晚报 | 5月29日主题前瞻

Group 1: 3D Technology - Tencent Games has launched a prototype of a naked-eye 3D gaming handheld device, Sunday Dragon 3D One, and initiated an experience officer program to explore the potential of naked-eye 3D technology in gaming and interactive entertainment [1] - The naked-eye 3D display market is expected to grow rapidly due to increasing user demand for enhanced visual and immersive experiences in gaming and film, with a projected market size of 15 billion RMB by 2025 and over 30 billion RMB by 2030, reflecting a CAGR of 17.8% [1] Group 2: Biodegradable Materials - The State Council has amended the "Interim Regulations on Express Delivery" to promote green, reduced, and recyclable packaging, encouraging the use of biodegradable materials starting June 1, 2025 [2] - The demand for biodegradable packaging is expected to rise significantly due to the increasing volume of express delivery, projected to reach 175 billion packages in 2024, leading to nearly 20 million tons of packaging waste [2] Group 3: Instrumentation and Measurement - The State Administration for Market Regulation has issued a plan to tackle key technical challenges in measurement testing, focusing on enhancing measurement technology innovation and capabilities [3] Group 4: Nuclear Power - The U.S. government aims to test and deploy new nuclear reactors by January 2029, with commercial nuclear fusion expected to become a reality around 2030 [4] - The nuclear fusion sector is experiencing accelerated development, with significant project tenders occurring in China, indicating a positive outlook for related equipment suppliers [4] Group 5: Autonomous Logistics Vehicles - L4 autonomous logistics vehicles are being rapidly adopted in controlled environments like ports and industrial parks, with significant market interest and financing for companies involved in this technology [5] - The market for unmanned delivery vehicles in China is expected to exceed 50 billion RMB by 2025, driven by a 21.6% growth in the express delivery sector in Q1 2025 [5] Group 6: Rare Earth Elements - Tesla has been rated "overweight" by Morgan Stanley, with a target price of $410, as humanoid robots are expected to significantly increase demand for rare earth metals, potentially adding $800 billion to the demand for critical minerals by 2050 [6] - The rare earth market is anticipated to see price increases as supply becomes more concentrated, with humanoid robots expected to enter mass production by 2025 [6] Group 7: Macro and Industry News - The National Bureau of Statistics is developing policies to foster a unified national data market [6] - The Ministry of Commerce has communicated with semiconductor companies in Europe regarding rare earth export control policies to maintain global supply chain stability [6] - State-owned enterprise profits totaled 1.349 trillion RMB from January to April, a year-on-year decrease of 1.7% [6]