials, new processes and new technologies in traditional fields, which has changed the production face of the traditional cement industry of "it’s cloudy in sunny days and muddy in rainy days".

Sichuan has set a goal that by 2025, the production capacity of key industries in the industrial sector will reach the benchmark level by more than 30%. The relevant person in charge of the Department of Economic and Information Technology said that relying on benchmarking activities, cities (states) should benchmark advanced practices and experiences, and guide enterprises in key areas to carry out energy-saving and carbon-reducing technological transformation in a scientific and orderly manner and promote energy efficiency. All benchmark enterprises for energy conservation and carbon reduction should actively play a leading role in demonstration, consolidate their achievements, continuously improve the level of energy conservation and carbon reduction, drive the low-carbon transformation and high-quality development of the whole industry, and help realize the peak carbon dioxide emissions in the industrial field as scheduled.

Previously, the Ministry of Industry and Information Technology, the National Development and Reform Commission and the State Administration of Markets jointly released the list of energy efficiency "leaders" enterprises in key energy-using industries in 2022, and two of the seven provincial-level benchmark enterprises in Sichuan were on the list. (Reporter Yan Minfang)

　　Not long ago, an App called "Master Amoy" was popular in the used car market. This App has magical functions-as long as you pay 29 yuan, you can query the maintenance records, accident history, last mileage and restore the most authentic records of vehicles.

　　This information is especially important for many used car dealers in the market. When deciding whether to buy this second-hand car, it depends on whether there is something wrong with the car, such as whether it has been flooded, burned, and had an accident. These safety hazards will become important factors to consider.

　　As a result, this App quickly caught fire in the circle. But few people have thought about where these car data come from.

　　On May 17, 2017, the person in charge of an automobile 4S shop in Yancheng City, Jiangsu Province reported that they found that the account login of DMS system used by Gao, the after-sales supervisor in the store, was abnormal. In recent days, this account will query the relevant data of different vehicles for more than 500 times every day, which obviously exceeds the normal workload of 4S stores.

　　The so-called DMS system is an internal operating system used by automobile dealers to register and upload vehicle maintenance records and find relevant information such as vehicle owners. As long as you enter the frame number in the system, you can query the relevant data of each car of the car brand nationwide.

　　After the police searched, they found that a USB flash drive was inserted behind the computer host used by Gao, an employee of the 4S shop, and there were abnormal programs running in it.

　　After analysis by the Judicial Appraisal Center, it is found that there is a program customized for the DMS system of 4S shop in the U disk. This program can query the owner’s name, license plate number, frame number, maintenance information and other related information in the system, which is actually a plug-in program.

　　With the deepening of the investigation, the police found that this was not a case, but a criminal gang specializing in illegally obtaining automobile data and information. On October 27th, the Ministry of Public Security listed the case for supervision.

　　The police investigating the case said that through the review, the suspect Gao was an "inner ghost" who sold vehicle data information. According to his account, in March 2017, Ma, an employee of a company in Shenzhen, went to the 4S shop and contacted him privately. Both parties agreed that Gao would provide Ma with the account number and password of DMS system in order to obtain vehicle data, and the company would pay Gao a monthly fee.

　　It is understood that as long as you can browse the DMS system of 4S stores, you can not only illegally obtain owner information, but also obtain a lot of vehicle information. These data include vehicle accident records, maintenance records, maintenance records, replacement of spare parts records, vehicle mileage and so on.

　　The police investigating the case said that during the investigation of the case, three core data servers and 21 computer hard disks were seized at the scene. The appraisal results of the appraisal agency showed that the criminal gang obtained relevant data involving 32 automobile brands and more than 1.55 million vehicles.

　　According to the criminal suspects, they privately agreed with a number of 4S shop employees that the 4S shop employees would provide their account numbers and passwords, and the companies involved paid the fees on a monthly basis, with a cumulative payment of more than 500,000 yuan to the 4S shop employees, and the most people made illegal profits of more than 50,000 yuan.

　　According to the police investigating the case, the company involved in the case is engaged in the evaluation of the condition of used cars offline, and they need relevant data of vehicles. Initially, they bought data from other companies. Because of the high cost, it took a long time to get the data. Some shareholders proposed to develop software programs and obtain relevant data from 4S stores through technical means.

　　The company used the illegally obtained data on the repair and maintenance of various brands of vehicles to research and develop the "Taobao Master" App query platform, and then provided this platform for others and units to use for profit. In addition, they also sell the illegally obtained car data to other used car evaluation and acquisition platforms, and charge them at the contract price.

　　The police found that the case belongs to a new type of "black production" crime on the Internet operated by companies, with a high level of criminal technology. Compared with traditional crimes, internet crimes have the advantages of low cost, easy implementation and low risk, and are not easy to be found.

　　Most activities of Internet crimes are carried out on the Internet platform, and the suspects only need to operate on a computer connected to the Internet. Cybercrime is only an instant electronic data transmission, which is easy to modify and delete and highly virtual.

　　According to the police investigating the case, the internal information system security management of many vehicle production and sales enterprises involved in the case is chaotic, and there are not many corresponding security measures taken by enterprises, and some employees are not aware of the confidentiality of vehicle information and other data.

　　Some Internet companies have a weak legal awareness, and unilaterally think that the new field is a gray area, and they will do whatever it takes to obtain data. Some automobile production and sales enterprises have loopholes in internal automobile information management, failed to take effective preventive measures, and even colluded internally and externally to illegally transmit citizens’ personal information.

　　The police found that vehicle transactions in the used car market generally need vehicle-related data to support them, but the acquisition of vehicle data is often "opaque and irregular", which also provides favorable conditions for Internet crimes. (Reporter Li Chao correspondent Zhang Tianpeng Cao Lei)

　　Cctv news(News Network): According to the latest statistics of the Central Organization Department, by the end of 2022, the total number of members of the Communist Party of China (CPC) was 98.041 million, a net increase of 1.329 million over the previous year. There are 5.065 million grass-roots organizations of the Party, a net increase of 129,000 over the previous year.

　　Party member’s total volume grew steadily. The total number of party member increased by 1.4% over the previous year. In 2001, 2.449 million party member people were newly developed, of which 51.4%, 81.2%, 45.5% and 10.5% were women with college education or above, and 1.288 million party member people were developed in production and work.

　　The team structure in party member has been continuously optimized, and the education management in party member has been further strengthened. Party organizations at all levels continue to do a good job in studying and training the Supreme Leader’s Socialism with Chinese characteristics Thought in the New Era and the Party’s Twentieth Spiritual Congress. A total of 1.284 million training courses were held throughout the year, and Party committees at or above the county level trained 5.101 million secretaries of grass-roots party organizations in rotation.

　　[Analysis of car home’s refit case] When the "most beautiful public" CC evolved again, "beauty" was redefined. Applying the flatness and streamline of sports cars to family cars, (|) From the first generation to today’s third-generation models, it has been announced to the world with an aesthetic design that distinguishes ordinary Volkswagen-who said that Volkswagen must be ordinary?

　　As always, the current CC has inherited the sports posture different from that of the same class, with a flat and powerful car body and rounded lines, which is both rigid and flexible. The convex daytime running lights are impressive. With the shape of the grille, the front face of the vehicle is layered, and the scale between complexity and simplicity is just right.

　　Therefore, it has been a controversial topic to change or not to change the original model that is already excellent in design. "refit, make it a beauty that belongs only to him." This is the answer given by the owner Xiao Tian.

　　This CC in this paper has replaced the black overseas R-line version with the front surround, which seems to be a very basic OEM+ gameplay. Faced with the problem that there are few optional parts for new models, the owner’s choice is to use his imagination to design and customize.

　　The resulting products are the front shovel, side skirt, tail wing and tail lip of carbon fiber. These kits, which seem to have the temperament of Audi RS, not only have the design completion and workmanship comparable to the finished kits, but also make the whole car look a little luxurious and elegant with the exhaust tail from Audi RS, and become a sports gentleman.

　　Airbft pneumatic vibration reduction can realize four-wheel independent lifting and five-segment memory. It is matched with VOSSEN HF4 20-inch forged rim. When the car body is lowered to the lowest height, the rim will be slightly hidden in the wheel arch, which makes the wide-body design of CC more obvious and presents an excellent attitude visual experience together.

　　As the interior part that car owners have the most daily contact with, a set of customized golf R steering wheel with driving mode selection and start button similar to Audi R8 adds a bit of fighting atmosphere to driving. The use of carbon fiber and suede, green stitching and more carbon fiber interior panels makes the pure black interior style more breathing in color and less depressing.

　　Of course, it’s just the modification of the appearance goods, which is not perfect in the owner’s mind. HDP specially adjusts the program and matches the HKS pressure relief valve, which brings more powerful output performance. In response to the enhanced power output, the chassis reinforcement and Michelin PS4S tires with stronger grip are enough for people to fully enjoy the blurred vision brought by acceleration and the charm of centrifugal force in corners in this small car.

　　Therefore, it is not difficult to see that Xiao Tian loves modification. He even chose a low-grade CC with huge "modification potential". At present, the car can see the LCD central control panel, headlights with follow-up steering and automatic far and near light, lane change assistance, Dana speakers, carbon fiber decorative panels and atmosphere lights. All of them are purchased by the owner himself and supervised by himself. In order to perfectly adapt to the upgraded technology configuration, he did not hesitate to empty the interior and carried out strict rerouting construction according to the specifications of the original factory.

Write at the end:

　　After all this trouble, why don’t you buy a high-quality one? Many people have raised such doubts. So, why do people have to modify? Probably the original road car can be bought by everyone as long as they spend money, and a thousand players may have a thousand modified styles that cannot be completely copied. And the sense of belonging brought by such uniqueness is often more intuitive than the owner’s name printed on the driving book. Create your own beauty-this is the answer given by the owner Xiao Tian. (Compile/car home Jiang Che)

　　Xinhua News Agency, Harbin, March 2nd Title: Strong foundation, increased kinetic energy and excellent supply — — First-line observation of Heilongjiang large-scale project construction in northeast old industrial base

　　Xinhua News Agency reporter Qiang Yong

　　At the Northwest Ring Highway Bridge Station of Harbin Metro Line 3, Heilongjiang Province, there is still some snow on the ground that has not melted. Under the ground more than 20 meters deep, with the rumbling roar, the huge shield machine slowly broke through the ground.

　　"The construction team overcomes difficulties such as the difficulty of winter construction in Northeast China, and does not stop work in winter to grab the progress and construction period." Chen Peijun, assistant manager of the construction branch of Harbin Metro Group Co., Ltd., said that the entire northwest ring project will be completed in 2024, when Line 3 will be fully connected.

　　Northwest Ring Project of Harbin Metro Line 3. Xinhua News Agency reporter Qiang Yong photo

　　Spring is chilly, and the construction of large projects in Heilongjiang, the northernmost province in China, continues to heat up: the construction of Daqing polycarbonate joint project with a total investment of 6.5 billion yuan is in full swing, the second phase expansion project of Harbin Airport is accelerated, and the comprehensive management of wetland protection and restoration in Xiaoxing’ anling is accelerated … … Heilongjiang seized the "bull’s nose" of project construction and released an important signal to boost the real economy of the old industrial base.

　　Liu Wei, deputy director of the Development and Reform Commission of Heilongjiang Province, said that Heilongjiang has taken "five grasping" measures such as information platform scheduling, satellite image monitoring and land supply progress to accelerate the construction of major infrastructure and industrial projects. By mid-February, there were 46 provincial-level key projects under construction in winter, 150 projects could be resumed before the end of March and more than 500 projects before the end of April.

　　Harbin Electric Machinery Factory Co., Ltd. Hydropower Branch of Harbin Electric Power Group. Xinhua News Agency reporter Qiang Yong photo

　　The appearance of the workshop, a provincial key project and a new energy industry incubation platform construction site in Jiamusi City, has begun to take shape. Qin Mingze, the project manager, said that the whole plant area has completed more than 80% of the project, and after formal production, it can achieve an annual output of 300 sets of wind power equipment such as wind turbines and towers.

　　The "four beams and eight pillars" of large-scale project construction supporting stable investment are reshaping the economic development map of the old industrial base. Among the provincial key projects in Heilongjiang Province this year, industrial projects account for more than 60%, among which there are many leading projects that can promote urban industrial upgrading and even leap-forward development, which is expected to become a "new engine" for local accelerated development.

　　In Daqing, an oil city, the polycarbonate joint project started in the snow in early February. At present, all large-scale equipment has been hoisted, and it has gradually shifted to the stage of prefabrication and welding of process pipelines. The first phase of the project is planned to be put into production before the end of 2023, which will be used to produce toluene, propylene, phenol, polycarbonate and other products.

　　In Hegang, a coal city, China Minmetals Group and other Fortune 500 companies were introduced to promote graphite industry to become the second largest industry after coal-related industries. Wang Jionghui, chairman of China Minmetals Group (Heilongjiang) Graphite Industry Co., Ltd., said that the company and the research team of Harbin Institute of Technology set up a "Touyan" workstation to push forward scientific and technological projects in the graphite field.

　　China Minmetals Group (Heilongjiang) Graphite Industry Co., Ltd. Dispatching Command Center. Xinhua News Agency reporter Xie Jianfei photo

　　Focusing on optimizing the business environment, Heilongjiang strengthened the working mechanism of leaders at all levels to contract enterprises, vigorously promoted the action of "10,000 cadres entering 10,000 enterprises", and escorted the project construction and enterprise production. Qiqihar has established a "working platform for leading contracting enterprises (projects)", which realizes intelligent management and improves the efficiency of contracting.

　　At the same time, Heilongjiang focuses on urban renewal, rural infrastructure construction, and modern industrial system to extend the chain and strengthen the chain. Up to now, the province has a total of 10,600 reserve projects with a planned total investment of 2 trillion yuan.

　　Mo Peng

　　Every year during the Spring Festival, some newborn babies are welcomed. The "basic necessities of life" during the Spring Festival determines the health of novice mothers and babies. Mariette, the chief physician of gynecology and pediatrics of Rocket Army Characteristic Medical Center, prepared a holiday health guide for these two groups.

　　new mother

　　There are four precautions for novice mothers to celebrate the holidays.

　　First, the thickness of clothes should be moderate, especially in the north. During the Spring Festival, the weather is cold. It is best for novice mothers to dress in a loose, warm, soft, comfortable and clean manner. Clothes should be changed, washed and dried frequently. If the indoor temperature is suitable, you don’t need to wear a hat and thick cotton-padded clothes, but if you want to go out, you should keep warm and windproof. After all, the maternity who has just given birth has low resistance, so you should pay attention to preventing colds and infections.

　　Second, the diet is light and less greasy. During the Spring Festival, the dishes on the dining table are richer than usual, and big fish, big meat and fatty food can be seen everywhere. However, mothers who have just given birth can’t stand this kind of "supplement". Oily food can easily cause problems such as breast duct blockage, milk deposition, and even acute mastitis. Babies who eat breast milk may also have indigestion and diarrhea. In addition, we should avoid raw, cold, hard and spicy diets, because the hormone level and body condition of women after delivery have changed, and the gastrointestinal digestive function is in the recovery period.

　　Third, the environment is quiet and not noisy, visiting relatives and friends, congratulating the New Year, and there are many people in the family. If there are guests visiting, they should be mainly received by their families. Mothers should try not to carry their babies out of the room, because newborns have weak resistance and should avoid the risk of infection. Don’t always close the doors and windows in the living room. Open the windows for ventilation once or twice a day to avoid dirty air in the room. However, when ventilating, pay attention to avoid indoor convection wind, and don’t let the wind blow directly to the parturient and newborn.

　　Fourth, novice mothers who are moderately active in bed generally don’t travel in the second month, but they can’t stay in bed most of the time. It is necessary to get out of bed as soon as possible after delivery, which can reduce the formation of venous thrombosis and promote the discharge of lochia, which is conducive to the recovery of uterus.

　　Newborn baby

　　Babies born before and during the Spring Festival bring special joy to the family, but don’t forget to give them more careful care.

　　First, don’t cover your baby too hot. It is one of the challenges for him or her to adapt to the temperature, so it is advisable to keep the room temperature at 20-25℃ and keep the air fresh. Neonates’ thermoregulatory center is not well developed, and the subcutaneous fat layer is thin, so they are sensitive to external temperature changes. Even if the Spring Festival climate in the north is cold, you can’t cover your baby too thick. Excessive warmth will make newborns sweat a lot and lose fluids in the body. In severe cases, there will be a series of manifestations such as dehydration and hypoxia. In addition to the appropriate thickness of clothes, the quilt should not be too tight and too thick.

　　Second, don’t kiss and shake the newborn mother. Don’t let others kiss the newborn casually, lest the baby be infected with the disease. Pinch your face, a little gesture of "showing love", is also not desirable, because it may squeeze your baby’s parotid gland and parotid duct, causing diseases such as baby drooling and oral mucositis. In addition, because the baby’s brain is not well developed and the neck muscles have weak support for the head, don’t shake the newborn too much.

　　Third, use the flash carefully when taking pictures. The baby’s first Spring Festival is so meaningful that adults want to take some pictures of the baby as a souvenir. Whether it is a professional SLR camera or a smart phone, you must use the flash carefully. This strong light may cause damage to the baby’s retinal nerve cells. Just take pictures of children with natural light.

　　(Author: Rocket Army Characteristic Medical Center)

"I really have no choice."

Dai Guirong, 57, wore a slightly fluffy mask.

I sighed deeply in front of the hourly journalist.

The family has suffered changes again and again.

Let this man who has been honest all his life,

At the age of nearly 60, he is still paying his debts.

I still owe a favor, and I still owe a huge amount.

Dai Guirong’s hair,

It also turned white quickly during this year.

Know Dai Guirong’s message from a reader to a reporter’s gang.

She said Dai was a security guard in a nursing home in Hangzhou.

Very hard-working and diligent:

"His wife seems to have been hit,

There are other things at home,

Can you please help him? "

On October 26th,

Qianjiang evening news Hour reporter met Dai Guirong.

He said sincerely and timidly,

Can you help me consult a lawyer?

"My wife was hit by a platform rider.

I can’t take care of my two grandchildren at home, so I have to invite my aunt.

For the current family situation,

The cost of inviting an aunt is too high.

Can you ask the platform to pay for lost time? "

My son is in debt of millions.

The only house sold to pay off debts.

If Dai Guirong is asked to recall which year he wants to skip most in his life, it must be last year, 2021.

Last August, he and his wife Chen Dangying received news from their son.

My son has been selling kitchen appliances in Foshan, Guangdong Province. "Tell us that he is the general agent."

However, I didn’t expect my son to come back with the news that he had owed millions of debts.

Dai Guirong and his wife are from Gaoyou, Jiangsu Province. Dai Guirong works as a security guard in a nursing home, with a monthly salary of more than 3,000 yuan. His wife used to work as a care worker in a hospital in Shanghai. After returning, she took care of her son and daughter-in-law and had no income.

"My son told me that the debt was out of control. Linping’s house was mortgaged by him for 1.6 million yuan, mother-in-law.

Our house was mortgaged for 1 million yuan, and the business of opening a convenience store failed before, and then the mortgaged money was used for stock trading, which also lost money. To the back, rob Peter to pay Paul … "

Dai Guirong said that his son graduated from a bachelor’s degree, worked in a bank before, and then started a business and stock trading. He didn’t ask how he did it. I didn’t expect that by the time he knew it, he had already owed so many debts.

Collapse, sorrow, heartache, panic … Many emotions broke out that night, and Dai Guirong gradually accepted the reality from thinking impassability.

Finally, Dai Guirong did ideological work for his wife. "Pay back the money first, as long as people are here, not hungry or cold."

After selling the car at home, borrowing money from relatives and taking out his own pension, Dai Guirong first helped his son pay off the loan with higher interest and more anxiety."Linping’s house has also been sold, and 7788 has been put together, leaving more than 1 million debts unresolved."

Speaking of this house, Dai Guirong couldn’t help sighing.

He and his wife have worked hard all their lives to buy this, but now it’s gone.

My wife wants to buy a white shirt for a part-time job.

I didn’t expect an accident.

Under the debt of more than 1 million, this family can’t stand any accidents and storms.

My son continues to work in Foshan, Guangdong Province to earn money, my daughter-in-law goes to work, Dai Guirong works as a security guard, and my wife Chen Dangying takes care of her two grandchildren at home."The eldest grandson is 7 years old and the youngest grandson is 5 years old. Both wives take care of their diet and daily life."

Unexpectedly, Chen Dangying was hit by a takeaway rider a while ago.

Speaking of car accidents, Dai Guirong kept blaming himself.

On September 30, my daughter-in-law was going to take two children to other places. Chen Dangying felt that there was nothing to do for eleven days, so she wanted to work part-time to earn some money.

Dai Guirong helped me find a part-time job.

The museum costs 150 yuan for 9 hours. Dai Guirong said that on the same day, his wife came to him to buy a white shirt for work.

The car accident happened just below Chaowang Bridge.

"At that time, a takeaway brother wanted to overtake, and the electric car with my wife fell down. She fell into the green belt with broken ribs and broken feet."

From September 30th to October 19th, all the wives were hospitalized.

"The platform paid a total of 22,000 yuan, and the subsequent accounts have not been paid."

Dai Guirong also communicated with the platform and put forward the appeal of 20,800 yuan, mainly because his wife rested for six months and both children needed aunt to take care of them, totaling 4,000 yuan a month, counting 16,000 yuan for the next four months, 500 yuan for meals, and the hospital hired 3,300 yuan for 20 days of care workers.

However, "the platform is only willing to give 14,800 yuan, and the lost time for taking care of children is only willing to give 8,000 yuan. It is said that my wife has no job, and there is no lost time. It is more human to give 8000. "

Dai Guirong said that he didn’t want to ask for more. "It’s a real situation to ask for lost time."

Dai Guirong still owes his relatives a debt of 300,000 yuan, and his monthly salary is basically used to pay off debts. "I always save 20,000 yuan and pay it back once." Now, more than 100 thousand has been returned.

"A year later, my wife still needs to get the steel nails. I asked the doctor about 12,000 yuan, and I have to pay for staying in hospital for 10 days. I didn’t count these."

Dai Guirong said that now every penny is divided into two parts, whether it is eating or traveling, try to save. Therefore, the sudden extra money for my aunt to take care of my grandson is really unbearable for me, so I will ask for it.

"Life is always full of ups and downs." Dai Guirong finally said that he always comforted himself, as long as the family was safe. "Paying debts together can always be paid off."

Source: qianjiang evening news Hour Journalist Zhang Ran