海兴电力20241219

Key Points Industry Overview 1. Rapid Development Phase: The industry is currently in a phase of rapid development from domestic to globalization [1]. 2. Potential for Electric Equipment Export: There is a significant opportunity for electric equipment to go overseas [1]. 3. Global Market Potential: The industry is expected to grow significantly in the global market [1]. 4. High-Pressure Steel Production: China's high-pressure steel production is already very high in the global market, with good technical content and performance [1]. 5. Market Opportunities: There will be many opportunities in the market, especially in Europe and the US [1]. 6. E-commerce Growth: E-commerce has become a more and more capital-oriented sector in the overseas market [2]. 7. Valuation Increase: The valuation of e-commerce companies has increased significantly in the overseas market [2]. 8. Globalization Potential: There are very few listed companies in China with the potential to become globalized companies in the future [2]. 9. Market Opportunities for Large Companies: Large companies like Samsung Healthcare, Microsoft, and CCT have potential for market opportunities [2]. 10. Industry Barriers: There are natural industry barriers to electronic devices, such as technical, market, and channel barriers [3]. 11. Trade Barriers: More and more countries are setting up trade barriers, forcing some countries to transfer their production capacity [3]. 12. Globalization of Chinese Companies: Most Chinese companies have the potential to become global power equipment companies [3]. 13. Domestic Equipment Industry: Most domestic equipment companies have little trade, procurement, and local dealer sales [3]. 14. Business Model: The business model is closer to the project model, with some changes in the business model [4]. 15. Power Investment: The strength of power investment will be weaker in the year of the presidential election, but will continue to rise in the middle to the end of the year [4]. 16. Financial Situation: The overall financial situation of the company is relatively stable, compared to the current state of the domestic iPhone game industry [4]. 17. Market Opportunity for Smart Watches: There will be a market opportunity to exchange smart watches in the future [4]. 18. Industry Growth: The industry will not be a trend of growth or decline, as the track is growing steadily every year [4]. 19. Return Data: Don't pay too much attention to return data, just look at the comparison [4]. 20. Global Investment in E-commerce: There may be a year of global investment in e-commerce, especially in the years of the presidential transition [4]. 21. Sea-Leaving Opportunity: The industry has given a sea-leaving opportunity to the retail industry for five years [4]. 22. African Market: There are a lot of development opportunities in the entire mining market in Africa [4]. 23. Blockchain Space: The space of the blockchain will be larger, including the space of new blue-chip businesses [6]. 24. Online Business: There is still a great opportunity for China to do online business [8]. 25. Overseas Business: There are some breakthroughs in some overseas business demands in urban and urban areas [9]. 26. Product Category: We will continue to supplement our product category to achieve continuous global growth [9]. 27. New Energy Technologies: We will follow some of the new energy technologies that we have developed, such as new energy wall cabinets [9]. 28. Blockchain: The price of a future blockchain will be around 100 to 200 yuan [12]. 29. National Network: The core of the national network is developed by us and our partners [13]. 30. Overseas Market: We will continue to expand the range of products in the overseas market [13]. 31. New Watch: We will start to see some breakthroughs in Europe, Africa, Latin America, and Asia next year [13]. 32. Focus on Market Sales: We will gradually shift our focus from product development to market sales next year [13]. 33. Project Demand: We have seen a lot of opportunities for project demand overseas [13]. 34. Globalization Wave: The wave of globalization using Chinese electronic devices has already begun [21]. 35. Competitive Advantage: Our products have a very obvious competitive advantage in both local companies and OV companies [21]. 36. Industry Value: The value of the electronic equipment industry is very likely to rebound in the next few years, especially in the future [21]. 37. Industry Position: The global electronic equipment industry is a very good contributor and has a very high position [21]. 38. Industry Breakthrough: There is a very obvious breakthrough in the reputation of our product in many countries [21]. 39. Industry Competitiveness: Our products have a very obvious competitive advantage in both local companies and OV companies [21]. 40. Industry Development: The industry is a very good stage for companies that are developing rapidly [21].