大家下午好今天能话谈分享的主题是再生塑料行业的发展现状以及未来热点主要从以下四个方面展开第一部分是目前行业的一个回收和利用现状第二部分是行业的一个目前的一个行情走势的分析以及2024年的一个预测第三部分内容是目前行业存在的问题以及挑战 最后一部分是当下我们行业内关注的几个热点首先来看第一部分再生塑料行业的一个回收以及利用现状我国的塑料回收目前面临着很多的难题一是规模庞大二是回收率低首先我国作为全球塑料原料生产制品生产和消费大国塑料垃圾产生量规模庞大据数据显示近年来我国塑料 废弃物的年产生量已经超过了六千万吨单看数字可能没有概念要知道全球每年的塑料垃圾产生量约在两亿吨左右也就是说我国的占比就在三成其次是回收率低当前我国的塑料回收率在30%左右虽然优于全球约9%的平均水平但仍然有一半以上的废塑料是被简单处理的无论是填埋还是焚烧都是被遗弃 从右边的图片我们可以看到像目前现在扫码积分到账这样的回收设备已经出现在我们生活的周边小区包括景区都有但目前最大的问题是这些项目和设备在推行的初期是有人员辅助的但后期逐渐就成了一个无人值守的状态就拿我生活的小区举例目前这样的设备已经落满了尘土 甚至被遗弃很少有人会往里边投递一些非洲 ...

资产配置放大投资优势选择天鸿基金与优质资产同行不负每一分耕耘你肯定听过不要把鸡蛋放在一个篮子里那你知道这句话对投资究竟有什么用吗 测算发现科学的资产配置可以在更小波动下实现较好收益那么如何才能做到科学的资产配置有一个经典的资产配置 今天呢是6月13号周四的上午10点钟如果你不是这个时间进入到我们直播间的话呢那你看到的就是回放了今天我们的这个主题呀还是非常特别的那叫做汇聚硬科技科创领未来 从我们的直播主题中大家应该就能够听出来我们今天的这个主题是跟这个科创版息息相关的而且在今天这个特殊的日子呢我们也邀请到了两位重磅嘉宾一位呢就是我们现在直播间正在连线的这位老师那他是中正指数公司市场服务部经理郭文嘉文嘉老师 另外呢就是坐在高绮莲身边的这位是我们天鸿基金的指数与数量投资部的基金经理张哥总那也请二位可以跟大家来先打个招呼那首先是文嘉老师可以跟大家来打个招呼好的直播间各位大家好我是中正指数有限公司市场服务部的郭文嘉那很高兴能够参加天鸿基金的本次直播 好的那张哥总也可以跟我们的直播间的这个老朋友们来打个招呼吧各位投资者朋友大家好我是天后基金的张哥很高兴今天能在这里跟大家交流科创板还有相关指数的一些投资的机会和观点 好的 ...

Summary of Conference Call Company or Industry Involved - The document does not specify a particular company or industry, as it appears to be a general transcript provided by Amara.org. Core Points and Arguments - No specific core points or arguments are mentioned in the document, as it lacks detailed content regarding a company or industry analysis. Other Important but Possibly Overlooked Content - The document does not contain any additional important information or insights related to a company or industry. Since the content provided does not include relevant details about a specific company or industry, no further analysis can be conducted.

Financial Data and Key Metrics Changes - The ALD technology market is experiencing significant growth, with the global semiconductor thin film deposition equipment market share for PECVD, PVD, and ALD equipment being 34%, 21%, and 12.8% respectively in 2020 [1] Business Line Data and Key Metrics Changes - The ALD C200 device is designed for integrated circuits and can deposit various materials including High-K materials and metals, currently being utilized by clients in power semiconductors and memory devices like FRAM and RRAM [18][30] Market Data and Key Metrics Changes - The ALD technology is becoming increasingly critical in the semiconductor industry, especially for nodes below 28nm, with its applications in enhancing device reliability and providing moisture protection, which accounts for over 80% of the ALD market [30][53] Company Strategy and Development Direction - The company is focused on promoting domestic equipment development and recognizes the importance of trust and recognition for enhancing national technological strength, especially in the current international climate [46] - The ALD technology is positioned as a key solution for achieving smaller line widths in semiconductor manufacturing, particularly as the industry moves towards 3nm and 5nm processes [31][39] Management's Comments on Operating Environment and Future Outlook - Management emphasizes the challenges faced in the ALD industry, including the need for uniformity in film deposition and the development of precursor materials, especially in light of international restrictions on equipment and materials [33][46] - The sentiment is that the semiconductor industry is a field worth investing in, combining both passion and profitability, and is essential for national development [47] Other Important Information - The ALD technology was invented in 1974 and has gained traction since 2007 as chip structures transitioned to nanoscale, highlighting its advantages over traditional methods like PVD and CVD [26][53] Q&A Session Summary Question: How to achieve below 14nm without EUV? - The discussion highlighted the challenges of achieving low resistance in thin layers and the importance of material development and process precision [21][30] Question: What are the main challenges in ALD development? - Key challenges include achieving uniformity in deposition and sourcing precursor materials, especially given current international restrictions [33][46]

Good evening, everyone. Welcome to our Huabao Securities Self-Managed Small Round Table Live Broadcast. Today, we are very honored to invite two guests to share with us the breakthroughs of the future private fund manager and business development under the new business model of private fund management. I believe everyone can see that in recent years, many private property managers have received investment from funds such as the Middle East Sovereignty Fund or the Overseas Family Office. Tonight, we are very ...

Investment Rating - The report does not explicitly state an investment rating for the industry or the specific company Apptronik Core Insights - Apptronik is focused on building versatile humanoid robots, leveraging Nvidia's AI technology and aiming for a market with a total addressable market of USD 30 trillion [5][3] - The company anticipates shipping hundreds of robots initially, scaling up to thousands as it develops its product offerings [5] - Apptronik's competitive advantages include its integration of complex robotic systems, partnerships with Nvidia and Mercedes-Benz, and a focus on industrial-grade robots [5][3] Summary by Sections Company Overview - Apptronik, founded in 2016, is a spinout from the Human Centered Robotics Lab at the University of Texas at Austin, and launched its general-purpose humanoid robot Apollo – Alpha in 2023 [3] - The company has developed over 10 previous robots, including NASA's Valkyrie robot, and is collaborating with Mercedes-Benz to explore robotics applications [3] AI/Software Strategy - Apptronik's AI strategy involves using Nvidia's AI offerings and foundation models to enhance robot training and performance [3] - The CEO emphasizes that software is a primary bottleneck for achieving efficient robot applications, which is closely tied to hardware capabilities [5] Product Design and Features - The design of Apptronik's robots focuses on human-centered features, safety certifications, and modularity, allowing for adaptability to various mobility platforms [3] - The robots are designed with 30 degrees of freedom and utilize linear actuators for improved movement efficiency [3] Market Potential - The humanoid robot market is estimated to be USD 30 trillion, with applications ranging from manufacturing to home care [5] - Apptronik aims to initially target industrial applications, particularly in logistics and the automotive industry, before expanding to other sectors [5] Business Model - Apptronik plans to offer a "Robot as a Service" (RAAS) model initially, transitioning to a capital expenditure model later [5] - The company targets a manufacturer's suggested retail price (MSRP) of USD 50,000, positioning itself for high product quality and performance [5] Competitive Landscape - Apptronik believes it has a competitive edge over other humanoid robot startups by producing industrial-grade robots and focusing on data, versatility, and scalability [5] - The company has established significant partnerships with Nvidia and Mercedes-Benz, enhancing its market position [5]

摘要 私募基金出海趋势: 越来越多的中资私募管理人开始接触中东主权基金和海外家族办 公室等国际资金,为其出海业务提供了新的机遇。境内私募出海的趋势在过去几年中一 直较为火热,不同时间段的策略有所不同,如中资美元债、美股策略、量化策略和主观 多头策略等。 • 境外基金设立架构: 境外基金设立常见的架构包括开曼 PPI 架构、香港开放型基金公 司、香港 9 号牌资管牌照等。开曼 PPI 架构适合长期投资,伞型基金提高发行效率和降 低成本,主连基金架构满足美国投资者需求,BVI 专业投资者基金更经济高效。 伞型基金优势: 伞型基金受到中资私募管理人的青睐,因为它提高发行效率、降低成 本、灵活性强。在一个法律实体下设立多个子基金,每个子基金融资独立且资产负债隔 离,可以根据市场需求灵活调整各个子基金融资的投资方向。 香港开放式公司型基金(OFC)特点: OFC与开曼群岛的 SPC 结构相似,可以下设子基 金并实现相互隔离。OFC 的一大优势在于香港政府提供补贴,每个私人 OFC 可获得本地 服务商费用 70%的资助,上限为 50 万港币。 9 号牌照申请流程: 申请 9 号牌照需要满足资金和人员配置两个核心条件。资金 ...

Good evening, everyone. Welcome to our Huabao Securities' self-managed small round table live stream. Today, we are very honored to invite two guests to share with us the breakthroughs of the future private fund manager and business development under the new business model of private fund management. I believe everyone can see that in recent years, many private property managers have received investment from funds such as the Middle East Sovereignty Fund or the Overseas Family Office. Tonight, we are very h ...

数据加V： shut 在实际操作中,这四个要素分别落实在市场认知和交易执行上。例如,在过去一年多的交易过 程中,我发现自己在执行力方面还有提升空间,有时人性的贪婪和恐惧会影响判断和执行。这 需要不断淬炼自己的投资能力。此外,我更重视自上而下的判断,因为宏观经济与政策对 A 云调》股市场影响较大。宏观层面的健康状况相当于大树的树根，如果树根健康，大树整体也会更健 康,这为后续投资提供了保障。 您更倾向于自上而下还是自下而上的投资风格? 我非常厌恶回撤,因为从50%的亏损水平爬回原来的位置需要100%的涨幅,这难度很大。因此, 我希望管理的产品净值波动相对较小,回撤能够控制在较低水平,以提供稳定且被持有人接受 的复合收益。从目前实践来看,过去一年多我管理产品的最大回撤约为18%,相比市场平均水 平表现较好,实现了我设定的目标。 投资需要不断学习和完善自己。通过观察市场中的同行，分析他们的优缺点，并结合自身的优秋经爽和奇 缺点进行取长补短，可以减小如继放红▲ 四师 十一十一年二十二年二十二 缺点进行取长补短,可以减少犯错的机会。例如,在一年中如果能减少 1~2次错误。最终可能 会取得较好的投资结果。通过持续学习和完 ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 European Parliament elections: Policy shift in motion, challenges ahead DEEP DIVE Please refer to important information at the end of this report 29 April 2024 The bank for a changing world 更多一手调研纪要和研报数据加V：shuinu9870 B N P P A R I B A S G L O B A L M A R K E T S A P P : S C A N T H E Q R C O D E HERE T O R E A D O U R P U B L I C A T I O N S O N O U R N E W M O B I L E A P P . 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 European Parliament elections: Policy shift in motion, challenges ahead BN ...