Positive signals pop up!

Official website, Hon Hai Technology Group, reported today that Foxconn Technology Group, a subsidiary of Hon Hai Technology Group, signed the Strategic Cooperation Agreement between Henan Provincial Government and Foxconn Technology Group to Accelerate New Business Projects with the Henan Provincial Government. The signing ceremony was held in Zhengzhou. According to the agreement, the Henan provincial government supports Foxconn to build a new business headquarters in Zhengzhou. Foxconn will give full play to its core competitiveness in the field of smart manufacturing, as well as its advantages in technical reserves and industrial chain resources on a global scale, accelerate the landing of electric vehicles, energy storage batteries, digital health and robotics industries, focus on Henan, and build a global high-end manufacturing industrial chain and strategic emerging industry ecosystem.

According to the news of Reference News Network, Apple CEO Cook also went to Chinese mainland to reorganize the supply chain because the iPhone15 assembled by the Indian factory was not returned smoothly last year and was forced to cut prices sharply. After this lesson, Apple has transferred part of its production capacity back to Chinese mainland foundry this year, and BYD, Luxshare and other big manufacturers have joined the iPhone16 supply chain and become Apple’s latest OEM partners.

Recently, there are media reports that Foxconn, Apple’s main foundry, has also started to recruit workers in the peak season, and the current hourly wage of Foxconn factory in Zhengzhou Airport has been raised to 25 yuan. Although there is still a gap above 30 yuan in the period of the most shortage of manpower, it is relatively high in the same period. If the worker chooses the refund mode, he can get an extra bonus of 7500 yuan after 90 days in office.

Foxconn burst

Foxconn Technology Group, a subsidiary of Hon Hai Technology Group, signed the Strategic Cooperation Agreement between Henan Provincial Government and Foxconn Technology Group to Accelerate New Business Projects with the Henan Provincial Government. The signing ceremony was held in Zhengzhou.

According to the agreement, the Henan provincial government supports Foxconn to build a new business headquarters in Zhengzhou. Foxconn will give full play to its core competitiveness in the field of smart manufacturing, as well as its advantages in technical reserves and industrial chain resources on a global scale, accelerate the landing of electric vehicles, energy storage batteries, digital health and robotics industries, focus on Henan, and build a global high-end manufacturing industrial chain and strategic emerging industry ecosystem.

In recent years, Hon Hai Technology Group has actively developed 3+3 new businesses and launched a global layout. Foxconn’s new business headquarters in Zhengzhou, Henan Province, is a very important part of the group’s new business development in Chinese mainland.

This strategic cooperation focuses on the transformation of the Group’s 3+3 strategic industries, that is, three emerging industries, namely electric vehicles, digital health and robots, as well as three new technical fields, namely AI, semiconductors and new generation mobile communication, and actively cooperates in the fields of making development plans, core technology research, overall management of industrial investment, industrial landing, market development and customer development, gathering and training of key talents and professionals, and building industrial ecosystem, and makes joint efforts to build Foxconn’s new business headquarters into a new enterprise.

To this end, Foxconn will invest in the construction of a new business headquarters building in Zhengzhou to carry the functions of the new business headquarters. The first phase of the project is located in Zhengdong New District, with a construction area of about 700 hectares and a total investment of about 1 billion yuan. It will mainly build seven centers, including headquarters management center, R&D center and engineering center, strategic industrial development center, strategic industrial financial platform, industrial research institute and key talent center, marketing center and supply chain management center, which will provide industrial resources and technical support for Foxconn to implement the 3+3 strategy in mainland China.

Around the implementation of the "3+3" strategy, Foxconn will focus on the layout of electric vehicle trial production centers, solid-state batteries and other projects in Zhengzhou Airport Economic Comprehensive Experimental Zone in the near future. The electric vehicle trial production center project will plan to build a world-class electric vehicle demonstration production line, build a display platform and a world-class lighthouse factory to provide manufacturing services to well-known automobile brands at home and abroad based on advanced, pilot and pioneering development strategies, and lay a solid foundation for the subsequent mass production of electric vehicles. The goal is to build Zhengzhou Airport into the core production base of Foxconn electric vehicles. As for the solid-state battery project, we will closely follow the industrial development trend, give full play to Foxconn’s long-term accumulated technical advantages, adhere to the principle of "overall planning and step-by-step implementation", and lay out and develop the solid-state battery industry in Zhengzhou Airport, focusing on the development and manufacturing of solid electrolyte, semi-solid and all-solid batteries.

Apple production capacity has also returned.

According to the reference news, Taiwan Province’s "China Times News Network" reported on July 23rd that in recent years, Apple implemented the strategy of "removing risks" and diversifying its supply chain, and turned its orders to India, but the actual operation was obviously not smooth. Last year, the iPhone15 assembled by the Indian factory was returned, and it was forced to cut prices sharply. Apple CEO Cook also went to Chinese mainland to reorganize the supply chain. After this lesson, Apple has transferred part of its production capacity back to Chinese mainland foundry this year, and BYD, Luxshare and other big manufacturers have joined the iPhone16 supply chain and become Apple’s latest OEM partners.

Foxconn’s production base in Sri Perumbudur, India, began to produce iPhone15 series Apple phones in August 2023, with the goal of shortening the shipping time difference between India and Chinese mainland and synchronizing the supply chains of the two places. Bloomberg reported that Foxconn India factory followed Chinese mainland factory and supplied iPhone15 series mobile phones to the global market only a few weeks later, and the production cycles of the two places were closely connected, so India even threatened to increase its output value five times in the next five years.

However, in fact, the number of iPhone15 OEMs in Indian factories accounts for only 10%. Indian factories also need to import a large number of spare parts from Chinese mainland, which affects their quality and efficiency. There are still problems in the yield of iPhone OEM in India (only about 50%) and hygiene management (E.coli exceeding the standard). These two problems caused troubles when the products were exported to Europe and Chinese mainland, which affected the market sales. Therefore, Apple decided to reduce the price and promote sales. During his visit to China, Cook not only went to Apple retail stores to interact with consumers, but also met with companies such as BYD and Luxshare, saying that he would strengthen cooperation with enterprises in Chinese mainland.

According to the report, a well-known smartphone blogger recently pointed out on the social platform that the upcoming iPhone16 series is still mainly assembled in Chinese mainland, and some high-end flagship models have been transferred from Foxconn to BYD, which also proves that the mainland is still in the leading position in the OEM level of smartphones, and it is not so easy to transfer to other countries such as India immediately.

It is also reported that Foxconn, Apple’s main foundry, has also started to recruit workers in the peak season, and the current hourly wage of Foxconn factory in Zhengzhou Airport has been raised to 25 yuan. Although there is still a gap above 30 yuan in the period of the most shortage of manpower, it is relatively high in the same period. If the worker chooses the refund mode, he can get an extra bonus of 7500 yuan after 90 days in office. It is reported that in previous years, Foxconn’s highest recruitment price appeared in August, mainly to fully stock up the new iPhone, and employees can generally get a subsidy of 10,000 yuan.

From the perspective of Industrial Fulian, Minsheng Securities released a research report on July 22, saying that it gave Industrial Fulian a recommendation rating. The rating reasons mainly include: 1) Industrial Fulian: the world’s leading high-end intelligent manufacturer and technology service integration solution provider; 2) Cloud computing: the leading ODM server enterprise, the demand for AI servers is growing rapidly; 3) Communication and mobile network equipment: the demand for switches is growing rapidly, and the capital expenditure of operators is rising.

Original title: "Foxconn, sudden! 》

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Original Luzi Lee Joon Renzhong Global Times

US President Biden began his campaign for the 2024 general election.

On January 5, local time, US President Biden began the first stop of his 2024 general election in Pennsylvania. Agence France-Presse said that Biden violently attacked former President Trump in the first campaign and compared it with the Nazis, saying that it posed a threat to American democracy.

Biden gave a speech in Pennsylvania on the 5th.

According to the report, the 81-year-old Democrat’s support rate at this stage of his term is the worst among modern presidents, and he either lags behind Trump or keeps pace with him in the polls. For months, Democrats have been calling on Biden’s campaign team to take action as people are increasingly worried about the US economy and Biden’s age.

Related reports:

The US media is worried that this year’s election will "repeat the same mistakes."

"One riot, two narratives." The Associated Press said on the 5th that as the United States entered the 2024 election year, both current President Biden and former President Trump used the riots on Capitol Hill on January 6, 2021 to issue political battle slogans to voters-according to the existing polls, they are most likely to become presidential candidates of both parties, and the confrontation in 2020 may be staged again. Today, three years ago, the scene of violence and chaos staged by the so-called "beacon of democracy" shocked the world. Now the country still seems to be deeply divided and hostile: threats against public officials are unprecedented; More than a dozen state capitol buildings have just experienced a "bomb threat", although it was a false alarm. The American Vox website says that the threat of violence has become a part of the American political system. Against this background, the American Institute of Foreign Affairs listed domestic terrorism and political violence as the biggest concern of the United States this year for the first time in its annual risk assessment report.

Police patrol outside after the Mississippi Capitol received a bomb threat on the 3rd. (vision china)

American think tanks list domestic terrorism and political violence as the primary risks.

On the 4th local time, the Institute of Foreign Affairs of the United States released the "Prevention Priority Survey in 2024", which assessed 30 ongoing conflicts and potential conflicts, and divided them into three levels according to the probability of occurrence and the degree of impact on American interests. Since the publication of this report 16 years ago, the American Institute of Foreign Affairs found for the first time that foreign policy experts are most worried about domestic terrorism and political violence caused by political polarization, "especially before and after the 2024 general election". This "conflict" is included in the first-level risk and marked as "high probability of occurrence and great impact". It is worth noting that the cover photo of this report features a group of extreme right-wingers, wearing face towels and holding the American flag, marching in Washington, D.C..

"Violent activities are quietly changing American politics and affecting the 2024 election." The Vox website in the United States recently published an article saying that the threat against public officials has risen to an "unprecedented" number throughout the United States, and as many as 83% of the respondents are worried about the risk of political violence in the United States. According to CNN, from 2021 to 2023, there were 9,600 cases, 7,500 cases and 7,300 cases of threats or "worrying remarks" directed against members of Congress (as of last November). Under Trump and Biden, 82 cases of threatening Republican officials and 80 cases of threatening Democrats faced federal charges. However, Republican members seem to be more vulnerable to attacks from both sides, and Trump supporters accuse some people of being "just nominal Republicans".

CNN said that the U.S. federal government has begun to consider what kind of situation it will face this year. Congressional Police Commissioner Manger said, "There are too many hatred and unkind remarks on social media and against elected officials." Several unexpected events in 2023 may be a harbinger, for example, the offices of two Republican congressmen received death threats in November. In the same month, the staff of several state election offices received suspicious letters.

According to Washington post, on January 3rd, the staff of parliament buildings in more than a dozen federal states received bomb threats, which led to the evacuation of some parliament buildings and disrupted government affairs. However, no explosives were found in the end, and the FBI quickly called these threats "pranks". Recently, a number of public officials have also received "false alarm" calls. A Georgia official believes that the purpose of this farce is to split Americans. "The perpetrators hope that the left will accuse the right wing and the right wing will accuse the left wing, further aggravating differences and normalizing potential violence."

Biden’s advertisement focuses on opposing "extremism"

Today marks the third anniversary of the riots on Capitol Hill. According to Agence France-Presse reported on the 5th, Biden’s first presidential campaign TV advertisement focused on opposing "extremism". "Everyone is asking, how can we maintain our democracy?" The 81-year-old democratic president said in the advertisement that something dangerous is happening in the United States, and "there has been an extremist movement that does not agree with our basic democratic beliefs." In the one-minute advertisement, Biden did not mention Trump’s name, but the picture repeatedly played the picture of the mob holding the slogan supporting Trump on January 6, 2021 and they erected the gallows in the Capitol. "The advertisement is a very real reminder that this election may determine the fate of American democracy." Biden campaign manager Rodriguez said in a statement.

According to the Associated Press, on the occasion of the 3rd anniversary of the riots on Capitol Hill, Trump will hold two campaign rallies in Iowa on the 6th, and Biden plans to visit nearby Fort Ji Gu, Pennsylvania the day before. Trump called January 6, 2021 "a beautiful day" and described those who were imprisoned for participating in the riots as "great patriots." Trump believes that the federal charges against him and the disqualification of the primary election in the presidential election party by Colorado and Maine show that Democrats are trying to weaken American values. Members of the Trump campaign team said that Biden and his allies posed a "real threat" to democracy.

Biden has repeatedly made a fuss about this topic. The Associated Press said that on January 6, 2022, he made a speech in the National Statue Hall of the Capitol, suggesting that Trump and his supporters "inserted a knife in the throat of the United States." On this day in 2023, Biden awarded 14 presidential medals in recognition of their work in protecting the Capitol during the riots.

"The ghost of January 6th haunted in 2024"

The Associated Press said that this debate about who is more harmful to the United States may reflect a deeper problem. "No matter what the reality is, when both sides say that the other is a threat to democracy, it is a sign that democracy is being weakened." Professor Daniel Ziblatt of Harvard University said.

"The ghost of January 6 haunted in 2024." The US "New Yorker" published an article on the 4th, saying that one of Biden’s challenges is to reawaken voters’ heartfelt anger over this riot. But there is a risk that Americans will realize that the general election in 2024 may be a repeat of the general election four years ago. The scene of Biden and Trump’s confrontation again emphasizes to people that the United States is still mired in division and hostility in that unpleasant year. Who really likes to see this situation? No country wants to enter a cycle of bad luck.

According to USA Today reported on the 5th, the poll data sent a warning signal for the situation after the 2024 general election. Trump’s supporters generally accept the former president’s allegations of fraud in the 2020 general election, and they are prepared to believe such allegations again in 2024, which laid the foundation for potential protests. If Trump loses the election, the situation may be even worse, and the country may repeat the same mistakes.

Lee Joon, a special correspondent of Global Times in the United States ● Lu Zi is heavy.

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Editor | Yu Zemiao

Proofreading | Liu Yang

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Original title: "Biden, here we go"

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