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Unicorn Morning | Matrix China responds to spin-off rumors; Chuanlifan Technology plans to acquire Gaohe Automobile

author:The unicorn knew it for a long time
Unicorn Morning | Matrix China responds to spin-off rumors; Chuanlifan Technology plans to acquire Gaohe Automobile

Recently, Matrix Partners announced that starting July 1, 2024, Matrix partners operating under the name Matrix in the United States, China, and India will complete a renaming and organizational update to more clearly identify the independence of different teams in each region. Among them, Matrix Partners USA will continue to use Matrix Partners, and Matrix Partners China will be changed to "MPC". On July 1, Jingwei China responded, "This logo update does not have any substantive changes for Jingwei, there is no split, and it reflects our independent decision-making and operation from beginning to end." "In the past, using the same English name would add some explanation costs, but after the update, there will be fewer such problems." (surging)

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This article is for informational purposes only and does not constitute any trading advice

Unicorn Morning | Matrix China responds to spin-off rumors; Chuanlifan Technology plans to acquire Gaohe Automobile

HarmonyOS delivered a total of 194207 vehicles in the first half of the year

36Kr learned that according to the official WeChat account of Hongmeng Zhixing, a total of 194207 vehicles will be delivered in the first half of 2024. In June, Hongmeng Zhixing delivered 46,141 vehicles, including 17,241 M9 vehicles, 18,493 new M7 vehicles, 7,046 new M5 vehicles, and 2,995 S7 vehicles.

Unicorn Morning | Matrix China responds to spin-off rumors; Chuanlifan Technology plans to acquire Gaohe Automobile

Another supermarket "explosion reform"? Zhongbai Group may become the third A-share company to carry out adjustment and reform after learning from Fat Donglai

Recently, Wuhan Zhongbai Warehouse Guanshan Optics Valley Store issued a statement on adjustment, saying that after in-depth study of Fat Donglai's management philosophy, after an overall evaluation, it will be fully closed for Guanshan Optics Valley Shopping Plaza. This move may mean that after Hunan BBK and Zhengzhou Yonghui Supermarket, Zhongbai Group has become the third A-share company to carry out adjustment and reform after learning from Fat Donglai. In response to how the adjustment and reform meeting will be promoted, on July 1, the reporter called Zhongbai Group and Fat Donglai respectively, but neither side gave a clear reply. (SSE News)

SF City officially landed in Hong Kong under the "SoFast" brand

36Kr learned that on July 1, SF City officially landed in Hong Kong under the "SoFast" brand, providing instant delivery services in markets outside Chinese mainland for the first time. It is understood that in the initial stage of the launch of SF Express's intra-city SoFast, it will rely on the SFHK App to achieve business implementation, improve the original intra-city express logistics timeliness, deliver as fast as 1 hour, and expand the delivery scope to all categories such as documents, flowers, catering, jewelry, and digital products.

Lifan Technology plans to acquire Gaohe Automobile? Both sides responded

A few days ago, there was news in the market that Gaohe Automobile ushered in a white knight, and Lifan Technology will undertake Gaohe Automobile and acquire it. In this regard, the reporter asked Gaohe Automobile and Lifan Technology for verification. Among them, a staff member of Gaohe Automobile said: "At this stage, it is impossible to make any evaluation or explanation for any transactions and negotiations that have not reached a written agreement. The staff of the Secretary of the Board of Directors of Lifan Technology said: "We have not received relevant information for the time being. (Per warp)

Unicorn Morning | Matrix China responds to spin-off rumors; Chuanlifan Technology plans to acquire Gaohe Automobile

ZEEKR: 20,106 units were delivered in June, a year-on-year increase of 89% to a record high

36Kr learned that ZEEKR Intelligent Technology announced the latest delivery volume: 20,106 units will be delivered in June 2024, a year-on-year increase of 89%, and a record high. From January to June this year, ZEEKR delivered a total of 87,870 units, a year-on-year increase of 106%. Among them, ZEEKR 001 has been delivered more than 10,000 for three consecutive months, ranking first in the sales of pure electric models of more than 250,000 yuan. As of the end of June, ZEEKR has delivered more than 280,000 units, continuing to set new delivery records.

Li Auto: 47,774 new vehicles were delivered in June, a year-on-year increase of 46.7%

36Kr learned that Li Auto announced that it would deliver 47,774 new cars in June 2024, a year-on-year increase of 46.7%; Delivered 108581 vehicles in the second quarter, up 25.5% year-on-year.

Yang Yingwu, head of finance of Red Star Macalline: The reorganization of Red Star Holdings has no direct impact on Red Star Macalline

At present, Red Star Holdings, the second largest shareholder of Red Star Macalline, is in the reorganization application stage. Yang Yingwu, executive director, deputy general manager and head of finance of Red Star Macalline, said that C&D Co., Ltd. has taken over Red Star Macalline from the dimensions of equity structure, management team, and operation level, so the reorganization of Red Star Holdings has no direct impact on Red Star Macalline. "Red Star Macalline and Red Star Holdings are two independent business entities, and they are independent in terms of business, personnel, assets, institutions, and finance." Yang Yingwu said that Red Star Holdings currently has no operating or non-operating capital occupation of Red Star Macalline. (surging)

Unicorn Morning | Matrix China responds to spin-off rumors; Chuanlifan Technology plans to acquire Gaohe Automobile

Morgan Stanley will remove the prize cap for bankers in the City of London

Morgan Stanley will remove the banker's bonus cap in the City of London. Morgan Stanley said in its regulatory filings that it would replace the current requirement that certain employees should not be paid more than twice their fixed salary with an "appropriate internal bonus cap." Morgan Stanley did not elaborate on how to adjust the compensation structure for significant risk takers, other than to point to the need for "an appropriate balance between fixed and variable compensation." (Interface)

SK Battery's subsidiary will freeze all executive compensation until profitability is restored

SK On, the EV battery subsidiary of South Korea's SK Group, said on Monday that it would freeze the annual salaries of all executives as part of cost-cutting measures until profitability is restored. SK On lost 581.8 billion won ($423 million) last year and 331.5 billion won in the first quarter of this year. In guidance issued earlier this year, the company aims to break even in the second half of the year and achieve operating profit in the third or fourth quarter. (Sina Finance)

Unicorn Morning | Matrix China responds to spin-off rumors; Chuanlifan Technology plans to acquire Gaohe Automobile

He Xiaopeng: In 2025, Tesla's FSD will definitely surpass Waymo, and top car companies will enter the era of AI intelligent driving ChatGPT

36Kr learned that He Xiaopeng, chairman of Xpeng Motors, released a video comparing Waymo and Tesla FSD. He said that FSD has made rapid progress in the past six months, and with the increasing amount of FSD data, the entire Infra is getting better and better, and he firmly believes that in 2025, FSD will definitely surpass Waymo. He Xiaopeng said that on the whole, he believes that in 2025, the top car companies will enter the era of AI intelligent driving ChatGPT, and accelerate the autonomous driving ability to completely get rid of the current rule mode, and in 2026, some scenarios will be unmanned.

Microsoft responds to the closure of all offline authorized stores in the Chinese market: it has decided to integrate channels in the Chinese mainland market

A user posted on the social media platform that Microsoft will close all offline authorized stores across the country, leaving only the official website mall and JD.com flagship store. Some analysts pointed out that the reason for Microsoft's related move is that the company is making "strategic adjustments" to Surface devices around the world, and "consumer recognition of Surface in Chinese mainland has been decreasing." A Microsoft spokesperson responded that Microsoft is constantly evaluating its retail strategy to meet the changing needs of our customers, and Microsoft has decided to consolidate channels in the Chinese mainland market. Customers will continue to have access to Microsoft's comprehensive range of consumer products and services through retail partners and Microsoft.com. (Interface)

Unicorn Morning | Matrix China responds to spin-off rumors; Chuanlifan Technology plans to acquire Gaohe Automobile

Elon Musk: xAI plans to release Grok2 in August

Musk said that his AI startup xAI plans to release Grok2 in August. (Interface)

CATL's stock price plummeted, and the online industry's July production scheduling data generally declined? Company response: The situation is good

Some investors asked CATL that the stock prices of listed companies in the battery sector generally fell today, and one of the possible reasons is that the online production scheduling data of the industry in July generally declined. In this regard, CATL said that the company's operation is good, the global market share has increased steadily, the overall production schedule is good, and the recent and third quarter production schedule has shown a quarter-on-quarter growth trend. (Sina Finance)

Unicorn Morning | Matrix China responds to spin-off rumors; Chuanlifan Technology plans to acquire Gaohe Automobile

Boeing announced the acquisition of Spire Aerosystems in a $4.7 billion all-stock transaction

Boeing announced that it has entered into a definitive agreement to acquire its parts supplier, Aero Systems, in an all-stock transaction valued at approximately $4.7 billion, or $37.25 per share. The total value of the transaction is approximately $8.3 billion, including the recently reported net debt of Spire. Boeing's acquisition of Spire will include almost all of Boeing's commercial businesses, as well as additional commercial, defense and aftermarket businesses. As part of the transaction, Boeing will work with Ace to ensure operational continuity in support of Ace customers and their acquisitions, including with the U.S. Department of Defense, among others. (Interface)

Cainiao: The smart warehouse has completed a new round of upgrades, and the picking efficiency is 40% higher than the industry average

36Kr learned that not long ago, the rookie Wuxi smart warehouse completed a new round of upgrades. While continuously deploying automation equipment such as AGV robots, automated three-dimensional warehouses, cross-belt sorters, and stackers, we will further strengthen the collaboration between humans and machines, and then create an AGV-JIT (robot-dynamic on-demand) picking model. Compared with the traditional manual picking operation, the AGV robot in the smart warehouse can automatically pick and move goods in the designated area of the shelf after receiving the instruction, thereby saving 50% of labor costs, reducing 95% of the staff's walking distance, and improving logistics efficiency by more than 3 times.

Unicorn Morning | Matrix China responds to spin-off rumors; Chuanlifan Technology plans to acquire Gaohe Automobile

Amazon is reported to have hired executives and employees from AI startup Adept

Amazon Inc. has reportedly hired executives and other employees from AI startup Adept AI Labs Inc. to support the growth of Amazon AGI. (Interface)

Tesla launched a 5-year zero-interest car purchase policy, with a minimum daily payment of 85 yuan for Model 3

36Kr learned that Tesla announced the launch of a new financial policy for car purchases. For the Model 3/Y standard endurance version, the 1-5 year 0 interest and low interest preferential car purchase policy is launched, with the daily payment as low as 85 yuan; For the Model 3/Y long-range all-wheel drive version, the 1-5 year 0 interest and low-interest car purchase preferential policies are launched, with the daily supply as low as 107 yuan; Tesla lowered its annual interest rate for a limited time in July to start at 0.5% (equivalent to an annualized interest rate of 0.93%).

Xiaomi Auto: In June, the Xiaomi SU7 delivered more than 10,000 units

36Kr learned that the official Weibo of Xiaomi Auto issued a document that in June 2024, the delivery of Xiaomi SU7 will exceed 10,000 units.

Unicorn Morning | Matrix China responds to spin-off rumors; Chuanlifan Technology plans to acquire Gaohe Automobile

Tims Tianhao China announced that it has received significant financing from the founding shareholders

36Kr learned that Tims Tianhao China announced that it has received a total of up to $65 million in financing and additional funds from founding shareholder Descartes Capital and international restaurant group RBI. The financing consists of $50 million in convertible bonds, of which $40 million has been paid at closing, with the remainder to be paid over the next seven months, each subject to certain conditions. In addition, a subsidiary of the international restaurant group RBI acquired the business of Popeyes China from Tims Tianhao China for an enterprise value of US$15 million on a cash-free and debt-free basis. At the same time, Tims China issued a US$15 million convertible bond to repay its deferred consideration payment obligations to Popeyes China's former shareholders.

Unicorn Morning | Matrix China responds to spin-off rumors; Chuanlifan Technology plans to acquire Gaohe Automobile
Unicorn Morning | Matrix China responds to spin-off rumors; Chuanlifan Technology plans to acquire Gaohe Automobile

Figma正式推出Figma AI

36Kr learned that recently, Figma announced the official launch of Figma AI. According to the official introduction, Figma AI can quickly generate high-fidelity prototype page designs through text descriptions, helping designers and product managers accelerate the completion of the project from the first draft to the finished product. Figma said that it hopes to use AI to redefine the process and method of UI design, and Figma AI is currently in the beta stage, and it needs to apply to join the waiting list.

Unicorn Morning | Matrix China responds to spin-off rumors; Chuanlifan Technology plans to acquire Gaohe Automobile

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