Policy stimulus for 3C and home appliance demand release. Will the multiplier effect of the "trade-in" policy continue in 2025? | Year-end review.
In 2024, the implementation of the "national subsidy" policy for the exchange of old for new will effectively stimulate the demand for home appliances and Consumer Electronics. Market analysis suggests that related subsidies for the exchange of old for new are expected to continue next year, with mobile phones and more home improvement categories likely included, while the future policy-driven effects still remain to be observed.
Three departments encourage the development of "AI+" research and design software, and industrial large models are expected to accelerate implementation.
The Ministry of Industry and Information Technology, the State-owned Assets Supervision and Administration Commission of the State Council, and the All-China Federation of Industry and Commerce issued the "Implementation Guidelines for Digital Transformation of Manufacturing Enterprises." It proposes to develop "AI+" research and development design Software, to construct datasets such as design models and simulation models, to carry out model training, and to develop innovative applications such as generative design and real-time simulation, to accelerate the research and development of new products.
Jiangsu Skyray Instrument has been designated as a special treat and fined 3 million yuan. In recent years, there have been 10 other instances of illegal operation in production and management. | Quick read of the announcement.
① Jiangsu Skyray Instrument was fined 3 million yuan by the Securities Regulatory Commission, and several executives including chairman Liu Zhaogui were also penalized; ② The company's stocks will be subject to other risk warnings by the Shenzhen Stock Exchange, changed to "ST Jiangsu Skyray"; ③ In recent years, the company has faced up to 10 cases of violations related to environmental protection, safety regulations, and other operational misconduct.
Hydrogen energy, hybrid, methanol... This year's exhibition has more machinery "dynagreen environmental protection group". | Directly report from bauma CHINA 2024.
With the continuous maturity of 'three electric' technology, batteries, electric machines, and other key components have become the 'new forces' competing for the electrification market of construction machinery. In the future, with technological breakthroughs and achieving significant cost reductions, domestic main engine manufacturers have the advantage of electrification, and are expected to be the first to benefit from the electrification wave.
Two industry leaders are jointly promoting the deployment of Robotaxi. Institutions continue to be bullish on the investment opportunities in autonomous driving.
According to media reports, on November 2, Xiaoma Zhixing and BAIC New Energy held a L4 self-driving car development technology cooperation signing ceremony at BAIC Bluepark. Both parties aim to achieve mass production of fully autonomous Robotaxi vehicles and jointly promote the large-scale implementation of autonomous driving travel services (Robotaxi).
How Is The Market Feeling About Whirlpool?