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八部门印发汽车行业稳增长工作方案;中方对美相关模拟芯片发起反倾销立案调查 |南财早新闻
2 1 Shi Ji Jing Ji Bao Dao·2025-09-14 00:03

Industry Updates - The Ministry of Industry and Information Technology, along with eight other departments, has issued a "Work Plan for Stabilizing Growth in the Automotive Industry (2025-2026)", aiming for annual vehicle sales of approximately 32.3 million units by 2025 [2] - The Ministry of Commerce has decided to initiate an anti-discrimination investigation against the U.S. measures related to the integrated circuit sector, citing a series of prohibitive actions by the U.S. that are seen as discriminatory against China [3] - The National Internet Information Office is drafting regulations to promote and standardize the application of electronic documents, encouraging their use in trade, logistics, and finance to enhance digital business operations [3] Company Developments - Didi announced that its average commission on all orders will be 14% in 2024, clarifying that this does not equate to profit as most of the commission is returned to drivers through subsidies [7] - AMD has fully launched its NVIDIA Blackwell Ultra solutions, with global deliveries of the NVIDIA HGX B300 system and GB300 NVL72 rack currently underway [7] - Xibei, a well-known restaurant brand, plans to achieve an IPO by 2026, but recent controversies may complicate this goal, as evidenced by a significant drop in daily revenue following the disputes [7] - xAI, a company owned by Elon Musk, has laid off about one-third of its data annotation team, affecting approximately 500 employees as part of a restructuring plan [7] - Wahaha Group has decided to rebrand to "Wawaixiong" starting from the new sales year in 2026, following the founder's passing and ongoing efforts to resolve historical issues [8] Market Trends - Recent data indicates a surge in foreign investment in the Chinese market, with August seeing the largest monthly net inflow of capital since September 2024, driven by China's advancements in AI and robotics, as well as positive economic signals [6] - The public fund market is experiencing a significant reshuffle, with the top ten public fund sales maintaining their positions, and bank-affiliated stock index funds seeing a 37.9% increase in holdings, reflecting widespread acceptance in the market [6]