Domestic Policy - Shanghai announced a major industrial equipment upgrade plan with a demand list worth over 100 billion RMB, targeting key sectors such as automotive, petrochemical, and steel[2] - The plan aims to achieve a 45% increase in industrial equipment investment by 2027, totaling over 400 billion RMB compared to 2023 levels[2] - Approximately 50 billion RMB will be invested in the automotive sector over the next three years, including nearly 10,000 fixtures and over 10,000 robots[2] Industry Dynamics - Meta launched the Quest 3S VR headset priced at $299, featuring the Qualcomm Snapdragon XR2 Gen 2 chip, with improved battery life but larger size and lower resolution[3] - Tencent's Robotics X lab introduced the fifth-generation robot capable of performing tasks in real environments, enhancing its interaction capabilities with humans[3] - Huawei unveiled several new products, including smartwatches with health tracking features and tablets designed for young users, showcasing innovation in wearable devices[3]
新质生产力政策追踪（09、21-09、27）
Great Wall Securities·2024-09-30 04:03