The USA is expected to relax regulations on autonomous driving autos, institutions say the industry is about to enter a period of explosive growth.
According to informed sources, members of the transition team for usa's incoming president Trump have told advisors that they plan to prioritize the federal framework for fully autonomous autos as one of the Department of Transportation's main focuses. Secondly, Huafu Securities stated that high-level autonomous driving is accelerating its commercialization and has entered a new stage in areas such as regulations, technology, and capital operations. After several years of development and accumulation, the industry is about to enter a period of explosive growth.
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.
Consumer electronics are warming up, AI server demand is rising, and the MLCC industry is experiencing a moderate recovery.
According to media reports, after experiencing a prolonged two-year downturn, MLCC has begun to see a relatively mild recovery, with total shipments from related manufacturers increasing by 5.4% in the second quarter.
The State Council meeting promotes a virtuous cycle in the venture capital industry, and the sector is expected to seize the opportunity.
On September 18th, the executive meeting of the State Council pointed out that venture capital is related to technological innovation, industrial upgrading, and high-quality development. It is necessary to quickly resolve the bottlenecks and difficulties in the various stages of fundraising, investment management, and withdrawal, support eligible technology-based enterprises to list both domestically and internationally, vigorously develop the equity transfer and mergers and acquisitions market, and promote a healthy cycle in the venture capital industry.
The delivery in the second half of the year has entered the peak season, and institutions believe that the performance of power grid enterprises is expected to be further released.
①In the first half of 2024, the performance of power grid enterprises generally showed a steady growth trend, and in the second half of the year, with the delivery entering the peak season, the performance elasticity is expected to further increase. ②According to the data from the National Energy Administration, from January to July, the investment in power generation projects of major power generation enterprises across the country reached 415.8 billion yuan, an increase of 2.6% year-on-year; the investment in grid projects reached 294.7 billion yuan, an increase of 19.2% year-on-year.
MLCC continues to rebound! Nov inc Q2 net profit increased by 80% quarter-on-quarter. With the promotion of AI, the future market for high-capacity products is still call. | Interpretations of financial statements
① The price of MLCC continues to rise, and Q2 net income and gross margin of Guangdong Fenghua Advanced Technology both increased significantly year-on-year and quarter-on-quarter, reaching the highest point in nine quarters. ② There is differentiated demand in the downstream market, and the growth of high-end business is an important driver for the improvement of Guangdong Fenghua Advanced Technology's profitability. ③ Analysis believes that the MLCC market will continue to show differentiated demand, and continuous improvement of product structure is still an important issue for relevant manufacturers.