Investment Rating - The report does not explicitly provide an investment rating for the semiconductor industry. Core Insights - The semiconductor industry is experiencing significant growth and investment, with various countries accelerating their semiconductor strategies and enhancing domestic supply chains [1][3][9]. - China's digital economy reached 56.1 trillion yuan in 2023, growing at approximately 11.75% year-on-year, indicating a strong demand for semiconductor technologies [3][5]. - Major investments are being made in semiconductor manufacturing, with companies like Micron planning to invest approximately 300 billion yuan in a new DRAM factory in Japan [27]. Summary by Sections Key Policies - The Central Cyberspace Administration of China, along with other departments, issued the "Information Standardization Construction Action Plan (2024-2027)" to enhance standards in key information technologies, including integrated circuits [3][4]. Domestic and International Highlights - Qingdao Jiaen Semiconductor signed a strategic cooperation agreement with Xi'an University of Electronic Science and Technology to enhance GaN power device research [6]. - A 2.3 billion yuan industrial mother fund was launched in Yangzhou, focusing on integrated circuits and AI [7]. - Malaysia plans to invest 100 billion USD in its semiconductor industry to strengthen its position in the global supply chain [9][10]. - Vietnam aims to develop a complete semiconductor ecosystem and become a global center for semiconductor design, packaging, and testing by 2030 [11]. Semiconductor Equipment - Weidao Nano plans to raise up to 1.17 billion yuan for the construction of an intelligent factory for semiconductor thin film deposition equipment [13]. - Applied Materials (AMAT) is under investigation by the U.S. government regarding its transactions with Chinese clients, reflecting increased scrutiny on semiconductor exports [14]. Semiconductor Materials - Ziqian Semiconductor has launched a project to produce 1.65 million silicon carbide power modules annually, with an investment of approximately 410 million yuan [15]. - Samsung plans to introduce 1000-layer 3D NAND technology by 2030, focusing on new materials [16][17]. Chip Design - Shendun Group's subsidiary, Xinding Technology, has entered the ASIC design market through a partnership with an AI solution provider [22]. - Xinhang Technology completed a multi-hundred million yuan Series B financing to enhance its digital chip design solutions [23]. Chip Manufacturing - Micron is set to invest approximately 300 billion yuan in a new DRAM factory in Japan, with production expected to start by the end of 2027 [27][28]. - AMS Osram plans to invest up to 588 million euros in its Austrian facility by 2030 to upgrade production capabilities [28]. Chip Packaging and Testing - Nantong Yueya's FCBGA packaging board project is expected to be completed by the end of September, with a total investment of 2.15 billion yuan [32]. - Yongxi Electronics has initiated a project for third-generation power semiconductor packaging, with an investment of 265 million yuan [34]. Conclusion - The semiconductor industry is poised for substantial growth driven by government policies, significant investments, and advancements in technology across various segments, including design, manufacturing, and materials.

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 189 期 2024 年05 月27 日-2024 年06 月02 日 氢能热潮不减，可再生能源制氢领域开启全新篇章 核心事件点评 ............................................ 3 【重点政策】国务院印发《2024—2025年节能降碳行动方案》，鼓励可再 生能源制氢技术研发应用.......................................... 3 政策动向 ................................................ 5 【重点政策】工信部发布15项氢能制取及利用技术详解............... 5 【重点政策】广东省发布能源产业科技创新研究方向，涉及海上风电制氢 等10项氢能课题................................................. 5 行业热点 ................................................ 6 【 ...

| 智研咨询监测项目部 特高压行业周刊 | --- | --- | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------| | | | | | | | 2024年05月27日-2024年06月02日 政策支持加码,特高压工程全速推进 | 法行业周刊 3024年 第 188 期 | | | | | 核心事件点评 . 【重点事件】国务院印发《2024—2025年节能降碳行动方案》，引领能源 | | | 转型、加快配电网改造 行业政策 . ...

Investment Rating - The report does not explicitly provide an investment rating for the cross-border e-commerce industry. Core Insights - The cross-border e-commerce market is expanding due to continuous improvements in logistics and payment infrastructure, supported by favorable policies and increasing trade volumes [1][3][4]. Policy Developments - The Shanghai Port has implemented measures to enhance cross-border trade facilitation, including 34 specific actions aimed at improving customs efficiency and reducing costs [3][4]. - The State Administration of Foreign Exchange has introduced new regulations to optimize trade foreign exchange management, which will benefit foreign trade enterprises [7]. Market Performance - In Q1 2024, China's cross-border e-commerce import and export volume reached 577.6 billion yuan, a year-on-year increase of 9.6%, with exports growing by 14% [7]. - The total import and export volume of Shanghai in 2023 was 31,115.48 billion yuan and 46,230.88 billion yuan respectively, indicating robust growth [3][4]. Key Events - The fourth China-France Cross-Border E-commerce Forum was held in Paris, focusing on enhancing cooperation between Chinese and French enterprises in the e-commerce sector [8]. - A cross-border e-commerce compliance development initiative was launched to promote healthy industry growth, addressing various aspects such as consumer rights and quality assurance [9]. Notable Companies - EDA Group, known as the "first overseas warehouse stock," successfully listed on the Hong Kong Stock Exchange, raising approximately 2.226 billion HKD to enhance its global logistics network [25]. - ZTO Express's subsidiary, ZTO Digital, is set to launch cross-border payment services, integrating existing payment channels to cater to market demands [23]. Logistics Innovations - A new cross-border multimodal transport service from Lianyungang to Almaty has been initiated, enhancing logistics capabilities for cross-border trade [17]. - SF Express has signed a strategic cooperation agreement with Thailand's Siam Jewelry Group to establish a new cross-border direct mail model [20]. Technology Advancements - Zhuhai has launched its first locally developed AI model, ArkModel, which aims to provide specialized services for cross-border e-commerce enterprises [15][16].

智研咨询监测项目部 数据中心行业周刊 INDUSTRY WEEKLY 2 0 2 4 年 数据中心行业周刊 第 197 期 2024 年06 月3 日-2024 年06 月09 日 数据中心作为 AI 算力重要载体，各类企业积极布局 核心事件点评 ............................................ 4 【重点政策】《广东省关于人工智能赋能千行百业的若干措施》发布，推 进算力基础设施建设.............................................. 4 国内重点事件及投资动态 ................................... 6 【重点政策】《陕西省加快推动人工智能产业发展实施方案（2024-2026 年）》发布，明确要强化算力供给.................................. 6 【重点事件】2023年度国家绿色数据中心名单公布 ................... 6 【重点事件】西宁市首个绿色算力党建联盟成立...................... 7 【重点数据发布】我国已累计建成246 ...

Investment Rating - The report does not explicitly provide an investment rating for the transportation industry. Core Insights - The transportation industry is accelerating its development towards smart and low-carbon solutions, driven by continuous technological advancements and government policies aimed at energy conservation and carbon reduction [3][4]. Policy Highlights - The "2024-2025 Energy Conservation and Carbon Reduction Action Plan" was released, focusing on promoting low-carbon transportation infrastructure, transitioning transportation equipment to low-carbon alternatives, and optimizing the transportation structure [3][4]. - The "Railway Equipment Source Quality Safety Supervision Management Implementation Rules" were enacted to standardize the supervision of railway equipment quality [7]. - Inner Mongolia's "Action Plan for Cultivating and Strengthening Leading Enterprises in Modern Transportation Logistics" aims to develop over 50 leading logistics companies by 2026, reducing logistics costs by 6% [7][8]. - The "Implementation Plan for Promoting High-Quality Development of Waterway Container Transportation in Hangzhou" was issued to enhance waterway transportation efficiency, targeting a container throughput of 250,000 TEUs by 2024 [9]. Key Events - The Ministry of Transport held a meeting to promote rural road construction projects [10]. - The "East Corridor" railway renovation project from Jiamusi to Tongjiang commenced, enhancing the capacity of the Tongjiang port [12]. - The restoration of the Duku Highway in Xinjiang was completed, facilitating tourism and transportation [13]. - The Shenzhen Binhai Avenue traffic renovation project was officially opened, improving traffic flow by approximately 40% [15]. - The launch of the first heavy-load hydrogen station in Ordos marks a significant step towards low-carbon railway transportation [25]. Industry Data - In April, the total freight volume reached 4.82 billion tons, a year-on-year increase of 3.5%, with road freight accounting for 3.6 billion tons [10][11]. - From January to April, the total freight volume was 17.27 billion tons, up 4.5% year-on-year [11]. Technological Developments - The launch of the autonomous driving testing demonstration project on the Jingxiong Expressway aims to enhance new productivity in transportation [16]. - The first digital highway in Hunan Province was officially opened, featuring advanced monitoring and management systems [19]. - The establishment of the Smart Transportation and Urban Geophysics Joint Research Center by China Transportation Power Construction Co., Ltd. and Southern University of Science and Technology aims to integrate cutting-edge technologies into transportation [23]. Green Transportation Initiatives - The opening of the dual-zero-carbon logistics channel using hydrogen fuel cell heavy trucks demonstrates a commitment to sustainable logistics practices [26][31]. - The construction of the first high-end new energy sightseeing boat in Wuhu represents a significant advancement in the green transformation of the shipbuilding industry [28].

智研咨询监测项目部 低空经济行业周刊 INDUSTRY WEEKLY 2 0 2 4 年 低空经济行业周刊 第 195 期 2024 年06 月03 日-2024 年06 月09 日 政策体系与标准体系不断完善，行业发展将迈向新阶段 核心事件点评 ............................................ 4 【重点政策】四川省出台《关于促进低空经济发展的指导意见》，打造低 空经济发展热土.................................................. 4 国内热点 ................................................ 6 【重点政策】河北省发布《关于加快推动河北省低空制造业高质量发展的 若干措施》，充分发挥低空制造业在构建河北低空经济中的重要装备支撑 作用............................................................ 6 【重点政策】《中共四川省委关于以发展新质生产力为重要着力点扎实推 进高质量发展的决定》公布，支持有条件的地区建设低空经济示 ...

2 智研咨询 精品行研报告·专项定刷·月度专题·可研报告·商业计划书·产业视划三 YTELLIGENCE RESEARCAGROUE .2024 EARCH R R E P R 中国VR游戏产业现状及发展趋势 研究报告 ...

2 智研咨询 精品行研报告·专项定刷·月度专题·可研报告·商业计划书·产业视划三 YTELLIGENCERESEARCAGROUE 2024 RＣH R P R 中国装配式建筑产业现状及发展趋势 研究报告 ...

智研咨询监测项目部 钢铁行业周刊 INDUSTRY WEEKLY 2 0 2 4 年 钢 铁 行 业 周 刊 第 176 期 2024 年05 月20 日-2024 年05 月26 日 钢企加速推动项目技改，全方位助力产业低碳升级 核心事件点评 ............................................ 3 【重点技术】山西印发《山西省制造业领域设备更新工作方案》，加速推 动钢铁产业改造升级.............................................. 3 原料矿石 ................................................ 5 【重点企业】印度韦丹塔集团Chitradurga 铁矿石开采禁令解除 ........ 5 【重点事件】西黑山一号矿井取得1200 万吨/年采矿许可证............ 5 【重点企业】昂斯洛铁矿项目提前交付首批矿石...................... 5 钢铁产能 ................................................ 6 【重点 ...