川财证券研究所晨报

Group 1 - The report highlights the overall performance of the coal industry, indicating a mixed trend in coal prices in Inner Mongolia during the first half of 2024, with an average price of 363.66 RMB/ton, down 7.28% year-on-year [4][36][37] - The report predicts that coal supply and demand will increase in the second half of 2024, with prices expected to maintain a fluctuating trend, potentially higher than the first half of the year [4][36][37] - The A-share coal sector showed poor performance, with no stocks hitting the daily limit up and one stock hitting the limit down, indicating a challenging market environment [4][36] Group 2 - The report discusses the global automotive MCU market, projecting a market size of approximately 10.9 billion USD in 2024, with a year-on-year growth of 8.3% [5] - It mentions that the price of automotive MCUs is expected to decline by 8% to 15% in 2024, continuing until mid-2025, despite a slowdown in market growth [5] - The report emphasizes the push for new energy vehicles in Shanghai, aiming for full electrification of public transport and taxis by the end of 2027 [5]