Related to listed companies! Huawei makes another push in the Steel large model.

① Recently, Hainan Airlines and Fangda Special Steel Technology, both under China Fangda Group in Liaoning, signed a cooperation agreement with Huawei. Based on the long-term in-depth cooperation in Aviation, Steel, and other sectors, both parties will further expand cooperation in the pharmaceutical sector. ② Fangda Special Steel Technology and Huawei will also collaborate to create a large model for the Steel Industry.

cls.cnJan 12 20:22

The expectation of alumina production boosts the market for caustic soda, and the profitability of related listed companies is expected to improve | Industry Dynamics.

① Driven by expectations of downstream Aluminum oxide expansion, on January 7, the Futures Block Orders contract SH2505 for caustic soda reached a high of 3068 yuan/ton, refreshing a nearly one-year high during the trading session; ② Tangshan Sanyou Chemical Industries stated that, supported by the growth in demand for downstream Aluminum oxide and electrolytic Aluminum, caustic soda prices are expected to be running at a high level in 2025.

cls.cnJan 9 21:29

1.5 billion! Another central enterprise is entering the Venture Capital space, the China North Industries Group has launched its first CVC Fund in Hubei.

① The first phase of the Fund is 1.5 billion yuan and will focus on investment in the "new four modernizations" of autos, laser manufacturing, humanoid robots, and advanced materials industries. ② In the funding structure, China North Industries Group accounts for 60%, while the three-level government guidance funds from Hubei Province, city, and district account for 40%, and the management of the New Development Fund will be handled by the investment platform of China North Industries Group, Southern Science and Technology Innovation.

cls.cnJan 9 18:50

Policy stimulus for 3C and home appliance demand release. Will the multiplier effect of the "trade-in" policy continue in 2025? | Year-end review.

In 2024, the implementation of the "national subsidy" policy for the exchange of old for new will effectively stimulate the demand for home appliances and Consumer Electronics. Market analysis suggests that related subsidies for the exchange of old for new are expected to continue next year, with mobile phones and more home improvement categories likely included, while the future policy-driven effects still remain to be observed.

cls.cnDec 29, 2024 23:17

After building cars, will we create 'humans'? Over ten car companies are laying out plans, has it become a necessary option in the AI era?

① The Chairman of Ideal Automobile, Li Xiang, responded to whether there will be humanoid robots, stating that the probability is definitely 100%, but the timing is not now; ② Apart from Tesla, Chinese brands including BYD, Guangzhou Automobile Group, Chery Automobile, Xiaomi, Chongqing Sokon Industry Group Stock, Xpeng Motors, SAIC Motor, Chongqing Changan Automobile, and Dongfeng Automobile are all involved in the field of humanoid robots.

cls.cnDec 26, 2024 11:50

Zhiji and Avita have recently attracted significant investment, with 'state-owned investors' fully backing New energy Fund automobiles.

① The 9.4 billion yuan financing for Zhiji Autos has continued support from both state-owned investment Institutions and market-oriented investment Institutions. ② From Zhiji Autos in Shanghai to Avita in Chongqing, then to GAC Aion, NIO in Hefei, and Li Auto in Changzhou, the involvement of local state-owned assets reflects the demand for industry drive and regional development. ③ After the conclusion of the Central Economic Work Conference, local governments are actively promoting industrial upgrades, demonstrating their main roles and responsibilities in the transition between new and old drivers of growth.

cls.cnDec 26, 2024 09:28