Flight shops> <https://store.steampowered.com/app/1681970/

Priceing 19 yuan renminbi

The Monthopaedic District priced 19 yuan renminbi, with an initial 15 per cent preference. The overloading of video cameras for cross-exclusive videos, over-values experience the full video-based customization of interactive designs, and the over-loading of videos on their sidelines.

In the full video visual picture, you will experience unprecedented integration with the photocopy world in your protagonist identity; in the deep customization of interactive design, your operation will determine the life and death of any person. During your time-bound visits, you will take the scenes of the case, search the trail and, through the scout system, see the truth.

DLC Active Preparations for locking as soon as possible

DLC is also active in the preparation of which it will be locked up as soon as possible and the DLC [6-17] State area has been priced at 49 yuan. The full version of the bundle package will be concessional by 12%. Users who have purchased the main package need only fill the price when locking DLC, and are equally entitled to bundle bags.

In the follow-up, you will feel more deeply at the beginning of the crisis in the pilgrims, the strangulation of the thorny of God, the thorny of conspiracy, ambition, killing, the thread of power in the wind cloud, and a series of ringing cases. There was a breaking down of bad wells and a breaking down of the jungle. You can see your choice if you are unable to move out of the wrong wells.

Survivors of circumcision in the theatre

The Ethical Disadventure is a hypothetical exploratory case, a circumcision who looks at the chewing of the screams, a live video cassette, a hyper-filling of eggs, and a common expectation of being sold next day!

The picture is well designed and all efforts are made to recycle the drama. The repeated sculptures of each of the scenes are challenging for each of the glasses, both in preparation and on-site. But our professional teams and dedicated actors are more amazing to the throes of the drama, to the lens of lenses, to gradually achieve meditation and to bring more comfort to the work as a whole.

The thread of the formal opening of the magine on 28 April lies in the people.

All video cameras were officially opened on 28 April, and the truth was revealed.

Add a first call for the Steam’s wishes, with respect to the expectation that the sale will take place, the Steam shop> <https://store.steampowered.com/app/1681970/

Attention is given to the Myths of Disadvantages, in which more official content, curtain stories, exclusive explosives, benefits are omitted.

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In Beijing on 22 April, when the second round was concluded, Thailand’s chosen manpower, Giannithalon (Jazz Janewattananond), took three small birds, handing over 63 tiles, leading the semi-field championship of the European cruise and the Japanese trip, together with Grant Forrest, Lucas-Hbert (Lucas Herbert).

The first round of the Golf Club at the PGM Stone Club handed over 67 ples, with five small birds being captured today in the last seven holes and 130 ples in two rounds, below the standard 10 pole.

The Grand-Fixst is the lowest pole for this week to date: 62. He captured nine small birds, and swallowed a taboo in the second. The Scottish people introduced a large pegged bird in the penultimate in the penultimate hole, followed by ten feet of birds being taken by the collector.

Australia’s hand, Lucas-Hbert, was ranked 11th on the Dubai competition list because of the passage of the journey and the late arrival in Japan. His second round also hit 63 ples, including 9 small birds with 2 plagus.

Germany’s hand, Marksiliian Kieffer (Maximilian Kieffer), captured six small birds, annexing one bar, breaking 65 ples, lag behind one pole and ranked fourth.

Home-owned military constellations are gold-coloured, and he assembles five small birds, annexs one barbaric, throws 66 ples, ranked in the fifth with two other candidates, and lag two at weekends.

The Chinese cheon, Lee, threw a bleak battle, captured eight small birds, placed a bare tabo, handing over 63 ples, eroded into the eighth place from the projected phase-out line, achieved 133 ples, below standard 7 ples, and will have the opportunity to compete for the champions in the next two rounds.

It also showed stability, with three small birds captured, two barber taboes annexed, a second round of 69 ples, and 62 successful promotions.

Unfortunately, mask is only caught in a small bird, with three plagus and 72 tiles being cut off.

Thirty-three ples were handed over at the Gnivatalon crossing, followed by nine holes. He was satisfied with his own collector, and said that one day of comment was “very wonderful. The beginning was slow, followed by a small build-up, culminating in the shining of the recipient. I feel very well and feel comfortable on the balloons, without tension. I was accustomed to visiting Japan and was pleased to go back to Japan, where I was accustomed in 2019. Very open will be able to return.”

The first nine holes in Grande-Federst were staggered, with a small bird being captured every other hollow and a total of five birds were captured and 30 plasters were hit. Twenty-nine-year-old hand-transfers were followed by a second hole, followed by the capture of birds. “I was not aware of my place until the last anniversary. I think: “The ball is available at 62 pits.® states that “I have been buried all over the day. My puppet was launched, and yesterday I did not push to pole, but today I went into it. I look forward to the weekend. The balloons are hard. Some of these flags are in the corner, and I think they will be the same on weekends.”

Four successful winners, Els, gave a lottery, directly hitting the balloons in the 16th hole in the sand pit, taking old eaves, reaching a lower standard 4 p.m. and security promotion.

“Orders are 60% less, and it is difficult to find alternative customers in the short term.” Che Ming, an oat milk entrepreneur, told Hu olfactory that his oat milk business was experiencing a cold winter because coffee shops and tea shops in Shanghai and Beijing were “closed” due to the epidemic.

After two years of crazy running from 2020 to 2021, oatmeal milk has become the standard in China’s coffee circle: you can find coffee drinks containing Oatmeal Milk in Starbucks, Ruixing, manner coffee and Costa. Even in the past two years, these head coffee brands have vigorously promoted the new products of “Oatmeal Milk series”. However, Oatmeal Milk is also encountering the dilemma of “success” and “failure”: when the coffee shops in Shanghai and Beijing are closed, the growth engine of Oatmeal Milk track also suddenly stalled.

Like most entrepreneurs in the circle, Cheming’s oat milk business is highly dependent on coffee shops: 26 coffee shops in Shanghai contributed about 35% of Cheming’s sales in the 24 months from 2020 to 2021. Unlike international oat milk giants such as oatly, Cheming company is small, so it is difficult for him to get orders from Starbucks and Naixue. Most of his customers are independent cafes.

Lisa, who has operated a boutique coffee shop in Shanghai for six years, is one of Che Ming’s customers. Before the epidemic, her store could sell an average of 35-45 cups of coffee a day, of which about 8-12 cups of ingredients would use oat milk. “Sometimes I think, coffee or oatmeal milk is a humble business for our small stores and brands.”

What makes Lisa feel humble is not only that “business is difficult to do”. She felt that she and Che Ming were “tied” by an invisible huge chain. “When the Oatmeal Milk suddenly catches fire, the guests will point out the coffee containing Oatmeal Milk when they enter the store; when the ice bock fire, people will look down on you if there is no ice bock in your store; when the coconut milk is on fire, you can’t wait for the coconut smell in the store to be authentic… What is the boundary between meeting the demand and blindly catering? I don’t know.”

It is not just these “little people” in the oat milk Jianghu who are anxious about the epidemic. Oatly’s latest financial report shows that affected by the epidemic, the oat milk star company is experiencing “China trouble”. At the earnings conference, Toni Petersson, chief executive of oatly, said: “our team is going through a very difficult environment in China. We have a large part of our business in Shanghai. Among the retail and catering service stores in China, oatly closed more than 17000 stores due to closure in the first quarter of this year.”

Oatly is the key “benchmark” of China’s oat milk venture capital circle: since oatly entered the Chinese market in 2018, a number of brands imitating oatly have emerged rapidly (highly imitated in product design and positioning, and even brand names; and, in terms of development model, also refer to its path of “paying attention to marketing + heavy betting on coffee and other channels”). The listing of oatly in 2021 continued to heat up this wave of imitation fever.

“Oatly imitation show” did not make the track healthier.

An investor who “once invested in oat milk in 2020, but did not invest in the track later” told huolf that before oatly was listed in May 2021, the investment fever of oat milk in the capital market had been cooling down, because homogeneous products made “the limited market rapidly saturated”. The investor believes that the hottest investment wave of oat milk is 2020, which is global. After the recovery of the epidemic, plant-based drinks have ushered in a strong recovery. The story of oatly has greatly boosted the confidence of domestic investors. However, the subsequent situation is that oatly holds the orders of domestic mainstream coffee brands, and dairy giants such as Yili and Mengniu quickly bring their plant-based products into the existing retail channels. As a result, Oat Milk entrepreneurial brands are difficult to fight oatly in the b-end market and dairy giants in the C-end retail market. “But in the final analysis, it is the problem of product power. This circle pays too much attention to marketing and gimmicks, lacks polished products and benchmarking products.”

Shen Meng, director of Xiangsong capital, told huolf that oat milk is similar to the conceptual marketing model that has appeared many times before. “In the short-term valuation inflation cycle, which is quickly ignited by the topic, with the intensification of market competition and the foam of capital investment, the risk of exiting later is higher. Oat milk itself is growing rapidly under the influence of the concept of plant protein health, and is promoted by the concept of net red. The product itself does not see any difference. I am afraid it will soon be able to determine whether it is sustainable or whether it belongs to another product meteor created by capital The truth comes out. “

Oatmeal Milk trapped in the channel

Local oat milk is worried about the channel.

“The challenge of oat milk is a single channel and single scene.” Chinese food industry analyst Zhu danpeng told husniff.

At the end of 2021, both meituan and pinduoduo community group buying business stakeholders found a phenomenon: more oat milk brands began to find them and hoped to “sink” the world through community group buying channels. Earlier, the oat milk circle just fought around the “instant retail channel” from the end of 2020 to the first quarter of 2021.

At that time, some brands did not hesitate to “make profits” for the channel. Some oat milk brands strive for channels at the price of “losing about 2 yuan per bottle sold”, while another brand tries to obtain channel resources by transferring equity.

Since oatly entered the Chinese market in 2018, the coffee channel has become a battleground for oat milk, which has fallen into the Red Sea: most of the head coffee chains are customers of oatly and other brands; The middle waist chain coffee brand has become the “cornerstone” of the life of the local head oat milk company; Small brands of oat milk can only fight for some independent cafes.

The core reason why the cafe has become an indispensable channel for oat milk is that it is one of the few scenes that can bring certainty to oat milk.

In the coffee circle, in order to solve the “milk coffee” needs of lactose intolerant users, baristas have long chosen “soy milk”. However, the peculiar beany smell of soybean milk will affect the taste of some coffee. After the rise of high-quality hand washing in 2018, the disadvantage of soybean milk has been further amplified.

Core summary

L. significant growth determination

The economic growth target of about 5.5% in the government work report in 2022 slightly exceeds the market expectation of 5.0-5.5%. The determination to “stabilize growth” is obvious, and there is room for fiscal, monetary and policy. As for the “steady growth” market, for the traditional infrastructure, we believe that the probability has entered the expected fulfillment stage. The resumption of trading shows that the maximum increase of this round of market has exceeded the average value of previous “steady growth” markets; For financial real estate, we believe that the market is not over yet: first, the growth target of about 5.5% is challenging, which will enhance the market’s expectations for the relaxation of real estate policies; Second, more and more cities have joined the ranks of policy fine-tuning; Third, compared with the previous “steady growth” market, this round of real estate sector still has room for repair. Of course, this repair space may also be limited in absolute terms.

L external risks still exist, and inflation concerns may become the main contradiction in the market in the near future

At present, with the expected landing of domestic annual economic growth and the determination of the rhythm of interest rate increase by the Federal Reserve in March, the overseas environment is expected to become the uncertainty risk most concerned by the market for some time in the future. The conflict between Russia and Ukraine continued this week. The two sides have gone through two rounds of negotiations, but no substantive progress has been made, which further increases the market’s concerns about the continuity of the war and the uncertainty of the results, or will affect the short-term market risk appetite. At the same time, the disturbance expectation on the supply side of global resource products intensifies the possibility of further upward inflation. Under the fear of inflation and even stagflation, and considering the difference of industry performance from the numerator / denominator end, we believe that: 1) the short-term upstream price rise of resource products is expected to achieve better relative income performance, focusing on crude oil / aluminum / coal; 2) Industries with high raw material costs in the middle reaches may face some negative impact on profitability in the short term. Observe chemical industry, building materials, white electricity, power transmission and transformation equipment, automobiles, etc; 3) The positive reaction of the market to the molecular end weight level of the growth sector is passivated. Under the influence of upstream price rise, inflation expectation and reduced risk appetite, the valuation of growth stocks may be suppressed to some extent. Focus on the varieties with further upward possibility at the subsequent molecular end, such as military industry, photovoltaic middle and lower reaches, semiconductor materials / IGBT, etc.

L wait for the first quarterly report and win with quality

Once the conflict between Russia and Ukraine slows down, the next expected time node of a shares or the upcoming quarterly market. Over the past 15 years, the market performance before and after the disclosure period of the first quarterly report has been strong. At the same time, there is a certain positive correlation between the growth performance of the first quarterly report and the rise and fall performance in the first quarterly report. Looking forward to the possible first quarter market in mid and late March, we believe that we should pay attention to winning with quality and optimize the segments with high prosperity and expected to exceed expectations. Focus on: 1) some cyclical products with rising prosperity; 2) The bank that took the lead in the steady growth sector in the first quarter; 3) In the growth sector, photovoltaic modules / IGBT and semiconductor materials / CXO / military upstream / diaphragm and power battery leader / Gigabit broadband, etc., which still maintained a high boom in the first quarter and had no obvious damage to profitability; 4) Last year’s performance was significantly damaged, and the railway / thermal power expected to rebound in the first quarter.

L focus on industries: crude oil / aluminum / coal, real estate, military industry, banking, agriculture, forestry, animal husbandry and fishery, photovoltaic

L risk tips: the economic downturn exceeded expectations, geopolitical risks and repeated epidemics

Landing of the two sessions: obvious determination to stabilize growth

Government work report: “stability” is the main tone, and the economic goal is slightly higher than expected

The word “stable” in the 2022 government work report shows the main tone of this year’s economic work with the highest frequency of 76 words. The economic growth target of about 5.5% slightly exceeds the market expectation of 5.0-5.5%. The setting of the target of about 5.5% this year first considers the need to stabilize employment, ensure people’s livelihood and prevent risks. Secondly, it also considers the connection with the average economic growth in recent two years and the objectives of the 14th five year plan. Thirdly, the medium and high-speed growth on the high base reflects the initiative. We believe that this will help boost market confidence in the economy.

We do not think the deficit ratio of about 2.8% this year is lower than expected, although it is 0.4 percentage point lower than last year’s budget and the scale of funds is reduced by 200 billion yuan. However, as finance minister Liu Kun said: through cross year adjustment, the funds transferred from the central government to the general budget alone reached 1.267 trillion yuan, equivalent to increasing the deficit rate by one percentage point, and the intensity of fiscal expenditure is guaranteed.

At the level of monetary policy, the report emphasizes “strengthening the implementation of prudent monetary policy”, “giving full play to the dual functions of the total amount and structure of monetary policy tools” and “expanding the scale of new loans”. We believe that there is still room for loose monetary policy, but the time window is limited, which may be questioned by more and more investors over time.

In terms of innovation strategy, the report mainly puts forward four points: first, implement the ten-year plan for basic research, the three-year plan for scientific and technological system reform, and promote the reform of scientific research institutes; Second, we will continue to tackle key core technologies, increase the proportion of additional deduction of science and technology-based small and medium-sized enterprises from 75% to 100%, and implement tax incentives for enterprises to invest in basic research; Third, maintain the safety and stability of the industrial chain and supply chain, strive to cultivate “specialized, special and new” enterprises, and promote the construction of a quality power; Fourth, build digital information infrastructure, accelerate the development of industrial Internet, cultivate and expand digital industries such as integrated circuits and artificial intelligence, and improve the governance of digital economy.

In terms of expanding domestic demand, the report proposes to continue to support the consumption of new energy vehicles and encourage local governments to carry out green smart appliances to the countryside and trade in the old for the new. Strengthen the construction of supporting facilities such as community elderly care and childcare, and develop rural e-commerce and express logistics distribution.

The energy consumption target remains flexible. The report proposes that the energy consumption intensity target should be comprehensively assessed within the 14th Five Year Plan period, with appropriate flexibility. The new renewable energy and raw material energy consumption will not be included in the total energy consumption control. This shows that the target priority of steady economic growth this year is higher, and there will be no “sports carbon reduction”. “Orderly reduction and substitution” of coal,

According to foreign media reports such as the Moscow Times, the art newspaper and the daily mail on September and October, the paintings painted with eyes were made by Anna leporskaya, a Russian avant-garde artist. In the 1930s, she created the painting “three figures” (1932-1934), in which none of the three characters had faces.

The painting belongs to the state Tretyakov Gallery in Moscow. It was lent out at the end of last year and displayed at the Boris Yeltsin Presidential Center in Yekaterinburg, the central city of the Russian ural federal district. It is reported that the exhibition held at the center is called “non objective world”, which lasted until February 20 this year.

However, on January 13 this year, the Russian edition of Art News suddenly reported that the painting of “three figures” had been damaged. According to the report, as early as December 7 last year, two visitors reminded the gallery staff that the two characters in the painting were scrawled with a pair of rough small eyes.

Before “three figures” was destroyed, the picture was from art news

Until December 20, the Yeltsin Presidential Center reported the matter to the police. On the same day, the General Administration of Yekaterinburg of the Russian Ministry of internal affairs refused to make charges after examination, because they believed that the loss caused was about 200000 rubles (about 17000 yuan), which was “insignificant”. Later, the Russian Ministry of culture complained to the attorney general’s office about the inaction of the Ministry of the interior. Last week, the local police announced that they had launched an investigation.

On February 8, the Yeltsin Presidential Center issued a statement saying that after police investigation, it was determined that the person who damaged the painting was a security guard employed by a private company and that “the damage was caused by a ball point pen”.

After this event, the center said that other works had been protected on this screen.

It should be mentioned that although the statement of the Yeltsin Presidential Center did not disclose the specific information of the security guard, Anna reshetkina, the curator of the “non objective world” exhibition, said in an instagram post that the security guard was about 60 years old and added two pairs of eyes to the characters in the “three figures” painting on his first day of work.

In addition, according to the “art daily”, according to the evaluation of the national Tretyakov Gallery, the repair cost of “three figures” is 250000 rubles (about 21300 yuan), which will be paid by the insurance company Alfa strakhovanie. Alfa strakhovanie insured the painting for 74.9 million rubles before it was sent to the exhibition.

The security guard, according to the times on the 9th, was fired and detained by the police on charges of intentional damage last week. If convicted, he may face a fine of up to 74.9 million rubles and up to three months’ imprisonment.