New round of cycle starting point? In February, the excavator domestic sales data "exploded" while the main machine manufacturers remain "calm" | Industry observation

① In February of this year, domestic excavator sales increased by 99.4% year-on-year; exports increased by 12.7% year-on-year. ② In Q1, the production scheduling of upstream supporting manufacturers grew rapidly year-on-year, and this year may enter a new rising cycle.

cls.cnMar 10 09:42 ET

Greater infrastructure support is "on the way". How elastic are the orders in the Construction Machinery Industry?

① This year's government work report further releases Bullish Signals, supporting "two重" construction with greater intensity; ② Orders for related Construction Machinery companies show signs of recovery after the Spring Festival, and after the start of several major Infrastructure projects this year, the order volume for machinery manufacturers is expected to rise.

cls.cnMar 5 09:18 ET

Trump threatened to abolish the chip law: they took the money but did not spend it, it is better to use it to pay off debt.

Trump stated yesterday that USA lawmakers should abolish the Chips Act, which provides $52.7 billion in subsidies for Semiconductor manufacturing and production, and that this money should be used to pay off debt. Some officials expressed concerns and criticisms regarding Trump's remarks.

wallstreetcnMar 5 02:42 ET

The new drug development time is cut in half, diagnoses are more accurate, industry barriers are lowered... AI is transforming the Medical Industry in China.

On February 26, Deutsche Bank Analyst Cyrus Ng released a report stating that the entire Medical Industry in China, from drug development and diagnostics to Hospital management, will benefit from the AI revolution.

wallstreetcnFeb 27 03:39 ET

The wave of AI in Medical is sweeping: the potential of the macromolecule new drug market is highlighted and imaging products are "going overseas" into Emerging Markets | Focus

① Some executives from pharmaceutical companies have stated that "currently, the discovery of small molecule drugs is very challenging; finding potential molecules and structures is already quite difficult, while there is still significant potential in the discovery and design of large molecule new drugs." ② Currently, the application maturity of AI technology in the imaging field is relatively high, and relevant manufacturers have revealed that the market potential for AI imaging large models in Belt and Road Initiative Concept countries is quite extensive.

cls.cnFeb 26 20:37 ET

The main line of Technology continues to evolve, and the AI computing power sector is expected to gain strength.

Track the entire lifecycle of the main Sector.

cls.cnFeb 26 20:26 ET