The growth of a new brand, especially rapid growth, requires the assistance of external resources. At the same time, it also needs to address market pain points and empower the development of the industry.
On December 25th, Xiaomi announced cooperation with three car companies, NIO-SW (HK09866), Xiaopeng Auto-W (HK09868), and Ideal Auto-W (HK02015), in the field of charging and energy replenishment networks, reflecting this brand logic.
On the one hand, for Xiaomi Auto, this move can quickly expand its charging network coverage and solve users' pain points in charging; On the other hand, for "Weixiaoli", their charging stations joining Xiaomi's charging map can also improve the utilization rate of charging stations, reduce the pressure caused by high cost and low efficiency of charging stations, and lower operating costs.
In fact, the rapid development of the new energy vehicle market also requires brands to constantly explore new ways of cooperation to enhance competitiveness. The cooperation between Xiaomi and NIO in the field of charging is also a manifestation of the industry's development trend. By integrating their respective resources, they can better meet users' needs for charging convenience, while also laying a solid foundation for the long-term development of new energy vehicle brands.
Strategic decision-making
Kweichow Moutai (SH600519): Next year, the amount of Feitian 53 ° 500ml Moutai liquor and other products will be moderately adjusted
According to the Daily Economic News, on December 25, the 2025 National Distributor Friendship Meeting of Kweichow Moutai Liquor was held in Guiyang. At the meeting, Zhang Xu, Secretary of the Party Committee and Chairman of the Board of Directors of Kweichow Moutai Kweichow Moutai Moutai Wine Sales Co., Ltd., a subsidiary of Guizhou Moutai, released the key market policies for 2025. He stated that by 2025, the deployment of Feitian 53 degree 500ml Maotai liquor, precious Maotai liquor, Feitian 53 degree 1000ml Maotai liquor and other products will be adjusted to further strengthen the position of ordinary Maotai single products as the base of the olive shaped product matrix "pyramid", activate terminal consumption momentum, and improve consumption reach rate.
Comment: Kweichow Moutai has strong profitability with its scarcity and brand value. In the face of changes in market demand, this move aims to optimize product structure, strengthen the market foundation of Pumao large products, and is expected to further consolidate its market position and promote steady growth.
Major Release
Meituan-W (HK03690): We will hold accountable for the malicious hype of customized "borderline rider server" traffic
On December 24th, Meituan announced that recently, pictures and videos of food delivery riders wearing uniforms with the words "order male models" and other words on multiple social media platforms have been widely circulated, attracting social attention. After verification by the platform, the above-mentioned "borderline" handmade riding clothes are all custom-made by e-commerce platforms that are not allowed to be sold privately by merchants. They are not legitimate rider clothes sold on the Meituan Rider App store, nor do they meet Meituan's relevant dress requirements for riders.
Comment: The custom "borderline rider clothing" not only damages the image of Meituan brand, but also misleads the public and damages the healthy ecology of the food delivery industry. Meituan clarified in a timely manner, avoided the situation from worsening, and maintained the dignity of riders and industry order.
Operational measures
Xiaomi Group-W (HK01810) and Ideal Auto-W (HK02015): "Weixiaoli" charging station will be added to Xiaomi's charging map
On December 25th, the official Weibo account of Xiaomi Auto announced that it has officially started a charging and energy replenishment network cooperation with NIO, Xiaopeng Motors, and Ideal Motors. According to the data, after Xiaomi Motors joins hands with "Weixiaoli", over 14000 NIO charging stations, over 9000 Xiaopeng charging stations, and over 6000 Ideal charging stations will be added to Xiaomi's charging map.
Comment: As a new entrant, Xiaomi Auto has demonstrated its efficient operational strategy by collaborating with top players in the industry to quickly address the shortcomings of its charging facilities. The addition of over 14000 NIO, over 9000 Xiaopeng, and over 6000 Ideal Charging Stations not only provides users with more charging options, but also enhances Xiaomi's competitiveness in the new energy vehicle market.
JD Group SW (HK09618): Over 20000 JD customer service representatives' monthly fixed salaries will be significantly increased
On December 25th, JD Group announced that the monthly fixed salary of over 20000 JD customer service representatives will be significantly increased, achieving an average salary increase of 2 months for all employees. This is also another round of significant salary increases, following the 30% average salary increase for all JD customer service staff in February this year. It is reported that since the establishment of the intensive customer service center in 2009, JD.com has invested over 30 billion yuan in customer service.
Comment: JD Group's move demonstrates the company's emphasis and investment in customer service teams. As a key bridge connecting consumers and businesses, customer service quality directly affects user experience. This salary increase is not only a measure to shape JD's employer brand, but also an important measure for JD to enhance its service competitiveness and deepen user stickiness.
Industrial expansion
BYD (SZ002594): officially enters the Ethiopian market
On December 21st, BYD teamed up with local distributor MOENCO (a subsidiary of Inchcape Group) to hold a brand launch event in Addis Ababa, the capital of Ethiopia. At the press conference, BYD launched five pure electric models, covering a wide range of choices from compact sedans to SUVs, including the agile and practical Seagull and the Tang EV that combines luxury and performance, fully meeting the diverse travel needs of Ethiopian consumers. As of now, BYD has entered 13 countries and regions in Africa, deeply participating in the green transformation process in Africa.
Comment: As an emerging economy in Africa, Ethiopia has a growing demand for automobiles and enormous market potential. BYD's entry this time, with its rich product line and strong brand influence, is expected to quickly seize market share.
New product launch
Ningde Times (SZ300750): Release of Panshi Integrated Intelligent Chassis
On December 24th, CATL held a new chassis product launch event in Shanghai, announcing the Panshi integrated intelligent chassis. It is reported that the Panshi chassis adopts technologies such as three-dimensional biomimetic turtle shell structure and aircraft carrier style blocking structure, which can achieve 120km/h frontal collision without fire or explosion under charged conditions.
Comment: CATL releases Panshi integrated intelligent chassis, focusing on safety performance. This is a major highlight in the field of new energy vehicle safety and is expected to enhance its market competitiveness. However, the competition in the new energy vehicle chassis market is fierce, and Ningde Times' related products still need to undergo market inspection.
Technological innovation
Guangzhou Automobile Group (SH601238): Release of self-developed third-generation embodied intelligent humanoid robot GoMate
On December 26th, 2024, the China Robot Network Annual Conference was held in Shanghai. During the new product launch, GAC Group proudly launched its independently developed third-generation embodied intelligent humanoid robot - GoMate. On site, GoMate demonstrated precise motion control, precise navigation positioning, and flexible autonomous decision-making capabilities, demonstrating anti-interference, stability, and reliability.
Comment: Currently, the humanoid robot race is hot, and the key to whether the product can move towards commercialization lies in the realization of perception, communication, and motion execution abilities. The third-generation embodied intelligent humanoid robot GoMate released by GAC Group demonstrates certain control and autonomous decision-making capabilities, and also marks its technological innovation in the field of robotics.
Personnel changes
FAW Jiefang (SZ000800): Elected Li Sheng as Chairman and appointed Yu Changxin as General Manager
On December 26th, FAW Jiefang announced that the company's board of directors had approved the "Proposal on electing the chairman of the company" and the "Proposal on appointing the general manager of the company". The board of directors elected Li Sheng as the chairman of the company, with a term of office the same as the tenth board of directors; The board of directors appointed Yu Changxin as the general manager of the company, with a term of office the same as the 10th board of directors.
Comment: Public information shows that both Li Sheng and Yu Changxin have rich work and management experience in the automotive industry. This personnel change aims to strengthen the leadership team building of FAW Liberation and promote the implementation of the company's strategy.
Important cooperation
China Taiping Insurance (SH601601): Holding a strategic cooperation agreement signing ceremony with UFIDA
Recently, China Taiping Property Insurance and UFIDA held a strategic cooperation agreement signing ceremony in Beijing. Both sides will fully leverage their resources and industrial advantages, deeply integrate in the fields of industrial digital finance, digital transformation, information and innovation business, insurance business, strategic mutual trust, and exploration of cooperation, injecting new momentum into the transformation, upgrading, and development of both sides.
Comment: UFIDA is a leading provider of information technology application software and services for enterprise, government, and community organization management and operation in China. This strategic cooperation marks an important step forward for both parties in the digital age. Both parties will fully leverage their respective expertise, form synergies, and provide useful references for the integration and innovation of the insurance industry and enterprise services.