Group 1: Electric Heavy-Duty Trucks - The core viewpoint indicates that the penetration rate of electric heavy-duty trucks is expected to exceed 50% in the next three years, driven by advantages in economy, comfort, and sustainability, particularly with standardized battery swap modules [2] - In April 2025, domestic sales of new energy heavy-duty trucks reached 15,800 units, a month-on-month increase of 5% and a year-on-year increase of 245%. Among these, new energy tractors sold 11,600 units, with a month-on-month increase of 6% and a year-on-year increase of 364% [2] - The new energy heavy-duty truck industry penetration rate is projected to rise rapidly to around 20% starting from 2023, indicating a positive outlook for the industry's continued growth [2] Group 2: Telecommunications and Information Society - On the World Telecommunications and Information Society Day in 2025, Shanghai Mobile launched the "Ten Thousand Gigabit Park Computing Network Upgrade Action," initiating a pilot construction of a "Ten Thousand Gigabit Optical Network" [3] - Domestic operators are expected to significantly enhance fiber network performance to address the insufficient computing power of single cards, which will positively impact the market for domestic optical network equipment suppliers [3] - The establishment of the "AI Cooperation Alliance" by Shanghai Mobile, in collaboration with various tech companies, signifies a strategic move towards improving computing resources and capabilities in the region [3]