The Ministry of Industry and Information Technology proposes moderately forward-looking layout of hydrogen storage technology, which is expected to inject new development momentum into the industry.
1. The Ministry of Industry and Information Technology has publicly solicited opinions on the action plan for the high-quality development of the new energy storage manufacturing industry (draft for soliciting opinions). The draft proposes to appropriately lay out hydrogen storage and other ultra-long-term energy storage technologies. 2. Huaan Securities pointed out that in the first half of the year, the progress of green hydrogen projects has been continuous. Looking ahead to the second half of the year, with the introduction of intensive green hydrogen support policies in many places, the demand for electrolysis cell bidding will double.
Install as much as possible! Six departments promote the installation of rooftop photovoltaics, and building BIPV welcomes major development opportunities.
The National Development and Reform Commission and other six departments have issued the 'Guiding Opinions on Vigorously Implementing the Action of Renewable Energy Substitution'. It is proposed to promote the addition of photovoltaic systems on existing building roofs, and to promote the installation of photovoltaic systems on new factory buildings and new public buildings under certain conditions. citic sec research reports pointed out that in the future, BIPV in the construction industry will pay more attention to aesthetics, power generation efficiency, material costs, etc., making it easier for leading technology companies to develop.
The 'annual flagship battle' in the mobile phone industry is kicking off, and the industry chain is expected to usher in a revival of prosperity.
① The smartphone industry's “flagship battle of the year” has begun. In addition to Huawei, leading mobile phone brands such as vivo, OPPO, and Honor all released new flagship phones in October. ② Open Source Securities said that with supply chain stability and R&D breakthroughs, Huawei's mobile phone shipments are expected to reach 80-90 million units by 2025.
After three consecutive years of losses, suzhou jinfu technology sold assets to change tracks. Can they turn the tables with a 'survival by cutting off the arm' strategy? | Speed reading announcement
1. Suzhou Jinfu Technology sold 53.42% of its shares in Shenjie Environmental Protection for 0.507 billion yuan. The performance of this subsidiary did not meet expectations and lacked synergy with the main business. 2. Recently ventured into the electrochemical materials business, the company increased its capital in Jintianchi by 71 million yuan, claiming it aligns with the company's global strategy. 3. The net income has been continuously incurring losses since 2021, and the company previously stated it would increase investment in differentiated niche product categories.
Huawei's foldable phone pre-order has exceeded 3 million, and the industry has entered a period of stable growth.
Huawei Mate X Foldable Phone, which was available for pre-order on Huawei Store starting from September 7th, 12:08, has already received over 3 million reservations, reaching 3.137 million people. According to Debang Securities, mainstream smart phone manufacturers have largely completed the layout and iteration of their foldable screen product lines, and the foldable screen phone industry is gradually entering a stable growth period.
Industry giants continuously catalyze new products, and the sentiment of the consumer electronics sector is expected to be further strengthened.
Apple will hold its largest product launch event of the year on September 9th local time, where the company will unveil its latest iPhone, watch, and AirPods. Consumer electronics giants are expected to release new products in September, which will further catalyze sector sentiment. Huafu Securities stated that consumer electronics are currently experiencing a short-term stabilization and recovery, with the AI-driven industry innovation cycle approaching and the continuous catalyst of new products from industry leaders.