![[Prospect of tomorrow’s theme] The scale of industry supply is growing rapidly, and the first batch of co-created products in Tik Tok will be launched soon.](http://www.my-nurse.com.cn/wp-content/themes/anima/resources/images/headers/glasses.jpg)
撰写[Today’s Guide]
The scale of industry supply is growing rapidly, and the first batch of co-created products in Tik Tok will be launched soon.
There are new actions, and terminal channels are being vigorously laid out.
The demand for computer+flat panel+TV broke out, and the head manufacturer of this product led the investment to accelerate.
ByteDance’s sales in 2023 may increase by nearly 30% year-on-year to reach 110 billion US dollars.
Huawei releases heavy new products! Announce that backup software is open source
The data trading service platform 2.0 of Shanghai Stock Exchange was launched, and the trillion blue ocean was fully opened.
The announcement of M9 security configuration will be officially listed on December 26th.
[Subject details]
The scale of industry supply is growing rapidly, and the first batch of co-created products in Tik Tok will be launched soon.
On December 21st, "The Future of Dramatic Power-Cooperation Seminar on Fine Micro-short Drama" was held in Hangzhou. At the meeting, Tik Tok announced that he would join hands with media organizations to create a high-quality mini-drama in the coming year, centering on the three themes of "Xiangyang, Goodness and Beauty" and "Dream, Youth, Warmth, Revitalization, National Style and Imagination".
It is reported that BeijingMore than 20 media organizations, including Zhejiang, Jiangsu and Dragon TV, have reached cooperation intentions with Tik Tok, and the first batch of fine miniseries will be launched in March 2024. With the improvement of China’s mini-short drama market rules and system, the online mini-short drama market will continue to be full of vitality. According to the data of Detavan, there were 481 new mini-short dramas in the first half of 2023, setting a record high. Compared with the data of 454 new films published in 2022, the supply scale of micro-short plays market obviously shows a trend of rapid growth. Ai Media Consulting predicts that the market size of China mini-short drama will reach 37.39 billion yuan in 2023, up 267.65% year-on-year, and it is estimated that the market size of China mini-short drama will exceed 100 billion yuan in 2027.It is pointed out that miniseries are expected to become the second growth curve of revenue growth of film and television companies.
Among listed companies,Earlier, it was said that the company and Tik Tok cooperated to customize 3 mini-dramas, of which A Writer’s Odyssey has started. The company is trying to improve the efficiency of content production through AIGC. In addition to the online "Intelligent Creation System for Film and Television Scripts", it is developing its own vertical model suitable for the development of micro-short dramas, which will empower the micro-short drama industry in the future.The "Octopus Theater" Tik Tok applet has been launched, and the short drama viewing mode is diversity payment. Users can choose to buy the next episode or the whole work according to their own needs after trying a certain number of episodes for free. The company’s online short plays have been filed in batches according to the policy requirements of different platforms.
There are new actions, and terminal channels are being vigorously laid out.
According to media reports, after the Ministry of Industry and Information Technology reported some information about the first product, it is speeding up the recruitment of distribution channels and preparing for listing. Recently, the reporter inquired about a recruitment software and found that in the past two weeks, Xiaomi Automobile has intensively released many positions such as retail store manager, retail supervisor, training supervisor, sales operation and retail experience engineer.
ShengangIt is believed that Xiaomi automobile will have a certain advantage in intelligent driving and intelligent cockpit, and Xiaomi mobile phone will also bring traffic to Xiaomi automobile. The equipped 澎湃 OS system will benchmark Huawei HarmonyOS, Xiaomi’s terminal equipment,, smart cars, etc. can all run under one system, creating a whole ecology of people, cars and homes. Optimistic about the future sales of Xiaomi Automobile, it is estimated that the sales volume in the first year is expected to reach 100,000 units, and pay attention to the investment opportunities related to Xiaomi Automobile Industry Chain.
Among listed companies,On the interactive platform, it is said that it will provide fluid pipeline products for Xiaomi Automobile, and the company currently has sufficient orders in hand.At present, the product isThe application in automobile is mainly square.Precision structural parts, equity investment of Beijing Xiaomi Zhizao, an enterprise controlled by Xiaomi Group.Partnership (limited partnership) holds 2.51% equity of the company.Last year, through domestic electronic control head enterprises, Xiaomi was indirectly appointed.
The demand for computer+flat panel+TV broke out, and the head manufacturer of this product led the investment to accelerate.
LG Electronics will participate in LG Display with a value of 1.36 trillion won.. This move aims to enhance the organic light emitting diodes () the competitiveness of the business. Since 2023, the head panel factory has led the investment of Daidai to accelerate.
Compared with liquid crystal display, display has the advantages of active luminescence, high brightness, high contrast, ultra-thin, low power consumption, fast response, wide viewing angle, all-solid state and easy flexible display. Open source believes that the current OPanels have been widely used in smart phones. With the global head panel factory officially announcing the implementation of the big generation O IT line body plan, the cost of medium-sized O screens is expected to further decrease, and the technical capability of OLED will be further improved and optimized. Its penetration rate in medium-sized applications such as tablets and notebook computers is expected to accelerate, and its application scenarios and market boundaries are constantly expanding.
Among listed companies,Display materials YPI and PSPI are mainly used to produce flexible OLED display screens. Both products have become the first suppliers of some mainstream panel customers in China, and their supply position is leading.Soft boards are used in mass production in Mate Pad Pro flexible OLED screens. The company is the largest supplier in the field of screen supporting soft boards in China, with profound technical accumulation.In the field of VR/AR/MR display equipment, the company mainly provides Micro OLED (silicon-based OLED) wafer display polarizer attaching equipment, PF film attaching equipment, OCA attaching equipment, HTH fully attaching equipment, etc., which are required in the VR/AR/MR process section and the post-assembly process section. The related products have been recognized by customers such as Hefei Vision and have started cooperation.
ByteDance’s sales in 2023 may increase by nearly 30% year-on-year to reach 110 billion US dollars.
It is reported that ByteDance’s sales in 2023 reached US$ 110 billion (up nearly 30% year-on-year), surpassing Tencent. ByteDance earned $85 billion last year. It is worth mentioning that last year, the global annual revenue of Internet companies exceeded 100 billion US dollars, with only 280 billion US dollars from Google.198.3 billion dollars, Meta1166 billion dollars.
In addition to catching up with Tencent, ByteDance’s overseas revenue has also climbed all the way, approaching Meta. mobile dataThe agency data.ai released a report, and TikTok has reached a cumulative user expenditure of 10 billion US dollars, becoming the first non-.Class applications achieve this goal. An Internet practitioner said that it was only a matter of time before ByteDance surpassed Meta. At present, TikTok’s overseas layout has not reached 50 points, and e-commerce advertising has made such achievements at an early stage, which indicates that there is still more room in the future.
Among listed companies,Lingyun Media, a subsidiary, is mainly engaged in Internet advertising marketing and service business, providing intermediary operation services for media and advertisers. In 2018, the company said that its subsidiary Lingyun Media signed a contract with Beijing ByteDance Network Technology Co., Ltd. and its related companies to promote the download of today’s headlines, Tik Tok, watermelon videos and other APP clients.Main advertising marketing business, and ByteDance for daily business cooperation. TikTok is one of our customers.ByteDance is the core advertising agency, DP service provider, commercial service provider, and also the MCN organization certified by Tik Tok. At present, the company and TikTok have also formed relatively close communication and cooperation. At present, they have begun to try short video and live e-commerce related businesses in overseas markets. For example, in March this year, the company cooperated with TikTok in the UK to realize the landing of short video and live broadcast services.
Huawei releases heavy new products! Announce that backup software is open source
According to the release of Huawei’s data storage micro-signal, on December 20, 2023, at the new product launch conference of OceanProtect data protection, Huawei officially released the flagship new product of all-flash backup machine, and announced that the backup software is open source to cope with the smart finance, autonomous driving and other scenarios. Data backup efficiency andThe new demands for the digital transformation of enterprises. It is reported that Huawei has made breakthroughs in flash native architecture design, data reduction algorithm and backup software. The newly released OceanProtect X9000 All-Flash Performance Backup All-in-One Machine and OceanProtect E8000 All-Flash Distributed Backup All-in-One Machine have 65% data reduction rate leading the industry, and support six layers of anti-blackmail protection to enhance the internal security of storage.
Puyin International said that the AI ? ? big model is constantly evolving in the direction of multi-modal, and it is also empowering thousands of industries. As digitalization improves productivity, the world will accelerate into intelligence. It is estimated that by 2025,It will contribute 25% of the global economy, and by 2026, the global digital expenditure will reach 3.41 trillion US dollars. Among them, part of the expenditure will enter the storage field of the hardware infrastructure of the AI ? ? big model. Therefore, we are optimistic about the long-term growth of the periodically changing storage industry.
On the corporate side,Has passed Huawei supplier certification, and the company is based onProvide distributed database, distributed cache, distributed memory database, distributed file system for data storage management, message middleware, distributed scheduling engine, workflow engine, service framework, capability open platform, etc. for application capability platform, and provide products such as easy-to-experience, dynamic forms, mobile client open platform, etc. for agile development, from consulting construction to operation and maintenance, professional and comprehensive, easy to access the cloud, convenient for rapid transportation and maintenance, and second-level deployment, fully meet the needs of the cloud.System construction and operation requirements.The main business mainly focuses on the design and research of flash memory master chip, the development and optimization of storage module product application scheme, and the sales of storage module products.
The data trading service platform 2.0 of Shanghai Stock Exchange was launched, and the trillion blue ocean was fully opened.
Shanghai Data Exchange officially launched the data transaction service platform 2.0, which aggregates data products, information resources, transaction services and circulation cases of the whole industry, and is oriented to all kinds of users in the market.Market development index, data map, compliance assessment, industry information, number business activities and AI admission consultation.
Huaxin believes that the "X" plan has landed and the trillion-dollar blue ocean has been fully opened. With the continuous enhancement of the national top-level driving force and the gradual introduction of relevant policies, relevant standards, guidelines, norms and other detailed rules and regulations, as well as pilot demonstrations, will be pushed forward in an all-round way, and the overall development will be expected to move from "system breakthrough" to "industrial practice" and accelerate into a new stage of "government-industry co-driving".
On the corporate side,As an information integrated service provider in the digital age, we are committed to building a digital ecosystem with digital government and smart enterprise business as the core. The company has always attached importance to the value mining of data elements, and based on the data platform, it has precipitated data resource management, based on.Technology stack, which is mature in trusted exchange circulation and data open application, aims to become a technical service provider of data elements.We have been paying attention to the development of the data element market. At present, as a data vendor in the data element market, we provide data product development capabilities for data element subjects through research and development products, data analysis products, data asset management products and other services.
The security configuration of the M9 is announced and will be officially listed on December 26th.
AITO Automobile announced the safety configuration information of the M9 on social media. The new car adopts an integrated die-casting car body, and the whole car comes standard with safety configurations such as 9 airbags and 16 safety points. Wenjie M9 is officially positioned as "Panoramic Wisdom Flagship SUV". The new car adopts a brand-new family design, equipped with Huawei Turing chassis, HarmonyOS4 intelligent cockpit and other configurations, and will be officially launched on December 26th.
The "Xuanwu body" of this new car is the world’s largest integrated die-casting car body, and the aluminum alloy volume ratio of the whole car is as high as 80%, and the lightweight coefficient is as low as 2.02. At present, nearly 40,000 M9 new cars have been booked.It is pointed out that Huawei’s intelligent selection model has been successfully verified on the new M7, and the market popularity has continued to the M9. It is expected that with the blessing of Huawei’s technical strength, brand strength and sales channels, the subsequent Huawei cooperative models are also expected to become hot-selling models.
Among listed companies,Through Qingshan Industry and Chongqing Xiaokang, etc.Supporting electronic oil pump and other products, and get the project fixed point.We are the supplier of crankshaft products of M7, M9 and other hybrid vehicles.