山西证券：研究早观点-20241011

Market Trends - The Shanghai Composite Index closed at 3,301.93 with an increase of 1.32% [1] - The Shenzhen Component Index closed at 10,471.08 with a decrease of 0.82% [1] - The CSI 300 Index closed at 3,997.79 with an increase of 1.06% [1] - The ChiNext Index closed at 2,212.91 with a decrease of 2.95% [1] - The STAR 50 Index closed at 954.17 with a decrease of 4.38% [1] Industry Commentary: Computer - The release of the "Opinions on Accelerating the Development and Utilization of Public Data Resources" by the Central Committee and the State Council is expected to catalyze the marketization of public data [2][3] - The National Data Bureau plans to introduce eight institutional documents to enhance data element value, including data property rights and data circulation [2][3] Industry Commentary: Solar Energy - In August 2024, domestic photovoltaic (PV) installations increased by 2.9% year-on-year, with a cumulative installation of 140.0 GW from January to August, representing a 23.7% increase [6][7] - The export value of inverters in August was 61.6 billion yuan, showing a year-on-year increase of 24.2% [6][7] - The total solar power generation in August was 386.1 billion kWh, a year-on-year increase of 21.7% [7] Industry Commentary: Textile and Apparel - From January to August 2024, China's textile and apparel exports amounted to 930.69 billion and 1,047.06 billion USD, reflecting a year-on-year growth of 3.5% and a decline of 1.0% respectively [8][9] - Vietnam's textile and footwear exports from January to September 2024 reached 274.38 billion and 165.38 billion USD, with year-on-year growth of 8.9% and 12.5% [9]