citic sec: Four industry associations have spoken out, calling for the localization of chips, which has a significant guiding role in the direction.
On December 3, 2024, the four major industry associations of china's semiconductors/autos/internet/communication companies collectively issued a statement, firmly opposing the usa's export restrictions against china, stating that relevant chip products from the usa are no longer safe or reliable, and calling for the active use of chips produced by domestic and foreign enterprises in china.
Brokerage morning meeting highlights: The construction of a national unified electrical utilities market is accelerating, bullish on three main lines.
In today's brokerage morning meeting, htsc stated that the construction of a national unified electrical utilities market is accelerating, with a bullish outlook on three main lines; Galaxy Securities indicated that 5G applications are expected to develop on a large scale, selecting high-quality symbols with improved marginal prosperity; haitong sec expressed a bullish view on the steady rise of rare earth prices.
China Telecom and Huawei join hands to unveil the Low-altitude Intelligent Network Laboratory, with multiple listed companies participating in the global strategy cooperation signing.
① china telecom and huawei established the "low-altitude intelligent networked laboratory," which will promote research and application of low-altitude communication technology. They also signed concentrated agreements for low-altitude economic global strategy cooperation projects with 25 companies including zte and zongheng shares. ② The user base of the tianyi shilian platform has exceeded 0.11 billion, with more than 8 million devices connected, and AI daily calls exceeding 1.8 billion.
Express News | China Telecom Tang Ke: promote the construction of low-altitude new infrastructure, implement the "Low-altitude Pathfinder" action plan.
Express News | China Communications Enterprise Association: To ensure the security and stability of the information communication industry chain and supply chain, caution should be exercised in purchasing American chips.
Express News | The State-owned Assets Supervision and Administration Commission has released the upgrade of the Common Chain Service Platform 2.0, and Wing Payment will connect with various third-party payment institutions.