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CandyChen

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- CandyChenCandyChen
  ·2021-06-28
  ???
  Did Li Jiaqi and Wei Ya hit the ceiling of Zhang Dayi?
  近日有媒体报道称，“口红一哥”李佳琦背后的上海经纪公司美腕目前正在招聘首席财务官，据悉此举的目的正是为赴美上市做准备。与此同时，“淘宝带货一姐”薇娅背后的公司主体杭州谦寻文化，也被传正在计划IPO。
  Did Li Jiaqi and Wei Ya hit the ceiling of Zhang Dayi?
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- CandyChenCandyChen
  ·2021-06-27
  ???
  280,000 units! The largest recall in Tesla's history, automatic acceleration into a real hammer?
  国家市场监督管理总局昨天发布了特斯拉的召回通知：共计285520辆Model 3和Model Y由于可能存在车辆「速度突增」的隐患，将通过OTA的方式在线召回。这也是官方首次宣布特斯拉可能存在突然加速的隐患。6月26日，国家市场监督管理总局发布通告称，特斯拉将召回211,256 辆国产Model 3和38,599辆国产Model Y，以及35,665辆进口Model 3。目前，总部位于加利福尼亚州帕洛阿尔托的特斯拉公司还没有回复。特斯拉随后在其官方微博上也发表了相关声明。
  280,000 units! The largest recall in Tesla's history, automatic acceleration into a real hammer?
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- CandyChenCandyChen
  ·2021-06-21
  ??????
  Sorry, this post has been deleted
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- CandyChenCandyChen
  ·2021-06-18
  Good good
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14:19","market":"sh","language":"zh","title":"Did Li Jiaqi and Wei Ya hit the ceiling of Zhang Dayi?","url":"https://stock-news.laohu8.com/highlight/detail?id=1169970415","media":"懂懂笔记","summary":"近日有媒体报道称，“口红一哥”李佳琦背后的上海经纪公司美腕目前正在招聘首席财务官，据悉此举的目的正是为赴美上市做准备。与此同时，“淘宝带货一姐”薇娅背后的公司主体杭州谦寻文化，也被传正在计划IPO。\n","content":"<p>Recently, some media reported that Beauty Wrist, a Shanghai brokerage company behind Li Jiaqi, a \"lipstick brother\", is currently recruiting a chief financial officer. It is reported that the purpose of this move is to prepare for listing in the United States. At the same time, Hangzhou Qianxun Culture, the main body of the company behind Wei Ya, the first sister of Taobao, is also rumored to be planning an IPO.</p><p>In this regard, both Beauty Wrist and Qianxun Culture denied it.</p><p>However, whether the two are planning to land in the capital market or not, Li Jiaqi and Wei Ya really need to think more or take precautions after the outlet of live broadcast has been blowing for more than a year and bid farewell to barbaric growth.</p><p><b>One brother and one sister have no moat</b></p><p>As the MCN institutions behind Li Jiaqi and Wei Ya, the business model of Beauty Wrist and Qianxun Culture is not much different from that of other MCN institutions. Its core profit model is mainly realized by the e-commerce of the head online celebrity, and then the benefits are distributed through the \"weights\" of different participants such as e-commerce platform, live broadcast platform, merchants and MCN organizations.</p><p><img src=\"https://static.tigerbbs.com/3b46ca16c6dacfbeaf2c3f315bae2e13\" tg-width=\"1080\" tg-height=\"587\" referrerpolicy=\"no-referrer\"></p><p>In essence, whether it is Wei Ya, Li Jiaqi, Xin Youzhi, Luo Yonghao or even those mid-waist online celebrities, everyone only plays the role of sales channels in the whole industry chain. After all, they don't produce any goods themselves. Of course, absolute head online celebrities like Wei Ya, Li Jiaqi or Xin Youzhi can derive new value of brand marketing thanks to their huge user base outside the sales channels.</p><p>Typical examples are Hua Xizi and Perfect Diary. After Hua Xizi took the big ship of Li Jiaqi for two years, its annual sales soared from less than 50 million to over 3 billion, an increase of nearly 70 times. Since then, Perfect Diary has successfully won the crown of \"the first stock of domestic beauty\".</p><p>This is why every time brand owners look for Luo Yonghao to cooperate with bringing goods, they will make all kinds of publicity posters before and after their live broadcast. After all, Luo Yonghao, who has 18 million Weibo fans, is massively exposed every time he forwards a poster.</p><p>Nowadays, although the IPO is inconclusive, if a series of actions in the capital market are to be involved in the future, Wei Ya and Li Jiaqi (and their MCN institutions) must answer a question from investors: \"Where is your core competitiveness or moat?\". But from now on, it seems like they have a hard time answering that question.</p><p>As mentioned earlier, the essence of live streaming is a sales behavior. In the past, the biggest impression brought by live broadcast to the outside world was that apart from all types of anchors who were good at expressing themselves in front of the camera, one of the most important factors was the low price. \"The lowest price\" is always the selling point pursued by anchors, especially big names like Li Jiaqi and Wei Ya. We still remember the incident that Li Jiaqi blocked Pechoin because he didn't get the lowest price.</p><p>It can be said that the head anchor can bring pressure to the brand owner by virtue of its huge traffic, and let it give a huge discount in the negotiation. However, with the continuous development of the industry, a new embarrassing phenomenon is that the price advantage of the head anchor is being reduced little by little.</p><p>From the perspective of platform operation strategy, in the early stage, a large amount of resources were invested in a few individuals (online celebrity anchors) to make them grow rapidly, play a demonstration role, and then attract other participants to join and form a self-growing ecology. When this ecology matures, the platform's strategy will change from building a head demonstration role to pursuing inclusive effect, so that more grass-roots users can participate.</p><p>Now, after more than a year of rapid growth, the demonstration effect of many head online celebrities has inspired countless participants. Coupled with various incentives from the platform side, we can see that the live broadcast mode is an indispensable part of the e-commerce platform, whether it is an official brand store or a personal C store.</p><p>When the live broadcast form becomes daily, the voice of the platform and the brand will naturally gradually increase, which is also inevitable.</p><p><img src=\"https://static.tigerbbs.com/5537501d48be08a2ebb9b62b45abceec\" tg-width=\"1080\" tg-height=\"577\" referrerpolicy=\"no-referrer\"></p><p>After all, even the top head anchors like Li Jiaqi and Wei Ya can't control the platform strategy. For live e-commerce platforms, whether the head anchors are controllable is a very important factor. In this respect, Taobao and<a href=\"https://laohu8.com/S/DYIN\">TikTok</a>It is relatively mature, and Aauto Quicker is a typical negative tutorial. The live broadcast with the goods (Simba) sprays the platform policy in the live broadcast room every day. This scene is really a little ugly.</p><p>In addition, for those big brands (well-known enterprises) that are not too worried about sales, even in the face of top head anchors like Li Jiaqi and Wei Ya, they will firmly hold the bargaining power in their own hands. One of the most typical examples of this is that the big-name products in the live broadcast room of these top head anchors have no obvious price advantage compared with other competitors (you can never buy half-price SK II in Li Jiaqi's live broadcast room).</p><p>Therefore, during the 618 period this year, many users found that the big-name beauty products in Li Jiaqi and Wei Ya's live broadcast rooms were almost the same in price, and even the gifts were completely the same. For this reason, many users joked: It seems that the degree of involvement between anchors is still not enough.</p><p>It is true that the anchor's personal expressive ability, face value temperament and personal charm are all its own important competitiveness, but for the sales itself, price is always the core of most consumers' concern. And the top head anchors represented by Li Jiaqi and Wei Ya, their own \"lowest price\" aura is dissipating bit by bit.</p><p><b>Head online celebrity that can't be \"mass-produced\"</b></p><p>As two domestic Hi-end anchors at this stage, there is a high probability that they will be involved in the capital market in the future. When facing investors, the two questions they must answer are: What is the difference between the companies behind them and ordinary MCN institutions? Where is their lasting core competitiveness when they step on the outlet of live broadcast?</p><p>From now on, it seems that they have no substantial difference other than having a Hi-end head online celebrity themselves. But for an MCN institution that peeks into the capital market, an extreme online celebrity is obviously not enough. In this regard, Zhang Dayi, the \"first generation Taobao online celebrity\" before Wei Ya, has already done an experiment for us.</p><p><img src=\"https://static.tigerbbs.com/5d4d8e76b4b9c1fc16cbd94c57087dc1\" tg-width=\"1080\" tg-height=\"565\" referrerpolicy=\"no-referrer\"></p><p>In Double Eleven, 2016, Zhang Dayi brought goods through Taobao live for the first time, and won sales of nearly 20 million yuan in two hours of live broadcast time. Maybe this figure is nothing in today's online celebrity's achievements of hundreds of millions or even more than one billion in a single game, but it is definitely an amazing number in 2016. After all, Taobao just launched the live broadcast function in March of that year.</p><p>Excellent results made Taobao shoot a documentary called \"Online Celebrity\" specially for Zhang Dayi at that time. At the beginning of that documentary, Zhang Dayi shouted confidently and proudly to the camera: \"2016 is definitely Zhang Dayi's era!\"</p><p>It may not be an exaggeration to compare Zhang Dayi at that time to Li Jiaqi or Wei Ya now. Two and a half years later, as a CMO, Zhang Dayi successfully landed on Nasdaq with Ruhan, the MCN organization behind her.</p><p>But Zhang Dayi and Ru Han failed to answer the above question. Two years after listing,<a href=\"https://laohu8.com/S/RUHN\">Ruhan Holdings</a>Under the background of a 70% shrinking market value, it announced the completion of privatization and delisting from the US stock market. At this time, Taobao is already the home of Wei Ya and Li Jiaqi. As for Zhang Dayi, the latest time he was widely concerned was because of a gossip.</p><p>This kind of fast up and down without endurance is rare in the capital market, but it seems to be an inevitability for Ruhan-because they own and only own one Zhang Dayi.</p><p>Ruhan's Price Return Status in the Three Years Before Delisting</p><p><img src=\"https://static.tigerbbs.com/689a47a2eb88a7cb4812e95ce792d2ec\" tg-width=\"1080\" tg-height=\"357\" referrerpolicy=\"no-referrer\"></p><p>According to the prospectus before Ruhan's listing, the rectification of Ruhan's revenue is extremely dependent on Zhang Dayi. In 2017, 2018 and the first three quarters of 2019, the revenue contributed by Zhang Dayi accounted for 50.8%, 52.4% and 53.5% of the company's total revenue respectively. This series of figures can reflect the importance of Zhang Dayi to Ruhan. However, such a high proportion of individuals is very unhealthy for a listed company, which means that once they lose Zhang Dayi or Zhang Dayi's magic is no longer available, it will be difficult for the company to continue to maintain such a revenue scale.</p><p>Therefore, although Ruhan said that he had signed more than 100 online celebrities at the beginning of his listing, the biggest question of the outside world is whether he can build a second one or copy Zhang Dayi in batches.</p><p>It is true that large MCNs can make some mid-waist online celebrities in batches by investing a lot of resources, but those online celebrities with extreme heads are obviously not replicable. This problem was not solved by Ruhan at the beginning. Now, it was also difficult for Meizhi and Qianxun to copy a new Li Jiaqi or Wei Ya. Take Qianxun behind Wei Ya as an example. Now, it has signed more than 50 anchors, including many star artists like Lin Yilun and Hai Qing, but at present, none of them can reach or even get close to Wei Ya's height.</p><p>At the same time, online celebrity is still a very \"high-risk\" industry. In the spotlight, they must be very careful in everything they say and do, and if they are not careful, they will \"flip over\". Moreover, for the facade anchors of these MCN organizations, they and their anchors are often in a prosperous and losing relationship. For example, assume that Viya also encountered the \"fake bird's nest incident\" today, and other anchors under Qianxun will inevitably not be affected. In this respect, Simba, the \"first brother of Aauto Quicker\", is the most typical example.</p><p><img src=\"https://static.tigerbbs.com/003eb141a9b92904762d9ec964da79ed\" tg-width=\"950\" tg-height=\"512\" referrerpolicy=\"no-referrer\"></p><p>In the case that MCN institutions can't copy the head online celebrity in batches, and a single online celebrity contributes most of the company's revenue, considering the generally short life cycle of online celebrity, it is difficult for the capital market to believe its future growth space, especially on the premise that there is already such a case as Ruhan.</p><p>In this regard, relevant e-commerce industry experts told understanding notes that MCN institutions behind online celebrity must prove that they have two abilities if they want to successfully land in the capital market.</p><p>One: The ability to build online celebrity on the head and waist on a large scale. There has been an example of Ruhan before. If you don't have such an ability, you can easily be simply regarded as \"Ruhan second\". Once you are labeled with such a label, it means that the ceiling is extremely low.</p><p>Second: Strong and large-scale marketing capability, which most MCN institutions don't have at this stage. At present, the input-output ratio of MCN institutions is generally very low. How to cultivate online celebrities in batches as much as possible under the existing conditions is a very difficult problem. After all, head online celebrity can't be cultivated in batches, and waist online celebrity is still OK, but the current problem is that the cost is too high.</p><p><b>[Conclusion]</b></p><p>Judging from the sales process of live broadcast, Li Jiaqi and Wei Ya, who are standing at the peak of the industry, have touched the ceiling. When the whole industry gradually goes through the barbaric growth stage and begins to enter an orderly and standardized development period, their focus is bound to go out of the selling link. Can they build their own brand? Can more commercial liquidity be derived?</p><p>Li Jiaqi has expressed his interest in personal brands more than once. In addition, it also includes providing services other than commodity sales for brands. In short, whether you can draw a bigger \"pie\" for investors will become an important factor in whether they can further capital. Of course, these are all stories for later. For Li Jiaqi and Wei Ya, who have the IPO news at this moment, everything seems too early. After all, although their GMV now far exceeds that of Zhang Dayi, there is no essential difference between them and Zhang Dayi in essence.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Did Li Jiaqi and Wei Ya hit the ceiling of Zhang Dayi?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDid Li Jiaqi and Wei Ya hit the ceiling of Zhang Dayi?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1066040419\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/4e15097abde5468c897d6a3b51f78f1b);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">懂懂笔记 </p>\n<p class=\"h-time smaller\">2021-06-28 14:19</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Recently, some media reported that Beauty Wrist, a Shanghai brokerage company behind Li Jiaqi, a \"lipstick brother\", is currently recruiting a chief financial officer. It is reported that the purpose of this move is to prepare for listing in the United States. At the same time, Hangzhou Qianxun Culture, the main body of the company behind Wei Ya, the first sister of Taobao, is also rumored to be planning an IPO.</p><p>In this regard, both Beauty Wrist and Qianxun Culture denied it.</p><p>However, whether the two are planning to land in the capital market or not, Li Jiaqi and Wei Ya really need to think more or take precautions after the outlet of live broadcast has been blowing for more than a year and bid farewell to barbaric growth.</p><p><b>One brother and one sister have no moat</b></p><p>As the MCN institutions behind Li Jiaqi and Wei Ya, the business model of Beauty Wrist and Qianxun Culture is not much different from that of other MCN institutions. Its core profit model is mainly realized by the e-commerce of the head online celebrity, and then the benefits are distributed through the \"weights\" of different participants such as e-commerce platform, live broadcast platform, merchants and MCN organizations.</p><p><img src=\"https://static.tigerbbs.com/3b46ca16c6dacfbeaf2c3f315bae2e13\" tg-width=\"1080\" tg-height=\"587\" referrerpolicy=\"no-referrer\"></p><p>In essence, whether it is Wei Ya, Li Jiaqi, Xin Youzhi, Luo Yonghao or even those mid-waist online celebrities, everyone only plays the role of sales channels in the whole industry chain. After all, they don't produce any goods themselves. Of course, absolute head online celebrities like Wei Ya, Li Jiaqi or Xin Youzhi can derive new value of brand marketing thanks to their huge user base outside the sales channels.</p><p>Typical examples are Hua Xizi and Perfect Diary. After Hua Xizi took the big ship of Li Jiaqi for two years, its annual sales soared from less than 50 million to over 3 billion, an increase of nearly 70 times. Since then, Perfect Diary has successfully won the crown of \"the first stock of domestic beauty\".</p><p>This is why every time brand owners look for Luo Yonghao to cooperate with bringing goods, they will make all kinds of publicity posters before and after their live broadcast. After all, Luo Yonghao, who has 18 million Weibo fans, is massively exposed every time he forwards a poster.</p><p>Nowadays, although the IPO is inconclusive, if a series of actions in the capital market are to be involved in the future, Wei Ya and Li Jiaqi (and their MCN institutions) must answer a question from investors: \"Where is your core competitiveness or moat?\". But from now on, it seems like they have a hard time answering that question.</p><p>As mentioned earlier, the essence of live streaming is a sales behavior. In the past, the biggest impression brought by live broadcast to the outside world was that apart from all types of anchors who were good at expressing themselves in front of the camera, one of the most important factors was the low price. \"The lowest price\" is always the selling point pursued by anchors, especially big names like Li Jiaqi and Wei Ya. We still remember the incident that Li Jiaqi blocked Pechoin because he didn't get the lowest price.</p><p>It can be said that the head anchor can bring pressure to the brand owner by virtue of its huge traffic, and let it give a huge discount in the negotiation. However, with the continuous development of the industry, a new embarrassing phenomenon is that the price advantage of the head anchor is being reduced little by little.</p><p>From the perspective of platform operation strategy, in the early stage, a large amount of resources were invested in a few individuals (online celebrity anchors) to make them grow rapidly, play a demonstration role, and then attract other participants to join and form a self-growing ecology. When this ecology matures, the platform's strategy will change from building a head demonstration role to pursuing inclusive effect, so that more grass-roots users can participate.</p><p>Now, after more than a year of rapid growth, the demonstration effect of many head online celebrities has inspired countless participants. Coupled with various incentives from the platform side, we can see that the live broadcast mode is an indispensable part of the e-commerce platform, whether it is an official brand store or a personal C store.</p><p>When the live broadcast form becomes daily, the voice of the platform and the brand will naturally gradually increase, which is also inevitable.</p><p><img src=\"https://static.tigerbbs.com/5537501d48be08a2ebb9b62b45abceec\" tg-width=\"1080\" tg-height=\"577\" referrerpolicy=\"no-referrer\"></p><p>After all, even the top head anchors like Li Jiaqi and Wei Ya can't control the platform strategy. For live e-commerce platforms, whether the head anchors are controllable is a very important factor. In this respect, Taobao and<a href=\"https://laohu8.com/S/DYIN\">TikTok</a>It is relatively mature, and Aauto Quicker is a typical negative tutorial. The live broadcast with the goods (Simba) sprays the platform policy in the live broadcast room every day. This scene is really a little ugly.</p><p>In addition, for those big brands (well-known enterprises) that are not too worried about sales, even in the face of top head anchors like Li Jiaqi and Wei Ya, they will firmly hold the bargaining power in their own hands. One of the most typical examples of this is that the big-name products in the live broadcast room of these top head anchors have no obvious price advantage compared with other competitors (you can never buy half-price SK II in Li Jiaqi's live broadcast room).</p><p>Therefore, during the 618 period this year, many users found that the big-name beauty products in Li Jiaqi and Wei Ya's live broadcast rooms were almost the same in price, and even the gifts were completely the same. For this reason, many users joked: It seems that the degree of involvement between anchors is still not enough.</p><p>It is true that the anchor's personal expressive ability, face value temperament and personal charm are all its own important competitiveness, but for the sales itself, price is always the core of most consumers' concern. And the top head anchors represented by Li Jiaqi and Wei Ya, their own \"lowest price\" aura is dissipating bit by bit.</p><p><b>Head online celebrity that can't be \"mass-produced\"</b></p><p>As two domestic Hi-end anchors at this stage, there is a high probability that they will be involved in the capital market in the future. When facing investors, the two questions they must answer are: What is the difference between the companies behind them and ordinary MCN institutions? Where is their lasting core competitiveness when they step on the outlet of live broadcast?</p><p>From now on, it seems that they have no substantial difference other than having a Hi-end head online celebrity themselves. But for an MCN institution that peeks into the capital market, an extreme online celebrity is obviously not enough. In this regard, Zhang Dayi, the \"first generation Taobao online celebrity\" before Wei Ya, has already done an experiment for us.</p><p><img src=\"https://static.tigerbbs.com/5d4d8e76b4b9c1fc16cbd94c57087dc1\" tg-width=\"1080\" tg-height=\"565\" referrerpolicy=\"no-referrer\"></p><p>In Double Eleven, 2016, Zhang Dayi brought goods through Taobao live for the first time, and won sales of nearly 20 million yuan in two hours of live broadcast time. Maybe this figure is nothing in today's online celebrity's achievements of hundreds of millions or even more than one billion in a single game, but it is definitely an amazing number in 2016. After all, Taobao just launched the live broadcast function in March of that year.</p><p>Excellent results made Taobao shoot a documentary called \"Online Celebrity\" specially for Zhang Dayi at that time. At the beginning of that documentary, Zhang Dayi shouted confidently and proudly to the camera: \"2016 is definitely Zhang Dayi's era!\"</p><p>It may not be an exaggeration to compare Zhang Dayi at that time to Li Jiaqi or Wei Ya now. Two and a half years later, as a CMO, Zhang Dayi successfully landed on Nasdaq with Ruhan, the MCN organization behind her.</p><p>But Zhang Dayi and Ru Han failed to answer the above question. Two years after listing,<a href=\"https://laohu8.com/S/RUHN\">Ruhan Holdings</a>Under the background of a 70% shrinking market value, it announced the completion of privatization and delisting from the US stock market. At this time, Taobao is already the home of Wei Ya and Li Jiaqi. As for Zhang Dayi, the latest time he was widely concerned was because of a gossip.</p><p>This kind of fast up and down without endurance is rare in the capital market, but it seems to be an inevitability for Ruhan-because they own and only own one Zhang Dayi.</p><p>Ruhan's Price Return Status in the Three Years Before Delisting</p><p><img src=\"https://static.tigerbbs.com/689a47a2eb88a7cb4812e95ce792d2ec\" tg-width=\"1080\" tg-height=\"357\" referrerpolicy=\"no-referrer\"></p><p>According to the prospectus before Ruhan's listing, the rectification of Ruhan's revenue is extremely dependent on Zhang Dayi. In 2017, 2018 and the first three quarters of 2019, the revenue contributed by Zhang Dayi accounted for 50.8%, 52.4% and 53.5% of the company's total revenue respectively. This series of figures can reflect the importance of Zhang Dayi to Ruhan. However, such a high proportion of individuals is very unhealthy for a listed company, which means that once they lose Zhang Dayi or Zhang Dayi's magic is no longer available, it will be difficult for the company to continue to maintain such a revenue scale.</p><p>Therefore, although Ruhan said that he had signed more than 100 online celebrities at the beginning of his listing, the biggest question of the outside world is whether he can build a second one or copy Zhang Dayi in batches.</p><p>It is true that large MCNs can make some mid-waist online celebrities in batches by investing a lot of resources, but those online celebrities with extreme heads are obviously not replicable. This problem was not solved by Ruhan at the beginning. Now, it was also difficult for Meizhi and Qianxun to copy a new Li Jiaqi or Wei Ya. Take Qianxun behind Wei Ya as an example. Now, it has signed more than 50 anchors, including many star artists like Lin Yilun and Hai Qing, but at present, none of them can reach or even get close to Wei Ya's height.</p><p>At the same time, online celebrity is still a very \"high-risk\" industry. In the spotlight, they must be very careful in everything they say and do, and if they are not careful, they will \"flip over\". Moreover, for the facade anchors of these MCN organizations, they and their anchors are often in a prosperous and losing relationship. For example, assume that Viya also encountered the \"fake bird's nest incident\" today, and other anchors under Qianxun will inevitably not be affected. In this respect, Simba, the \"first brother of Aauto Quicker\", is the most typical example.</p><p><img src=\"https://static.tigerbbs.com/003eb141a9b92904762d9ec964da79ed\" tg-width=\"950\" tg-height=\"512\" referrerpolicy=\"no-referrer\"></p><p>In the case that MCN institutions can't copy the head online celebrity in batches, and a single online celebrity contributes most of the company's revenue, considering the generally short life cycle of online celebrity, it is difficult for the capital market to believe its future growth space, especially on the premise that there is already such a case as Ruhan.</p><p>In this regard, relevant e-commerce industry experts told understanding notes that MCN institutions behind online celebrity must prove that they have two abilities if they want to successfully land in the capital market.</p><p>One: The ability to build online celebrity on the head and waist on a large scale. There has been an example of Ruhan before. If you don't have such an ability, you can easily be simply regarded as \"Ruhan second\". Once you are labeled with such a label, it means that the ceiling is extremely low.</p><p>Second: Strong and large-scale marketing capability, which most MCN institutions don't have at this stage. At present, the input-output ratio of MCN institutions is generally very low. How to cultivate online celebrities in batches as much as possible under the existing conditions is a very difficult problem. After all, head online celebrity can't be cultivated in batches, and waist online celebrity is still OK, but the current problem is that the cost is too high.</p><p><b>[Conclusion]</b></p><p>Judging from the sales process of live broadcast, Li Jiaqi and Wei Ya, who are standing at the peak of the industry, have touched the ceiling. When the whole industry gradually goes through the barbaric growth stage and begins to enter an orderly and standardized development period, their focus is bound to go out of the selling link. Can they build their own brand? Can more commercial liquidity be derived?</p><p>Li Jiaqi has expressed his interest in personal brands more than once. In addition, it also includes providing services other than commodity sales for brands. In short, whether you can draw a bigger \"pie\" for investors will become an important factor in whether they can further capital. Of course, these are all stories for later. For Li Jiaqi and Wei Ya, who have the IPO news at this moment, everything seems too early. After all, although their GMV now far exceeds that of Zhang Dayi, there is no essential difference between them and Zhang Dayi in essence.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/079350e90b4d0a1dc22ccb584df23a8d","relate_stocks":{"RUHN":"如涵控股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169970415","content_text":"近日有媒体报道称，“口红一哥”李佳琦背后的上海经纪公司美腕目前正在招聘首席财务官，据悉此举的目的正是为赴美上市做准备。与此同时，“淘宝带货一姐”薇娅背后的公司主体杭州谦寻文化，也被传正在计划IPO。\n对此，美腕和谦寻文化均给予了否认。\n不过，无论两者是否在为谋求登陆资本市场做着策划，当直播带货这个风口呼呼吹了一年多并告别野蛮生长后，李佳琦和薇娅们也确实需要多一些新的思考或者说未雨绸缪了。\n一哥一姐没有护城河\n作为李佳琦和薇娅背后的MCN机构，美腕和谦寻文化在商业模式上和其他MCN机构并没有太多大差别。其核心的盈利模式，主要是靠头部网红的电商带货进行变现，然后通过电商平台、直播平台、商家和MCN机构等不同参与者的“权重”进行利益分配。\n\n从本质上来看，无论是薇娅、李佳琦还是辛有志、罗永浩甚至那些中腰部网红，大家扮演的都只是整个产业链中销售渠道的角色，毕竟他们本身不生产任何商品。当然，薇娅、李佳琦或是辛有志这样的绝对头部网红在销售渠道之外，得益于自己庞大的用户基础还可以衍生出品牌营销的新价值。\n其中典型的例子就是花西子和完美日记，花西子乘上李佳琦这条大船两年时间，年销售额就从不足5000万暴增至超30亿，暴涨了将近70倍。此后完美日记更是成功地让自己摘得了“国货美妆第一股”的桂冠。\n这也是为什么品牌商每次找罗永浩合作带货时，在其直播前后都会做出各种各样的宣传海报大秀特秀，毕竟拥有1800万微博粉丝的罗永浩每转发一次海报都是海量曝光。\n如今，虽然IPO尚无定论，但未来如果要涉及资本市场的一系列动作，薇娅和李佳琦（及其MCN机构）都必须回答投资人的一个问题就是：“你的核心竞争力或者说护城河在哪里？”。但从现在来看，他们似乎很难回答这个问题。\n就像前面说的那样，直播带货的本质是一个销售行为。而过去直播带给外界最大的印象，除了镜头前善于表达的各类型主播之外，一个最重要的因素就是低价。“最低价”永远是主播们尤其是李佳琦、薇娅这样的头部大腕追求的卖点。当年李佳琦因为没拿到最低价拉黑百雀羚的事件，我们至今依然记忆犹新。\n可以说，头部主播可以凭借着自己巨大的流量带给品牌商压力，在谈判中让其给出巨大的优惠力度，但随着行业不断发展，一个新的尴尬现象就是，头部主播的价格优势正在一点儿一点儿被削减。\n站在平台运营战略的角度来看，前期通过大量资源投入到少数个体（网红主播）身上让其快速成长，起到示范作用，进而吸引其他参与者加入并形成一个自生长生态。而当这个生态成熟后，平台的战略就会从打造头部示范作用变成追求普惠效应，从而让更多的基层用户参与。\n现在来看，直播带货这个风口经过一年多的快速增长，众多头部网红的示范效应已经激励了无数参与者。加上平台方的各种激励，我们可以看到现在电商平台无论是品牌官方店还是个人C店，直播模式都是必不可少的一环。\n而当直播形式日常化之后，平台和品牌方的话语权自然就会逐渐增加，这也是必然。\n\n毕竟，即便是李佳琦、薇娅这样的顶尖头部主播也是左右不了平台战略的，对于直播电商平台而言，头部主播是否可控是非常重要的因素。这方面，淘宝和抖音做得相对成熟，快手则是一个典型的反面教程，直播带货一哥（辛巴）天天在直播间喷平台政策，这种场景属实有点儿不好看。\n另外，对于那些并不太担心销量的大品牌（知名企业）而言，即便是在面对李佳琦、薇娅这样顶尖头部主播时，也会牢牢地将议价权掌握在自己手中。关于这点一个最典型的例子就是，这些顶尖头部主播直播间里的大牌产品，相较于其他竞争对手已经没有明显的价格优势（你永远不可能在李佳琦直播间买到半价SK II）。\n所以，今年618期间就有不少用户发现，李佳琦、薇娅直播间里的大牌美妆产品几乎价格一致，连赠品也完全一致。为此，还有不少用户打趣道：看来主播之间内卷程度还是不够呀。\n诚然，主播个人的表达能力、颜值气质、个人魅力都是其自身的重要竞争力，但对于销售这件事本身而言，价格始终是绝大多数消费者关注的核心。而以李佳琦、薇娅为代表的顶尖头部主播，本身的“最低价”光环正在一点儿一点儿地消散。\n无法“量产”的头部网红\n作为现阶段国内Hi-end级别的两位带货主播，未来大概率会涉猎资本市场，而当面对投资人时他们必须回答的两个问题就是：他们背后的公司与普通的MCN机构有什么差别？踩在直播带货这个风口上的他们，持久的核心竞争力在哪里？\n从现在来看，他们似乎除了自己拥有一个Hi-end头部网红之外并没有其他实质性差别。但对于一个窥视资本市场的MCN机构而言，一个极头部网红显然是不够的。这一点，薇娅之前的“第一代淘宝网红”张大奕已经给我们做过一次实验。\n\n2016年双十一，张大奕首次通过淘宝直播带货，两个小时的直播时间拿下将近2000万元的销售额。可能这个数字放在今天网红们动辄单场上亿甚至十几亿的成绩来看算不上什么，但在2016年这绝对是个惊人的数字，毕竟当年3月份淘宝刚刚推出了直播功能。\n优秀成绩让淘宝当时专门为张大奕拍摄了一部名为《网红》的纪录片。那部纪录片的开头，张大奕对着镜头自信又骄傲地喊道:“2016绝对是张大奕的时代!”\n如果将彼时的张大奕比作现在的李佳琦或者薇娅可能并不为过。2年半之后，作为CMO，张大奕带着她背后的MCN机构如涵成功登陆纳斯达克。\n但张大奕和如涵没能回答上面那个问题。上市两年后，如涵控股在市值缩水七成的背景下宣布完成私有化，从美股退市。而此时，淘宝已经是薇娅和李佳琦的主场。至于张大奕，最近一次被广泛关注还是因为一则花边新闻。\n这种缺乏耐力的快上快下，在资本市场并不多见，但对于如涵似乎是一个必然——因为他们拥有且只拥有一个张大奕。\n如涵退市前三年的价格回报状况\n\n根据如涵上市之前的招股书显示，整改如涵的营收极度依赖张大奕个人。2017年、2018年和2019年前三季度张大奕贡献的收入分别占公司总营收的50.8%、52.4%、53.5%，这一连串数字能够体现出张大奕对如涵的重要性。但如此个人如此高的占比，对于一家上市公司而言是非常不健康的，这表示一旦他们失去张大奕或者张大奕的魔力不再，公司将很难继续维持这样的营收规模。\n所以，尽管如涵上市之初表示自己签约了一百多位网红，但外界对它最大的质疑就是能否打造第二个或是批量复制张大奕。\n诚然，大型MCN能够通过大量的资源投入批量制造一些中腰部网红，但那些极头部的网红显然是不具备可复制性的。这个问题，当初的如涵没能解决，现在美腕和谦寻同样很难复制一位新的李佳琦或者薇娅。以薇娅背后的谦寻为例，其现在也签下了50余位主播，其中不乏林依轮、海清这样的明星艺人，但目前依然没有一个人能够达到甚至接近薇娅的高度。\n同时网红还是一个非常“高危”的行业，聚光灯下的他们一言一行都必须非常小心谨慎，稍有不慎就会 “翻车”。而且，对于这些MCN机构的门面主播而言，他们与旗下主播很多时候是一荣俱荣一损俱损的关系。打个比方，假设今天薇娅也遭遇了“假燕窝事件”，谦寻旗下的其他主播难免不受到波及，这方面“快手一哥”辛巴就是最典型的例子。\n\n在MCN机构无法批量复制头部网红，而单个网红又贡献了公司绝大部分营收的情况下，考虑到网红普遍不长的生命周期，资本市场很难相信其未来的成长空间，特别是在已经有了如涵这样一个案例的前提下。\n对此，相关电商行业专家对懂懂笔记表示，网红背后的MCN机构想要成功登陆资本市场，就必须证明自己拥有两个能力。\n一：规模化打造头部及腰部网红的能力，此前已经有了如涵的例子，如果不具备这样的能力就很容易被简单的视作“如涵第二”，一旦被打上这样的标签就代表天花板极低。\n二：强大且规模化的营销能力，这是现阶段绝大多数MCN机构所不具备的，目前MCN机构普遍的投入产出比都很低，如何在现有条件下尽可能的批量培育网红是非常棘手的问题。毕竟，头部网红无法批量培育，腰部网红还是可以的，但目前的问题就是成本太高。\n【结束语】\n仅从直播带货这一销售过程来看，站在行业顶峰风光无限的李佳琦和薇娅，已经摸到了天花板，当整个行业逐渐走过野蛮生长阶段，开始进入有序且规范化的发展期，他们的重点势必要走出卖货环节。他们能不能打造自己的品牌？能否衍生出更多的商业变现能力？\n李佳琦曾不止一次表示过自己对个人品牌的兴趣，此外，还包括为品牌方提供商品销售之外的服务等等。总之能不能给投资人画出一个更大“饼”，将成为他们能否资本上更进一步的重要因素。当然，这些都是后话，对于此刻传出IPO消息的李佳琦和薇娅而言，一切似乎太早了，毕竟虽然他们现在各自的GMV都远超当年的张大奕，但本质上他们和张大奕没有什么本质区别。","news_type":1,"symbols_score_info":{"RUHN":0.9}},"isVote":1,"tweetType":1,"viewCount":3639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124572935,"gmtCreate":1624775608627,"gmtModify":1703845009222,"author":{"id":"3577419615418802","authorId":"3577419615418802","name":"CandyChen","avatar":"https://static.tigerbbs.com/4e12d6d6c8ca165a8237938903255979","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577419615418802","authorIdStr":"3577419615418802"},"themes":[],"title":"","htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124572935","repostId":"1185056773","repostType":4,"repost":{"id":"1185056773","kind":"news","pubTimestamp":1624764660,"share":"https://ttm.financial/m/news/1185056773?lang=en_US&edition=fundamental","pubTime":"2021-06-27 11:31","market":"us","language":"zh","title":"280,000 units! The largest recall in Tesla's history, automatic acceleration into a real hammer?","url":"https://stock-news.laohu8.com/highlight/detail?id=1185056773","media":"新智元","summary":"国家市场监督管理总局昨天发布了特斯拉的召回通知：共计285520辆Model 3和Model Y由于可能存在车辆「速度突增」的隐患，将通过OTA的方式在线召回。这也是官方首次宣布特斯拉可能存在突然加速的隐患。6月26日，国家市场监督管理总局发布通告称，特斯拉将召回211,256 辆国产Model 3和38,599辆国产Model Y，以及35,665辆进口Model 3。目前，总部位于加利福尼亚州帕洛阿尔托的特斯拉公司还没有回复。特斯拉随后在其官方微博上也发表了相关声明。","content":"<p><b>[Introduction]</b>The State Administration for Market Regulation issued a recall notice of Tesla yesterday: a total of 285,520 Model 3 and Model Y will be recalled online through OTA due to the potential hidden danger of \"sudden increase in speed\" of vehicles. This is also the first official announcement that Tesla may have a hidden danger of sudden acceleration.</p><p>The brake failure problem hasn't been solved yet, and now there's the danger of sudden acceleration?</p><p>On June 26, the State Administration for Market Regulation issued a notice stating that Tesla will recall 211,256 domestic Model 3s and 38,599 domestic Model Ys, as well as 35,665 imported Model 3s.</p><p>Currently, there is no response from Palo Alto, California-based Tesla Inc.</p><p><img src=\"https://static.tigerbbs.com/d33576459c033e1b802f6283ee534e22\" tg-width=\"1080\" tg-height=\"653\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/e0464ce9d3562446bf973ff3653ba930\" tg-width=\"1080\" tg-height=\"537\" referrerpolicy=\"no-referrer\"></p><p>Tesla subsequently issued a related statement on its official Weibo.</p><p><img src=\"https://static.tigerbbs.com/71d05d9a2daf49dc7fa4d9b87e2c0e5f\" tg-width=\"1080\" tg-height=\"570\" referrerpolicy=\"no-referrer\"></p><p>What's interesting, however, is that the two documents seem to say the same thing, but they are formulated completely differently.</p><p>EAA: \"Vehicles covered by this recall are prone to misactivating the active cruise function due to active cruise control problems in the following circumstances.\"</p><p>Tesla: \"Because the active cruise control function may be misactivated by the driver.\"</p><p>Regulatory Authority: \"This recall was carried out under the condition that the State Administration for Market Regulation initiated a defect investigation. Affected by the investigation, Tesla Motors (Beijing) Co., Ltd. and Tesla (Shanghai) Co., Ltd. decided to take recall measures to eliminate potential safety hazards.\"</p><p>Tesla: \"Adhering to our consumer-responsible attitude, we took the initiative to file a recall plan with the State Administration for Market Regulation.\"</p><p><b>Active cruise \"wrong\" start</b></p><p>The Tesla Model 3/Y's active cruise function is turned on by toggling the right lever down once when the vehicle is in D gear.</p><p>After activating the active cruise function, the vehicle will speed up to the set speed or the same speed as the vehicle in front while maintaining a safe distance from the vehicle in front of the vehicle according to the active cruise speed limit setting of \"Current Speed\" or \"Road Speed Limit\" selected by the user.</p><p>The user can exit the active cruise function by toggling the right lever up once or pressing the brakes.</p><p>After active cruise control is misactivated, the vehicle will accelerate to the set speed if the cruise speed set by the vehicle is not the current vehicle speed and the current vehicle speed is lower than the set speed.</p><p>The sudden increase in vehicle speed will affect the driver's expectation and lead to misjudgment of vehicle handling.</p><p>On January 6th, a netizen posted a video of active cruise being activated by mistake. Obviously, the owner was completely confused at that time.</p><p>A blogger on TikTok demonstrated how Tesla went into active cruise mode with all assistance turned off.</p><p>Tesla said that this OTA \"recall\" can raise the threshold for activating active cruise control and add reminders when active cruise control is activated and exited.</p><p><img src=\"https://static.tigerbbs.com/3a5f80e8e1f69769d64dea833f691ba4\" tg-width=\"620\" tg-height=\"349\" referrerpolicy=\"no-referrer\"></p><p><b>Quality issues?</b></p><p>The recalled vehicles made in China accounted for 93.7% of sales of Tesla vehicles produced locally at Tesla's Shanghai factory, according to the data.</p><p>The Wall Street Journal also questioned Tesla: \"Whether the quality was affected due to too fast manufacturing speed\", but it did not get an answer.</p><p>In February, Tesla was interviewed for quality problems complained by consumers.</p><p><img src=\"https://static.tigerbbs.com/14e851bdb64d4e80403a999df7faf3f6\" tg-width=\"1080\" tg-height=\"327\" referrerpolicy=\"no-referrer\"></p><p>In April, a consumer voiced a strong protest against Tesla at the Shanghai Auto Show, shouting accusations of faulty brakes in Tesla cars from the roof of his car.</p><p><img src=\"https://static.tigerbbs.com/fc8f628e28bbc1cf94da384ff9e1f62e\" tg-width=\"1080\" tg-height=\"332\" referrerpolicy=\"no-referrer\"></p><p>The Wall Street Journal said that Tesla's quality problems are no longer news.</p><p>Tesla has always been seen as a prestigious brand in China, and Musk has also said that China's fast-growing market will become the company's largest.</p><p>Is there some change in this situation now? Not really.</p><p><b>Simplified control logic</b></p><p>From the beginning of the design, Tesla has emphasized the human-computer interaction logic of \"subverting traditional models\", which is more vividly reflected on the Model 3.</p><p>The owner can pull the handle directly into the car by simply putting the key in his trouser pocket, and without pressing the start button again after seating, the vehicle can be moved forward by directly toggling the shift lever.</p><p>Most of the physical keys are eliminated in the car, even the instrument cluster in front of the steering wheel, and the driver only needs to interact with the vehicle through the large screen in the center.</p><p>This design concept has been implemented more thoroughly on the brand-new Model S Plaid: all physical buttons are eliminated in the car, all are controlled by touch, and the vehicle can even automatically judge whether to put forward or reverse gear.</p><p>When Tesla's proud Autopilot function is turned on, Tesla's operating logic can also be called subversion: although the shift lever comes from Mercedes-Benz, Tesla has integrated it with the shift lever with all the simple functions.</p><p>The cruise control function of Mercedes-Benz models is securely integrated into the steering wheel or an independent control lever.</p><p>Before, on a car vertical website forum, some netizens pointed out this hidden danger:</p><p>To highlight the intelligence of the vehicle, the Model 3's cruise control function is different from the traditional Model: it will automatically set the speed at the current maximum speed limit on the road, rather than the current speed of driving, which will lead to \"automatic acceleration\".</p><p>It is true that this helps to reduce operating steps, but at the same time, when integrated with Tesla's special control methods, it brings hidden dangers.</p><p><b>pending brake door</b></p><p>The recall partly officially explains previously reported problems with Tesla's auto-acceleration. However, the rights defence incident staged at the Shanghai Auto Show is still trapped in Rashomon.</p><p><img src=\"https://static.tigerbbs.com/782bafca8d6a9296edc64b3e1257668f\" tg-width=\"1080\" tg-height=\"648\" referrerpolicy=\"no-referrer\"></p><p>The owner of the auto show rights protection said: The vehicle was driving on Anyang National Highway in Henan Province at that time, and the vehicle in front was rear-ended due to the failure of the brake system.</p><p><img src=\"https://static.tigerbbs.com/9120fee1da02f4376d31743b8741d541\" tg-width=\"1080\" tg-height=\"778\" referrerpolicy=\"no-referrer\"></p><p>According to the official vehicle condition monitoring information, the deceleration of the vehicle's brakes at that time did not reasonably correspond to the brake master cylinder pressure.</p><p><img src=\"https://static.tigerbbs.com/d04230d5588379e2d85a114dc62a8c7c\" tg-width=\"1080\" tg-height=\"919\" referrerpolicy=\"no-referrer\"></p><p>Some professionals have analyzed that the road surface adhesion may be poor, while others are questioning that Tesla's intelligent driving system has gained excessive authority, which caused the iBooster electronic power-assisted braking device provided by Bosch to fail to function effectively.</p><p>But with the current stalemate between the two sides, the real situation at that time never seems to emerge.</p><p>After this online recall through OTA (over-the-air upgrade), Tesla's cruise control turn-on logic will change, and the system will give the driver more tips.</p><p>Interestingly, domestic new car manufacturers Ideal and XPeng have adopted cruise system control logic very similar to Tesla's.</p><p><img src=\"https://static.tigerbbs.com/03c51901d6c1963ab3572f0c7bf44cf0\" tg-width=\"1024\" tg-height=\"742\" referrerpolicy=\"no-referrer\"></p><p>Led by Tesla's catfish, more and more models are now equipped with similar (or even richer) intelligence and automation functions. The recall also reminds other automakers in the automobile industry that the prerequisite for adding any intelligent and convenient facilities to the car should be safety.</p>","source":"lsy1569730104218","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>280,000 units! The largest recall in Tesla's history, automatic acceleration into a real hammer?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n280,000 units! The largest recall in Tesla's history, automatic acceleration into a real hammer?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新智元</strong><span class=\"h-time small\">2021-06-27 11:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>[Introduction]</b>The State Administration for Market Regulation issued a recall notice of Tesla yesterday: a total of 285,520 Model 3 and Model Y will be recalled online through OTA due to the potential hidden danger of \"sudden increase in speed\" of vehicles. This is also the first official announcement that Tesla may have a hidden danger of sudden acceleration.</p><p>The brake failure problem hasn't been solved yet, and now there's the danger of sudden acceleration?</p><p>On June 26, the State Administration for Market Regulation issued a notice stating that Tesla will recall 211,256 domestic Model 3s and 38,599 domestic Model Ys, as well as 35,665 imported Model 3s.</p><p>Currently, there is no response from Palo Alto, California-based Tesla Inc.</p><p><img src=\"https://static.tigerbbs.com/d33576459c033e1b802f6283ee534e22\" tg-width=\"1080\" tg-height=\"653\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/e0464ce9d3562446bf973ff3653ba930\" tg-width=\"1080\" tg-height=\"537\" referrerpolicy=\"no-referrer\"></p><p>Tesla subsequently issued a related statement on its official Weibo.</p><p><img src=\"https://static.tigerbbs.com/71d05d9a2daf49dc7fa4d9b87e2c0e5f\" tg-width=\"1080\" tg-height=\"570\" referrerpolicy=\"no-referrer\"></p><p>What's interesting, however, is that the two documents seem to say the same thing, but they are formulated completely differently.</p><p>EAA: \"Vehicles covered by this recall are prone to misactivating the active cruise function due to active cruise control problems in the following circumstances.\"</p><p>Tesla: \"Because the active cruise control function may be misactivated by the driver.\"</p><p>Regulatory Authority: \"This recall was carried out under the condition that the State Administration for Market Regulation initiated a defect investigation. Affected by the investigation, Tesla Motors (Beijing) Co., Ltd. and Tesla (Shanghai) Co., Ltd. decided to take recall measures to eliminate potential safety hazards.\"</p><p>Tesla: \"Adhering to our consumer-responsible attitude, we took the initiative to file a recall plan with the State Administration for Market Regulation.\"</p><p><b>Active cruise \"wrong\" start</b></p><p>The Tesla Model 3/Y's active cruise function is turned on by toggling the right lever down once when the vehicle is in D gear.</p><p>After activating the active cruise function, the vehicle will speed up to the set speed or the same speed as the vehicle in front while maintaining a safe distance from the vehicle in front of the vehicle according to the active cruise speed limit setting of \"Current Speed\" or \"Road Speed Limit\" selected by the user.</p><p>The user can exit the active cruise function by toggling the right lever up once or pressing the brakes.</p><p>After active cruise control is misactivated, the vehicle will accelerate to the set speed if the cruise speed set by the vehicle is not the current vehicle speed and the current vehicle speed is lower than the set speed.</p><p>The sudden increase in vehicle speed will affect the driver's expectation and lead to misjudgment of vehicle handling.</p><p>On January 6th, a netizen posted a video of active cruise being activated by mistake. Obviously, the owner was completely confused at that time.</p><p>A blogger on TikTok demonstrated how Tesla went into active cruise mode with all assistance turned off.</p><p>Tesla said that this OTA \"recall\" can raise the threshold for activating active cruise control and add reminders when active cruise control is activated and exited.</p><p><img src=\"https://static.tigerbbs.com/3a5f80e8e1f69769d64dea833f691ba4\" tg-width=\"620\" tg-height=\"349\" referrerpolicy=\"no-referrer\"></p><p><b>Quality issues?</b></p><p>The recalled vehicles made in China accounted for 93.7% of sales of Tesla vehicles produced locally at Tesla's Shanghai factory, according to the data.</p><p>The Wall Street Journal also questioned Tesla: \"Whether the quality was affected due to too fast manufacturing speed\", but it did not get an answer.</p><p>In February, Tesla was interviewed for quality problems complained by consumers.</p><p><img src=\"https://static.tigerbbs.com/14e851bdb64d4e80403a999df7faf3f6\" tg-width=\"1080\" tg-height=\"327\" referrerpolicy=\"no-referrer\"></p><p>In April, a consumer voiced a strong protest against Tesla at the Shanghai Auto Show, shouting accusations of faulty brakes in Tesla cars from the roof of his car.</p><p><img src=\"https://static.tigerbbs.com/fc8f628e28bbc1cf94da384ff9e1f62e\" tg-width=\"1080\" tg-height=\"332\" referrerpolicy=\"no-referrer\"></p><p>The Wall Street Journal said that Tesla's quality problems are no longer news.</p><p>Tesla has always been seen as a prestigious brand in China, and Musk has also said that China's fast-growing market will become the company's largest.</p><p>Is there some change in this situation now? Not really.</p><p><b>Simplified control logic</b></p><p>From the beginning of the design, Tesla has emphasized the human-computer interaction logic of \"subverting traditional models\", which is more vividly reflected on the Model 3.</p><p>The owner can pull the handle directly into the car by simply putting the key in his trouser pocket, and without pressing the start button again after seating, the vehicle can be moved forward by directly toggling the shift lever.</p><p>Most of the physical keys are eliminated in the car, even the instrument cluster in front of the steering wheel, and the driver only needs to interact with the vehicle through the large screen in the center.</p><p>This design concept has been implemented more thoroughly on the brand-new Model S Plaid: all physical buttons are eliminated in the car, all are controlled by touch, and the vehicle can even automatically judge whether to put forward or reverse gear.</p><p>When Tesla's proud Autopilot function is turned on, Tesla's operating logic can also be called subversion: although the shift lever comes from Mercedes-Benz, Tesla has integrated it with the shift lever with all the simple functions.</p><p>The cruise control function of Mercedes-Benz models is securely integrated into the steering wheel or an independent control lever.</p><p>Before, on a car vertical website forum, some netizens pointed out this hidden danger:</p><p>To highlight the intelligence of the vehicle, the Model 3's cruise control function is different from the traditional Model: it will automatically set the speed at the current maximum speed limit on the road, rather than the current speed of driving, which will lead to \"automatic acceleration\".</p><p>It is true that this helps to reduce operating steps, but at the same time, when integrated with Tesla's special control methods, it brings hidden dangers.</p><p><b>pending brake door</b></p><p>The recall partly officially explains previously reported problems with Tesla's auto-acceleration. However, the rights defence incident staged at the Shanghai Auto Show is still trapped in Rashomon.</p><p><img src=\"https://static.tigerbbs.com/782bafca8d6a9296edc64b3e1257668f\" tg-width=\"1080\" tg-height=\"648\" referrerpolicy=\"no-referrer\"></p><p>The owner of the auto show rights protection said: The vehicle was driving on Anyang National Highway in Henan Province at that time, and the vehicle in front was rear-ended due to the failure of the brake system.</p><p><img src=\"https://static.tigerbbs.com/9120fee1da02f4376d31743b8741d541\" tg-width=\"1080\" tg-height=\"778\" referrerpolicy=\"no-referrer\"></p><p>According to the official vehicle condition monitoring information, the deceleration of the vehicle's brakes at that time did not reasonably correspond to the brake master cylinder pressure.</p><p><img src=\"https://static.tigerbbs.com/d04230d5588379e2d85a114dc62a8c7c\" tg-width=\"1080\" tg-height=\"919\" referrerpolicy=\"no-referrer\"></p><p>Some professionals have analyzed that the road surface adhesion may be poor, while others are questioning that Tesla's intelligent driving system has gained excessive authority, which caused the iBooster electronic power-assisted braking device provided by Bosch to fail to function effectively.</p><p>But with the current stalemate between the two sides, the real situation at that time never seems to emerge.</p><p>After this online recall through OTA (over-the-air upgrade), Tesla's cruise control turn-on logic will change, and the system will give the driver more tips.</p><p>Interestingly, domestic new car manufacturers Ideal and XPeng have adopted cruise system control logic very similar to Tesla's.</p><p><img src=\"https://static.tigerbbs.com/03c51901d6c1963ab3572f0c7bf44cf0\" tg-width=\"1024\" tg-height=\"742\" referrerpolicy=\"no-referrer\"></p><p>Led by Tesla's catfish, more and more models are now equipped with similar (or even richer) intelligence and automation functions. The recall also reminds other automakers in the automobile industry that the prerequisite for adding any intelligent and convenient facilities to the car should be safety.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/okPYp2y8RUP0VfjmJ_ddQw\">新智元</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e0d9f23e003547a93295253f05b6a55","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/okPYp2y8RUP0VfjmJ_ddQw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185056773","content_text":"【导读】国家市场监督管理总局昨天发布了特斯拉的召回通知：共计285520辆Model 3和Model Y由于可能存在车辆「速度突增」的隐患，将通过OTA的方式在线召回。这也是官方首次宣布特斯拉可能存在突然加速的隐患。\n刹车失灵的问题还没解决，现在还有突然加速的危险？\n6月26日，国家市场监督管理总局发布通告称，特斯拉将召回211,256 辆国产Model 3和38,599辆国产Model Y，以及35,665辆进口Model 3。\n目前，总部位于加利福尼亚州帕洛阿尔托的特斯拉公司还没有回复。\n\n特斯拉随后在其官方微博上也发表了相关声明。\n\n然而有趣的是，这两份文件看似在说同一件事，但表述却完全不一样。\n监管局：「本次召回范围内的车辆由于主动巡航控制系统问题，易造成驾驶员在以下情形误激活主动巡航功能。」\n特斯拉：「由于主动巡航控制功能可能被驾驶员误激活。」\n监管局：「本次召回活动是在国家市场监督管理总局启动缺陷调查情况下开展的。受调查影响，特斯拉汽车（北京）有限公司、特斯拉（上海）有限公司决定采取召回措施，消除安全隐患。」\n特斯拉：「秉承对消费者负责的态度，我们主动向国家市场监督管理总局备案了召回计划。」\n主动巡航「误」启动\n特斯拉Model 3/Y的主动巡航功能的开启方式为，车辆在D挡时向下拨动一次右侧挡杆。\n启动主动巡航功能后，车辆会根据用户选择的「当前车速」或「道路限速」主动巡航限速设置，在保持与前车安全车距情况下，提速至设置车速或与前车同速。\n用户可通过向上拨动一次右侧拨杆，或者踩下刹车退出主动巡航功能。\n主动巡航控制被误激活后，如果车辆设置的巡航速度不是当前车速，且当前车速低于设定速度时，车辆会加速到设定速度。\n出现车辆速度突增情形，会影响驾驶员的预期并导致车辆操控误判。\n1月6日，一位网友就发布了一个主动巡航被误激活的视频，显然，这位车主当时完全搞不清楚是什么情况。\n一位抖音上的博主演示了特斯拉是如何在关闭所有辅助的情况下进入主动巡航模式的。\n特斯拉表示，这次OTA「召回」可以提高激活主动巡航控制的阈值，并且增加了主动巡航控制激活和退出时的提醒方式。\n\n质量问题？\n数据显示，在特斯拉上海工厂本地生产的特斯拉汽车销量中，召回的在中国制造的汽车占 93.7%。\n华尔街日报也质询了特斯拉：「是否是由于制造速度太快而导致质量受到影响」，不过并没有得到答复。\n2月，特斯拉因为消费者投诉的质量问题被约谈。\n\n4月，一位消费者在上海车展上对特斯拉表达出了强烈的抗议，在车顶上大喊对特斯拉汽车刹车故障的指控。\n\n华尔街日报则表示，特斯拉的质量问题早已不是什么新闻了。\n特斯拉在中国一直被视为一个享有盛誉的品牌，马斯克也表示中国快速增长的市场将成为公司最大的市场。\n那现在这种情况是不是出现了一些变化？也不尽然。\n一切从简的控制逻辑\n从设计伊始，特斯拉就在强调“颠覆传统车型”的人机交互逻辑，这一点在Model 3上体现得更加淋漓尽致。\n车主只需将钥匙放在裤兜里，就可以拉动把手直接进入车内，并且入座后无需再按下启动按钮，直接拨动换挡杆就可以让车辆前进。\n车内取消了大部分的物理按键，甚至是方向盘前方的仪表盘，驾驶员只需要通过中央的大屏幕与车辆进行交互。\n这样的设计理念在全新的Model S Plaid上面被贯彻得更加彻底：车内取消了所有的物理按键，全部通过触控来进行控制，而车辆甚至可以自动判断挂前进挡还是倒挡。\n在特斯拉引以为傲的Autopilot功能开启上，特斯拉的操作逻辑也堪称颠覆：虽然换挡拨杆来自奔驰，但特斯拉秉着一切从简的功能，将其与换挡拨杆集成在了一起。\n而奔驰旗下车型的巡航控制功能都稳妥地集成在方向盘上，或者是一个独立的控制拨杆。\n之前在某汽车垂直网站论坛上，也有网友指出过这个隐患：\n为了凸显车辆的智能性，Model 3的定速巡航功能与传统车型不同：它会将速度自动设定在当前道路的最高限速，而非当前行驶的速度，这就会导致「自动加速」的发生。\n诚然这么做有助于减少操作步骤，但同时与特斯拉特殊的控制方法集成在一起时，就带来了隐患。\n悬而未决的刹车门\n此次召回从一定程度上从官方角度解释了之前报道过的特斯拉自动加速的问题。但是在上海车展上上演的维权事件目前仍然陷在罗生门中。\n\n车展维权车主表示：车辆当时在河南安阳国道上行驶，由于刹车系统失效导致追尾前方车辆。\n\n根据官方公布的车辆状态监控信息显示，车辆当时刹车的减速度与制动主缸压力并没有合理对应。\n\n有专业人士分析可能是路面附着力不佳，也有人在质疑特斯拉的智能驾驶系统获得了过高的权限，导致博世为其提供的iBooster电子助力刹车装置未能有效发挥作用。\n但是由于目前双方陷入僵持，当时的真实情况似乎永远无法浮出水面。\n此次通过OTA（空中升级）的方式在线召回之后，特斯拉的定速巡航开启逻辑将会有所变化，并且系统会给驾驶员更多的提示。\n有意思的是，国内新造车势力理想和小鹏汽车都采用了与特斯拉十分相近的巡航系统控制逻辑。\n\n在特斯拉这条鲶鱼的带领下，如今越来越多的车型开始配备了类似的（甚至是更加丰富的）智能化和自动化功能，此次召回也提醒着汽车行业其他的造车者们：车内增加任何智能化和便利性设施的前提，应该是安全性。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167897512,"gmtCreate":1624256988736,"gmtModify":1703831748012,"author":{"id":"3577419615418802","authorId":"3577419615418802","name":"CandyChen","avatar":"https://static.tigerbbs.com/4e12d6d6c8ca165a8237938903255979","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577419615418802","authorIdStr":"3577419615418802"},"themes":[],"title":"","htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167897512","repostId":"2145083916","repostType":4,"isVote":1,"tweetType":1,"viewCount":2706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168954511,"gmtCreate":1623947807133,"gmtModify":1703824472170,"author":{"id":"3577419615418802","authorId":"3577419615418802","name":"CandyChen","avatar":"https://static.tigerbbs.com/4e12d6d6c8ca165a8237938903255979","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577419615418802","authorIdStr":"3577419615418802"},"themes":[],"title":"","htmlText":"Good good","listText":"Good good","text":"Good good","images":[{"img":"https://static.tigerbbs.com/42fc7b674a608fcaa654427aa2db7b0b","width":"1125","height":"3368"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/168954511","isVote":1,"tweetType":1,"viewCount":2558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}