Group 1 - The U.S. Department of Commerce announced an investigation into foreign imports of drones and polysilicon, which may serve as leverage in trade negotiations with China [1][2] - China dominates the drone and polysilicon industries, with a 92.08% share of global polysilicon production in 2023 [2] - The investigation is based on Section 232 of the Trade Expansion Act, which allows the U.S. government to impose tariffs if imports are deemed a threat to national security [2][3] Group 2 - Experts suggest that even if tariffs are imposed, the impact on Chinese industries may not be substantial, but it could strengthen hardline voices within China [5][6] - The U.S. has previously targeted Chinese drones, with restrictions dating back to 2016, and continues to view companies like DJI as security threats [7][10] - DJI holds a significant market share, controlling approximately 90% of the U.S. commercial drone market and 80% of the global consumer drone market [7][10] Group 3 - The demand for drones in the U.S. is expected to continue growing, with various sectors relying on them for applications such as agriculture, construction, and emergency response [10] - Despite efforts to promote domestic drone manufacturing, U.S. companies struggle to compete with DJI's performance and pricing [10] - The U.S. government has initiated measures to ensure that the drone supply chain is not reliant on foreign control, emphasizing the need for domestic production [10]

4月17日，亿纬锂能披露2024年"成绩单"。 据 2024年年度报告显示， 亿纬锂能去年实现 营收486.15亿元 ，同比下降0.3%； 净利润40.76亿元，同比上升0.6% ； 扣非净利润 31.62亿元，同比增长14.76%。 单看第四季度， 亿纬锂能 营收145.7亿元， 净利润8.87亿元， 扣非净利润6.62亿元， 实现三线同增 ， 分别增长9.9%、 41.7%、 10.3%。 综合年报来看， 亿纬锂能过去一年的表现可圈可点，早已为业绩增长奠定了基础。 众所周知，亿纬锂能一直以 消费电池、动力电池、储能电池三大业务板块进行布局，其中消费电池业务包括锂原电池、小型锂离子电池、圆 柱电池，动力电池业务包括新能源汽车电池及其电池系统。 报告期内，亿纬锂能 消费、动力、储能三大板块均实现较大突破。 具体来看， 消费电池 营收103.22亿元，同比增长23.44%， 占营收比重21.23%。 其中，锂原电池产品包括 锂-亚硫酰氯电池、锂-二氧化锰电池、电池电容器（SPC）、复合电源ES等，适用于 各类智能表计、汽车电子、 智能安防、智慧医疗、定位追踪、资源监测等物联网及新兴产业。据悉，其锂亚硫酰氯电池（ ...