Investment Rating - The report does not explicitly provide an investment rating for the electric vehicle industry Core Insights - The report emphasizes the importance of integrating electric vehicles with the power grid to promote sustainable development in the electric vehicle industry [1][3] - It highlights the strong growth momentum of China's electric vehicle industry, with production and sales reaching 4.929 million and 4.944 million units respectively in the first half of the year, representing year-on-year growth of 30.1% and 32% [3] - The report notes that the export volume of electric vehicles has also been increasing, with 605,000 units exported, showcasing China's manufacturing capabilities [3] Policy Highlights - The National Development and Reform Commission, National Energy Administration, and National Data Bureau issued the "Action Plan for Accelerating the Construction of a New Power System (2024-2027)", which aims to enhance the interaction between electric vehicles and the power grid [3] - Chengdu's Economic and Information Technology Bureau released detailed implementation rules for the construction and operation of electric vehicle charging and swapping infrastructure, providing subsidies for public and private charging facilities [5] Technological Advances - SAIC Group has obtained a patent for a thermal management system for electric vehicles, which optimizes the use of thermal energy under various conditions [6] Project Developments - Guangzhou Zhilian Kechuang Technology Co., Ltd. won a bid for a procurement project related to electric vehicle training materials and equipment, with a bid amount of 907,000 yuan [8] - Chongqing Zhenglei Technology Co., Ltd. won a bid for the intelligent construction project of the Smart Park platform, with a bid amount of 2,516,560.53 yuan [9] Corporate Dynamics - Zotye Auto signed a strategic cooperation agreement with Light Orange Era to jointly promote the research and development of electric vehicles [12] - Jindi Co., Ltd. received a designated project for electric drive components worth 288 million yuan, which will enhance its business layout in the electric vehicle sector [12] - Lingyun Co., Ltd. is actively expanding into the electric vehicle sector to support its transformation and high-quality development [13] - Yinlun Co., Ltd. received a project designation for a new energy truck integrated module, expected to generate an additional annual revenue of approximately 12 million yuan [14]

智研咨询监测项目部 建材行业周刊 INDUSTRY WEEKLY 建 材 行业周 刊 第 2 5 8 期 2024 年 08 月 5 日-2024 年 08 月 11 日 2024 年 企业加快核心技术攻关，绿色环保成为行业发展新底色 核心事件点评 ............................................ 3 【重点政策】云南省发布水泥新政，以低碳环保赋能行业效益提升......3 市场热点 ................................................ 5 【重点事件】多地水泥行业协会倡议，抵制"内卷式"恶性竞争........5 【重点事件】中国石膏基自流平砂浆、干混砂浆、湿拌砂浆、混凝土、外 加剂生产与应用技术推广大会在厦门顺利举行........................5 【重点事件】2024 国际绿色建筑建材(上海)博览会盛大召开，推动建筑建 材产业绿色化发展................................................6 【重点事件】2024 中国国际涂料博览会暨第二十二届中国国际涂料展览会 ...

Investment Rating - The report does not explicitly provide an investment rating for the consumer electronics industry Core Insights - The consumer electronics industry in China saw a market size of 18,649 billion yuan in 2022, recovering from the pandemic impact in 2020 and showing continuous growth due to rising living standards and changing consumer preferences [3][4] - The report highlights the implementation of a national action plan to strengthen carbon peak and carbon neutrality standards, which includes the establishment of carbon footprint labeling standards for products, particularly in the electronics sector [3][4] - The report emphasizes the importance of recycling and circular economy practices in the consumer electronics industry, with new standards being developed for the recycling and dismantling of electronic products [4][7] Policy Highlights - The National Development and Reform Commission, the State Administration for Market Regulation, and the Ministry of Ecology and Environment issued an action plan for 2024-2025 to enhance carbon footprint standards and promote recycling standards for key products, including electronics [3][4] - The action plan aims to accelerate the development of national standards for the carbon footprint of electric appliances, plastics, and construction materials, which will support the export advantages of these products [3][4] New Product Releases - Huawei launched the FreeBuds 6i true wireless earphones with a 27dB noise reduction capability, priced at 599 yuan, featuring improved noise cancellation and sound quality [9] - The report mentions the release of various new consumer electronics, including the Huawei nova Flip foldable phone, which features a 50MP rear camera and a thickness of 6.88mm [12] - Xiaomi introduced the Redmi projector Lite version, which boasts a brightness of 150 CVIA lumens and a lifespan of up to 10 years, emphasizing its suitability for home entertainment [11] Market Trends - The consumer electronics market is expected to continue growing, driven by advancements in technology and increasing consumer demand for innovative products [3][4] - The report notes a trend towards lightweight and portable designs in new product releases, such as the 866g EVO Lite drone and the 230g smart office book from iFlytek [9][10]

智研咨询监测项目部 新能源行业周刊 INDUSTRY WEEKLY 新能源行业周刊 第 2 5 7 期 2024 年 08 月 5 日-2024 年 08 月 11 日 2024 年 各地区积极发布利好政策，新能源投融资市场火热 核心事件点评 ............................................ 3 【重点政策】浙江义乌印发《义乌市电网高质量发展三年行动计划 （2024—2026 年）》，助推"新能源+储能"的发展模式落地 ..........3 地方政策动向 ............................................ 5 【重点政策】广东云浮市发布双碳新政，聚焦氢能等重点领域技术攻坚..5 【重点政策】漳州市发布锂电新政，从多方位保障全市锂电产业健康发展5 【重点政策】四川省全面推进氢能产业链发展，力争进入全国氢能标准水 平第一梯队......................................................6 【重点政策】广东省梅州市梅江区发文加强分布式光伏发电项目管理....6 【重点政策】贵州安顺积极推进风 ...

智研咨询监测项目部 芯片行业周刊 INDUSTRY WEEKLY 芯 片 行业周 刊 第 2 5 4 期 2024 年 07 月 29 日-2024 年 08 月 04 日 2024 年 河南省印发通知，加强智能座舱芯片等技术研发和突破 核心政策点评 ............................................ 3 【重点政策】，河南省发展和改革委员会等二十部门印发《关于印发河南 省"数据要素×"行动实施方案（2024—2026 年）的通知》，加强智能座 舱芯片等技术研发和突破..........................................3 政策动向 ................................................ 5 【重点政策】深圳市印发《深圳市加快打造人工智能先锋城市行动方 案》，重点围绕智能芯片等关键领域前沿技术攻坚突破................5 市场热点 ................................................ 6 【重点事件】国芯科技：公司研发的新一代汽车电子高性能 M ...

Investment Rating - The report does not explicitly provide an investment rating for the steel industry Core Insights - The collaboration between Shougang Group and BMW aims to establish a green low-carbon steel supply chain, focusing on low-carbon emission steel materials for automotive applications, aligning with both companies' sustainability goals [3] - The report highlights the importance of the steel industry in national economic development and its role in achieving carbon neutrality targets [3] - Various policies and initiatives are being implemented to promote green transformation and technological innovation within the steel sector, including the establishment of strategic alliances and partnerships [8][9] Industry Policies - The Ministry of Industry and Information Technology issued a notice to collect typical cases of industrial wastewater recycling, focusing on key industries including steel [5] - The Henan Provincial Government introduced measures to accelerate the restructuring and transformation of the steel industry [5] - The Shanghai Municipal Government's action plan aims to empower industrial upgrades, including the steel sector, through open product design and manufacturing [6] Industry Highlights - The Hebei Steel Industry Green Transformation Alliance held a successful meeting to promote green development in the steel sector [8] - The 2024 South Lake Conference focused on energy conservation and carbon reduction in the steel industry, emphasizing the urgency of these initiatives [9] - The "Dialogue on High-end Silicon Steel" event aimed to strengthen the silicon steel industry, which is crucial for the dual carbon strategy [12] Technological Advancements - Ansteel Group applied for a patent for a low yield strength ratio 1100MPa high-strength steel, enhancing its product offerings [16] - Shandong Steel received a patent for an electrical drive device for metallurgy, improving its technological capabilities [17] - Hebei Steel applied for a patent for a stable heat treatment performance 10.9 grade bolt steel, indicating advancements in high-strength materials [19] Corporate Investment Layout - China Iron & Steel Logistics signed a strategic cooperation agreement with Panzhihua Steel to deepen integration between logistics and manufacturing [23] - Baosteel announced plans to acquire a 50% stake in a joint venture with Nippon Steel for 1.758 billion yuan, enhancing its market position [24] - Baosteel is also collaborating with Saudi Aramco and PIF to invest in a green low-carbon thick plate project in Saudi Arabia, with a total investment of 4.543 billion USD [27] Financing and Investment Innovations - Hebei Steel achieved a milestone by realizing data asset financing, providing a replicable model for the steel industry [30]

智研咨询监测项目部 保险业行业周刊 INDUSTRY WEEKLY 保险业行业周刊 第 259 期 2024 年 08 月 5 日-2024 年 08 月 11 日 2024 年 互联网财险新规落地，严格区分线上与线上线下融合业务 核心事件点评 ............................................ 3 【重点政策】国家金融监督管理总局印发《关于加强和改进互联网财产保 险业务监管有关事项的通知》......................................3 相关政策 ................................................ 6 【重点政策】广东省人力资源和社会保障厅印发《广东省社会资助城乡居 民参加城乡居民基本养老保险指导意见》............................6 【重点政策】天津市人民政府办公厅印发《天津市进一步加快内外贸一体 化发展若干措施》................................................6 【重点政策】湖南省医保局发布《关于进一步做好职工医保个人 ...

智研咨询监测项目部 AI 芯片行业周刊 | --- | --- | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|----------------------------------------- ...

智研咨询监测项目部 分布式光伏行业周刊 INDUSTRY WEEKLY 分布式光伏行业周刊 第 251 期 2024 年 07 月 29 日-2024 年 08 月 04 日 2024 年 国家能源局发布新政，加强对分布式光伏建设监管 核心事件点评 ............................................ 3 【重点政策】国家能源局印发《关于开展分布式光伏备案接网推进情况专 项监管的通知》，对电网企业在分布式光伏接网、交易、结算等方面开展 监管............................................................3 行业政策 ................................................ 6 【重点政策】国家能源局发布《关于 2024 年 6 月全国新增建档立卡新能源 发电项目情况的公告》，其中工商业分布式光伏发电项目 2691 个.......6 【重点政策】《宁夏回族自治区电力负荷管理实施细则（征求意见稿）》 公开征求意见，其中提出对低压分布式光伏发电项目采取限制出力等措施6 【重点政策】陕 ...

智研咨询监测项目部 人工智能行业周刊 INDUSTRY WEEKLY 人工智能行业周刊 第 253 期 2024 年 07 月 29 日-2024 年 08 月 04 日 2024 年 深圳加快打造人工智能先锋城市，推动产业协同发展 核心政策点评 ............................................ 3 【重点政策】深圳市印发《深圳市加快打造人工智能先锋城市行动方 案》，覆盖人工智能产业链的多个环节..............................3 政策动向 ................................................ 5 【重点政策】上海市人民政府办公厅印发《关于支持生物医药产业全链条 创新发展的若干意见》，支持人工智能技术赋能药物研发..............5 【重点政策】上海市人民政府办公厅印发《关于进一步推动上海创业投资 高质量发展的若干意见》，持续加大对人工智能等重点产业支持力度....5 【重点政策】上海市人民政府办公厅印发《关于进一步发挥资本市场作用 促进本市科创企业高质量发展的实施意见》，强化人工智能等新赛 ...