Author | yesterday

Data support | big data (www.gogudata.com)

[Apple Inc plans to have Taiwan Semiconductor Manufacturing Co Ltd produce his 5G modem chip from 2023]

Apple Inc is strengthening cooperation with Taiwan Semiconductor Manufacturing Co Ltd, hoping to reduce dependence on Qualcomm Inc, and plans to allow TSMC's 4nm chip production technology to produce Apple Inc's first independently developed 5G iPhone modem chip from 2023.

Comments: Apple Inc will eventually embark on the road of self-research, depending on whether the time is early or late. On the one hand, Apple Inc developed a power management chip specifically for modems in order to reduce her dependence on Qualcomm Inc, because in the latest iPhone series, all these components are provided by Qualcomm Inc. On the other hand, Qualcomm Inc is also gradually reducing the impact of losing Apple Inc: Qualcomm Inc recently announced that its revenue growth momentum is mainly due to Android phones, the share of iPhone modem orders will fall to about 20% in 2023, and Apple Inc-related revenue will account for a low percentage of the company's revenue after fiscal year 2021.

[XPeng Inc. Q3 revenue and gross profit exceeded expectations, Q4 guiding optimism]

XPeng Inc. Q3 revenue 5.72 billion yuan, analysts estimate 5.21 billion yuan; net loss of 1.59 billion yuan, net loss of 1.1488 billion yuan in the same period last year; total delivery volume increased by 199.2% to 25666 units compared with the same period last year. Among them, XPeng Inc. P7 delivery volume increased by 71.2% month-on-month to 19731 vehicles, a quarterly high. Q4 revenue is expected to reach 7.1 billion yuan to 7.5 billion yuan, delivery volume will reach 345-36500 vehicles.

Comments: benefiting from a better product mix and higher production efficiency, XPeng Inc. 's Q3 performance was better than expected, and the gross profit margin of the automobile business increased by 2.6pct to 13.6% month-on-month. While the Q4 delivery guidelines are optimistic, it is expected to deliver 3.45-36500 vehicles, an increase of 166.1% Mel 181.5% over the same period last year, making it the best among China's electric vehicle counterparts. Given the continuing shortage of automotive chips and the challenges posed by the epidemic in some areas, investors cannot help but look forward to XPeng Inc. 's performance by issuing such optimistic guidelines. At the same time, XPeng Inc. plans to cooperate with ride-hailing operators to launch a robot taxi business in the second half of fiscal year 2022, a move that will help expand XPeng Inc. 's revenue sources. In addition, XPeng Inc., focusing on the global layout, will increase investment in the international market this year and next year, and is expected to enter Sweden, Denmark and the Netherlands next year. Let's wait and see what XPeng Inc. does.

[the national standard for e-cigarettes is in the drafting stage]

According to the public platform of the National Standard Information Service, the status of the National Standard for Electronic cigarettes (20171624-Q-456) has been changed to being drafted, while the Gas Chromatography Standard for the determination of nicotine, Propylene Glycol and Glycerol in Electronic cigarette Liquor (20172264-T-456) is still being approved.

Comments: policy risk has always been an important factor in the development of e-cigarettes. This GB meeting mainly discusses product technology and industry standards, and does not cover core issues such as procurement, sales and taxation. According to the analysis of the industry, after the release of the international standard for e-cigarettes, it will further standardize the development of the e-cigarette industry, improve the quality of e-cigarette products, enhance the technical threshold and quality testing capabilities, and ensure the long-term and sustainable development of the industry.

[KANZHUN LIMITED Q3 revenue increased by 105.4% over the same period last year, and net profit increased by more than 7 times compared with the same period last year]

KANZHUN LIMITED's Q3 revenue rose 105 per cent year-on-year to 1.211 billion yuan, exceeding market expectations, 99 per cent of which came from online recruitment services; net profit rose 746.7 per cent year-on-year to 286 million yuan, and the company continued to make a profit after deducting equity incentive fees. In the 12 months ended September 30, 2021, the total number of customers of KANZHUN LIMITED's paying enterprises reached 4 million.

Comments: during the network security review, the company suspended the addition of users. KANZHUN LIMITED APP average MAU (monthly active users) increased by 28.8% to 28.82 million compared with the same period last year; DAU accounted for 27.5% of MAU, maintaining a steady lead. The company's continuous R & D investment returns are obvious, the total number of paying enterprise customers reaches 400w, and continues to maintain a high gross profit margin operation, has achieved a gross profit margin of more than 85% for ten consecutive quarters. According to incomplete statistics, 36 institutions, including T.Rowe, JPMorgan Chase & Co, Morgan Stanley and the Canadian Pension Plan Investment Committee, built positions and increased their holdings of KANZHUN LIMITED during the reporting period.

注：This article was originally created by the American Stock study Society team, please indicate the source of the reprint, thank you!