Apple entering the foldable smartphone market is expected to bring significant incremental Orders to related manufacturers.
Market news indicates that Apple plans to finalize the supply chain for the foldable iPhone by April this year and expects to begin large-scale production of related components in the second half of this year. This phone is expected to be released in the second half of 2026.
In 2024, over 140 new low-altitude logistics routes will be opened in our country, and the low-altitude economy is expected to accelerate its implementation.
① According to the Statistics from the Aviation Logistics branch of the China Federation of Logistics and Purchasing, more than 140 new low-altitude logistics routes will be opened in China in 2024. ② Wu Li from Tianfeng Securities pointed out that, according to predictions from the Civil Aviation Administration of China, the market size of the low-altitude economy in China is expected to reach 1.5 trillion yuan by 2025, and 3.5 trillion yuan by 2035.
Photovoltaic silver paste companies are generally under pressure. Wuxi Dk Electronic Materials Co., Ltd. will increase revenue but not profit in 2024 | Interpretations
① Despite revenue growth and increased sales of main products last year, Wuxi Dk Electronic Materials Co., Ltd.'s Net income and gross margin still declined year-on-year; ② The company has laid out on technologies such as photovoltaic N-type TOPCon, HJT, BC, and perovskite stacks, investing heavily in research and development expenses; ③ The profitability of the three major Silver paste companies has declined, facing adverse situations including rising costs, intense competition in the photovoltaic Industry Chain, and pressure for technological upgrades.
The main line of Technology continues to evolve, and the AI computing power sector is expected to gain strength.
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Recently, the catalysts related to Solid State Battery have been continuously emerging. Analysts claim that Solid State Battery is still undervalued by the market.
① The 2025 China Solid State Battery Technology Innovation and Industrialization Seminar will be held from March 26 to 28, 2025. ② Everbright's Research Reports state that the market has underestimated the support that all-solid state batteries will provide in terms of safety and endurance after the demand surges in humanoid robots and the low-altitude economy.
Alibaba's open-source text-to-video model Wanxiang 2.1 is expected to bring about a starting point for the explosion of AI applications.
① According to informed sources, Alibaba fully open-sourced its video generation model Wanxiang 2.1 on the evening of February 25. ② With AI video generation tools represented by Wanxiang continuing to iterate, their penetration into various application scenarios is expected to accelerate in the future.
HopelessChi : the pegging will be broken in due time. short selling globally is more aggressive than one country wilful act.