深圳商报·读创客户端首席记者 吴吉 4月14日，第五届中国国际消费品博览会"绿色消费暨再生资源回收行业发展主题活动"在海南举办。活 动上，商务部流通业发展司发布全国首批二手商品流通试点城市和企业名单。其中，深圳市入选首批试 点城市，福田区南园街道华强南片区最大二手消费电子线下市场运营方——深圳市通天地通讯市场有限 公司上榜首批试点企业。主题巡展中，南园街道作为重要展台代表之一，展示了华强南二手消费电子产 业集聚区蓬勃发展风貌。 促进二手商品流通，对盘活社会闲置资源，满足人民群众差异化、多样化、个性化消费需求，推动形成 绿色生产生活方式具有重要意义。福田区南园街道相关负责人表示，南园街道将以通天地通讯市场入选 首批试点企业为契机，于华强南片区创新二手商品流通方式，规范二手商品流通秩序，持续探索城市可 持续发展新路径，加快培育新型消费增长点。 厚积薄发：从一米柜台到到最大消费电子二手商品集聚区 商务部遴选二手商品流通试点对经营规模、经营行为规范、二手商品流通基础等做出一定要求，南园街 道通天地通讯市场之所以入选，离不开其得天独厚的地理位置。 历经30余年发展，华强片区北部定位为全球智能硬件中心，成为"中国电子第一 ...

Investment Rating - The report maintains a "Buy" rating for Hesai Technology, indicating strong growth potential in the lidar market and expected revenue increases for 2025-2027 [8][12][32]. Core Insights - Hesai Technology reported a net revenue of RMB 2.077 billion (approximately USD 285 million) for 2024, marking a year-on-year growth of 10.7% and achieving a non-GAAP net profit of RMB 13.7 million, reversing a loss from the previous year [3][4]. - The company experienced a significant increase in gross margin, reaching 42.6% in 2024, up from 35.2% in 2023, primarily due to cost optimization and increased sales volume [4][5]. - Hesai's Q4 2024 performance was particularly strong, with net income of RMB 720 million (approximately USD 98.6 million), a year-on-year increase of 28.3%, and a non-GAAP net profit of RMB 170 million [4][5]. - The company anticipates a revenue of RMB 3-3.5 billion (approximately USD 411-480 million) for 2025, representing a growth of 44%-69% compared to 2024 [6][8]. Summary by Sections Hesai Technology - Hesai Technology is positioned as a leading player in the autonomous driving and advanced driver-assistance systems (ADAS) lidar market, with a projected shipment of 1.5 million units in 2025 [8]. - The company has secured exclusive design contracts with top European OEMs, indicating strong demand for its lidar products [6][7]. - Hesai's new product line, including the JT series of 3D lidar for robotics, is expected to enhance its market presence and revenue streams [7]. Ideal Automotive - Ideal Automotive is transitioning from an electric vehicle manufacturer to an artificial intelligence company, with plans to leverage AI in its product offerings [9][10]. - The company is expected to achieve significant revenue growth, with projected net profits of RMB 13.35 billion and RMB 19.18 billion for 2025 and 2026, respectively [11]. Energy and Aluminum Sector - The report highlights the robust performance of Electric Power Energy and Shenhua Co., with both companies benefiting from rising aluminum prices and stable coal operations [12][13]. - Electric Power Energy is noted for its strong cash flow and stable profit margins, while Shenhua Co. is expected to see enhanced earnings due to its high aluminum production capacity [14][15]. Chemical Industry - Baofeng Energy reported a revenue of RMB 32.983 billion (approximately USD 4.5 billion) for 2024, driven by increased production and sales of polyethylene and polypropylene [24][26]. - The company is expanding its coal-to-olefins project in Xinjiang, which is expected to significantly boost its production capacity and market competitiveness [30][31]. Defense and Alloy Market - The report indicates that increased defense spending in China is likely to drive demand for chromium salts and high-temperature alloys, benefiting companies in the materials sector [38][39].