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Daily morning newspaper, an overview of the industry events last night.
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Wisdom stuffing|April
"Smart Things" Morning Post
Week 526 2016.12.22 Thursday
1. Alipay Spring Festival will push AR real-life red envelope
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Yesterday, Alipay announced the red envelope game for the Spring Festival of the Rooster. This time Alipay will introduce the hot summer game "Pokemon G" into the Spring Festival red envelope, adding AR (Augmented Reality) technology to allow users to enhance offline communication during the reunion.
The "AR Real Red Packet" game method announced by Alipay is based on the "LBS (Location Based Service) + AR + Red Packet" method. When users send and grab red packets, they need to meet the two conditions of geographic location and AR real-time scanning.
During the reunion of the Spring Festival of 2017, each user can use the Alipay to "hidden" a red envelope in the office, living room, etc., and then send the clue picture to relatives and friends, let them find the red envelope through the clue. As a tool, the AR real red envelope can be used in various scenes such as the annual meeting and class reunion to create a joyful game atmosphere for various scenes.
The deep interaction of AR red envelopes, the combination of online and offline, can also promote interaction between merchants and users. The merchant can return a part of the promotion fee to the user in the form of an AR real red envelope, and at the same time drain the offline store and increase the user's participation. For example, an offline restaurant can set up an AR real red envelope, set the location at the door of the store, and use the logo of the store as a clue map to attract users to participate.
2.AR head display Meta 2 development version has been shipped
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The augmented reality headline Meta 2 allows users to interact with holographic objects using both hands, including touching, grabbing, creating and sharing digital content. The Meta 2 development kit is Meta's second-generation AR technology, designed to improve based on nearly 1,000 user feedback from the first generation of Meta 1, including developers, early access users, and academic researchers.
Now Meta announced that the Meta 2 development kit has been shipped. The first customers to get the Meta 2 development kit included specific individual and enterprise developers. They will work closely with Meta to explore the capabilities of the Meta2 development kit while creating content for multiple industries, including architectural design, education, manufacturing, and healthcare.
3. Microsoft VR head high and low file detailed interpretation
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At present, the market is very hot in the two fields of VR and AR. The industry generally believes that they have the huge potential to change the world, which also makes many giant companies rush. Microsoft's technology giant not only released its own black technology Hololens in the AR field, but also jointly released a series of VR heads with the PC manufacturers, which has a strong momentum.
VR Technology reported at the beginning of the month that Microsoft released its minimum configuration of VR headsets. Recently, it also released a popular science video to show that Microsoft's location tracking type is a powerful "World Scale." Now, the foreign media tomshardware reports that Microsoft's VR head display will be divided into high-end and low-end versions, from the display panel, resolution, refresh rate, handle and audio are different.
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4. January next year HTC or push new VR equipment
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2016 is coming to an end, and this year is not disappointing. The main headphones are already on the market, and a large number of VR games are being launched. We are also seeing innovative VR applications in all walks of life, and investment continues to drive technology. The VR industry, VR experts and VR enthusiasts are all looking forward to what will happen next year. The CES 2017 conference will be the first technology event next year, but HTC is also preparing another surprise for January.
HTC has just released a picture with a single logo "For U" and the date is January 12, 2017. This will be the date the company announces the next important news, and everyone can only guess at the moment. HTC has a lot of business interest around the world, but most consumers know about its smartphone brand and the recent HTC Vive heads. If the message is related to VR, this could be a new Vive head-up or controller, because Valve has demonstrated the prototype of the new controller in October. It is even possible to include both.
There is another possibility, HTC may launch a mobile VR headset on January 12, similar to Samsung Gear VR or Google Daydream View. As early as March of this year, HTC said that they were already researching mobile VR head-end products.
5.2016 VR production value reached 2.7 billion US dollars
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SuperData, the market research and analysis organization, announced today the total output value of various industries in 2016. In the SuperData report sample received, YiVian found that SuperData announced a total VR output value of $2.7 billion.
SuperData said that as the first year of virtual reality, 2016 is worthy of thought-provoking, especially hardware manufacturers such as Oculus, HTC, and Sony. SuperData believes that the main reasons for the market disappointment in 2016 are: hardware products are too expensive; lack of excellent content; insufficient supply chain management (Oculus Rift).
At the beginning of 2016, SuperData had a pre-VR production value of $5.1 billion in 2016, but in March the agency reduced its forecast to $3.6 billion, and in April it fell to $2.9 billion. It is $2.7 billion.
Communication circle
1. Nokia v. Apple 32 patent infringement Apple: This is extortion
On December 21st, US time, Nokia said that it had filed several lawsuits against Apple in Germany and the United States, alleging that Apple's products infringed on Nokia's 32 technology patents in order to counter the legal actions Apple took on the day before.
On December 20, Apple took legal action against Acacia Research and Conversant Intellectual Property Management, a third-party company called Patent Assertion Entities (PAEs), accusing the two companies of colluding with Nokia and unfairly to Apple. Ask for too much.
In response, Nokia responded to Apple by direct prosecution.
The Wall Street Journal reported that Nokia has filed suits in the Düsseldorf, Mannheim and Munich district courts in Germany and the Eastern District of Texas in the United States. The patent covers the display, user interface, software, and antennas. And video coding and other technologies. Nokia also said it will file further lawsuits in other jurisdictions.
As early as 2009, Apple and Nokia had patent disputes, which also triggered Apple’s anti-litigation and triggered a wave of patent litigation between several major mobile phone manufacturers and computer maker giants to compete for the booming smartphone market. . However, the two parties finally reached a comprehensive agreement in 2011, which allowed Apple to use part of the Nokia patent for a fee.
But Nokia still believes that Apple has used some of the patents it has no right to use in the years from 2011 to the present.
Nokia said in the statement: "Since agreeing to a license agreement covering some of Nokia's patents in 2011, Apple refused to accept Nokia's license to use other Nokia patented inventions, which are used by many Apple products. â€
In response, Apple spokesperson said that Apple has always been willing to pay "fair prices" for its products, but "Nokia refused to set a fair price for its patents, and now attempts to use patent ransomware strategy to Apple. Blackmail money."
When the two companies reached a settlement in 2011, Apple paid $720 million to Nokia. But analysts believe that the two competitive litigation may not cause too much industry impact, and Nokia is unlikely to get a ban on Apple's use of its patents.
In 2014, Nokia, once the world's largest mobile phone manufacturer, abandoned its mobile phone manufacturing business and sold the business to Microsoft for $5.86 billion, focusing on the network equipment business. But the patents that Nokia holds are still used in the various smartphones and tablets on the market today.
With the shrinking sales of network equipment worldwide, Nokia is increasingly relying on its patent business. In 2015, among the annual revenues of Nokia, the patented business unit received a total revenue of 1.02 billion euros, equivalent to 8% of the company's total sales.
"The stock market wants to see that Nokia can generate some patent revenue because it doesn't have much other (business)," said patent analyst Florian Mueller.
2. Apple iPhone won the dual card dual standby patent
We always joked that Apple wants to further develop the Chinese market, and it is necessary to launch a dual-card dual-standby iPhone. Jokes are jokes, but Apple has been moving in this direction. Wei Feng.com, the US Patent and Trademark Office recently passed the dual card dual standby patent application submitted by Apple. According to Apple's description in the patent document, this new technology allows users to switch to the carrier system whenever they use the iPhone.
Prior to this, Apple’s application for dual-card dual-standby iPhone patents in China once ignited the domestic social platform. It is understood that at the beginning of this year, Apple submitted two patents related to dual-card dual-standby iPhone in China, namely dual SIM network selection, patent number 2016101166075, power consumption reduction technology for dual SIM devices, patent number 2016100813788 These two patents are still awaiting the status of the substantive review proposal.
3. Samsung will challenge the profit of 25 billion knives next year
Since December 19th, various departments of Samsung have held a three-day global strategy meeting in the offices of Suwon, Giheung and Hwaseong in South Korea, and have set a profit for operating more than next year. The highest goal of 30 trillion won (about 25.23 billion US dollars).
On the 19th, Samsung Information Technology and Mobile Communications (IM) department held a meeting, chaired by Jong-Kyun Shin, president of the mobile department. In addition, Yoon Boo-keun, CEO of Consumer Electronics (CE), held a departmental meeting on the 20th, while vice chairman Kwon Oh-hyun hosted the equipment solution (DS) on the 21st. Departmental meeting.
According to people familiar with the matter, Samsung’s operating profit in 2013 was 36.8 trillion won (about 30.95 billion US dollars), creating the highest record in the history of Samsung. Samsung is developing a new strategy and hopes to close or break this record next year. This is because the prices of semiconductors and displays are rising, and the dollar remains strong, all of which contribute to increased exports.
New traffic
1. ZTE acquires Guangtong bus cross-border vehicle
ZTE's 000,063 shares acquired the qualification of entering the automobile market and traditional car-making technology by acquiring a passenger car manufacturer, Guangtong Bus, in Zhuhai. Previously, Tian Feng, deputy general manager of ZTE Intelligent Vehicles, said: "We just want to build a car. We hope to achieve the top five in the commercial vehicle market in five years."
According to reports, a ZTE staff member said that ZTE’s acquisition of Guangtong Bus was mainly for obtaining qualifications. The current order volume of new energy buses has no impact on the performance of the entire company.
The staff said: "He has relevant qualifications. Now this qualification is difficult to obtain. The acquisition is for the license. If you let us see how much capacity he has in the future, this is a very macro concept, so we have a production capacity. How much can be obtained depends on state policy subsidies, and there may be local protections, all of which must be discussed."
It is understood that the scale of Guangtong Bus is not large, the annual income is about 1 billion yuan, and about 1,000 buses are sold every year. An industry source said that the products of Guangtong Bus are sold to Hong Kong, Germany, the Netherlands and other places in China. Some vehicles even have a unit price of 3 million, which has good quality. ZTE is optimistic about the technical strength of Guangtong Bus.
2. New energy vehicle subsidy policy adjustment: quarterly prepayment for year-end liquidation
In view of the problem that the existing new energy vehicle subsidy standards are too high, enterprises are over-reliant on subsidy policies, and the technical performance of new energy automobile products that enjoy subsidies is low, and the actual utilization rate of some vehicles is low. On the 21st, the Ministry of Industry and Information Technology released the adjustment plan for new energy vehicles. In the future, the financial subsidy policy will be adjusted, including setting the central and local subsidy ceilings, and adjusting the method of fund disbursement, from pre-adjustment to post-event liquidation, and strengthening the review of local fund application reports. And the promotion of verification, while improving the entry barriers for subsidized models and so on.
Analysts pointed out that the adjustment of the financial subsidy program for new energy vehicles will help to establish a more complete industrial environment, effectively eliminate the phenomenon of “cheat compensationâ€, and promote the rapid development of high-quality new energy auto companies, avoiding the low-tech of the entire industry. Vicious competition at the level.
Change 1 Total control of subsidies
According to the new standard, the new energy vehicle subsidy will maintain the overall stability of the subsidy policy in 2016-2020, appropriately adjust the subsidy methods for passenger cars and special vehicles, raise the technical threshold, encourage technological progress, set central and local subsidy ceilings, and prevent local support. The subsidy standard is too high.
Change 2 quarterly prepayment for year-end liquidation
In addition to setting the central and local subsidy ceilings, the new subsidy standard scheme has also changed the way subsidy funds are disbursed. That is to say, starting from 2016, the subsidies for the purchase of new energy vehicles will be changed from ex ante to post-liquidation, and verification of the review and promotion of funds application reports will be strengthened.
According to the previous management measures, the central government will allocate the subsidy funds to the new energy automobile production enterprises, and implement the quarterly pre-dial and annual liquidation. After the product is sold, the production enterprise submits the application for pre-granting subsidy funds to the financial and scientific and technological departments where the enterprise is registered at the end of each quarter. The local finance and science and technology departments review it and report it to the Ministry of Finance and the Ministry of Science and Technology. After the four ministries have reviewed the organization, they will allocate subsidy funds to the relevant enterprises. After the end of the year, the subsidy funds will be liquidated according to the verification results.
3. Zhonglu shares 600818, stocks: not signed with Yubai
On December 21st, Zhongluo Co., Ltd. issued a clarification announcement stating that Shanghai, the holding subsidiary of the Company, intends to supply shared bicycle bicycle products for Uber bicycles. The supply price and the supply contract have not yet been finalized. The new model of shared bicycles operated will likely result in losses for the company's investment of RMB 6.5 million.
According to the announcement, Zhonglu Co., Ltd. searched online for articles on the sharing of bicycles and related to the company. On December 21, 2016, the press release "Shanghai permanently announced that the number of shared bicycles will be 2.8 million, and the market will be saturated?" The company conducted an investigation and verification for this purpose. The company explained here: the above-mentioned article stated that “the lead party is Zhonglu Capitalâ€, which was confirmed by the company’s largest shareholder, Shanghai Zhonglu (Group) Co., Ltd. and its related party Zhonglu Capital. No investment in Uber bicycles.
At present, the company is further developing and perfecting three new models of bicycles with shared bicycle functions, with a view to further cooperation with Shanghai Hao, and intends to make the company's products available in batches. It is estimated that the company will supply about 70,000 units of the first batch of bicycles by OEM, and it is expected to complete the supply within 2 months after the contract is signed. The specific terms of the supply contract are currently being negotiated. The Company and its subsidiaries have never announced the sharing of 2.8 million vehicles across the country. The company's controlling subsidiary, Shanghai Permanent, is only a 12.6% shareholder of Shanghai 轺辂 shares and a research and development and supplier of shared bicycle bicycle products.
The announcement said that the bicycle market continues to face fierce market competition and gross margin is still very low. The bicycle sharing bicycle market is a new public service model that has been innovated for less than three months. The future development prospects and profitability methods are still unpredictable.
new progress
1. Baidu pushes the first artificial smart set-top box
Every day, I find the TV programs I want to watch from 282 TV stations, 371 on-demand channels, 132 TV applications, and 10 million video resources. Many users feel that they are wasting time. Baidu hopes to solve this "bug" with technology. Yesterday, Baidu secret and CITIC Guoan 000839, shares the company's cooperation, launched the country's first "smart and power + artificial intelligence" products, the new generation of "G-1 intelligent high-definition set-top box."
It is reported that using this set-top box with Baidu artificial intelligence technology, users only need to use voice and secret dialogue, you can easily enjoy practical wisdom services such as finding videos, searching data, on-demand, weather query, appointment reminder.
The cooperation between Baidu Secret and CITIC Guoan Guangshi can be said to be the first in cooperation between the BAT giant and the broadcasting giant. It is understood that CITIC Guoan Guangshi Network Co., Ltd. is a listed company under the CITIC Guoan Group, which has invested in 17 cable projects nationwide. Baidu chief scientist Wu Enda said that the two sides will conduct business cooperation in television search, artificial intelligence, voice control, face recognition and other aspects.
2. Li Ka-shing Investment Machine Exoskeleton Company
According to foreign media reports, the word "robot" is always reminiscent of bulky metal objects, and it always feels strange to walk. However, the field veteran Ricky Mahoney is trying to change this impression, he will create a machine exoskeleton, and humans can wear it. More than seven years after SRI International, a Silicon Valley research institute, operated a robotics team, Mahoney left a year ago to set up a company called Superflex. On Tuesday, the company announced that it has raised $9.6 million, including investors from Japan's venture capital group Global Brain and Hong Kong billionaire Li Ka-shing's Victoria Harbour investment.
3. Announcement: Jiangsu Suning Bank was approved for construction
Suning Yunshang 002024, shares announced today evening, "has received the Bank of China 601988, the stock bar industry supervision and management committee, "China Banking Regulatory Commission on the preparation of Jiangsu Suning Bank Co., Ltd.", agreed to set up Jiangsu Suning Bank in Nanjing, Jiangsu Province The bank category is a private bank.†The announcement shows that Jiangsu Suning Bank intends to have a registered capital of no more than RMB 4 billion. The main sponsors are Suning Yunshang Group Co., Ltd., Sunrise Oriental 603366, and Share Solar Energy Co., Ltd. 1.2 billion yuan and 944 million yuan subscribed for 30% and 23.60% of the total share capital of the bank.
4.Japan Display will develop OLED
Japan Display is a supplier to Apple Inc. in the United States. The company announced in Tokyo on Wednesday that it will issue 45 billion yen worth of convertible bonds to its first major shareholder, the Industrial Innovation Agency. In addition, Japan Display will receive a 30 billion yen subordinated loan issued by the “Industrial Innovation Agencyâ€.
Japan Display announced that the news was after the Tokyo stock market closed. However, before this, the Japanese media NHK has reported that the company has locked in the financing. As a result of this news, Japan Display shares rose 2.5% on Wednesday to close at 366 yen.
As global demand for mobile phones stagnate and peers from South Korea and China cut prices to gain more market share, Japan Display is bound to lose money for the third consecutive year. Japan Display said that the newly injected capital will be used for the development of OLED displays.
5. Hundreds of Amazon warehouse workers strike
Foreign media reported that German trade union Verdi said today that in order to improve wages and improve working conditions, German Amazon warehouse workers will strike again. Verdi said in a statement that they will once again organize Amazon's workers in three warehouses in Germany to join the strike. Prior to this, the Amazon Koblenz warehouse had started a strike together this week.
Amazon has nine warehouses in Germany with 11,000 warehouse workers and thousands of seasonal workers. Due to salary issues, in recent years, Amazon employees have been on strike every week before Christmas. According to a Verdi spokesperson, hundreds of workers are expected to participate in strikes in each warehouse, and the strike will continue until December 24.
A shares must see
1. Contact Interactive 002280, the stock company established a wholly-owned subsidiary
The 25th meeting of the 4th Board of Directors of Hangzhou Liaison Interactive Information Technology Co., Ltd. (hereinafter referred to as “Contact Interaction†or “Companyâ€) reviewed and approved the “Proposal on Establishing Liaison Financing Lease Tianjin Co., Ltd.†and agreed to the company’s wholly-owned Subsidiary Beijing Digital Tianyu Technology Co., Ltd. and Digital Tianyu (Hong Kong) Technology Co., Ltd. jointly invested and established a wholly-owned Sun Company Liaison Financial Leasing (Tianjin) Co., Ltd. with its own funds of RMB 180 million. For details, please refer to the “Notice on Investment and Establishment of Liaison Finance Leasing (Tianjin) Co., Ltd.†(Announcement No.: 2016-138) published on Securities Times and Juchao Information Network on September 28, 2016.
Liaison Finance Leasing (Tianjin) Co., Ltd. recently completed the industrial and commercial registration procedures and obtained the Business License issued by the Tianjin Free Trade Zone Economic and Trade Supervision Bureau.
2. LeTV announced the progress of the suspension period financing
LeTV 300104, the stock information technology (Beijing) Co., Ltd. (hereinafter referred to as "the company") due to the planning of the introduction of strategic investors through non-public offering of shares and other capital, according to the relevant provisions of the Shenzhen Stock Exchange, through the company's application, The company's stock has been suspended since the market opened on December 15, 2016, and the “Announcement on the abnormal fluctuation of the company's stock trading and the suspension of trading†was issued before the suspension (Announcement No.: 2016-147)
At this important event, we have hired intermediary agencies such as financial consultants to conduct due diligence work and prepare relevant documents. The company is currently conducting further discussions and communication with strategic investors. Due to uncertainties in related matters, the company will continue to suspend trading in order to ensure the smooth progress of this major event, prevent the company's stock price from fluctuating abnormally, and safeguard investor rights.
During the suspension period, the company will work with relevant parties to speed up the work related to this major event, and actively fulfill the information disclosure obligations in accordance with the relevant provisions of the “GEM Information Disclosure Business Memorandum No. 22 – Listed Companies Suspended Tradingâ€.
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