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.
The 2025 CES Global Consumer Electronics Show is about to open, and a new round of opportunities in the Consumer Electronics Industry is on the way.
① According to media reports, the highly anticipated Technology event - the 2025 CES Global Consumer Electronics Show will grandly open in Las Vegas, USA from January 7 to 10, 2025. ② China International Capital Corporation released a Research Report stating that looking ahead to 2025, the implementation of AI across multiple terminals at the end-user side, moderate growth in the mobile phone market, and gradual upgrades in certain aspects will lead the growth of the Consumer Electronics Industry.
How do domestic semiconductors industry chain grow against the wind? At this closed-door event, many "little giant" companies shared their insights and advice.
① The release of a new round of export control entity lists has fostered the consensus within the industry to cultivate and develop a domestic supply chain system. ② Several emerging companies in the semiconductors field recently stated at an industry event that the domestic market for semiconductor equipment and memory chips is vast, and small and medium-sized enterprises possess the resilience for growth and development.
The intensive release of new products represented by the Huawei Mate 70 marks the arrival of the traditional Q4 peak season in the consumer electronics industry.
① According to media reports, Huawei's terminal BG CEO He Gang stated in an interview on the evening of December 4 that the pre-orders for the Huawei Mate70 series have exceeded 6.7 million, and due to high demand, the initial supply is still slightly insufficient. ② Shanxi stated that the fourth quarter, being the peak season for consumer electronics, will see a wave of device replacements and drive inventory stocking in related supply chains.
The 2024 World Consumer Electronics Fair is about to open, and the smart phone market is expected to grow against the trend.
①The 2024 World Consumer Electronics Exhibition will be held at the Shenzhen Convention and Exhibition Center from November 28th to 30th, 2024. ②China Merchants Securities believes that the Android flagship phones have entered an intensive release stage, with Xiaomi, OPPO, vivo, Honor, and Huawei all having released flagship new phones in this round, all highlighting AI and optical features. Pay attention to the innovation of new phones and subsequent sales.
The USA is expected to relax regulations on autonomous driving cars. Institutions say the industry is about to enter a period of explosive growth.
①According to insiders, members of usa President-elect Trump's transition team have told advisers that they plan to make the federal framework for fully autonomous autos one of the priorities of the Department of Transportation. ②Huafu Securities stated that high-level autonomous driving is accelerating commercialization and entering a new stage in terms of regulations, technology, and capital operation. After years of development and accumulation, the industry is about to enter a period of explosive growth.
102329055 : Do people still care what's going to be announce this Saturday?
Thelord 102329055 : Sure announce useless things and Monday gonna dump very hard again
102329055 Thelord : Can they afford to say useless stuff?
10baggerbamm 102329055 : are you kidding me I got news for you if China does not stimulate again the economy in a very big way Monday you're going to lose BIG%, it's going to be a gap down before you can even get out. if they do this monster gargantuan stimulus that's was supposedly going to happen on Monday if they do that on Saturday then it's an enormous Gap up on Monday morning it won't be as high as the last leg up the first time and that's because the first time you had huge shorts in the marketplace but you will see about a 50% retracement of what the former high was to the recent sell off the lows this week
Thelord 102329055 : They never fail to shoot at their own feet
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