It's not sustainable. So this this is it's like it's a kind of a very extreme, tough competition. So, yeah, it's a bit wide because all our competition is over the price.Then always like duplicate the what. What do we learn. It would become number one.So everybody follow. What would we learn to this model. This today, two months later our company's launching a similar model bigger but the price of would be tango 20,000 that maybe cheaper.So you have to survive. But this is not healthy. So I would rather eve ...

Core Viewpoint - The cloud computing industry is experiencing a significant price war initiated by major players like Alibaba Cloud, which has led to a reshaping of the market dynamics and poses challenges for smaller cloud providers [2][12][13] Group 1: Price War Dynamics - Alibaba Cloud has launched its largest price reduction ever, with core product prices dropping between 20% and 55%, affecting over 100 products and 500 specifications [2] - JD Cloud has responded with a commitment to undercut prices by an additional 10%, putting pressure on smaller competitors [2] - The price war is seen as a potential catalyst for industry restructuring, raising questions about its impact on innovation [2][13] Group 2: Financial Performance of Major Players - Alibaba Cloud reported a revenue of 106.37 billion yuan in 2024, a year-on-year increase of 37.78%, indicating a strategy of increasing public cloud penetration to dilute costs [2] - The utilization rate of Alibaba Cloud's core products has increased significantly, leading to substantial energy savings [2] - Despite revenue growth, profit margins are under pressure, with Industrial Fulian's cloud computing business showing a gross margin of only 4.99% [3][4] Group 3: Challenges for Smaller Cloud Providers - Smaller cloud providers are facing a "profit margin recovery" while experiencing revenue pressure, with companies like Kingsoft Cloud and Yuke Data showing mixed financial results [5] - Smaller firms are adopting strategies such as focusing on high-value areas like AI computing to survive in a competitive landscape [5][12] - The cash flow risks for smaller players are evident, with some reporting significant declines in revenue and negative cash flow [5] Group 4: Investment and Resource Allocation - Major players are extending the price war into the AI sector, with Alibaba Cloud's AI model prices dropping to the lowest in the industry [6][8] - Alibaba Cloud plans to invest 380 billion yuan in AI infrastructure over the next three years, while Tencent Cloud has a similar plan of 500 billion yuan [8] - The rapid growth in AI computing demand presents both opportunities and challenges for smaller firms, which struggle to keep pace with larger competitors [12] Group 5: Market Concentration and Future Outlook - The market concentration is increasing, with the top three players holding 71% of the cloud infrastructure market share, indicating a trend towards oligopoly [11] - The price war is accelerating market reshaping, with smaller firms' market share being further compressed [12] - The industry is at a crossroads, where innovation requires resource investment, and the ongoing price war is altering resource distribution [14][15] Group 6: Strategies for Survival - Smaller cloud providers need to focus on niche markets and strengthen their technological barriers to survive [17] - Embracing open ecosystems and avoiding direct competition with larger firms are essential strategies for smaller players [17] - Regulatory measures may be necessary to prevent larger firms from abusing their market dominance and to preserve innovation space for smaller companies [17]

Core Viewpoint - The automotive industry is facing significant challenges due to intense price competition, with companies like Great Wall Motors and XPeng Motors emphasizing the need for profitability and efficiency over aggressive pricing strategies [2][3][5]. Group 1: Industry Challenges - The current price war in the automotive sector is a response to severe losses in electric vehicle sales, with many companies struggling to maintain a sustainable business model [2][5]. - Great Wall Motors' chairman, Wei Jianjun, highlighted the unsustainable nature of drastic price cuts, questioning the quality assurance of products that can be sold at significantly reduced prices [2]. - The automotive industry's profit margins have dropped to 4.3% in 2024, indicating a challenging environment where many companies are operating at a loss [5][6]. Group 2: Company Strategies - XPeng Motors has shifted its strategy to focus on technology and international expansion, aiming for profitability by the fourth quarter of 2023 after reducing its net loss by 51.5% year-on-year [3][4]. - Both XPeng and NIO are targeting cost reduction and efficiency improvements, with NIO's CEO Li Bin also committing to achieving profitability in the fourth quarter of 2023 [5][6]. - Traditional automakers like Geely and SAIC are restructuring their operations to enhance efficiency and reduce costs, with Geely reporting a 264% increase in net profit in the first quarter of 2023 [8][13]. Group 3: Market Dynamics - The automotive market is experiencing high inventory levels, with 3.5 million vehicles reported in stock as of April 2023, prompting aggressive pricing strategies from multiple brands [14][16]. - The market penetration rate for electric vehicles in China is stable at around 50%, but consumer demand is shifting towards product quality and brand reputation rather than just availability [16]. - The long-term success of automotive companies will depend on their organizational capabilities and ability to adapt to market changes, rather than solely on pricing strategies [16].

Group 1 - OPEC+ aims to increase production not only to punish overproducing allies but also to compete for market share with U.S. shale oil producers, indicating a clear strategy to drive oil prices below $60 [1] - OPEC's market share has decreased from 40% a decade ago to below 25% this year, while the U.S. share has risen from 14% to 20% [1] - U.S. shale oil producers are in a more vulnerable position now compared to a decade ago, with rising costs and production concerns due to the depletion of prime drilling areas [2] Group 2 - U.S. shale oil producers now require an oil price of $65 per barrel to achieve profitable drilling, while Saudi Arabia's production cost is only $3-5 per barrel [2] - Companies like Diamondback Energy have lowered their 2025 production forecasts due to global economic uncertainty and increased OPEC+ supply [2] - The price war initiated by OPEC+ could harm all participants, leading to reduced capital expenditures, layoffs, and dividend cuts for oil companies [3] Group 3 - Countries reliant on oil revenues face fiscal pressures, with Russia needing oil prices above $77 per barrel to balance its budget, and Saudi Arabia requiring over $90 per barrel [3] - Despite the fiscal challenges, Saudi officials believe they can endure a price level of $60 per barrel, even if it means borrowing more to balance the budget [3] - The competition for market share may just be beginning as Brent crude oil prices have fallen from the $70-80 per barrel range last year to nearly $58 per barrel this year [3]

以下文章来源于晚点Auto ，作者晚点团队 晚点Auto . 从制造到创造，从不可能到可能。《晚点LatePost》旗下汽车品牌。 愈发频繁地降价，越来越长的账期。 作者 | 司雯雯 李梓楠 赵宇 编辑丨龚方毅 来源 | 晚点Auto （ID：gh_30ebd85b0f58） 为了拿到一家头部自主车企的订单，一家大型模具供应商的高管经历了十几轮比价，原 本 30 分钟的竞价抻到近十个小时。 "这一整年就在谈降价的问题，大家都很痛苦。" 博世中国区总裁徐大全今年初对我们 说。"去年，车企给供应商的降价压力比较大，2024 年的压力可能更大。" 实际上供应链压力一直都在，但因为中国平均车价加速下降，一些车企打破行业 "年降" 惯例，要求供应商每半年甚至每季度降价，降幅预期也从 3%、5% 一路涨到 15%、 20%。随着近期比亚迪要求供应商明年供货价格降 10% 的邮件截图冲上热搜，供应商 的情绪集中释放。 供应商人士说，一家车企通常对应数千个供应商，降价压力最大的是零部件价格最高的 一批。接着是质量状态不稳定、态度不够配合的供应商，同意降价就继续合作，不同意 就出局。 一位头部自主车企的前采购人员告诉我们，他们 ...

以下文章来源于晚点Auto ，作者晚点团队 晚点Auto . 编辑丨 龚方毅 为了拿到一家头部自主车企的订单，一家大型模具供应商的高管经历了十几轮比价，原本 30 分钟的竞价 抻到近十个小时。 参与竞标的供应商能在屏幕里实时看到自己的报价排序，价格越低、排序越靠前、订单越多。一旦有人报 出最低价，系统将再次延时，直到所有人再也降不动价了。 他说每一轮出价都 "小心翼翼敲一个数字"：第一轮舍掉正常利润、第二轮拿掉财务费用、第三轮去掉管理 费用……最终报价比首轮低十多个百分点。这类竞价他一年要参加四次。 从制造到创造，从不可能到可能。《晚点LatePost》旗下汽车品牌。 愈发频繁地降价，越来越长的账期。 文丨司雯雯 李梓楠 赵宇 "这一整年就在谈降价的问题，大家都很痛苦。" 博世中国区总裁徐大全今年初对我们说。"去年，车企给 供应商的降价压力比较大，2024 年的压力可能更大。" 实际上供应链压力一直都在，但因为中国平均车价加速下降，一些车企打破行业 "年降" 惯例，要求供应 商每半年甚至每季度降价，降幅预期也从 3%、5% 一路涨到 15%、20%。随着近期比亚迪要求供应商明年 供货价格降 10% 的邮件截图 ...