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.

cls.cnNov 17 19:16 ET

It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.

①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.

cls.cnOct 18 01:13 ET

Consumer electronics are warming up, AI server demand is rising, and the MLCC industry is experiencing a moderate recovery.

According to media reports, after experiencing a prolonged two-year downturn, MLCC has begun to see a relatively mild recovery, with total shipments from related manufacturers increasing by 5.4% in the second quarter.

cls.cnSep 26 19:57 ET

The State Council meeting promotes a virtuous cycle in the venture capital industry, and the sector is expected to seize the opportunity.

On September 18th, the executive meeting of the State Council pointed out that venture capital is related to technological innovation, industrial upgrading, and high-quality development. It is necessary to quickly resolve the bottlenecks and difficulties in the various stages of fundraising, investment management, and withdrawal, support eligible technology-based enterprises to list both domestically and internationally, vigorously develop the equity transfer and mergers and acquisitions market, and promote a healthy cycle in the venture capital industry.

cls.cnSep 18 19:41 ET

The delivery in the second half of the year has entered the peak season, and institutions believe that the performance of power grid enterprises is expected to be further released.

①In the first half of 2024, the performance of power grid enterprises generally showed a steady growth trend, and in the second half of the year, with the delivery entering the peak season, the performance elasticity is expected to further increase. ②According to the data from the National Energy Administration, from January to July, the investment in power generation projects of major power generation enterprises across the country reached 415.8 billion yuan, an increase of 2.6% year-on-year; the investment in grid projects reached 294.7 billion yuan, an increase of 19.2% year-on-year.

cls.cnSep 12 19:50 ET

MLCC continues to rebound! Guangdong Fenghua Advanced Technology Q2 net profit increased by 80% compared to the previous quarter. AI promotes high-capacity products and the future market is still optimistic | Interpretations

① MLCC prices continue to rise, with Guangdong Fenghua Advanced Technology's Q2 net income increasing significantly year-on-year and quarter-on-quarter, reaching the highest gross margin in 9 quarters; ② Downstream demand differentiation, high-end business growth is an important driver for Guangdong Fenghua Advanced Technology's profitability improvement; ③ Analysis believes that the MLCC market will continue to show differentiated demand in the future, and continuous improvement of product structure is still an important issue for relevant manufacturers.

cls.cnAug 26 11:20 ET