Jin Rong Jie·2025-11-10 22:13Company Developments - Baidu's "Luo Bo Kua Pao" has received the first batch of fully autonomous commercial operation licenses from the Abu Dhabi Integrated Transport Center, marking the launch of public fully autonomous driving services overseas [5] - Huada Technology has recently secured project designations from domestic automotive manufacturers and new energy battery companies, involving body components and battery box pallets, with an estimated total sales amount of 2.9 billion [5] - Ganfeng Lithium's PPGS lithium salt lake project phase one has obtained the environmental impact assessment report, with approximately 15.07 million tons of LCE proven and controlled resource [5] - Shangtai Technology plans to invest 4.07 billion to build a project with an annual production capacity of 200,000 tons of lithium-ion battery anode materials, further expanding lithium battery material production capacity [5] - Mindray Medical has submitted an application for H-share issuance and listing to the Hong Kong Stock Exchange, with Huatai International and JPMorgan as joint sponsors [5] - Zhongji Xuchuang has approved the management to initiate preparations for the overseas issuance of H-shares and listing on the Hong Kong Stock Exchange [5] - ST Huatuo's stock trading will be suspended for one day on November 11, 2025, and will resume trading on the 12th with the removal of other risk warnings, changing its stock name to Century Huatuo [5] - Cambrian will hold its first extraordinary general meeting of shareholders on November 27, 2025, to review important matters [5] - Tesla's Cybertruck project leader Siddhant Awasthi has announced his departure, concluding over eight years at Tesla [5] - CPE Yuanfeng has injected 350 million into Burger King China and will hold approximately 83% equity, forming a joint venture to promote brand development [5] - *ST Gaohong announced that its stock has been decided to be delisted by the Shenzhen Stock Exchange, with delisting scheduled for November 11, 2025 [5] - Moutai has initiated a "defense battle," notifying liquor merchants on Douyin that selling Moutai below market prices will result in penalties [5] Industry Insights - The storage chip sector continues to strengthen, with a comprehensive price increase cycle initiated; Goldman Sachs has doubled its target price for SanDisk, and global storage leaders are reaching new highs, driven by improved supply-demand dynamics [3] - Significant progress has been made in China's perovskite solar cell field, achieving a photoelectric conversion efficiency of 27.2%; technological iterations are continuously enhancing component efficiency, with institutions predicting a future penetration rate of 30% for perovskite components [3] - The Ministry of Industry and Information Technology is accelerating the promotion of AI applications in key areas, with institutions noting that AI application scenarios are rapidly breaking through, and deep integration of AI with marketing and healthcare is becoming a new industry hotspot [3] - Ten national standards for technology resource sharing and information integration have been officially released and implemented, promoting the standardization of technology resource sharing and information integration, aiding the innovation and development of technology-based enterprises [3] - Brazil's central bank has introduced new regulations that comprehensively prohibit the trading of algorithmic stablecoins, requiring all cryptocurrency asset services to obtain central bank authorization, which will impact the global stablecoin market structure and related industry chain layout [3]