The punishment for information disclosure violations by Shenzhen Hifuture Information Technology has been determined! The regulatory principles are clear, the punishment is appropriate, and the punishment for a few key individuals has been intensified.
① This administrative penalty reflects the enforcement concept of "pursuing the main culprits" and also avoids causing "secondary harm" to small shareholders in listed companies. ② The "Discretionary Rules" stipulate different application scenarios for penalties, reasonably refine the specific circumstances in accordance with the law to clarify the boundaries of discretionary levels, and avoid penalties that are too lenient or too heavy through fair and lenient punishment.
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.
On September 5, Tesla released its roadmap and expects to launch the Full Self-Driving (FSD) system in China and Europe in the first quarter of 2025, subject to regulatory approval. Ma Liang, from Anxin Securities, believes that recently multiple policies have been issued to support the development of smart driving. Combined with car companies actively promoting Urban NOA implementation, the turning point for the smart driving industry has arrived, and it is recommended to pay attention to relevant opportunities.
Oranges: Overseas markets focus on high-profit products. Laser impedance adjustment equipment has been applied in fields such as semiconductors, aviation, and aerospace. | Direct hit earnings conference.
① Director Cheng Peng of Golden Orange said that the demand for consumer electronics in the 3C market is slowly recovering; the demand for consumer goods market remains stable; ② To cope with the decline in overseas sales, Lv Wenjie said that the company has adjusted its overseas market strategy, focusing more on the sales of high-profit products and the development of large overseas customers, and giving up some small customers and low-profit products.
The giants are deeply promoting the development of the quantum field, and quantum communication is expected to be the first to be implemented.
①China Telecom is actively promoting "quantum+" to build operator-level security capabilities. ②China Great Wall Securities pointed out that China has now built a quantum backbone network and metropolitan area network based on optical fiber, and launched quantum communication satellites, forming a wide-area quantum key distribution network that integrates heaven and earth.
The equipment update plan in the energy field has been released. The construction of smart grids ushers in new opportunities.
① The Development and Reform Commission issued the “Implementation Plan for Large-scale Equipment Renewal in Key Energy Areas” to encourage overall renovation of old substations and transmission lines to improve the safety of power grid operation. ② China Galaxy released a research report saying that investment in global power grids has increased rapidly, and power equipment can be expected to go overseas. Global grid investment is expected to double to 600 billion dollars by 2030.
The recovery of consumer electronics has spread to the upstream of the industry chain. Jiangsu Boqian New Materials Stock's performance has continued to increase for consecutive quarters. Interpretations.
①The recovery of consumer electronics has spread to the upstream raw material companies, and the performance of jiangsu boqian new materials stock in the first half of the year increased by 223.67%; ②Reporters noticed that since the fourth quarter of last year, jiangsu boqian new materials has shown a continuous growth trend in performance; ③Industry insiders said that in the second half of the year, with the increase in the volume of consumer electronics such as AIPC and AI smartphones, the performance of upstream raw material companies is expected to continue to improve during the peak season for consumer electronics.