标签归档 武汉夜生活

　　On July 29th, Shanghai. There were still 3 minutes before 16:00. Kobayashi opened the Ele.me APP and added 3 cups of milk tea to the shopping cart in advance. At 16:00, Kobayashi submitted the order on time and waited nervously for the "gift" from Lucky Muse.

　　This is the "Guessing the answer and free order (that is, free order for 1 minute) " activity launched by Ele.me from June 21st (hereinafter referred to as the "free order activity"). The rules are: the platform publishes the question the day before, and the clue points to one or more groups of time. The next day, users have the opportunity to place an order within a specified minute. The upper limit of the free order amount in the early stage is 200 yuan, and the maximum is adjusted to 56 yuan in the later stage. So far, the activity has been held to the 5th issue, and has derived gameplay such as "whole network questions" "free order per minute" "double happy" "city special".

　　Kobayashi participated in the "city special". The day before, the number of votes in Shanghai exceeded Wuhan and thus won 80,000 free places, 10,000 in each game, a total of 8 games. In the end, Kobayashi became the lucky one of the more than 9,300th people to be exempted from the game. "Thrilling, fortunately I won the bet today".

　　Ele.me is a generous "treat", which is very eye-catching in the short term. How much bonus can it bring in the long run? It is also worth observing.

　　The form of free order is not new, and there are two reasons behind the high attention of the harvest.

　　Since its launch, Ele.me free-order activities have exploded in popularity, from "free-order answer" to "free-order time" to take turns on hot searches; as of August 2, #Ele.me free-order #topic has accumulated more than 3.70 billion reads on Weibo, and more than 50,000 notes on Xiaohongshu with the same keyword.

　　Source: Network

　　In fact, the form of free shopping is not uncommon. Dianping next door has played the set of "please eat" very well, VIP has the opportunity to be selected to eat "Overlord meal", and the corresponding only need to write "after eating"; many platforms and merchants will also solicit business with free shopping benefits on specific days.

　　Why is it that a form that is not novel can attract high attention? Market participants have explained to Hexun Finance that the free-order activity just happens to grasp the psychology of young people who love to pick up wool. If you guess the wrong answer, there is no loss. After all, three meals a day are rigid needs; if you guess correctly, it is the icing on the cake, why not do it? Therefore, many netizens joked that "betting on dogs will never give up" and "betting on nothing in the end".

　　In addition, the free-order activity is simpler and more crude than coupon return, collection and other preferential forms. As of June 30, the first phase of the activity has been free of charge for more than 956,000 orders. If calculated according to half of the maximum free-order 200 yuan in the period, Ele.me will pay nearly 10 million. After 5 periods, the number will be even larger.

　　The other side of the eye: from the title to the free order conditions have been complained

　　The development of free-order activities has not been smooth sailing, and Ele.me has also encountered user backlash in the topics, free-order conditions, and other links.

　　The title is usually a picture, covering elements such as guessing people’s names, chemical molecular formulas, traditional Chinese medicine, and music scores. Within two days of the event, the following beach beauty attracted controversy because all the number clues were invalid. The correct problem-solving pose is: The shape of the flowers is the root sign, and there are two people under the house, so the number in the root is 2. √ 2 is equal to 1.4142135623, and the ending number is June 23 of the day, so the free order time is 14:14 and 21:35 respectively.

　　This "bizarre" answer made users shout "You can play by yourself" "I’m really speechless, I’m going down". Some netizens said that they were not angry because the question was difficult, but because the question was illogical.

　　The free-order conditions are also full of controversy. For example, on July 17, Ele.me opened a "Black Diamond Special", and platform members had the opportunity to get free orders without answering questions. Facts have proved that the free benefits for members are not easy to get. On the Black Cat complaint, since July 18, netizens have participated in collective complaints one after another, saying that although they are Black Diamond members, they have not been free of orders in the special session.

　　Source: Black Cat Complaint

　　In addition, the "city special" has also been complained. In order to get more votes in the city, some people have fancy canvassing votes, and some people have questioned that the small city has no sense of participation, which once caused regional "scolding wars".

　　Source: Network

　　It is worth mentioning that in order to strengthen the food safety supervision of food delivery platforms, on July 21, the Market Supervision Bureau of Hangzhou City, Zhejiang Province interviewed the city’s Meituan, Ele.me and other food delivery platforms. One of the requirements is that "the catering industry should further standardize the business order, strictly prohibit vicious competition, and do not allow low-price dumping to disrupt the market order." This also makes the market full of worries: is it referring to the Ele.me free-order event? Can the free-order event continue?

　　However, on July 30, Ele.me announced that it would continue to hold its fifth edition from July 31 to August 7.

　　Thousands of investments benefit many parties, but the biggest winner is the platform

　　With praise and criticism, is this multi-million-dollar business still cost-effective? From the perspective of relevant parties, the free-order activity has benefited consumers, merchants and platforms.

　　"Nothing else, just hope you are happy", consumers did reap happy and free benefits. According to media reports, some people even ate 6 meals a day for picking wool.

　　For the food and beverage merchants who have been suffering from the epidemic for a long time, Zhou Di, a senior engineer of Fangrong Technology and a national science and technology expert of the Ministry of Science and Technology, told Hexun Finance, "The free-order activity has brought significant benefits, and consumers’ enthusiasm for participation is high. Many merchants have strong order growth and a significant recovery trend. Many merchants’like to mention ‘new daily peaks. The increasing order volume has injected business motivation into merchants and ignited consumption passion." Zhou Di also pointed out that the business growth brought by "free-order 1 minute" is "more than 1 minute": After the consumption peak at the beginning of the activity, the order volume still increased significantly for many consecutive days. The data shows that more than 300,000 merchants are involved in orders related to one phase of the activity alone.

　　However, there is no free lunch in the world, and the biggest beneficiary is Ele.me. Seven data show that on June 21, the day of the official announcement of the free-order event, Ele.me APP jumped to the sixth place in the IOS free list, setting a new high in nearly three months.

　　Source: Qimai Data

　　Gao Zelong, a digital economy expert and expert consultant of MIIT’s Leading Talent Program, said that "this is a good public relations, publicity and marketing tool," and explained in detail, "On the one hand, Ele.me claims that the first phase of the event has been free of orders for more than 956,000 orders, which is nearly 1 million self-media communication. I believe that many users who are free of orders will send Moments. This communication effect is huge; on the other hand, the platform bears tens of millions of yuan in free orders, which is really nothing for a tech giant like Ele.me, not to mention that the cost of tens of millions of yuan may eventually be borne by merchants, not Ele.me itself. In any case, there is always a way for the platform to pass on these costs to the merchants; in the end, through such activities or events, it may also get media attention, which is even more cost-effective. "

　　Can free shopping save falling market share? Experts say "thousands of problems need to be solved"

　　The free-order activity is in full swing, and the platform anxiety behind it has also begun to surface.

　　At present, China’s takeaway market is still a "two-world" situation. After being "born" in 2008 and acquiring Baidu takeaway in August 2017, Ele.me’s market share once reached 54%, making it a well-deserved takeaway giant.

　　But starting in the second half of 2018, Ele.me was gradually overtaken by Meituan. In July 2020, its market share fell below 30%, and further fell to about 25% in the first half of 2021; in 2022, according to the 2022 Meituan and its industrial chain research report, Meituan’s market share in the takeaway field may approach 70%, its revenue is three times that of Ele.me, and it has an early advantage in the lower-tier market.

　　Although the two leaders have occupied more than 90% of the market share, there are still many rich and powerful players eyeing the position of the second child. In June, JD.com Retail CEO Xin Lijun confirmed in an interview that the company has considered entering the takeaway business; recently, Douyin has also begun to test the group buying home business. After users place an order in the catering live stream, they can ask the merchant to deliver it to their home. Earlier, SF Express incubated the group meal platform "Fengshi" in 2020.

　　Although there is no head-to-head confrontation, the future that can be met may usher in changes. Zhou Di pointed out that during this time, the economic operation has been greatly affected by the epidemic, and many catering companies have lost confidence in operating. At the same time, many Internet Tech Giants have flooded into the catering track. It has caused great pressure on Ele.me. In this case, Ele.me needs a mass traffic event to arouse everyone’s attention and re-raise the heat.

　　After Ele.me, JD.com and Meituan are also eager to try. The former launched the "Grab Free Orders, Not Alone" activity on July 28, in a format highly similar to "Free Orders for 1 Minute". Users have the opportunity to get free orders when they place an order at a specified time after guessing the puzzle; the latter started on July 31, and users place three orders randomly free of one order.

　　"This is reminiscent of Didi and Kuaidi’s online car-hailing subsidy war a few years ago. This kind of platform subsidy requires huge investment, but it is often very effective. It is an effective means to quickly acquire users and occupy the market," Gao Zelong told Hexun Finance.

　　"This is just one of the many factors for the success of the platform," Gao Zelong also said. What is the key to the long-term retention of users of the food delivery platform? In his opinion, whether it is Ele.me or JD.com, Meituan, to achieve ultimate success, it needs to solve thousands of problems, which is extremely difficult and complex.

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Extreme Krypton 007 is a futuristic electric SUV with simple and elegant front face design, smooth lines and full of science and technology. The air intake grille adopts a closed design, which highlights its identity as an electric vehicle. The overall style of the car body is fashionable and dynamic, the roof line is smooth, the tail line is simple, and the overall shape is fashionable and atmospheric. Headlights use LED light source, and the lighting effect is excellent. The lines on the side of the car body are simple and smooth, which highlights the sense of science and technology and movement of Krypton 007. The body size is moderate, which not only meets the needs of daily urban driving, but also does not lose the off-road ability of SUV. Generally speaking, the design of Kyk 007 is full of science and technology, which meets the needs of modern consumers for fashion, dynamic and environmental protection. It is an electric SUV that is worth looking forward to.

Extreme Krypton 007 is a medium and large SUV with a body size of 4,865 * 1,900 * 1,450 mm and a wheelbase of 2928mm, providing passengers with spacious seating space. The body lines are smooth, showing a dynamic and stable design. The front tread is 1635mm, the rear tread is 1650mm, and the front and rear tyre size are 245/45 R19, providing good handling and stability. Extreme krypton 007 tires and rim styles complement each other, perfectly blending sports and luxury elements to make your driving experience more comfortable and enjoyable.

The interior design of Krypton 007 is fashionable and atmospheric, with a leather steering wheel and imitation leather and leather seats, which makes it feel comfortable. The central control screen has a size of 15.05 inches, supports voice recognition control system, and can control functions such as multimedia, navigation, telephone and air conditioning. The front seats are also equipped with heating, ventilation and massage functions to provide a comfortable riding experience. In addition, Krypton 007 is equipped with various adjustment modes, such as front and rear adjustment, backrest adjustment, height adjustment (4-way), leg rest adjustment and lumbar support (4-way), so that passengers can freely adjust their seats according to their personal needs. The front row is also equipped with two Type-C and two Type-C multimedia/charging interfaces in the back row, as well as the wireless charging function of the front row mobile phone. The rear seats can also be laid down in proportion to increase storage space. In a word, the interior design of Krypton 007 pays attention to details and comfort, providing passengers with a comfortable driving experience.

The engine of Krypton 007 has a maximum power of 310 kW and a maximum torque of 440 N·m, which provides strong power performance for the vehicle. This engine can bring excellent acceleration performance and driving experience to Krypton 007, and also provide stable power output for the driving of the vehicle.

The design of Krypton 007 is undoubtedly an impressive highlight. As the owner of car home said, its fashionable atmosphere and family-style design language make people recognize its brand identity at a glance. The waistline of the car body is smooth and powerful, showing a sense of stability and vitality, and the design of the rear of the car also echoes the front of the car. In addition, the workmanship of the car body is also worth mentioning, both the paint surface and the sheet metal part are handled very well. Generally speaking, the design of Krypton 007 is undoubtedly a successful work, which fully shows the design concept and technological level of the brand.

Is there no electricity when the electric car is hot?

Text/gale

Editor/Chen Momo

Over the years, China has led the world in the production and purchase of electric vehicles. These cars are the result of a lot of subsidies, although there are also some cases of poor quality. In this market, there are a lot of running brands. These companies lack a strong sales network, but they have their own inherent advantages, such as the best battery supply or more advanced software than their competitors.

In the overwhelming situation of new energy, many automobile manufacturers are exceeding their production targets and trying to achieve "harvest" with this trend. On December 13th, 2022, Geely Automobile officially announced to the public that its high-end electric vehicle sub-brand Kykrypton had submitted its IPO registration documents to the US Securities and Exchange Commission on December 7th, 2022, and planned to be listed in new york as early as the second quarter of 2023. It is rumored that krypton is valued at around $10 billion. This indicates that this new car company, which was established less than two years ago and hatched by traditional car companies, has begun to break through the IPO of US stocks.

There are several basic elements to highlight the tight encirclement. First of all, the new forces must find a niche market that can be used as a starting point for expansion. Then, it is necessary to have the ability to mass-produce cars and break through the bottleneck of production capacity. Finally, it is necessary to create a relatively mature sales and distribution network. It is more important to choose the right market segment, provide something really different and put your own technical mark on it.

Obviously, krypton still has a big gap in these aspects.

1 sales scenery can not hide financial weakness

2022 is a successful year for krypton cars. With only one model of Kykrypton 001, Kykrypton delivered a total of 71,941 vehicles throughout the year, with an average order amount exceeding 336,000 yuan. In December, Kykrypton continued to win the title of "sales champion of pure electric vehicles of China brand with more than 300,000".

In 2023, Extreme Krypton will not only launch its second model, Extreme Krypton 009, but also replace the Kirin battery. The 2023 Extreme Krypton 001 with a battery life of more than 1,000 kilometers will also be put on the market. In terms of overseas market layout, on the one hand, it began to sell cars designed by Mobileye and equipped with NZP high-speed autonomous navigation assistance system in Europe; on the other hand, the unmanned application scenario developed based on ZEEKR M-Vision concept car is the exclusive travel service products created by Waymone driverless team, which will also begin to gradually land. The quality of the car will be further recognized by overseas customers.

Compared with other new forces, there is not much financing before the IPO. Its latest round of financing was the $500 million Pre-A round of financing completed in August 2021. At that time, the valuation of Krypton cars reached $9 billion. Therefore, after the substantial increase in sales in 2022, the valuation of Krypton did not increase significantly, which shows that under the influence of the potential global financial crisis, the US stock market with abundant funds is not optimistic.

As the first batch of new forces in China, Wei Xiaoli also chose American stocks as the main battlefield of her IPO before making a profit. From the establishment of the company to the IPO, the three companies took four years, six years and five years respectively. In contrast, it has only been two years since its establishment. Judging from the valuation, although Krypton’s performance is much better than that of Wei Xiaoli at that time, and there is strong support from traditional car giants like Geely, there is still a clear gap in market value. The current valuation of Krypton is only $10 billion, which is about 70 billion yuan. At that time, Weilai’s valuation reached 134 billion, and the ideal valuation was 156.7 billion yuan. However, compared with the valuation of zero-running cars listed in Hong Kong stocks last year, Krypton is still much higher.

It turns out that it is difficult to make a profit by mass-producing electric vehicles. In terms of sales volume and company revenue, there is still a certain gap between Krypton and Wei Xiaoli. In 2022, Xpeng Motors, which has the lowest sales volume among Wei Xiaoli, has delivered more than 120,000 vehicles, and the vehicle matrix of the three car companies of Wei Xiaoli has been relatively complete. Therefore, in terms of revenue, in the first half of 2022, Wei Xiaoli’s revenue reached 20.2 billion, 14.8 billion and 18.2 billion respectively, while the extremely poor revenue in the same period was only 8.8 billion. As for the level of gross profit margin, in the first half of 2022, Krypton took two years to turn the gross profit margin into a positive one and reached about 5%, which was much better than that of Wei Xiaoli in the same period, but the current situation is that Wei Xiaoli’s gross profit margin has reached 13.8%, 11.55% and 22.09% respectively.

In terms of losses, in 2021 and the first half of 2022, the polar net losses reached 1.01 billion yuan and 759 million yuan respectively. In just one and a half years, Krypton has lost as much as 1.769 billion yuan. For a brand-new car company that has just been established, if it is not supported by Geely Automobile through its system capabilities, the loss will probably be even greater. But even so, whether it is the development and production of new models, brand promotion and sales channel construction, it needs to invest a lot of money, and these funds have begun to put obvious pressure on Geely Automobile listed in Hong Kong stocks. In the first half of 2021-2022, the net profit of Geely Automobile was 4.847 billion yuan and 1.552 billion yuan respectively, and the year-on-year decline rate of net profit reached 12.4% and 34.81% respectively. Such a sharp decline is not only related to Geely’s own performance, but also to the large amount of investment required for extremely krypton cars.

2 advantages and disadvantages of listing US stocks

Obviously, under the circumstances that the valuation is not high due to the poor environment, it is closely related to the situation of Krypton itself that it still seeks to be listed in the US stock market.

Before Krypton, the impact on science and technology innovation board’s listing was unsuccessful. At the earliest, Geely Automobile hoped to return to science and technology innovation board to raise enough funds for itself, but later science and technology innovation board did not open the door for Geely. Then Geely Automobile gave Krypton the quota to hit science and technology innovation board, but from the current situation, Krypton’s scientific and technological attributes have not been recognized by the regulatory authorities. As an industry with heavy capital and assets, the future sustainable development of Krypton still needs to continuously inject a large amount of funds, which may not be completed by Geely Automobile alone. By listing in US stocks with relatively higher valuation and better liquidity, you can naturally get greater returns than listing in Hong Kong stocks.

However, the potential political risks faced by going to the United States for listing are also factors that have to be considered. On the one hand, vehicle companies like Krypton need to deal with a lot of personal information, and if it involves autonomous driving, it will produce more surveying and mapping data. At this time, it is necessary to find a method acceptable to both regulators under the two major judicial systems of China and the United States. On the other hand, global competition between China and the United States is inevitable. No one can guarantee whether the United States will exert the same extreme pressure on enterprises like Krypton as it did on Huawei in the past. In this case, let alone state-owned enterprises listed in the US stock market have chosen to review the listing of Hong Kong stocks/China mainland’s own securities market, and reserve a financing channel for themselves. Even private car companies like Wei Xiaoli have already completed the secondary listing in Hong Kong stocks. Therefore, listing in the US stock market is definitely not the end of extreme krypton. Finding more stable financing channels for yourself may be the strategy that needs to be considered in the next step.

In the past two years, many companies under Geely Group have completed listing. From Volvo cars and polar star cars to Yikatong and Krypton, there may be Lotus cars, Cao Cao trips and long-distance cars soon. Promoting the listing of its enterprises is a shortcut to reduce its capital contribution burden. However, in the current environment, both valuation and potential political risks need to be weighed by Geely Group. The road ahead is not easy. Especially for krypton cars, after most car companies in the world have made clear the development direction of pure electric, the competition facing krypton will become more and more fierce. If there is no solid sales as a support, even if Krypton has completed the listing of US stocks, its prospects will be bleak.

3 alleged quality problems and sales fraud are frequently defended by car owners.

At present, there are only two models on sale, namely "Extreme Krypton 001" and "Extreme Krypton 009", in which the former is the main sales model and has both coupe and SUV attributes; The latter is positioned in pure electric luxury MPV.

According to a number of media reports, there are online videos showing that four "extremely krypton 001" cars with the words "power failure, electric door failure" passed directly from the door of extremely krypton store.

Since January, 2023, on the official app of Krypton and the national complaint platform for defective products, a large number of Krypton owners have reported that there is a power system failure in Krypton 001 (configuration | inquiry). The vehicle will suddenly jump out of the dashboard when the cold car is started and driving, and the power is limited, so it can’t drive, and the esc is abnormal. And complaints about the unilateral tampering with the contents of the car purchase agreement by extreme manufacturers. The number of complaints about krypton brands has increased significantly, with 639 complaints involving krypton 001, ranking first among all brands.

Coincidentally, "Extreme Krypton 009" also has problems. According to the black cat complaint platform, "Extreme Krypton 009 is forced to lock the order and is not transferable. However, according to the agreement, it is transferable. Now it is against the agreement to tell that it is not transferable. It is a overlord clause to force the lock order without any real car.

In addition, according to the news a few days ago, a picture of a car blogger broke the news, showing that many car owners were sitting at the door of the extreme experience store to defend their rights. These car owners said: "Extreme sales routines defraud consumers and demand a refund!" . At present, more than 2,000 big car owners have complained together, and their demands are still increasing: unilateral breach of contract, unilateral tampering with the contract without consulting the car owners, loss of confidence in the car companies, and demand a refund for one.

In this regard, there is no relevant response from the extreme.

On the car quality website of the car complaint platform, there have been a lot of complaints about Krypton 001 recently, and almost all the reasons for the complaints are "Krypton manufacturers unilaterally tampering with the contents of the car purchase agreement". According to the owner of the complaint, in order to dispel consumers’ doubts about buying the first new energy vehicle, the first new energy vehicle has been introduced to enjoy the lifetime warranty of the whole vehicle and the preferential policy of the current order price, and the owner is not restricted from modifying the order. The premise is that under the negotiation of both parties, users can change the vehicle configuration plan before locking the order. Until December 2022, the official is still promoting that all models can enjoy a lifetime warranty.