Excellent film | Donkey’s Water: There is nothing perfect in the world.

            Special feature of 1905 film network  The first tour of the drama "Lvdeshui" began in June 2012. After the tour began, the writers of "Lvdeshui" made a seemingly crazy decision, and they would adjust the script of this drama after almost every performance. In 2016, "The Water of the Donkey" was performed more than 100 times, and the script was adjusted more than 100 times. After that, "The Water of the Donkey" was put on the big screen, with its unique drama style, and it was well received.



    Although comedy is marked in the introduction of the film, the film is a complete tragedy. All real tragedies must have three cores: conflict, resistance to fate and death. It is in this vein that the story of Donkey’s Water unfolds before our eyes.

    As a drama adapted from a film, "The Water of the Donkey" makes the plot of the whole film so compact that it is almost breathless by using the non-stop conflict. From the beginning of the plot, teachers in remote mountainous areas defrauded funds for "raising donkeys and fetching water", and the core conflict of the film "doing the wrong thing for a good purpose" began to ferment.

    The people gathered at the desk to discuss also have inevitable conflicts in personality setting. Among them, President Liu devoted himself to education, regardless of other rules, and played a "simple and honest person"; Zhou Tienan dared to love and hate, fearless of power, blindly following President Liu who was kind to him, and played a "reckless person"; Zhang Yiman’s simple and kind heart, longing for freedom from the inside out, played a "simple person"; Kuishan Pei was very skeptical, and he was good at seeing the essence from the phenomenon, and played a "rational person". The internal conflict of the four characters can be said to be the root of all subsequent conflicts.


 

    "Rebellion against Fate" begins in the middle of this film. In the background story about the main characters mentioned in the development of the plot, several people are teachers who have been tainted, but they are forced to gather here by reality. Perhaps fate has given people different directions, but people always can’t restrain their desire to resist in their hearts, which is the common commonality of drama characters. In this struggle against fate, the director didn’t mean to comfort the audience at all, and every rebel of fate was defeated.

 


The more rational people yearn for innocence, so Kuishan Pei’s love for Zhang Yiman is doomed. Behind Zhang Yiman’s promiscuity is her deep yearning for freedom, just like her theme song "I want you" and the poster of "Broken Blue Bridge" in her room. The love in Zhang Yiman’s heart can’t hold together. Only in this way can it last forever. When Zhang Yiman gave her life to keep the coppersmith, what Kuishan Pei lost was not the loyalty that Zhang Yiman never promised. Zhang Yiman’s sacrifice at this time was a symbol of her free destruction. The loss of innocence defeated Kuishan Pei’s reason, and he took the lead in despair.

    The only thing that can hurt simplicity is simplicity itself. What defeated Zhang Yiman was the coppersmith she tried her best to protect. The inexperienced coppersmith can’t understand the tenderness behind Zhang Yiman’s indifference. He will only instinctively hate from love, and this pure malice makes people shudder. The coppersmith cut off Zhang Yiman’s hair, but for girls who love cheongsam, hair is more important than life. When Zhang Yiman saw his strange self in the mirror again, all the beautiful illusions were shattered, and the simple fell into madness. She is still wearing a school uniform and holding flowers, but her longing for the future has died miserably.

    Zhou Tienan’s transformation is the simplest, and the reckless person who advocates force must yield to an opponent who is stronger than himself, such as a bullet that grazes his head. That too late to dodge a gun, the sudden death, all the courage of Zhou Tienan was killed on the spot, and the body that survived by luck was no longer publicized. After that day, Zhou Tienan said, "We can’t fight them. I have to go inside first so that I can get revenge!" This fantasy is not so much another form of resistance as self-consolation.



    The first official appearance of the "death" element in the film is in the second half of the film. Several people killed the donkey in the courtyard to eat meat. The donkey originally used to fetch water died at a dinner to celebrate the success of deception. This donkey is not just an ordinary animal, it represents the original wish of the characters in the play. At the beginning of the film, all the teachers’ actions are just to save the donkey that draws water, but when they kill the donkey to please the special correspondent, the original simple ideal has been shattered. The death at this time is not only the death of the donkey, but the complete destruction of good motives. This also symbolizes that the characters in the play have deviated from the original purpose and turned to another road.

    At the end of the film, Jia Jia embarked on a journey to other places, and the teachers of Sanmin Primary School gathered back in the classroom. President Liu said, "The past is the past, and now everything is fine." The film seems to be heading for a happy ending that the audience is familiar with. Although it is a little sad, such an outcome can often comfort the audience’s hearts that are not often tortured. Unfortunately, the director still didn’t mean to comfort the audience. With a gunshot from Zhang Yiman’s dormitory, the director brought an intuitive and profound death into the play at the last moment. The greatest feature of death is irretrievable, and a false and beautiful fantasy is hit with a bloody hole by a gunshot. The theme of this film is finally established: what you do wrong for a good purpose will eventually go astray.


 

    Director Zhou Shen said: "There is nothing perfect in the world, and" Donkey’s Water "is not perfect, but the stage is not an art of regret. We are changing while performing, and we are getting closer to perfection. " Perhaps the director’s inner intransigence is worthy of being boasted as "perfect". In this era of tragic decline, we can’t afford to worry about overcorrection.

The performance in the third quarter has reached a new high, and LI is about to reach its revenue target of 100 billion yuan.

LI (02015.HK/LI.US) achieved a new high in the third quarter of this year. Both quarterly delivery volume and financial data were the best in history, and US stocks rose more than 7% before the market.

The financial report shows that in the third quarter of this year, LI’s revenue reached 34.68 billion yuan, a year-on-year increase of 271.2% and a quarter-on-quarter increase of 20.2%; The net profit was 2.81 billion yuan, exceeding the market expectation of 2.375 billion yuan, up 21.8% from the previous month, compared with a net loss of 1.65 billion yuan in the same period last year.

It is worth noting that this is the fourth consecutive quarter that LI has made a profit. For the new energy industry, although the market penetration rate has increased rapidly in recent years, many new energy vehicle companies have not yet achieved profitability. In particular, the new forces of building cars supported by capital are mostly in the stage of burning money. LI has achieved sustained growth in net profit, surpassing Tesla and BYD in gross profit margin.

Sustained profit

Automobile sales revenue is the main source of revenue. In the third quarter, automobile sales revenue was 33.62 billion yuan, up 271.6% year-on-year and 20.2% quarter-on-quarter. This is mainly due to the substantial increase in car delivery. LI delivered 105,100 new cars in the third quarter, up 296.3% year-on-year.

Since the beginning of this year, LI has developed rapidly and delivered more than 40,000 vehicles in October. Compared with other new energy vehicle companies, LI’s bicycle efficiency is higher, which reflects the ability to create explosions. At present, LI owns three L-series products, with monthly sales exceeding 10,000 vehicles. Although other new forces have a variety of products, it is difficult for bicycle sales to exceed 10,000. On the one hand, LI grasped the product market positioning accurately, and fully met the needs of consumers. On the other hand, compared with traditional luxury car companies with high brand premium, LI has a cost-effective advantage.

At present, the phenomenon of involution in the automobile market is serious, and the listing of a new product can easily impact the competition. With the intensification of competition, the iteration cycle of automobile products is getting shorter and shorter. Take the new M7 as an example. After the car went on the market, the sales of some products in this market segment declined. Some car companies will speed up the introduction of replacement products, and even reduce prices and increase distribution to compete for market share.

Judging from the market performance, the sales of the new M7 in Wenjie did not affect LI, and the sales volume in LI reached a new high in the third quarter. Li Xiang, CEO of LI, said: "In the face of Huawei, the management of LI has a unified understanding: 80% is learning, 20% is showing respect, and there is no complaint. As a start-up, we are still very admired and excited to meet such an example that we can learn from when we enter the scale of 100 billion income. This is our true mentality. "

The rapid development of new energy has reshuffled the market and the competition pattern has been reshaped. BYD’s momentum is still fierce after winning the automobile sales crown in 2022, which is mainly due to the strategy of the same price of oil and electricity to seize the market share of 250,000 yuan for fuel vehicles. LI’s products cost more than 300,000 yuan, and it is positioned as a high-end model. In this field, the market share of traditional luxury cars has been shaken. In the SUV market segment of more than 300,000 yuan, LI sold 231,000 vehicles in the first three quarters.

In the new energy vehicle market with a price of more than 200,000 yuan, the three head patterns of "Tebili" new energy have been formed, and the sales of these three head car companies have exceeded the sum of other brands. Among China brands, LI is only behind BYD, and LI’s share in Q3 reached 15.4%, up nearly 5 percentage points from the first quarter.

It is worth noting that this year, the auto market was caught in a price war, and LI resisted the market pressure and did not follow the tide of large-scale price reduction. At the same time, the increase in sales of high-priced models also boosted the growth of profitability. The main sales force in the third quarter of last year was Li ONE, and the price range was around 350,000 yuan. The ideal L9 began to increase rapidly in September. In the third quarter of this year, the main sales force was the ideal L series, and the price went up to the range of 460,000 yuan; Under the dual effects of delivery volume and product price, the total revenue has increased significantly. MEGA, the ideal new product listed at the end of the year, will cost more than 500,000 yuan.

According to the financial report data, in the third quarter of this year, LI’s gross profit was 7.64 billion yuan, up 546.7% year-on-year and 22.6% quarter-on-quarter. In terms of gross profit margin, in the third quarter of this year, LI’s gross profit margin reached 22.0%, with both year-on-year and quarter-on-quarter data rising.

In terms of cash reserves, LI’s free cash flow in the third quarter of this year was 13.22 billion yuan, up 37.5% from the previous month. By the end of the third quarter, cash reserves reached 88.52 billion yuan.

The goal of revenue of 100 billion is about to be achieved.

LI is expected to deliver 125,000 to 128,000 vehicles in the fourth quarter, up 169.9% to 176.3% year-on-year, and its total revenue will be 38.46 billion to 39.38 billion yuan, up 117.9% to 123.1% year-on-year. In the first three quarters of this year, LI’s accumulated revenue has reached 82.12 billion yuan, which means that the goal of 100 billion revenue will be achieved by the end of this year. It has also realized the transformation from an entrepreneurial enterprise to a large-scale automobile enterprise.

"The Changzhou manufacturing base in LI has completed the capacity upgrade, which is ready for further production climbing in the fourth quarter. In terms of supply chain management, it is ideal to strengthen efficient collaboration with suppliers by optimizing management strategies and upgrading management processes, and constantly break the bottleneck of parts supply. " Li Xiang said that at present, there are two production bases in Beijing and Changzhou, three production lines in Changzhou and one production line in Beijing. The current ideal production capacity can meet the sales and sales targets in the next two years. "

According to the strategic plan, LI adopts the dual-route layout of extended-range electric and pure electric, and the introduction of pure electric products will further promote the sales growth. Li Xiang said that the first 5C pure electric super flagship model Ideal MEGA will be officially released in December this year and will be delivered in February next year. "We believe that the ideal MEGA with 800V high-voltage platform and 5C charging rate will open a new chapter for LI in the pure electric market, and jointly promote the process of replacing traditional fuel vehicles on a large scale with extended range technology. At the same time, in line with the promotion of the pure electricity strategy, we are accelerating the construction of a super charging network to provide users with a more convenient and reliable charging experience. " LI plans to build more than 300 super charging stations by the end of this year, and increase the number to 3,000 in 2025 to support the demand of users of pure electric vehicles.

In addition, in addition to the first pure electric MEGA model to be launched in the fourth quarter, three pure electric models and one extended-range model are planned to be launched next year, which will make Ideal one of the most abundant new energy vehicle manufacturers.

At present, LI is increasing its R&D investment in the field of new technologies. In the third quarter of 2023, the ideal R&D expenditure reached 2.82 billion yuan, up 56.1% year-on-year and 16.1% quarter-on-quarter. The continuous increase of R&D expenses and healthy management ability will support LI to continuously increase R&D investment in four major technology platforms, including high-voltage pure electricity, extended-range electric, intelligent driving and smart space, as well as system R&D and technology development of cutting-edge projects.

"In the future, smart driving will be the goal of our core strategy. Our autopilot is about 900 people. It is planned that the number of R&D personnel for intelligent driving will exceed 2,000 next year and 2,500 in 2025. " Li Xiang said that in the future, it will increase investment in research and development including vehicle testing, computing power and personnel, and there will be sufficient cash reserves and cash flow to support it.

In the field of intelligence, in September this year, Ideal L series pushed OTA version 4.6 system to users, adding 25 functions and optimizing 10 experiences around the intelligent cockpit experience, creating more convenient and closer voice interaction function and APP interconnection experience for home users. Previously, based on a large model, LI built an urban NOA scheme that did not rely on high-precision maps. Compared with the small model algorithm, which is limited by the collection speed, update frequency and coverage of high-precision maps, the ideal city NOA has the ability to spread quickly throughout the country. At the same time, LI uses BEV big model to connect high-speed cities. After switching to big model algorithm architecture, the high-speed NOA functions of ideal AD Max and AD Pro platforms will be significantly optimized. According to the plan, LI will push the official version of AD Max 3.0 software to users this year, providing NOA capability of the whole scene, and push the software of AD Pro 3.0 to users in the first half of next year, which will greatly improve the driving assistance capability. "We are confident that we will become the first echelon of smart driving in the first half of next year." Li Xiang said.