每周主题、产业趋势交易复盘和展望:人形机器人Figure02性能大幅提升,地方政府布局聚变能源
Soochow Securities·2024-11-24 07:40

Market Review - The Shanghai Composite Index experienced a slight decline of 1.91% during the week, with a trading volume of 372.5 billion [6][7] - The market showed a "barbell" characteristic, with the CSI 2000 and CSI Dividend indices performing relatively better, while the ChiNext index led the decline [7][9] Industry Trends and Outlook - Strong sectors this week included solid-state batteries, with the world's first GWh-level solid-state battery production line established in Wuhu [24] - Chemical prices increased, particularly for lithium battery electrolytes and phosphorous chemicals [24] - Developments in controlled nuclear fusion were noted, with significant breakthroughs in superconducting magnets and support from local governments [24] - The humanoid robot Figure 02 was introduced in BMW's production line, achieving a fourfold increase in speed and a sevenfold increase in success rate [24] Upcoming Industry Events - Key technology events include the OPPO Reno13 series launch on November 25, Huawei's new product launch on November 26, and the World Consumer Electronics Show from November 28-30 [25]

每周主题、产业趋势交易复盘和展望:人形机器人Figure02性能大幅提升,地方政府布局聚变能源 - Reportify