Investment Rating - The report does not explicitly provide an investment rating for the smart home industry. Core Insights - The smart home industry is experiencing a renewed interest in product upgrades and a more comprehensive industry standard system is being established. Various provinces are implementing policies to promote the replacement of old products with new smart home devices, which is expected to stimulate market demand and enhance consumer confidence [1][3][4]. Policy Developments - Sichuan Province has launched an action plan to promote the replacement of consumer goods, including smart home appliances, with subsidies for consumers purchasing new energy-efficient appliances [3][4]. - Hainan Province has issued a plan to encourage the replacement of home appliances and furniture, supporting promotional activities for these upgrades [7]. - Fuzhou has introduced measures to support large-scale equipment updates and promote new consumption patterns in smart home products [8]. - Zhoushan has initiated actions to encourage the replacement of home appliances and promote smart home upgrades through subsidies [9]. - Guangzhou's digital economy development plan aims to enhance the digital transformation of the smart home industry [10]. - Qingyuan is focusing on improving the standard system in the smart home sector through technological upgrades [11]. Industry Events - The first national standard for smart home technology applications has been initiated, aiming to address issues of standardization and interoperability in the industry [13]. - The "National Consumer Goods Replacement Action" has been launched in Tianjin, focusing on promoting smart home consumption [13]. - A significant investment of 800 million yuan has been made in a smart home customization project in Wuning County, expected to generate substantial economic benefits [20]. - A new project for producing 500,000 smart furniture units annually has been initiated in Louzhuang Town, with an investment of 200 million yuan [21]. Corporate Developments - Haier Smart Home has upgraded its old-for-new program, enhancing user engagement and convenience [17]. - Xiaomi is integrating its large language model into various products, including smart home devices [25]. - Huawei has launched new smart home solutions, focusing on AI and user experience enhancements [26]. - UIOT Super Smart Home has secured D-round financing from the French Legrand Group, indicating strong investor confidence in the smart home sector [27].

智研咨询监测项目部 充电桩行业周刊 INDUSTRY WEEKLY 2 0 2 4 年 充电桩行业周刊 第 183 期 2024 年05 月20 日-2024 年05 月26 日 上海充换电展的举行，为充电桩发展起到推动作用 核心事件点评 ............................................ 3 【重点事件】第三届上海国际充电桩及换电站展览会将在上海汽车会展中 心举办.......................................................... 3 行业政策 ................................................ 5 【重点政策】人力资源和社会保障部发布《关于对拟发布生物工程技术人 员等职业信息进行公示的公告》，将“电动汽车充电桩安装检修工”工种 名称变更为“新能源汽车充电桩安装检修工”........................ 5 【重点政策】湖北省人民政府办公厅发布《湖北省农村充电基础设施建设 实施方案》，鼓励建设农村充电设施.............................. ...

Industry Investment Rating - The report highlights hydrogen energy as a key sector in the global energy transition, with significant policy and financial support from governments worldwide [8][9][10][11] Core Viewpoints - Hydrogen energy is positioned as the "ultimate energy" of the 21st century due to its clean, low-carbon, and high-energy-density characteristics [8] - Over 40 governments have formulated hydrogen strategies, with increasing financial support such as loan guarantees and low-interest loans to ensure project implementation [8] - The global hydrogen energy market is rapidly expanding, with significant advancements in hydrogen production, storage, transportation, and application technologies [8][9][10] Global Hydrogen Market Dynamics - In April 2024, China exported 1,147 cubic meters of hydrogen, with an export value of 97,329 yuan and an average price of 84.86 yuan per cubic meter [3] - As of April 2024, China has accumulated 303 green hydrogen projects, including 168 in the preliminary stage, 70 under construction, 8 completed, 42 operational, and 15 terminated [3] - The first hydrogen industry investment alliance in China was established in Shanghai Jiading [3] Hydrogen Application Market Dynamics - From January to April 2024, China's hydrogen fuel cell vehicle production reached 0.1 million units, a year-on-year increase of 12.5% [4] - The European Parliament passed a plan to promote renewable and low-carbon gases, including hydrogen, into the EU natural gas market with 447 votes in favor, 90 against, and 54 abstentions [4] - The US Department of Energy announced $20 million in funding to support the development of hydrogen emission detection and quantification methods across the supply chain [4] Hydrogen Production Market Dynamics - The first domestic single-stack megawatt-level PEM electrolysis water hydrogen production device achieved commercial operation [5] - Germany's Lanxess developed high-performance ion exchange resins to enhance the efficiency of PEM electrolysis water treatment [5] - Topsoe successfully completed its first test of a solid oxide electrolysis cell (SOEC) [6] Domestic Hydrogen Market Environment - From January to April 2024, China issued 66 hydrogen-related policies, including 18 at the national level and 48 at the local level [12] - The draft of China's Energy Law, submitted for review in April 2024, explicitly includes hydrogen energy in the definition of energy [12] - The Chinese government emphasized the development of new quality productive forces, with hydrogen energy being a representative sector expected to receive stable capital support [12] International Hydrogen Market Environment - The EU approved a €2.2 billion (approximately $2.321 billion) German aid plan to support the low-carbon transformation of industrial production processes [9] - Chile's Ministry of Finance and Ministry of Energy submitted a green hydrogen strategic plan to President Boric, aiming to continue the national strategy and involve citizens in project development [11] - Australia's Renewable Energy Agency funded AUD 59.1 million to support low-emission steel and hydrogen development, including 13 hydrogen-related projects [10] Hydrogen Equipment Market Dynamics - China's first hydrogen equipment manufacturing base was inaugurated, with an annual production capacity of 25 sets (100 units) of hydrogen equipment [75] - Tibet Zangqing Energy Equipment Co., Ltd. started construction of a green hydrogen and methanol new energy industrialization equipment base in Qinghai, with a planned annual production capacity of 100 sets of 1500Nm³ electrolyzers [76] - China Shipbuilding Peric Hydrogen Energy Equipment Industrial Park commenced construction, with a total investment of 1 billion yuan and an expected output value of 7 billion yuan upon completion [80] Hydrogen Production Projects - As of April 2024, China has accumulated 303 green hydrogen projects, with 168 in the preliminary stage, 70 under construction, 8 completed, 42 operational, and 15 terminated [63] - In April 2024, China added over 10 new green hydrogen projects, mainly distributed in Heilongjiang, Inner Mongolia, and Xinjiang [63] - The largest domestic wind power off-grid hydrogen production demonstration project officially entered commercial operation, with a total installed capacity of 25 MW and a hydrogen production capacity of 3,000 Nm³/h [90] International Hydrogen Market Developments - Fortescue and OCP Group established a joint venture in Morocco to produce green hydrogen and ammonia fertilizers, targeting the Moroccan, European, and international markets [68] - Finland's Helen announced plans to build its first green hydrogen plant in Helsinki, expected to reduce CO2 emissions by 3,700 tons annually [69] - Oman's Hydrom awarded two new green hydrogen projects with a total investment of $11 billion, aiming to produce 378,000 tons of green hydrogen annually by 2030 [70]

智研咨询监测项目部 风电行业周刊 INDUSTRY WEEKLY 2 0 2 4 年 风 电 行 业 周 刊 第 169 期 2024 年5 月6 日-2024 年5 月12 日 企业战略协作有序推进，各类风电项目顺利开展 核心事件点评 ............................................ 3 【重点事件】江苏利用海上风电平台建成海洋地震监测网.............. 3 政策动向 ................................................ 5 【重点政策】山东省人民政府发布《新能源产业行动计划（2024-2025 年）》，海陆并进发展风电........................................ 5 【重点政策】甘肃省庆阳市发布《庆阳市“十四五”第三批新能源项目竞 争性配置公告》.................................................. 5 国内热点 ................................................ 6 【重点事件】“甘 ...

智研咨询监测项目部 旅游行业周刊 INDUSTRY WEEKLY 2 0 2 4 年 旅 游 行 业 周 刊 第 168 期 2024 年05 月06 日-2024 年05 月12 日 旅游市场加速修复，跨境旅游服务持续优化 核心事件点评 ............................................ 3 【重点政策】《智慧旅游创新发展行动计划》发布，赋能旅游业高质量发 展.............................................................. 3 国内旅游动态 ............................................ 5 【重点政策】《文化和旅游标准化工作细则》印发，进一步规范文化和旅 游标准化工作.................................................... 5 【重点政策】《内蒙古自治区通用航空产业发展实施方案》印发，深化 “航空+文旅”融合发展........................................... 5 【重点政策】青海省 ...

智研咨询监测项目部 分布式光伏行业周刊 INDUSTRY WEEKLY 2 0 2 4 年 分布式光伏行业周刊 第 155 期 2024 年04 月29 日-2024 年05 月05 日 能源央企加紧布局分布式光伏，行业招中标数量增加 核心事件点评 ............................................ 3 【重点事件】招标：国家能源集团江苏公司陈家港电厂宿迁中大畜牧 18.2352MWP分布式光伏发电EPC项目公开招标项目招标公告发布 ....... 3 行业政策 ................................................ 5 【重点政策】山东省济宁市梁山县人民政府发布《关于梁山县2024年5月 份分布式光伏可开放容量信息公开发布的公告》...................... 5 【重点政策】宁波市住房和城乡建设局发布《关于进一步规范房地产开发 项目屋顶光伏发电系统建设运维管理的通知（征求意见稿）》.......... 5 【重点政策】保山市人民政府关于印发保山市2024年进一步推动经济稳进 提质政策措施的通知，加快推进分布式光伏 ...

智研咨询监测项目部 分布式光伏行业周刊 INDUSTRY WEEKLY 2 0 2 4 年 分布式光伏行业周刊 第 165 期 2024 年05 月06 日-2024 年05 月12 日 各地方政府积极发布政策，鼓励分布式光伏开发 核心事件点评 ............................................ 3 【重点政策】四川省经信厅、省发改委、省生态环境厅联合印发了《四川 省有色金属行业碳达峰实施方案》，支持具备条件的企业、园区加快分布 式光伏开发...................................................... 3 行业政策 ................................................ 5 【重点政策】广西壮族自治区能源局关于印发《自治区能源局2024年能源 工作要点》的通知，持续推动风电光伏高质量发展.................... 5 【重点政策】重庆市能源局发布《重庆市能源局关于市六届人大二次会议 第0440号建议办理情况的答复函》，支持奉节县纳入全国整县屋顶分布式 光伏项目建设试点.. ...

智研咨询监测项目部 氢能行业周刊 INDUSTRY WEEKLY 2 0 2 4 年 氢 能 行 业 周 刊 第 163 期 2024 年05 月06 日-2024 年05 月12 日 多地密集发布氢能产业新政，力促核心技术突破与发展 核心事件点评 ............................................ 3 【重点政策】深圳发布氢能产业创新发展行动计划，打造氢能产业核心技 术策源地........................................................ 3 政策动向 ................................................ 5 【重点政策】山东省出台科技创新引领标志性产业链高质量发展实施方 案，强化氢能全产业链关键技术攻关................................ 5 【重点政策】江苏无锡市印发2024年氢能产业发展工作要点，助推无锡建 设国内领先的氢能产业集群........................................ 5 【重点政策】成都印发《成都市产 ...

智研咨询监测项目部 新能源汽车行业周刊 INDUSTRY WEEKLY 2 0 2 4 年 新能源汽车行业周刊 第 154 期 2024 年04 月29 日-2024 年05 月05 日 多家新能源车企销量走高，比亚迪持续领跑 核心事件点评 ............................................ 3 【重点政策】工信部发布2024年规章制定工作计划，其中抓紧研究论证起 草的项目包括新能源汽车动力电池综合利用管理办法.................. 3 行业政策 ................................................ 5 【重点政策】安徽省发展改革委等部门发布《安徽省碳排放统计核算体系 建设工作方案》，围绕新能源汽车等行业制定10个左右碳足迹核算规则和 标准............................................................ 5 【重点政策】辽宁省机关事务管理局发布关于印发《2024年辽宁省公共机 构能源 资源节约和生态环境保护工作要点》的通知................... ...

智研咨询监测项目部 智慧交通行业周刊 INDUSTRY WEEKLY 2 0 2 4 年 智慧交通行业周刊 第 166 期 2024 年05 月06 日-2024 年05 月12 日 信息技术赋能交通行业智慧升级，国内外融资频发 核心事件点评 ............................................ 3 【重点政策】山东省发布“数字变革创新行动计划（2024-2025年）”， 加快交通运输行业智慧化升级...................................... 3 国内热点 ................................................ 5 【重点政策】《合肥市智能网联汽车应用条例（草案征求意见稿）》公 布，引导和规范智能网联汽车产业发展.............................. 5 【重点事件】天津市人民政府与中国电信集团合作，利用大数据提高交通 管理效率........................................................ 5 【重点事件】青岛市物联感知共享平台上 ...