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Class A share evening hotspot ｜ RMB exchange rate broke ＂7＂! Peripheral interest rate hike expectations are strengthened again, Apple has become the number one short target on Wall Street

The big news worth watching this evening are:

1. The Supreme Leader met with Russian President Vladimir Putin.

2. The good news is coming! The General Office of the State Council issued a document related to the reduction of fees for securities, funds, etc.;

3. The RMB exchange rate has broken "7"! What are the implications? How will the future trend go?

4. The United States will ban Chinese batteries after 2024? BYD board secretary: It is impossible for the electric vehicle industry to decouple.

5. Peripheral interest rate hikes are expected to be further strengthened, and fund managers may accelerate the transfer of positions and shares.

The following is the text of the evening report:

1. The Supreme Leader meets with Russian President Vladimir Putin

Importance: ★ ★ ★ ★ ★

On the afternoon of the 15th local time, the Supreme Leader of the President of the People’s Republic of China held a bilateral meeting with Russian President Vladimir Putin at the Samarkand State Guesthouse, conferring on Sino-Russian relations and international and regional issues of common concern.

The Supreme Leader stressed that China is willing to strongly support each other on issues concerning each other’s core interests and deepen practical cooperation in trade, agriculture, connectivity and other fields. The two sides should strengthen coordination and cooperation within multilateral frameworks such as the Shanghai Cooperation Organization, CICA, and BRICS countries, and promote all parties to enhance unity and mutual trust, expand practical cooperation, safeguard regional security interests, and safeguard the common interests of developing countries and emerging market countries.

2. The good news is coming! The General Office of the State Council issued a document related to the reduction of securities, funds, etc

Importance: ★ ★ ★ ★

On September 15, the General Office of the State Council issued the Opinions on Further Optimizing the Business Environment and Reducing the Institutional Transaction Costs of Market Entities, including 23 items in five aspects. The key contents are as follows:

Fully implement market access negative list management

Encourage securities, funds, guarantees and other institutions to further reduce service charges

Improve the intellectual property protection system for new fields and new formats such as big data, artificial intelligence, and genetic technology

Fully implement fair competition censorship and investigate and punish malicious subsidies, low-price dumping, setting unreasonable trading conditions, etc

Promote the reduction of logistics service charges

For more details, please click to view the full text.

3. The RMB exchange rate has broken "7"! Which sectors are expected to benefit? How will the future trend go?

Importance: ★ ★ ★ ★

On September 15, Beijing time, after more than two years, the exchange rate of the RMB against the US dollar once again entered the "7" era. What is the impact? How will it go in the future? The comprehensive official and expert authoritative views of the country are as follows:

On the sector: Huaxi Securities believes that the greater the proportion of overseas business income, the greater the degree of impact of exchange rate fluctuations. However, there are differences in the elasticity of exchange rate effects in different industries. Technology-intensive industries such as electronics, household appliances, automobiles, and medical apparatus benefit more than labor-intensive industries such as textiles and clothing.

Exports: China’s export trade in shoes and accessories, textiles and apparel, leather bags account for a large share, and a moderate depreciation of the RMB may benefit companies in these industries.

On imports: In turn, industries that need to import raw materials, goods, and services from overseas, as well as companies that carry more dollar bonds, may be negatively affected.

On prices: China’s CPI constitutes the vast majority of food, and the country can be self-sufficient. The depreciation of the RMB against the US dollar has little impact on prices.

Follow-up trend: The RMB exchange rate does not have the basis for long-term depreciation. Even if it breaks the "7" this time, it will be inevitable to rise back to the "6" range in the future as the domestic economy stabilizes and the US dollar index pulls back with the use of some tools.

More relevant interpretations can be found here.

The United States will ban Chinese batteries after 2024? BYD board secretary: It is impossible for the electric vehicle industry to decouple

Importance: ★ ★ ★

Recently, a screenshot was posted on the Internet, claiming that the US IRA Act requires that Chinese batteries be banned after 2024.

In this regard, BYD board secretary Li Qian wrote on WeChat Moments on the afternoon of the 15th, "I don’t see how the electric vehicle industry is decoupled? In the electric vehicle industry, the United States is still in the early stage, relying on increased subsidies to support, while China has completely shifted from policy-driven to market-driven."

The new team of Tianfeng Securities also issued a document saying that the IRA bill only says that starting from 2024, any country whose battery components are produced in the list of "countries of special concern" (China is included) will no longer apply subsidies, and there is no ban.

5. Policies are frequent in various places, and there are multiple leading stocks connected to the board. Will real estate become the main line in the next stage?

Importance: ★ ★ ★

Recently, real estate stocks have also ushered in multiple catalysts in policies, and many cities have relaxed policies. In just two days on the 14th and 15th, there were major moves in Zhengzhou, Guangzhou, Suzhou, and Qingdao. For details, click here.

In the real estate sector, Zhongzhou Holdings 4 days 3 board, Shahe shares 2 board, Xinhualian 2 board.

Comments: Recently, the new energy track has fallen sharply, and low-valued sectors such as finance and real estate have risen against the trend. Will real estate become the main line in the next stage? CITIC Securities believes that the policy will be implemented in a gradual and cumulative manner. The supply-side changes under the credit crisis have brought significant opportunities to some blue-chip real estate companies.

6. Peripheral interest rate hikes are expected to be further strengthened, and fund managers may accelerate their position-shifting and stock-swapping. The style will change.

Importance: ★ ★ ★

On September 15, class A shares adjusted again. Due to the increased volatility in the global market and the increased demand for institutional funds to avoid risks, some fund companies emphasized that there may be a need to switch positions in funds. According to brokerage China, fund managers may lay out oversold sectors.

Comments: What happened to the fund group stocks in those years? Just look at the chart below. In other words, the allocation ratio of partial stock public funds to new energy has reached an astonishing 40%, which can be said to be very high!

7. The mass production of Hengchi 5 is imminent, and Hengda Automobile’s Tianjin factory will hold a mass production ceremony on September 16

Importance: ★ ★ ★

Hengda Motor’s Tianjin factory will hold a mass production ceremony of Hengchi 5 on September 16. At present, Hengda Motor President Liu Yongzhuo and other executives have gone to the Tianjin factory site, and the site of the event ceremony has been preliminarily completed.

In addition, the following news is also worth noting:

8. MIIT: There is blind investment and duplicate construction in the field of new energy vehicles, but it will be gradually digested and solved.

9. China Securities Association: More than 60% of chief economists believe that the year-on-year growth rate of GDP in the fourth quarter will increase slightly compared with the third quarter.

National Energy Administration: China’s electricity consumption 852 billion kWh in August, an increase of 10.7% year-on-year.

1. U.S. stocks opened slightly lower: Some popular Chinese stocks fell, and Adobe fell more than 13%.

The three major U.S. stock indexes collectively opened lower, with the Dow down 0.08%, the Nasdaq down 0.69%, and the S & P 500 down 0.35%. Some popular Chinese stocks fell, Kingsoft Cloud, Bilibili, and XPeng Motors fell more than 3%, and iQIYI and Qutoutiao fell more than 2%.

Adobe tumbled more than 13% to its lowest level since late April 2020, after announcing the acquisition of Figma and providing Q4 financial guidance. Netflix rose 3.3% and expects the low-cost subscription service to reach 40 million audience by the third quarter of 2023.

The Chinese concept demon stock is still multiplied by the number of stocks initially rose by more than 56%, triggering a suspension, and the stock skyrocketed by more than 311% overnight.

Apple became Wall Street’s number one short target: short positions reached $18.40 billion, surpassing Tesla for the first time in more than two years

Wall Street bears are eyeing large technology stocks in the United States. According to financial analysis firm S3
Partners released data on September 14 local time. As of September 13, Apple’s latest unpositioned squaring short position was $18.444 billion, surpassing Tesla for the first time since the COVID-19 pandemic outbreak overseas in April 2020. It has become the number one short target for Wall Street bears.

3. Last-minute thrilling clearance, the first rail strike in the United States in 30 years was averted

After more than 20 hours of all-night negotiations, at 5:05 a.m. the day before the deadline, the White House announced that Amtrak and the unions had reached a "thrilling" tentative agreement, averting the first rail strike in 30 years.

After combing through the investment opportunities that the market is concerned about, we found that degradable plastics, VR, etc. are attracting attention.

MIIT strengthened the application of low-carbon materials such as degradable plastics, and institutions favored these 13 stocks during the year

The MIIT General Office and others have issued the "three products" implementation plan for the raw material industry to develop green and low-carbon products. It is mentioned that the research and development and application of high-quality green and low-carbon materials such as degradable plastics and bio-based materials should be strengthened.

Guohai Securities Research Report pointed out that under the promotion of the plastic ban policy, it is predicted that by 2025, the total market demand for degradable plastics in China will reach 4.1523 million tons, which is 9.23 times the demand in 2018, and the unit price 20,000 yuan/ton is 83 billion.

Tencent’s self-selected stocks found that this year, there are 13 shares of Jinfang Technology that have received more than 10 institutional researchers, including Wanhua Chemical, Yutong Technology, and Hengli Petrochemical, which are 113, 50, and 42 respectively.

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2. The PICO 4VR all-in-one machine will be officially launched at the end of the month, and the industrial chain is expected to attract attention

According to media reports, according to the PICO Tmall flagship store, Pico
The 4VR all-in-one machine has been officially opened for pre-order and is expected to be officially launched at the end of this month. The final price will be announced on September 27. Users can book at a price of 100 yuan between September 13 and 22:00 on September 27, and pay the balance at 22:30 on September 27.

The industry believes that the VR all-in-one machine with independent computing power, independent interaction, independent display and independent content platform in our country has become the current mainstream virtual reality (VR) end point device. According to the data released by IDC, the shipment of VR headsets in Quarter 1 of 2022 in China was 257,000 units.

Class A shares in the company:

Zhidu Co., Ltd., a holding subsidiary of Guangzhou Zhidu Cosmos Technology Co., Ltd., launched the first domestic digital art meta-universe community "Meta Beyond", which is currently available in PICO.
VR, iQIYI · Adventure VR and Android mobile terminals are launched. (Recommended by AVIC Plaza Securities)

Changxin Technology: Provides the latest VR Quest2 display module for Meta, and also provides VR headset module for domestic VR giant PICO. (Recommended by Huaxin Securities)

In addition, the following sectors are also worth paying attention to:

3. Huawei Cloud: It will support 10,000 startups worldwide in the next three years.

4. Hengqin launches the pilot of intelligent networked driverless cars.

5, iPhone 14 series of mobile phones have not been sold and the price has increased: the spot premium is 200-4000 yuan, and the most expensive one is priced at 17,000 yuan;

6. MIIT: It is organizing research to promote the application of eSIM technology on smartphones and other devices.

On the positive side, the self-selected brother prompts attention to the signing of a cooperation framework agreement between Huayi Technology and a subsidiary of Ningde Times, etc.; on the negative side, attention is paid to the suspension of the formal cooperation agreement between Zhezhong Shares and Mount Everest in Tibet and Qidi Qingyuan.

positive announcement

1. Hikvision: 2 billion yuan – 2.50 billion yuan to buy back shares, and the repurchase price does not exceed 40 yuan/share.

2. Huayi Technology: Signed a cooperation framework agreement with Ningde Times (Shanghai).

3. Xingshuaier: The subsidiary signed the "General Rules for Procurement of Productive Materials" with Shenzhen BYD Supply Chain Management Co., Ltd.

4. Funeng shares: increase the price of on-grid electricity and natural gas gate stations.

5. Xinwangda: It is planned to build a 30GWh power battery production base 12 billion.

6. Kelun Pharmaceutical: Net profit is expected to increase by 55% to 70% year-on-year in the first three quarters.

7, China Railway: won the bidding of 38 major projects, a total of 91.20 billion yuan.

Negative announcement

1. Zhezhong Shares: The company has suspended the agreement on the formal cooperation agreement with Mount Everest in Tibet and Qidi Qingyuan.

2. Two-board Xinhualian: The company’s business does not involve the concept of Universal Studios.

3. ST Zotye released a stock price change announcement: the relevant cooperation is currently only for the transformation of the original production line, and no new pure electric vehicle production capacity construction projects will be carried out and no new production capacity will be added.

4. Ordinary people: The pharmaceutical group plans to reduce its holdings by no more than 2%.

5. Kid King: Nanjing Weiying plans to reduce its holdings by no more than 1%.

6. Heat Scene Bio: The company’s former supervisor received a written administrative penalty decision.

This article is selected from "Tencent’s self-selected stocks", edited by Zhitong Finance: Wei Haoming.

238 original brands! A glimpse of the strength of local business development in Changsha

In mid-February, Changsha officially issued the "Implementation Opinions on Building an International Consumption Center City", proposing to build Changsha into an international consumption center city with the reputation of "Fashion Capital", "Happiness Capital", "Vigorous Capital" and "Leisure Capital". At the same time, the opinion pointed out that 24 creation tasks will be implemented, such as accelerating the construction of international business districts, accelerating the construction of characteristic commercial blocks, enhancing the gathering of local characteristic brands, developing night economy, improving catering consumption and sports consumption.

The growth of local characteristic brands is an indispensable element to witness the commercial development of the city. In the exploration of local original brands in Changsha, according to the big data of Winner, there are 238 local chain brands stationed in major shopping centers in Changsha, with rich formats and diverse categories. Catering, retail, cultural and sports entertainment, life service and children’s parents and children create hot spots in their respective tracks, which reflects the charm of urban commercial development.

Changsha, online celebrity naturally lives up to its reputation, including 137 catering brands among more than 200 local brands, and the highlight of the catering industry continues, accounting for 58%; Retail sales performed well, accounting for 17%; Local brands of life service, cultural and sports entertainment and children’s parent-child format also occupy some markets. The core sections of various formats influence, drive and promote each other, and local brands intensively cultivate the commercial market, which has strong growth strength.

Data collection scope: based on the store data of Changsha project obtained by Winstar online and offline channels, the date of online collection and quarterly update (there may be incomplete data) for some projects is February 28, 2022.

The commercial market in Changsha, which has been polished for a long time and refined by the market, has not only the inheritance and spread of time-honored brands and non-legacy brands, but also the sudden rise of new forces of emerging brands, focusing on catering and retail formats. Since the establishment of local brands, the categories have been increasingly enriched.

The well-thought-out and carefully crafted local brands can see through their subdivided business categories to see the development of the industry.

? Catering format: Xiang Jun C, the rise of "online celebrity"

Under the repeated epidemic situation, the resilience of Changsha’s catering industry is relatively strong, and the catering consumption in major businesses has maintained a good fundamentals. According to statistics, among the 137 original catering brands in Changsha, Chinese catering accounts for 49%, leisure catering accounts for 21%, exotic catering accounts for 16%, hot pot/braised pot/griddle accounts for 10%, and barbecue/teppanyaki accounts for 5%.

Chinese catering: Chinese simple (fast) meals rank first, followed by Hunan cuisine.

From the perspective of subdivided categories, there are many types of local catering in Changsha, and consumers have many options. There are 36 brands of local Chinese simple (fast) meals in Changsha, ranking first in the catering industry; There are 26 brands of local Hunan cuisine, ranking second, and the rest of Guangdong cuisine, seafood, northwest cuisine and Yunnan-Guizhou cuisine are involved, and diverse food styles are presented.

Among 36 Chinese simple (fast) meals, there are special snacks, noodle shops and other sub-categories. Among them, Suo powder, as the soul of breakfast in Changsha, is a necessary punching operation recommended by Changsha people, food bloggers or travel guides. Brands such as Tianjin Liuzizi Powder House, Phoenix Girl Xiangxi Fish Powder, Daguan Rice Noodles and Wugu Fish Powder have attracted much attention.

Under the wave of consumption upgrading, among the innovative characteristic hot pots represented by emerging hot pots/stews/griddles, there are abundant categories such as King Pot Pork Belly Chicken Hot Pot, Jijing Pork Belly Chicken Three-second Fish, chicken coconut and Dabinjia, and the market players of chicken coconut, Pork Belly Chicken, Fish Hot Pot, Chuanchuan Hot Pot and other sub-categories have also increased.

Focusing on the localized development of Changsha, Hunan cuisine is one of the representatives of the city’s business cards, and many Hunan cuisine brands are also exploring more ways of development. In today’s prefabricated dish market, the chef who insists on "only using chefs to fry" peppers stands out, and has been deeply involved in Hunan cuisine for 24 years, and has opened 50 direct stores in Changsha, Shanghai and Shenzhen. The chain brands of Hunan cuisine, such as exquisite food, one lamp, delicious taste, Tanzong chopped pepper fish head and fried beef with kitchen smoke, have formed a double effect of good collection flow and good reputation.

Exotic dining: Japanese and Korean cuisine is far ahead.

Among the original exotic restaurants in Changsha, there are 15 Japanese and Korean restaurants, accounting for 68% of the exotic restaurants. Among them, Kimura Heping House, Royal Cattle Craftsman, Xiaoming Charcoal Roasted Fat Cattle Specialty Store, Lekeshi Korean Restaurant, etc. cover many sub-categories of Japanese barbecue, Korean barbecue, sushi, Lamian Noodles and Korean cuisine.

Behind the rise of steak is the general trend of quality upgrading and high-end catering upgrading. Western-style catering, as a high-value consumer product, is also in line with consumers’ demands for higher quality.

Exotic dishes, dietary differences, and the preservation and innovation of dish flavor are the key to the differentiated competition of this category. Among the local exotic categories in Changsha, there are Thai dishes such as DuDu Thai Restaurant, Man Xiong Pizza, Sam Kitchen, etc. Although the number of western-style simple (fast) meals is small, they have a good response in the market.

Leisure catering: the competition between baked desserts and drinks tends to be fierce.

Among the emerging leisure restaurants, baked desserts and drinks are actively expanding. Among the local leisure restaurants in Changsha, baked desserts account for 45%, drinks account for 27%, and leisure snacks account for 28%.

As a category favored by young and middle-aged people and consumed with high frequency, the iteration of leisure catering industry is also increasing day by day. Many enterprises cross the border, and the investment and financing of the industry are booming. In the tea market of 100 billion yuan, the market competition is fierce, and local brands are represented by Modern China Tea Shop (demand area: 50-70 square meters), Guoyaya (demand area: 20-50 square meters), MAMA CHA and Lemon Season, occupying the main position in Changsha.

As a local tea brand in Changsha, many emerging players have continuously increased their market share through product innovation and upgrading, brand building, cross-border integration, and national culture and innovation. At the same time, most local brands are no longer limited to the local market, and Modern China Tea Shop has also set up stores in other cities in Changsha and Lemon Festival. In the mid-end market, brands also have certain recognition and market competitiveness.

When it comes to baked desserts, the rise of emerging brands in the market has further attracted consumers’ attention. At present, Chinese baking in the dessert baking track is on the rise, and new brands are constantly emerging. Taking Changsha local market as an example, the new brand of Guofeng store and product design of Momo Dim Sum Bureau has emerged in this subdivision track; Under the heat wave, Chinese baking represented by Wu Susheng’s palace shortbread is also vigorously expanding its stores; Western-style baking such as Rosa cake and Duoxilai cake also has considerable market performance.

Retail format: the competition of fashion products is fierce, and the trend clothing is innovative and growing.

Retail formats convey consumers’ consumption attitudes. Among contemporary young consumers, personalized consumption and self-satisfaction consumption are constantly reshaping the market consumption patterns. Among the 41 original retail brands in Changsha, market lifestyle accounts for 54%, clothing accounts for 34%, and supermarkets/convenience stores account for 12%.

Among them, large supermarkets, boutique/fresh supermarkets are the main supermarkets, which are blessed with food collection and rich family. In addition, cross-border e-commerce/bonded stores, represented by Youa overseas purchases, combine online and offline experience stores through the O2O cross-border e-commerce platform to provide Haitao users with quality goods and services.

Clothing: Fashion clothing has its own school, and Changsha is also the city of fashion.

In the observation and research of fashion clothing category by Winship.com, Changsha has become the "most dense city" of fashion clothing stores, relying on the strong sense of fashion atmosphere in the whole city to overwhelm first-tier cities such as Shanghai. According to the statistics of Winner Big Data, among the 14 local clothing brands in Changsha, business, fashion trends, fashion boutiques and other sub-categories are superimposed, among which women’s wear and women’s shoes with market trends are the most prominent.

Fashion consumption conveys consumers’ attitude and cognition to market judgment and brand choice, and "fashion trend" is one of the relatively important influencing factors. EAH CHANIE Yichen, indicia, Saint-Desi, Cannes and other clothing brands have met the needs of consumers by reviewing multiple positioning, and are deeply loved by consumers.

Fashion life: home clothes and beauty care lead strongly.

Under the sub-category of fashion life, home textiles are the main category, and many household textile brands such as (002761) home textiles, Fuli Zhenjin and Meng Jie home textiles are all originated from the local market in Changsha, and they also have certain market influence in other cities in China.

In addition, among the beauty care brands, Yu Nifang, Second Skin, SNSUKI global explosive beauty, BOOM! FRESH! And so on, in the form of beauty care, make-up, and collection stores. Fashion digital, kitchen and bathroom appliances, fashion accessories and German brands of eyes are all involved, mainly including ASD glasses, Tongcheng electric appliances, RelaxLife and other brands.

Children’s parent-child: Children’s amusement brand has obvious advantages.

The combination of "double reduction" mode and "three-child" policy also has a great test for the development of the brand. At present, with the new generation of families born after 1980s and 1990s, the consumption of children’s parent-child format has increased, and it has also become the focus of the corresponding brands. Among the local children’s parent-child brands in Changsha shopping center, children’s amusement accounts for 45%, children’s retail accounts for 25%, and children’s service and education both account for 15%.

Parent-child interaction experience is a traffic engine for businesses and brands to gather customers. Thematic parent-child interaction amusement parks are popular, and children’s amusement brands are active. There are relatively many brands of children’s sports halls and amusement parks such as Rainbow Hall Children’s Amusement Park, Mickey Le Roller Skating, Karl Feiche and Debel Trampoline Club. In terms of children’s retail, children’s toys and maternal and child products are the main products, covering brands such as Babe Bear and Gelingdao Children’s Toy City.

In addition, in terms of children’s services, the categories are mainly restaurants, photography and haircuts, Tiamo Tianmu parent-child restaurant, Fenglinger and Qiqi 72 children’s hairdressing.

Recreation and sports: the proportion of leisure and entertainment is high, and the overall situation is improving.

With the popularity of "online celebrity economy" and "night economy", Changsha, a charming city, has a good development trend of social entertainment. In statistics, leisure and entertainment accounted for 47%, sports accounted for 26%, culture and art accounted for 16%, and education and training accounted for 11%.

Among them, the cultural and artistic categories are mainly book bars and DIY handicrafts, including Desiqin 24-hour bookstore, Hongdao bookstore and delicious laboratory; There are mainly brands such as WEGYMER Jianmeng and Baicheng Qi Kang Fitness in the fitness clubs.

Among the leisure and entertainment brands, KTV, cinema, network card game, VR experience hall and many other categories are assembled. Represented by Letian MC Studios, Urban Tribe Animation and Game Experience Center, Hi Le KTV and other brands, the rich local leisure and entertainment brands have deepened the bonus brought by the city online celebrity label and attracted more and more young people to call for the city.

Among them, the Mango International Studios brand, which belongs to Hunan Film Distribution and Projection Co., Ltd., a subsidiary of Hunan Radio and Television Station, confirms the title of "Media Art Capital" in Changsha, and provides impetus and opportunity for the cultural and creative development of local brands in Changsha.

Life service: life support is the leading factor.

From the perspective of life service format, the popularity of hair care, beauty spa, foot massage and other products has soared. According to statistics, among the local life services in Changsha, supporting retail accounts for 57%, beauty health accounts for 24%, medical health accounts for 5%, and other categories account for 14%.

In supporting retail, local brands mainly include urban flower country, common people’s (603883) pharmacy, delicious duck neck, foraging meow and other brands, including pharmacies, flower shops, fruit shops, snacks and other categories.

Among the original brands of beauty health care, Shangli International, Faze Modeling, Yierkang, etc. focus on hairdressing styling and foot massage. At the moment of "Yan value economy", consumers pursue the perfect beauty image, which also urges more similar local brands to be highly sought after.

Attachment: List of local brands in Changsha (in the shopping center)

(Editor: Cui Chen HX015)

Anti-monopoly breaks the ills of big data ＂killing＂

　　On December 17th, "Big Data Killing" was searched by Weibo again, this time the protagonist was Meituan. Taxi software takes different pricing for the same customers, and booking hotel members costs more than ordinary users … … In recent years, "big data killing" has been frequently searched. Experts pointed out that the Anti-monopoly Guide on Platform Economy (Draft for Comment) (hereinafter referred to as the Anti-monopoly Guide) refines the provisions of the Anti-monopoly Law regulating Internet violations and promotes the platform to better assume social responsibilities. In order to eradicate the chaos of "big data killing", it is essential to improve laws and regulations and strengthen law enforcement, and urge enterprises to be honest and self-disciplined.

　　"Big data killing" frequency hot search

　　On December 17th, an article titled "I was cut by a member of Meituan" was screened on social media. Based on his own experience of ordering takeout, the author found that in the same store on Meituan, with the same delivery address and at the same time, the delivery fee for members was higher than that for non-members. According to the article, it was thought that opening take-away members would save money, but the delivery fee of almost all take-away merchants nearby was higher than that of non-members from 1 yuan to 5 yuan.

　　At that time, "Meituan was killed by explosion" and quickly boarded the hot search list of Weibo on that day. Netizens complained in Weibo, Zhihu, black cats, friends circle, etc. about the differential treatment of old members by Meituan: the delivery fee is higher, the price increases after eating in the same store for two or three times, the full amount of membership is reduced after opening, and even the renewal of membership fee has felt that Meituan’s "likes the new and hates the old". Moreover, this is not only the case with the US Mission, but also the above problems when you are hungry.

　　Later, Meituan’s take-out issued a statement in response, saying that the difference in delivery fee has nothing to do with membership. Because of the positioning cache in the software, the user’s last historical positioning was wrongly used, which deviated from the user’s actual position, resulting in inaccurate estimation of delivery fee. When placing an order, it will be calculated according to the real delivery address and will not be affected.

　　The reporter learned that consumers’ complaints about "big data killing" are not just on the takeaway platform. During the "double 11" this year, Ms. Han, a Beijing consumer, found that she booked a hotel through an App, and the price difference was about 1000 yuan.

　　On September 15th, CCTV named the phenomenon of "big data killing" on the online travel platform, and mentioned that the online travel platform set differentiated prices for the same product or service under the same conditions for tourists with different consumption characteristics. On the same day, a poll conducted on the Weibo showed that 15,000 people thought they had encountered obvious price differences, accounting for nearly 80% of all voters.

　　In March 2019, the survey results of "Big Data Killing" released by Beijing Consumers Association showed that 88.32% of the respondents thought that "Big Data Killing" was common or very common, and 56.92% of the respondents said that they had been killed by "Big Data". At the same time, respondents believe that online shopping platforms, online travel and online car rides have the most problems in consumer "big data killing", and online travel ranks first.

　　On December 20, 2018, "Big Data Killing" was elected as the top ten buzzwords in social life in 2018.

　　… …

　　In addition, similar "killing" phenomena have appeared on many platforms such as air tickets and movies.

　　"Big data killing" needs to be standardized

　　Nowadays, big data algorithms are becoming more and more advanced, and information customization can meet people’s diversified and personalized needs. Liu Peng, an expert in the field of big data and artificial intelligence, said that the Internet platform can accurately portray netizens by collecting social data and behavioral data, thus reducing the cost of users’ access to information, improving the quality of service to users and adding convenience to life.

　　According to Wang Wei, director of the Information Security Department of Beijing Jiaotong University, "killing big data" is not technically difficult. He pointed out that after mastering personal information, behavior habits and other data, the platform judges its preferences, user adhesion, price sensitivity, etc., and uses big data technology to achieve "thousands of people", so that different prices or search results seen by different users can be "killed".

　　Shen Hao, a professor at the Big Data Research Center of Communication University of China, has the same view. He further pointed out that the Internet platform can easily judge whether it is a "stranger" or a "regular customer" through the amount of user data and the frequency of data updates. As a result, the platform makes a lot of money, the interests of merchants and consumers are damaged, and it is easy to lead to monopoly.

　　Shen Hao introduced that generally speaking, there are two "kill-cooked" routines of the platform: one is to raise prices for users who are not sensitive to prices, and the other is to cultivate old users to develop consumption habits and reduce preferential treatment for old users, that is, to "treat new users better than old users". The "new users" here refer not only to newly registered users, but also to users who have stopped using them for a period of time and then returned.

　　From the legislative practice of European and American countries, once the behaviors such as "killing big data" are identified as unfair behaviors such as price discrimination, they will be strictly prohibited.

　　In 1914, the United States promulgated the Clayton Act, which clarified the impermissible practices such as price discrimination, exclusive transactions, and mergers and acquisitions that would seriously weaken competition. Amazon was exposed to differential pricing in 2000, and the prices displayed before and after users deleted cookie data were different. Amazon CEO Bezos apologized afterwards and said that all this was just an "experiment."

　　In May 2018, the EU General Data Protection Regulation came into effect, and the rights of Internet organizations to freely collect, analyze and manage user information will be strictly limited and regulated. On December 15, 2020, the European Union promulgated the draft Digital Market Law. Hong Yanqing, a senior researcher at the Peking University Institute of Rule of Law and Development, said that the explanatory memorandum of the draft pointed out that a few large platforms are increasingly serving as portals or "gatekeepers" between enterprise users and end users. These "gatekeepers" have substantial control over the access to the digital market, which leads many enterprise users to have greater dependence on these "gatekeepers" and in some cases lead to unfair behavior towards enterprise users. Article 55 of the draft clearly requires the gatekeeper to use data: in order to ensure that enterprise users can obtain relevant data, the gatekeeper should allow them to obtain data free of charge without hindrance according to the requirements of enterprise users, and should also allow the third party contracted by enterprise users to access these data. The "gatekeeper" should also facilitate real-time access to these data through appropriate technical measures.

　　At present, there are laws such as E-commerce Law and Consumer Protection Law that regulate the "big data killing" behavior in China, but in fact, consumers often face the problem of proof when they encounter "big data killing".

　　In 2019, when the Beijing Consumers Association released the survey results of "Big Data Killing", it pointed out that operators usually defend themselves on the grounds of product model or configuration, enjoying package discounts, and different time points, and do not disclose specific algorithms, rules and data. On the contrary, consumer rights protection is often in a difficult position to prove. The reporter inquired about the referee’s document network and found that some consumers had sued a take-away platform to the court on the grounds of "big data killing", but because of the difficulty of proof, both the first instance and the second instance lost.

　　Anti-monopoly has a bright sword for "killing big data"

　　In this context, the Anti-monopoly Law (Revised Draft) that has been completed and the Anti-monopoly Guide that has just finished soliciting opinions bear the expectations of all sectors of society.

　　Zhai Wei, executive director of the Competition Law Research Center of East China University of Political Science and Law, pointed out that the Anti-Monopoly Guide refines the relevant provisions of the Anti-Monopoly Law regulating the Internet platform. Article 17 of the guide clearly points out that operators in the market-dominant platform economy may implement differential transaction prices or other trading conditions, new and old trading counterparts, differential standards, rules and algorithms, and differential payment conditions and trading methods based on big data and algorithms, according to the payment ability, consumption preferences and usage habits of the trading counterparts.

　　At the same time, the Anti-Monopoly Law (Revised Draft) clarifies four possible legitimate reasons for operators in the field of platform economy to implement differential treatment, namely, to implement different trading conditions according to the actual needs of the trading counterparts and in line with legitimate trading habits and industry practices, to carry out preferential activities for the first transaction of new users within a reasonable period of time, to carry out random transactions based on the rules of fairness, reasonableness and non-discrimination on the platform, and other reasons that can prove the legitimacy of the behavior.

　　Associate Professor Zhong Gang, executive director of the Competition Law Research Center of East China University of Political Science and Law, further explained that the clear justification is not to give the merchants an opportunity, but to follow the market logic and maintain the normal profit space of the merchants. According to Zhong Gang, judging whether "big data killing" is established in legal procedures will also give both parties the same right of proof.

　　Enterprises should attach importance to anti-monopoly compliance

　　The strong scale effect and network effect of the Internet industry itself are inherently exclusive to competition. Xiong Hongru, an associate researcher in the Innovation and Development Research Department of the State Council Development Research Center, pointed out that "the big is not a problem, but the big bullying the small, algorithm collusion and even governance risks within the platform".

　　"The Anti-Monopoly Law protects the interests of consumers." Zhang Dezhi, director of the Consumer Supervision Department of the China Consumers Association, said, "I hope that after the revision of the Anti-Monopoly Law and the promulgation of the Anti-Monopoly Guide, it will be reloaded to help create a business atmosphere of fair competition and let consumers become real beneficiaries."

　　Yu Zuo, Secretary-General of the Competition Policy Committee of China Institute of Industrial Economics, pointed out that monopoly enterprises abuse their dominant market position and set unreasonable high prices, which will definitely damage the interests of consumers in the end. It is expected that in the future, law enforcement departments will strengthen law enforcement in accordance with the revised Anti-Monopoly Law and the Anti-Monopoly Guide, and strictly investigate behaviors such as "big data killing" involving price discrimination and abuse of market dominance, so as to make the market compete fairly, improve product quality and benefit consumers.

　　"The life of law lies in its implementation. Administration according to law is the key link of law implementation, and consciously abiding by the law is an important condition for law implementation. " Zhong Chun, an associate professor at Jinan University Law School, said that Internet companies are not short of professional knowledge or professionals, and they should strive to comply with regulatory requirements in anti-monopoly compliance in the future.

　　With the increasing attention of the regulatory authorities and the maturity of the market, the domestic anti-monopoly laws and regulations and the level of law enforcement will be improved and improved rapidly. Lv Laiming, a professor at the Law School of Beijing Technology and Business University and vice president of the Beijing E-commerce Law Research Association, suggested that "fines are not the only way. When enforcing the law or supervising, administrative supervision departments can also take interviews and guidance to further urge them to rectify according to law."

　　To solve the chaos of "big data killing", in addition to improving laws and regulations and strengthening law enforcement, it is more important for enterprises to abide by the law, be honest and self-disciplined.

　　"Internet platform enterprises should strictly abide by anti-monopoly laws and regulations and maintain fair competition in the market." When answering a reporter’s question, the relevant person in charge of the Anti-monopoly Bureau of the General Administration of Market Supervision suggested that enterprises should sort out their own business practices in accordance with the provisions of the Anti-monopoly Law and not engage in monopolistic behaviors prohibited by the Anti-monopoly Law. At the same time, respect the law, abide by the law, and effectively strengthen anti-monopoly compliance management in accordance with the requirements of the Anti-monopoly Compliance Guide for Operators.

　　Xue Jun, director of Peking University E-commerce Law Research Center, suggested that enterprises should establish a socialized appraisal mechanism according to the application scenarios of the algorithm and its impact on citizens’ basic rights and interests, so as to avoid the possible antitrust consequences of the algorithm.

　　Only when laws and regulations are "long teeth", supervision plays an anti-monopoly combination boxing, and enterprises are promoted to self-discipline and social co-governance, can we get rid of the stubborn disease of "killing big data", change "killing" into "familiarity" and turn "first-time customers" into "repeat customers".

The fatality rate of rabies is 100%! These life-saving knowledge must be known early.

When summer comes, you should be more careful when walking your dog. Why? The weather is hot, everyone wears thin clothes, revealing their arms and legs, and children like to trick cats and dogs. Coupled with the sultry weather, it is easy to make animals fidgety and impulsive. If you accidentally bite, it is terrible to catch rabies.
Q: How dangerous is rabies?
A: the fatality rate is almost 100%
Rabies is an acute infectious disease caused by rabies virus, which will attack the central nervous system of people and animals.
The patient’s nerves are damaged, and he loses the swallowing function. When he hears the sound of water and wind, he will feel a sense of impending death similar to drowning, showing symptoms such as mania, fear, fear of wind and water, drooling, and muscle twitching all over the body. In the late stage, the muscle spasm stops and he enters a state of paralysis and coma.
The most terrible thing is that the fatality rate of rabies is almost 100%, and it usually dies within one week after onset. It is precisely because of this that the prevention of rabies is particularly important.
Q: Can only dogs infect rabies?
A: it is possible for mammals.
Theoretically, all mammals, including cats, dogs, foxes, weasels and bats, may be infected with rabies.
However, 95% of people’s rabies is caused by being bitten by dogs, and less than 5% is caused by being bitten by cats. Other animals are very rare case reports.
Q: can rabies lurk for more than ten years?
A: The incubation period of rabies virus is 1~3 months.
The World Health Organization has proved that the incubation period of rabies virus is 1~3 months, and the longest is 6 years.
99% of rabies always occurs within one year after being bitten, and it is rare to get sick again after more than one year. Therefore, if you don’t have symptoms for one year after being bitten by an animal, you can basically stop worrying.
Q: Nothing without broken skin?
A: Wipe it with alcohol right away.
In principle, as long as you are bitten, you should be vaccinated. If you don’t bite your skin, the probability of being infected will be relatively small.
However, whether the skin is broken or not can’t be judged by the naked eye alone. If you are not sure, you’d better rub it with alcohol at once. If you feel tingling, it means that your skin is damaged. You’d better go to the hospital for vaccination.
Need to be reminded that if the skin itself has a wound and has been licked by cats and dogs, it may also be infected. It is best to go to the hospital for vaccination.
Q: After being bittenWhat should I do?
A: Rinse with soapy water for 15 minutes.
Rabies virus is afraid of "alkali". After being bitten, it can be disinfected and the risk of rabies can be reduced by washing it with soapy water for 15 minutes in time.
If you really can’t find soapy water, washing with clear water can also have a certain effect.
But reducing the risk does not mean that rabies can be completely prevented, that is to say, after washing with soapy water, the vaccine can’t run away.
If the wound is big and deep, you must go to the hospital immediately.
Q: Must everyone be vaccinated immediately after being bitten?
A: If the animal is healthy, it can be observed for 10 days first.
If your cat and dog have been vaccinated for two years in a row, and it is because the animal was accidentally injured when playing normally, the animal looks healthy, and it is not necessary to inject rabies vaccine immediately after being bitten by a dog.
You can try the "10-day observation method" given by the World Health Organization first.
Because dogs or cats are infected with rabies within 3 to 5 days after onset or before onset, there is a risk of infection if they are caught and bitten during this period.
"10-day observation method" means that if the dog or cat is still very healthy 10 days after biting a person, it proves that the saliva of the biting dog or cat does not contain rabies virus at the time of the incident, and the danger is very small.
If cats and dogs are abnormal during the observation period, people need to get vaccinated in time. As long as people are not sick before the vaccine stimulates the body to produce enough immune antibodies, the vaccine can play a protective role.
Attention! ! ! There is a very important requirement for "10-day observation".
You must be very familiar with the usual situation of biting animals, and you can ensure close observation. Once the animals are abnormal, they can be implemented in time.
As mentioned just now, our cats and dogs have been vaccinated against rabies for two consecutive years. This situation can be observed first.
Or, although not vaccinated, there is good reason to think that animals can’t be infected with rabies.
For example, there have been no rabies cases in the area for several years, and our cats and dogs never go out and have no contact with other animals. This can ensure that animals cannot be infected, and we can adopt the 10-day observation method without vaccination first.
If it is impossible to ensure the health of animals, but it is very unlikely to judge that there is something wrong with animals, people can be vaccinated first after exposure. After 10 days, the injured animals are still healthy, and the vaccines that have not been finished after 10 days can be dispensed with.
If it is bitten by a stray animal or cannot be observed for other reasons, people must get rabies vaccine immediately. According to the exposure, the doctor decides whether rabies immunoglobulin is needed.
Q: Is it okay if your dog bites?
A: Those who have been vaccinated for two consecutive years can rest assured.
If your cats and dogs have been vaccinated against rabies for two consecutive years, the probability that they will be infected with rabies is relatively small, and the injury is only "accidental injury", and they still look healthy afterwards. In this case, the observation method can be used for 10 days without vaccination.
If your cat and dog have not been vaccinated against rabies, don’t take it lightly, because it may be risky for your cat and dog to be bitten by stray or wild animals when you are not paying attention. It is best for people to get a vaccine first, and at the same time carry out the "10-day observation method".
Q: bite your face and die faster?
A: Yes, the incubation period is shorter.
If you are bitten by an animal with rabies in the head, face or other parts with dense nerve distribution, the incubation period will be shorter and the onset will be faster.
So don’t rub your face against cats and dogs when you are not sure whether they are healthy or not. If a mad dog really bites, try to protect your head and face.
Q: I’ve been vaccinated. Do I still need to be vaccinated if I get bitten again?
A: You don’t need to be vaccinated again within three months.
After vaccination with rabies vaccine, that is, after 4 or 5 shots (depending on whether the course of vaccination is 4 or 5 shots), you will be bitten again within 3 months without repeated vaccination.
However, the exposure that has occurred for more than 3 months or within 3 months is a serious bite (level 3 exposure). It is best to go to the hospital for two shots of booster vaccine.
Q: The vaccine is not finished. Is there any preventive effect?
A: It still has a certain preventive effect.
As long as you have been vaccinated against rabies, you can have a certain preventive effect. It just doesn’t last as long as the whole vaccination.
Q: Can pregnant women get rabies vaccine?
A: yes.
Rabies vaccine has almost no contraindications, and all people can take it unless they are allergic to the vaccine. Even during pregnancy, if you are bitten by a suspected sick cat or dog, you should get rabies vaccine.
Q: Can you prevent rabies vaccine in advance?
A: Only special people need it.
Work requires frequent contact with animals, such as veterinarians, or people who are going to the wild in the near future, so it is necessary to take rabies vaccine in advance to prevent it.
Q: Where can I get a rabies vaccine?
A: Call the health hotline 12320.
Not all hospitals can be vaccinated against rabies. Call the health hotline 12320 to find the nearest medical institution that can be vaccinated.
Tie the dog leash and walk the dog in a civilized way. If you have any questions about rabies, ask the doctor ~
Source: Good Doctor Online (ID: haodf _ wx)
Producer: Li Daixiang
Editor: Guan Kailiang, Lu Yu
Internship: Lei Wenwen, Jiao Fengjiao
Be vigilant!
Reporting/feedback
Everyone is searching.
The only person who survives rabies, the probability of normal people getting rabies, the survival rate of rabies, the ten misunderstandings of rabies, the incidence of rabies, the six people alive, can’t the animals with rabies live for 10 days?



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wangxiaohai802

Why does the country not attach importance to Chinese medicine? I have someone in Guangxi who can cure this disease. But he’s 70 and 80 years old. Young people today don’t. Alas. In the past, many people in the village were cured of incurable diseases that could not be cured by hospitals. Chill.

2018-06-27

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Yang Yang Yang xiZ

Are you sure?

2021-07-21

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How about now?

Originally, I didn’t believe that a real friend was born here. The woman was bitten by a dog for a few days and even barked like a dog. Her family didn’t know where to find a prescription and gave her a few times. It was miraculously better.

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Want to fly out of Mars

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Nonsense, rabies virus is 100% lethal.

2018-06-27

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Yang Yang Yang xiZ

Are you sure

2021-07-21

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Ll peach dies.

An alarmist. It’s really ignorant and I don’t know what psychology it is. This is a fact. Although not all cats and dogs carry rabies virus, the fatality rate is 100% as long as they have been bitten and not vaccinated in time. I remember reading a report that there was only one patient infected with rabies in the world, and it didn’t work at all to treat others by treating him. You are bitten by an alarmist, and it is your own business that you are irresponsible for your own life. Don’t show off your ignorance here and mislead some people who are not very clear.

2018-06-23

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The account has been cancelled.

This is the data obtained by all authoritative organizations in the world, and it is also an internationally recognized fact. And which dog lovers can refute the theory only by their mouth and keyboard, so that they can come up with real data and overturn the internationally recognized standard, and they can’t do it at all

2018-06-28

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Gong Juan Qiao He

All the reports I have seen are 100% dead, or almost 100% dead, which may be this case, so I have to add almost.

2018-06-24

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wangxiaohai802

But the state does not attach importance to it. Everyone in my hometown will. But he is a very old man.

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What about now?

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Eating Chinese medicine can cure it.

2018-06-27

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wangxiaohai802

Sure, one of the two brothers has passed away. One of them is almost 90 years old. He can get well after taking the medicine, but there are also some taboos. He can’t eat everything, and he can’t be saved after taking the medicine.

2021-07-21

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Yang Yang Yang xiZ

Are you sure?

2021-07-21

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jzuzlr385

Don’t be so scary, it’s nothing if it’s not a mad dog. Were you bitten by dogs less in the past? How many people have had injections? Have you heard about the dead?

2018-06-23

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Please enter the board.

We have a groom who was bitten by a dog before he entered the bridal chamber and died three days later.

2018-06-27

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epg588

Last year, there was another epidemic in Shaanxi. A woman was bitten by a mad dog while crossing the street, and then she went to the hospital for rabies vaccine. However, it took time for the vaccine to produce immunity in human body, and finally this person died of rabies virus.

2018-06-26

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The warm winter sun is here.

Dog lovers don’t get rabies, do they?

2018-06-23

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Weifengjun 128

No, immunity

2018-06-28

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Dream of making money

I won’t!

2018-06-27

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It’s a boast.

For the health and safety of the people, the state should issue strict documents and regulations on raising cats and dogs (especially large dogs)! ! !

2018-06-26

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Ayida

Only when a mad dog bites it, but normal dogs basically don’t. We used to be bitten by dogs in the countryside. It’s been 20 years now and it’s all right.

2018-06-25

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Yunyizhu 4f

.

2018-06-28

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Si Lu Hua Yu 121

You know you’re scared when you get bitten by a dog.

2018-06-27

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T fly against the wind c

When I played with my dog the day before yesterday, its paw scratched my leg and broke a little skin. It’s scabbed today, so it should be all right.

2018-06-23

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A windy and frosty spring in the desert

Don’t take it seriously, the incubation period of this disease can reach 20 years, so you’d better get an injection quickly.

2018-06-28

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Toxoplasma guanyi

Some time ago, the people in our town happened exactly like you, and they died not long after.

2018-06-28

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Cohabitation equals second marriage.

The news should report more about the dangers of rabies, so that those who have dogs know what they are doing.

2018-06-27

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Ciyinqian 3K

I was bitten by a dog when I was a child, and I didn’t get rabies vaccine. It’s been decades now, and it’s okay. It’s not that a mad dog bites me.

2018-06-27

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Ciyinqian 3K

I just said I didn’t say anyone else.

2018-06-28

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Yunyizhu 4f

It’s really ignorant and fearless. Just because you’re okay doesn’t mean that others are okay. Can you take responsibility for something?

2018-06-28

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A path

Dog owners deserve it. It’s not that they don’t report their time.

2018-06-27

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A path

Do you understand this time? Who is ignorant?

2018-06-27

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A path

You are mistaken. I mean it has nothing to do with this article. The original intention is that the dog owner has the right to feel it himself, and the dog will repay your kindness sooner or later.

2018-06-27

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Luneng xintaishan

Almost everyone has been bitten, don’t scare people.

2018-06-23

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Luneng xintaishan

There is no doubt that you may be hit by a car as long as you go out.

2018-06-23

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Luneng xintaishan

hum

2018-06-23

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Phoenix dance for nine days 6Aa

"10-day observation method" is useless for observing for a few days if it is really unfortunately infected!

2018-06-23

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Sapphire to buy fruit in Otaki Mountain.

Twenty-four hours of rabies vaccine, ten days of observation, it’s too late, and I don’t know how I died

2018-06-25

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Little people, oh, 35

Take a good look at the article

2018-06-28

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Rural life in Mao Mao, Germany.

Last year, a man in our village was scratched by his own dog while feeding his dog. Died after the fourth dose of vaccine. Only in his twenties.

2018-06-27

Henan(Province)

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Jiao Hua man yuan

Rabies is being said every day. Is there really that much rabies?

2018-06-25

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Xiaoming children’s footwear

One in the village next door was bitten and vaccinated the next day, but died in a cage within a few days, which was ugly.

2018-06-28

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Jiao Hua man yuan

You’re a moron. Just comment. Watch your mouth.

2018-06-25

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Let me talk to you.

My cousin’s son died of rabies, or his own dog?

2018-06-23

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Boundless sea 1007

You should pay attention to rabies, and don’t mess with dogs.

2018-06-26

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Zhi ai hei la

Alarmist, make a mountain out of a molehill, exploit the topic, and make a bubble.

2018-06-23

Beijing

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Zhi ai hei la

Do you have to be so high-profile before eating dog meat is prohibited by law? ! If this is something to show off, why don’t star politicians who prefer hype just use it? !

2018-06-28

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Zhi ai hei la

So, working dogs in public places can take a curtain call. How about you?

2018-06-28

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