Group 1: Duty-Free Policy - The Ministry of Commerce and five other departments have announced a notification to optimize the departure tax refund policy, lowering the refund threshold and enhancing the supply of refundable goods [1] - The long-term sales volume of departure tax refunds in China is expected to reach 109 billion yuan, driven by policy relaxation, technological penetration, and consumption upgrades [1] - By 2030, the market size for departure tax refunds may exceed 1 trillion yuan, forming a multi-tiered structure led by Hainan Free Trade Port and supported by first-tier cities [1] Group 2: Nuclear Power Development - The State Council has approved five nuclear power projects, including ten new units, marking the first approval of domestic nuclear power projects since 2025 [2] - The total investment for the newly approved nuclear units is estimated to exceed 200 billion yuan, with each unit requiring approximately 20 billion yuan [2] - China's nuclear power development strategy has shifted to "actively and safely develop," with a significant increase in the number of approved units expected in 2024 [2] Group 3: Intelligent Agents - The International Telecommunication Union has released a new international standard for intelligent agents based on large-scale pre-trained models, led by the China Academy of Information and Communications Technology [3] - The market for AI agents is projected to grow from 5.1 billion USD in 2024 to 47.1 billion USD by 2030, with a compound annual growth rate of 44.8% [3] - AI agents are becoming a key driver of transformation across various industries, enhancing efficiency and expanding human capabilities [3] Group 4: Virtual Power Plants - The Ministry of Transport and nine other departments have issued guidelines to promote the integration of transportation and energy, encouraging the development of virtual power plants [4] - Virtual power plants can effectively aggregate distributed energy resources and enhance power supply capabilities while promoting renewable energy consumption [4] - The rise of distributed energy resources necessitates the development of virtual power plants to facilitate grid regulation and market transactions [4] Group 5: AI in Government Affairs - The Central Political Bureau has emphasized the need for breakthroughs in AI development and regulation, focusing on foundational research and core technologies [5] - Shenzhen has successfully deployed an AI government assistant, improving overall work efficiency by over 20% across 240 real-world scenarios [5] - The AI-enabled government information system market is expected to grow rapidly, with significant potential for efficiency improvements and cost reductions [5]

证券研究报告|行业研究周报 [Table_Date] 2025 年 3 月 1 日 缅甸佤邦锡矿正式筹备复产，后续需关注其复 产时点 [Table_Title2] 有色-能源金属行业周报 [Table_Summary] 报告摘要: ►本周国内锂盐价格环比下跌，后市或维持震荡 截止到本周四，国内工业级碳酸锂（99.0%为主）市场成 交价格区间在 7.2-7.4 万元/吨，市场均价 7.3 万元/吨，较上周 下跌 2.01%；国内电池级碳酸锂（99.5%）市场成交价格区间 在 7.4-7.6 万元/吨，市场均价为 7.5 万元/吨，较上周下跌 1.96%。国内电池级粗粒氢氧化锂价格为 6.85-7.25 万元/吨， 市场均价 7.05 万元/吨；电池级微粉氢氧化锂市场价格为 7.4- 7.85 万元/吨，均价 7.625 万元/吨；国内工业级氢氧化锂市场 价格 6.05-6.55 万元/吨，均价在 6.3 万元/吨。据 SMM 数据， 截至 2 月 27 日，碳酸锂样本周度库存总计 11.55 万吨，较 2 月 20 日累库 2967 吨，上游冶炼厂较 2 月 20 日累库 1976 吨至 4.48 万吨，中下游 ...