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.
The main theme is a mild recovery. The A-share semiconductor sector ushers in the trend of pre-increase. How will the future industry prosperity develop?
①15 semiconductor companies have forecasted their performance in the first three quarters, with 11 companies expecting growth and 2 turning losses around; ② The industry is gradually recovering, market demand is picking up, becoming the main theme of this round of performance optimism; ③ Some interviewees believe that in the second half of the year, perhaps only the market for mid-to-high-end chips is still doing well.
The Musk Cybercab is about to be released! Many domestic giants are eagerly exploring the Robotaxi China model.
1. Tesla will launch a new Robotaxi (self-driving taxi) product named "Cybercab"; 2. Companies under Baidu such as Luobo Kuaipao, Didi, Xiaoma Zhihang, AutoX, Wenyuan, as well as Ruqi Chuxing under GAC and Xiangdao Chuxing under SAIC are all involved in the layout of Robotaxi business; meanwhile, Wanma Technology and other listed companies are also exploring the China model of Robotaxi.
Tesla's Robotaxi is about to debut, analyzing the core beneficiary symbols.
Tesla will hold the Robotaxi autonomous driving taxi unveiling event on October 11th Beijing time.
Tesla plans to launch FSD in China in the first quarter of next year. Institutions say that the intelligent driving industry has reached a critical point.
Tesla released a roadmap on September 5th, and plans to launch the Full Self-Driving (FSD) system in China and Europe in the first quarter of 2025. However, approval from regulators is still pending. Anxin Securities' Ma Liang believes that in recent times, multiple policies have been introduced to support the development of intelligent driving, and combined with car companies actively promoting urban NOA deployment, the inflection point of the intelligent driving industry has arrived. It is recommended to pay attention to related opportunities.
Internet security vendors are experiencing widespread losses, and the industry's downward trend is difficult to conceal due to seasonal factors. It is urgent to find new sources of revenue.
①In the first half of the year, only 3 out of the top 20 companies in the csi information security industry achieved profitability, and all of the top 10 suffered losses. ②According to interviews conducted by Cailian Press reporters, the losses were mainly caused by the periodic nature of projects and seasonal factors affecting receivables. ③Analysts believe that in the context of downstream customers, especially those in the government sector, facing significant financial pressures and declining purchasing power, the network security industry needs to expand its market-oriented customer base.