Mobai advocates 12-year-old children to ban riding and sharing bicycles; Jingdong and Tiantian Express tear each other Suning into the game; China Unicom is issued a fine of 400,000 yuan... 丨黑马高调早报

This article first appeared on WeChat public number: i dark horse. The content of the article belongs to the author's personal opinion and does not represent the position of Hexun.com. Investors should act accordingly, at their own risk.

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Headline: Jingdong, Tiantian Express dispute review

1. Sun Weimin’s Weibo Changwen blames Jingdong

In the face of Jingdong and Tiantian Express's war of words escalation, on July 24, Suning Yunshang 002024, Sun Weimin, vice chairman of the stock bar group, said in a long article that Jingdong can do wrong, but can not do evil. Sun Weimin said that Jingdong forcibly cut off the information interface with Tiantian Express, because Suning invested in every day.

2017-07-20

Jingdong announced that in order to ensure the experience of users and businesses in the use of logistics services, Jingdong will suspend the daily express delivery service from July 25. "

In the comprehensive evaluation ranking of the first half of 2017, Tiantian Express unfortunately scored low in terms of service quality and user satisfaction, ranking the last one among all courier companies, and we also found that some of them violated the platform rules. the behavior of. ”

2017-07-20

Tiantian Express released the "Statement on Jingdong Closed Service Interface", saying that Jingdong unilaterally notified the merchant to stop the daily express, and did not communicate with Tiantian Express for any effective communication, and did not give the merchants room to choose. "

The company has been serving the Jingdong platform for more than 5 years and has strictly followed the various service rules of the e-commerce industry. I deeply regret the ridiculous reasons given by Jingdong in this incident. ”

2017-07-21

Every day, the relevant personnel of the express delivery urgently complained to the State Post Bureau that Jingdong seriously disrupted the market order. "Jingdong’s ban on the day has seriously violated the merchant’s choice and the reputation of Tiantian Express, which is a serious disruption of market order.”

2017-07-24

Sun Wei, vice president of Suning, issued a document "Jingdong, you can do wrong, don't be evil! ", support each day express, think that Jingdong suspended cooperation with Tiantian Express because "

Suning invested in a daily delivery."

2017-07-24

Jingdong Logistics spokesperson responded to Sun Weimin's remarks, saying that the suspension of cooperation with Tiantian Express is due to the lowest quality of its express service, receiving a large number of consumer complaints, feedback on daily delivery timeliness and service quality issues.

@长空: Everyday delivery is indeed mismanaged. On a highway, because of the two-car overtaking dispute, the driver of the daily express delivery car actually left the beer bottle from the cab to the front of the car. This shows that the company has chaotic management and poor professionalism.


Mobai advocates 12-year-old children to ban riding and sharing bicycles; Jingdong and Tiantian Express tear each other Suning into the game; China Unicom is issued a fine of 400,000 yuan... 丨黑马高调早报


Mobai advocates 12-year-old children to ban riding and sharing bicycles; Jingdong and Tiantian Express tear each other Suning into the game; China Unicom is issued a fine of 400,000 yuan... 丨黑马高调早报


@长空: Everyday delivery is indeed mismanaged. On a highway, because of the two-car overtaking dispute, the driver of the daily express delivery car actually left the beer bottle from the cab to the front of the car. This shows that the company has chaotic management and poor professionalism.

@apple-发哥: Online shopping, I only dare to buy in Jingdong, although I don't like Liu Qiangdong

@似水流年: I have not understood the express, I do not understand the understanding, I am doing daily express! The last time I met one, I hanged up a few calls. After I left the position, she called the request. According to her, she explained that there were too many harassing calls, so she refused to accept the phone bill. ! I have to sign the receipt before two o'clock, and I have to pay a fine if I am slow. If I have to go upstairs, I can talk slowly and slowly, and it’s strange that the courier doesn’t have a temper.

@茶艺小甜: Express company not only has to be efficient, but also has the spirit of service, many times of shopping, every day, the express delivery is not good, cut the working hours, customer service telephone service attitude is poor

@生在女儿国: If you have money, you can add postage directly to SF

@pan: Suning and Jingdong’s own logistics are very fast, as for the third party.

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Domestic information

2, Mobai released a civilized parking proposal: don't provide shared bicycles to children under 12 years old

On July 24th, Mobike released the "Shared Bicycle Civilization Parking Proposal". For shared bicycle users, the Mobai initiative: civilized, standardized, safe riding and parking bicycles, obey the traffic rules, obey the traffic police command; do not provide shared bicycles to other people, especially children under the age of 12; And other information.

Mobai advocates 12-year-old children to ban riding and sharing bicycles; Jingdong and Tiantian Express tear each other Suning into the game; China Unicom is issued a fine of 400,000 yuan... 丨黑马高调早报


@柠檬葡萄柚你个胡萝卜: I feel this is a brother, ofo is not convenient to say these words, Mobai has done it, this is the good market order [love you]

@宇哥曾王: If you are walking, you are not going to sell shoes.

@笑的路上: Personally recommend scanning ID card and credit card, or using personal information to rent

@ä½ çš„PoPo: The idea is good, the reality is too skinny, slowly improve it, everyone can do it together

@踏莎行fsm: More free monthly card, thank you

3, in addition to the daily express, Yuantong, Baishi Express is also "blocked" by Jingdong

On July 24th, after the express delivery every day, today, Yuantong, BES Huitong, Debon, EMS and other express delivery companies were also "blocked" by Jingdong. In response, Yuantong responded that it would oppose "platform hegemony" and force the team. Clear the alien behavior. Yuantong Express also said that even if Jingdong “blocks” Yuantong, the impact on Yuantong Express is extremely limited. The number of Jingdong parts only accounts for about 2% of the total volume of Yuantong Express.

Mobai advocates 12-year-old children to ban riding and sharing bicycles; Jingdong and Tiantian Express tear each other Suning into the game; China Unicom is issued a fine of 400,000 yuan... 丨黑马高调早报


@渣浪_浪哩嘎浪_浪你鬼:Jingdong store big bully [bye bye] Shentong is more than garbage every day

@白涩_: Forbidden those with poor service quality are still OK, this can’t be said.

@Trikr: Jingdong is planning to develop the express business all the time. Jingdong's express delivery is much better than the goods.

@元嘉丶: In fact, it is the jd 怼 联盟 bird alliance or 怼 怼 Alibaba

@Mr沈相玮: Everyone buys things in Jingdong, they usually buy them.

4. China Unicom was issued a fine of 400,000 yuan for decoying consumers to trade

According to the news on July 24, according to the report of the masses, the Beijing Development and Reform Commission issued an administrative penalty information. Beijing Unicom used fraudulent or misleading price means to trick consumers or other operators into illegal transactions. The Development and Reform Commission warned and fined $400,000.

@Bqchun: Life has used Unicom once, and I don't want to use it anymore. I don't know how to deduct it~ or move every pen.

@睡的楠木: Mobile should be punished, call harassment every day

@一基宝宝: The flow is over and never reminds

5, Sunac China's stock price hit a new high

On July 23, Sun Hongbin made his first voice on Weibo, saying that Sunac valued the cash flow and put the company's safety first. On the 24th, Sunac China's share price rose linearly in the morning, hitting a high of 21.40% in intraday trading, a record high of 8.41%, hitting a record high, closing at HK$20.10, or 1.82%, with a total market capitalization of HK$78.5 billion.

@五大连寨: Every time the big acquisition of capital, large mergers and large investments, there are non-market promoters pushing. In an environment of incomplete marketization, market regulations and rules do not provide stable guarantees for capital security, so everyone would rather believe in the background than believe in the future.


@五大连寨: Every time the big acquisition of capital, large mergers and large investments, there are non-market promoters pushing. In an environment of incomplete marketization, market regulations and rules do not provide stable guarantees for capital security, so everyone would rather believe in the background than believe in the future.

@And travel and remember: the act of adventure, the mentality of gambling. Not optimistic about follow-up

@Suncobz: Only the stock price is high, it is convenient for mortgage financing. I personally look forward to Sun and not optimistic about Sun. I am optimistic about Sun. He has always been non-marketized and has a strong color. He is not optimistic about Sun. His non-marketization color is too strong. More sex

6, Beijing booking platform three major platforms 3 months off the line more than 5,000 illegal merchants

On July 24th, the self-discipline alliance of the online ordering platform announced that since the establishment of the alliance, the three major platforms have actively launched more than 5,000 merchants. In accordance with the commitment of the self-discipline alliance convention, each network ordering platform carries out self-examination and self-correction, and actively launches the problem store. Since April this year, Baidu's take-out has gone down by 1009, the US group has commented on 2038, and the hungry is down by 2026, a total of 5,073.

@日尧XL: Baidu is hungry, the US group is in use, only the US group rider is a phone call several times. I said that it can be delivered first. [Laugh cry]

@荇胥: I really don't have a better take-out. If you are hungry, you will always be exploding. There is no safety. What is the beauty group?

@江江: The establishment of the alliance will become a monopoly?

7, ofo caused the boy's death after the death of the parents

On July 24th, at the end of March this year, a boy under the age of 12 in Shanghai untied an unmanaged too shared bicycle mechanical lock and was unfortunately killed after being caught in the car. Recently, the parents of the parties filed a lawsuit against the motor vehicle company and ofo, demanding that the two jointly bear the civil liability for compensation, and claiming 8.78 million yuan. The boy’s parents believe that the mechanical lock that ofo is easily opened by the child is one of the important causes of the accident. At the same time as the claim, theo is required to take back all the mechanical code locks and replace them with safer locks.

@婵娟向海: I believe that the poor supervision of parents and lack of education are the root causes of this accident. Otherwise, in the future, all the streets are riding a small yellow car to touch the porcelain.


@婵娟向海: I believe that the poor supervision of parents and lack of education are the root causes of this accident. Otherwise, in the future, all the streets are riding a small yellow car to touch the porcelain.

@忽然: The child car accident is a pity, the parents have also suffered a blow, the small yellow car has the responsibility, but the parents did not reflect on their own where to do wrong

@John: Every time I see those who have arbitrarily damaged the bicycle, I feel sorry for it...

8, Cool Group valuation by the agency cut 85% offline has been difficult for its mobile phone

The Cool Group, which was once ranked as the first echelon of China Mobile's domestic mobile phone, has been hit hard again in the face of huge losses in performance, high-level exchange of blood, new product delays, and recent difficulties in resolving the situation. E Fund announced that it announced the valuation of “Cool Group” in accordance with HK$0.11, which was calculated by the stock price at the time of suspension on March 30, and the reduction was as high as 85%.

@杀马特之星: Only the Huawei counterattack in the intelligent era

@UC stunned department responsible person: previous sales by contract machine

@lazyman45: I also use the cool god F1 [allow sad], in addition to memory small points, for me not playing games, can also use

9, the highest regulatory levy in the express industry: Zhang San Li and other pseudonyms will not be able to send

On July 24th, the "Provisional Regulations for Express Delivery (Draft for Comment)" was open for public comment. According to industry insiders, this is the first high-profile special legal document for the express delivery industry. It has a milestone significance for the express delivery industry. It has made efforts to strengthen the real name collection and reception, prevent personal information leakage, and “last 300 meters” delivery. Clearly defined.

@SKT_瓜皮飞: We sold the information they said is not accurate enough, and quickly get a real name system [Little Yellow Man surprised]

@梦影轻吟惊剑啸: Do not first make the industry do a good job first to engage the guests

@MaoInthecell: Prevent personal information from being leaked and strengthen the real name system. Is it necessary to include the name of the document in the future?

10, the development of virus infection, more than 200 million computers, nearly 80 million

On July 24th, the Beijing police learned that Beijing Haidian I IT company to avoid domestic supervision, develop "virus" bundled with normal software to infect the overseas Internet, in just one year, infected more than 250 million computers worldwide, using implanted advertising to profit Nearly 80 million yuan. At present, 9 people have been arrested by the Haidian District Procuratorate for allegedly damaging the computer system.

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International information

11, Southeast Asia taxi platform Grab won 2.5 billion US dollars investment in soft silver led investment

On July 24th, according to foreign media reports, Southeast Asia shared travel application Grab announced the completion of $ 2 billion in financing. Investors include Didi Chuxing and Softbank. Grab is Uber's main competitor in the Southeast Asian market. Didi said that due to the addition of other existing investors and new investors, the total amount of this round of financing may reach 2.5 billion US dollars.

Mobai advocates 12-year-old children to ban riding and sharing bicycles; Jingdong and Tiantian Express tear each other Suning into the game; China Unicom is issued a fine of 400,000 yuan... 丨黑马高调早报


@池铁忠: Behind the taxi is the process of payment, data, finance, and youth consumption.

@美少年阿一: It can be expected from Grab's payment with Alipay.

@亦--歌: Didi monopoly, began to harvest

12, Alphabet's second quarter revenue of 26 billion US dollars net profit fell 28%

On July 24th, Alphabet (Google Parent Company) released its second quarter financial report for the fiscal year 2017. The report shows that Alphabet's total revenue for the second quarter was US$26.01 billion, up 21% year-on-year; second-quarter net profit was US$3.524 billion, down 28% year-on-year, but the second quarter net profit was included in the EU's treatment of the company. The $2.7 billion fine.

@死死生自笑痴: [Laugh cry] Now good companies are selling shells


@死死生自笑痴: [Laugh cry] Now good companies are selling shells

@Get 丨知行一一: Google is about to become a cash machine in EU countries

@羽梦晨馨: I have been copying others all the time, and now others are copying themselves, it is inevitable a little pride, understanding and understanding.

13, Foxconn or the construction of display panels in Wisconsin, USA

On July 24th, the "Wall Street Journal" quoted people familiar with the matter as saying that Apple supplier Foxconn Group is considering building a display panel in Wisconsin, USA. Earlier media reports said that Foxconn plans to establish a liquid crystal display (LCD) factory in the United States, causing US states to compete for Foxconn's investment projects.

14. A US company implants microchips into employees: it can be used for fast payment.


14. A US company implants microchips into employees: it can be used for fast payment.

A US company began implanting microchips into employees to achieve faster payments and other functions. Todd Westby, CEO of Three Square Market, said in an interview with KSTP that the microchip implanted in the hands could be more easily authorized to replace credit card or mobile payment systems - such as scanning in the supermarket to complete the settlement.

Mobai advocates 12-year-old children to ban riding and sharing bicycles; Jingdong and Tiantian Express tear each other Suning into the game; China Unicom is issued a fine of 400,000 yuan... 丨黑马高调早报


@简体 name: There is a movie called: Belco experiment

@June is Mrs. Bartoli drinking my blood: that black into this management system can control all implanted chips @Retake Xiaolu: implanted chips in the future is the future ID card trend

15, Microsoft is committed to AI chip research and development translation of 3 billion words in only one tenth of a second

Last year, Microsoft used thousands of such chips in a process of demonstrating its strength, translating all English Wikipedia into Spanish, including 5 million articles, 3 billion words, in less than a tenth of a second. . Next, Microsoft will let its cloud customers use these chips to accelerate their artificial intelligence tasks, which will be launched sometime next year.

Thought of today

The value investment I understand is based on the intrinsic value of the company. The intrinsic value of a company is dynamic, because human beings are always short-sighted, and generally they are pricing the company in the next two or three years, and the value of the company is the discount of all cash flows throughout the life cycle, which leads to The short-term high weights seriously ignore the long-term profitability of the company.

—— But Bin

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