Ali has been making big moves recently... Ali's version of ChatGPT is here! “Alibaba in Hangzhou cut its capital from 12.2 billion to 100 million” sparked a buzz among netizens.
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Is Duan Yongping going to take action?
On April 7, Alibaba Cloud announced that the big model “One Thousand Questions” began inviting testing. At this stage, the model mainly targeted enterprise users for experience testing. This is another player debut for major domestic Internet companies after Baidu and 360.
Hangzhou Alibaba Network Technology Co., Ltd. underwent industrial and commercial changes, and its registered capital was reduced from RMB 12.2 billion to about RMB 105 million.
Furthermore, on March 28, Zhang Yong, Chairman of the Board of Directors and CEO of Alibaba Group, issued a letter from all employees “Only Self-Transformation Can We Create the Future”, announcing the launch of “1+6+N” organizational transformation.Under Alibaba Group, six major business groups and multiple business companies will be established, including Alibaba Cloud Intelligence, Taobao Tmall Business, Local Life, Rookie, International Digital Commerce, and Big Entertainment.
Zhang Yong said in his letter that he hopes that every Ali will return to the status of an entrepreneur and start again. If they don't embrace change, they will become rigid, and if they don't change themselves, they will be defeated by the times.
Duan Yongping recently posted on social media: Start thinking about Ali, sell some words first and then talk about it.
There are two basic types of US stock options trading: call options (call options) and put options (put options).A call option means that the buyer has the right to buy an asset at an agreed price in the future, and the seller is obligated to sell it at the agreed price. Put options, on the other hand, mean that the buyer has the right to sell an asset at an agreed price in the future, and the seller is obligated to buy it at the agreed price.
Duan Yongping added that after a portion of Occidental Petroleum's investment has expired, the spare money sold some of Ali's short-term investment. Looking at the long term, the short selling strategy is actually quite fun, but it's hard to make a lot of money.
The reason he wants to divert money from other types of investment is because Ah Duan is a stock-taker, Duan Yongping emphasized:
The “full inventory principle” is that under normal circumstances, all the money to be invested is placed on investment, and no cash is reserved for investment, because cash will lose to inflation in the long run.
The biggest characteristic of the “full warehouse principle” is that they don't really care about “choosing the right time”, but they are very concerned about the “business model+corporate culture”. Of course, only if the price seen after 10 years is cheap.
The “full inventory principle” does not mean that the warehouse must be full. When there is no suitable investment target, you can carry cash; when the price is too high, you can hold cash; if the price is too high, it means that the company's future cash flow discount will not reach the current level of market value.
The meaning of the subtext is that within the scope of my own perception, I feel that this company can't make that much money, so the price is just too high; that doesn't mean that this company actually can't do it.
Of the funds managed by Duan Yongping, US stocks are mainly in Apple, A-shares are mainly in Maotai, and Hong Kong stocks are mainly Tencent.This isn't the first time Duan Yongping has bought Ali. Ah Duan bought it when Ali went public. When securities plummeted in 2022, he was also watching Alibaba; it's just that Alibaba wasn't its heavy-duty stock.
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A record! 21 billion!
In 2022, the trade volume between China and France broke the 100 billion euro mark for the first time, reaching 101.8 billion euros, an increase of 14.6% over the previous year.
French President Emmanuel Macron paid a state visit to China from April 5 to 7. More than 60 heads of large French companies and more than 20 cultural figures accompanied the delegation.
The trade relationship between France and China deepened further, and the two sides signed a big deal.
On April 6, China Shipbuilding Group Co., Ltd. and France's Dafei Shipping Group formally signed a cooperation agreement in Beijing. The agreement includes the construction of 16 large container ships of type 2.The order amount reached more than 21 billion yuan, setting a new record for the largest amount of container ship contracted at one time by the Chinese shipbuilding industry.
The order includes 12 large 15,000 TEU methanol bi-fuel powered container ships and 4 23,000 TEU liquefied natural gas (LNG) bi-fuel-powered super-large container ships.
China Shipbuilding is one of the largest listed shipbuilding companies in China, with the most advanced technology and the most complete product structure. Its business covers ship construction, ship repair, marine engineering, power business, mechanical and electrical equipment, etc.
China Shipbuilding Group currently has a total of 11 listed companies, namely China Shipbuilding, CSIC Emergency, CSIC Hanguang, China Shipbuilding Technology, China Shipbuilding Defense, Jiuzhiyang, China Heavy Industries, China Dynamics, China Haifang, China Ship Leasing (Hong Kong Stock), and Kunchuan Intelligence.
On April 6, China Aviation Equipment Group Corporation and Airbus signed a batch purchase agreement for 160 Airbus aircraft in Beijing, including 150 A320 series aircraft and 10 A350 aircraft, with a total value of about 20 billion US dollars.
Currently, Airbus has four A320 series aircraft assembly facilities around the world, located in Hamburg, Germany; Toulouse, France; Mobile, USA; and Tianjin, China. The Airbus Tianjin assembly line was put into operation in 2008, and has now completed the assembly of more than 600 A320 series aircraft.
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A new batch of central enterprise indices is about to be released
A new batch of central enterprise indices will soon be released. On April 7, China Securities Index Co., Ltd. announced that a new batch of central enterprise indices such as the China Securities Chengtong Central Enterprise Dividend Index, the China Securities Chengtong Central Enterprise ESG Index, the China Securities Central Enterprise ESG50 Index, the China Securities Central Enterprise Dividend 50 Index, the China Securities Central Enterprise High-end Equipment Manufacturing Index, and the China Securities Central Enterprise Infrastructure Index will be officially released on May 4.
The six central enterprise indices cover various fields such as central enterprise dividends, ESG, high-end equipment manufacturing, infrastructure, etc., and all selected 50 listed companies as index samples.
As of April 7, 2023, there are 11 central enterprise-themed ETFs listed on A-shares. Among them, the latest size of the Boshi Yangchuang restructuring ETF is 4.297 billion, which is currently the largest market sizeCentral enterprise-themed ETF.
(The content of this article is a list of objective data and information and does not constitute any investment advice)
“China Special Assessment” became a hot topic in the market this year. A number of fund companies scrambled to lay out central enterprise index products, and central enterprise-themed ETFs were intensively declared in March.
In March, a total of 9 fund companies simultaneously declared central enterprise-themed ETF funds. These 9 funds mainly track three types of indices:China Securities Guoxin Central Enterprise Shareholder Return Index, China Securities Guoxin Central Enterprise Technology Leadership Index, and China Securities Guoxin Central Enterprise Modern Energy Index.
ICBC Credit Suisse, Bosch, and Harvest reported the China Securities Guoxin Central Enterprise Modern Energy ETF; Yi Fangda, Yinhua, and Nanfang reported that China Securities Guoxin Central Enterprise Technology led the ETF; and China Merchants, Guangfa, and Huitianfu reported the China Securities Guoxin Central Enterprise Shareholder Return ETF.
