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Wang Xiao, partner at Qicheng Capital: In the era of consumer market stock, "competing on price" and "competing on value" are both important | Direct hit on the new consumption power conference.
1. Online retail has differentiated from shelf e-commerce to a type represented by pdd holdings, focusing on individual products and price mechanisms, as well as content e-commerce represented by Douyin. Both forms of e-commerce achieve precise matching of supply and demand through efficient algorithms and mechanisms. 2. In a market environment of stagnant or even declining volume, companies need to shift from opportunity-driven to capability-driven, from growth-first to efficiency-first, and from scale-oriented to value-oriented.
Trump's tariff plan angers many? US oil industry warns: rbob gasoline costs rise exacerbating consumer burden
① President-elect Trump of the usa threatens to impose a 25% tariff on products from Mexico and Canada, causing concerns in the oil rbob gasoline industry; ② U.S. refineries highly rely on crude oil imports. The American Petroleum Institute warns that tariffs will raise refining costs and gasoline prices, exacerbating consumer burden; ③ Analysts believe the likelihood of Trump implementing the tariff plan is small.
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"Trump 2.0" deters the global? South Korea plans to increase support for chip companies and introduce $10 billion low-interest loans next year.
① South Korea plans to increase financial support for domestic chip manufacturers next year to address the challenges posed by the 'Trump 2.0' policy and competitors like China; ② The South Korean Ministry of Finance stated that low-interest loans will reach 14.3 trillion won (approximately 10.2 billion USD) next year to support new chip park enterprises and others.