中原证券：晨会聚焦-20250221

Key Points - The report emphasizes the importance of the "2025 Action Plan for Stabilizing Foreign Investment," which outlines 20 key tasks to enhance investment promotion and open platforms [8][5] - The National Development and Reform Commission is revising the "Encouraging Foreign Investment Industry Catalog" to focus on advanced manufacturing, modern services, high-tech, and energy-saving industries, encouraging foreign investment in central and northeastern regions [5][8] - The report highlights the significant growth in the domestic electric vehicle market, with sales reaching 944,000 units in January 2025, a year-on-year increase of 29.49% [17] - The BC battery technology is noted for its efficiency and potential market growth, with leading companies like Longi and Aiko expected to scale production significantly in 2025 [14][15] - The communication industry index outperformed the broader market, with telecom operators integrating the DeepSeek open-source model, leading to substantial growth in big data revenue [18][19] - The coal industry is undergoing a transformation towards cleaner and smarter practices, with a focus on maintaining stable supply and increasing efficiency [24][25] - The chemical industry is experiencing a price recovery, particularly in potassium fertilizer and polyester filament, driven by increased demand and supply constraints [29][30] - The AI technology sector is witnessing breakthroughs with the DeepSeek-R1 model, which is expected to enhance AI applications and market penetration [31][34] - The media and entertainment sector is benefiting from successful films like "Nezha," which has significantly boosted box office revenues and audience engagement [35][36]