中泰证券：【中泰研究丨晨会聚焦】政策杨畅：观察企稳回升的斜率——当前经济与政策思考-20241022

Group 1: Economic Overview - The report highlights an increase in production growth, with a year-on-year increase indicating strong production despite a decline in export delivery value [2] - Investment growth has improved, with a year-on-year increase of 3.4% in September, up by 1.4 percentage points from the previous value [2] - Consumption shows a short-term recovery with a year-on-year growth of 3.2%, an increase of 1.1 percentage points from the previous month [2] - The urban surveyed unemployment rate stands at 5.1%, indicating an improvement in employment conditions [2] - The GDP growth for the third quarter is reported at 4.6%, reflecting a continuous decline since the beginning of the year [2] Group 2: Policy and Industry Insights - The report discusses the acceleration of the "vehicle-road-cloud" integration construction, with multiple departments initiating pilot programs for intelligent connected vehicles [3] - The intelligent connected vehicle market is projected to reach a shipment volume of 24.9 million units by 2025, with a compound annual growth rate (CAGR) of 16.1% from 2021 to 2025 [3] - The market size for intelligent connected vehicles is expected to reach 1,312.04 billion yuan in 2024, driven by policy support and industry collaboration [3] - The report emphasizes the importance of standardization and regulatory frameworks being established between 2024 and 2026 to facilitate industry growth [3]