Driven by 'technical cost reduction + policy advantages', Analysts are Bullish on the opportunities for the scaled explosion of hydrogen energy.
① Recently, the "Hydrogen Teng" Fuel Cell Energy product equipment successfully generated power in Antarctica, marking the first application of hydrogen energy technology in Antarctic conditions globally. ② Sinolink pointed out that the domestic market is developing rapidly due to policy consistency, the speed of technology cost reduction, and regional cluster advantages, closely focusing on "technology cost reduction + policy advantages" to seize the opportunity for hydrogen energy to transition from demonstration to large-scale explosion.
South Chip Technology plans to change the initial public offering testing center fundraising project, increasing the total investment by 4.67 times.
① Nanxin Technology announced that it intends to change the initial public offering investment project for the construction of the testing center. Specifically, the total investment has increased to 1.443 billion yuan, the construction period has been extended to 9 years, and the construction site has been adjusted to Jiaxing, Zhejiang; ② Nanxin Technology stated that the revised chip testing project will provide foundational support for the company's future key product layout and assist in the development of high-performance chip products.
Star Evening News | Yijixin plans to acquire the controlling interest in Huimao Micro, and Xinxiangwei intends to purchase the controlling interest in Aixiangsheng.
① The "Action Plan for Accelerating the Development of the AI Terminal Industry in Shenzhen (2025-2026)" has been issued; ② The manned flight mission for 2025 has been announced; ③ The China Academy of Information and Communications Technology will hold a special seminar on promoting the AI glasses industry on March 12.
The main Communications business is experiencing a downturn! ZTE's revenue and profit both declined last year, with Net income dropping 9.66% year-on-year | Earnings Reports insights.
ZTE faced pressure on revenue last year, with revenue of 121.299 billion yuan, a year-on-year decrease of 2.38%. Profitability also declined, with net income attributable to ordinary shareholders of the listed company at 8.425 billion yuan, a year-on-year decrease of 9.66%. The company stated that it will accelerate the transformation towards "connectivity + computing power" in an attempt to expand new market space.
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.
Tesla is ready to deploy FSD functionality in China, with Asia Vets driving new growth.
① Informed sources revealed that Tesla is preparing a software update for Chinese customers to provide driving assistance features similar to those of the "Full Self-Driving" (FSD) in the USA market. ② China International Capital Corporation's Research Reports indicate that 2025 is expected to be a significant year for the quality development of intelligent driving, with the dual potential positive catalysts of Tesla's FSD entering China and Robotaxi being one of the main themes for the entire year.