Double Week Company (2022.7.1—2022.7.15)

Nearly 250 billion yuan! The biggest order in history

On July 1, the three largest domestic airlines, South Airlines, China Air China, and China China Eastern Airlines issued an announcement. They signed a purchase agreement with the European aircraft manufacturing giant air passenger cars -a total of 292 A320NEO series aircraft, the total purchase amount, the total purchase amount It will reach 37.257 billion US dollars (about RMB 249.1 billion).

This transaction is the largest number of aircraft purchases of aircraft purchase orders and the highest order amount. At the same time, it is also the first time that China's civil aviation industry has announced the large -scale passenger aircraft orders for the first time in the past three years.

Buying an aircraft is a major capital expenditure. Influenced by factors such as the continuous epidemic and high international crude oil prices, the three major airlines have further frustrated in the first quarter of 2022, with a total loss of more than 20 billion yuan. At present, the aviation market has not fully recovered. Why did this node sign a large order?

Some experts said that there are many uncertainty during the epidemic, and it is difficult for airlines to decide on large -scale procurement of aircraft, and the current aviation recovery signal is relatively strong. At this time, the airline's large -scale purchase of related models is an important manifestation of confidence in the market. The announcement of the three airlines mentioned the main reasons for the purchase of the aircraft, that is, the aircraft transaction meets the company's "14th Five -Year Plan" planning development and market demand. And long -term capacity supplement.

The transaction amount was nearly 250 billion yuan, but the three major airlines stated that the Airbus company gave a large discount in actual transactions, and the actual price of the purchase of the aircraft will be lower than the above basic price. Therefore, experts also speculate that the purchase price is more favorable. Airlines buying new aircraft on this node has more bargaining power, which is also one of the main factors for concentrating on buying new aircraft.

Evergrande Real Estate's total execution amount exceeds 14.7 billion

The Tianyancha APP shows that recently, Evergrande Real Estate Group Co., Ltd., Taiyuan Henglin Real Estate Development Co., Ltd., Taiyuan Hengbin Real Estate Development Co., Ltd. added information about the executed person, executed 370 million yuan, and the executive court was an intermediate in Taiyuan City, Shanxi Province. People's Court. In addition, Evergrande Real Estate Group Co., Ltd. and Evergrande Real Estate Group Pearl River Delta Real Estate Development Co., Ltd. added information about the executed person, executing the target of 1.2745 million yuan, and the executive court was the Nanhai District People's Court of Foshan. At present, the total amount of Evergrande Real Estate Group Co., Ltd. has exceeded 14.7 billion yuan.

Meitu fried coins float up to 300 million

On the evening of July 3, Meitu, a listed company of Hong Kong stocks, announced that in the first half of this year, the company's net loss may reach 274.9 million yuan to 349.9 million yuan, mainly due to the purchase of cryptocurrencies. Meitu predicts that the purchase of Ethereum and the purchased Bitcoin confirmed that the impairment losses have been confirmed by about $ 18.5 million and about 27.1 million US dollars, totaling about 45.6 million US dollars (about 306 million yuan). Meitu Company said that cryptocurrencies are still in the initial stage, and the price tendencies are vulnerable to fluctuations, but the blockchain industry is still developing rapidly, and cryptocurrencies have sufficient growth space. The board of directors is still optimistic about the long -term prospects of purchasing cryptocurrencies.

Beyond Tesla, BYD became the global new energy vehicle sales in the first half of the year

After entering July, car companies have shown sales transcripts in the first half of the year. On July 3rd, BYD released the June production and sales express report. The data showed that from January to June 2022, BYD's new energy vehicles sold for about 641,400 units, an increase of 314.9%year -on -year. On the same day, Tesla also released its production delivery report in the second quarter of 2022. The report shows that Tesla's total global electric vehicle delivery volume in the first half of this year was 564,000. From the data point of view, BYD led Tesla with a sales volume of nearly 80,000 vehicles and became the global new energy vehicle sales in the first half of the year. BYD expects that its total sales will reach 1.5 million units in 2022, and it is expected to impact 2 million units in a good supply chain.

Samsung announced a 3 -nanometer process chip, overtaking accumulation

On June 30, Samsung Electronics announced that it had begun to produce 3 nanometer chips on a large scale, which is the first company in the world to mass -produce 3 -nanometer chips. Samsung said that unlike the previous generation technology using FINFET technology, the full -ring winding gate (GAA) transistor technology used by Samsung can reduce the first -generation 3 -nanometer process of the newly developed generation. Reduce the area by 16%. However, Samsung did not announce the first batch of customers, nor did it explain the output of the new chip in detail. As for the progress of TSMC's 3 -nanometer process, Liu Deyin, chairman of TSMC, mentioned at the shareholders' meeting in early June that the progress of the advanced process is in accordance with the plan development, and it is expected to produce 3 nanometer chips in the second half of the year.

(This article published in "China Economic Weekly", No. 13, 2022)

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