1. Start the pilot project of intelligent networked vehicle access and road traffic, and promote the large-scale application of Beidou and the development of satellite Internet. Create new growth points such as commercial aerospace and low-altitude economy. Aiming at humanoid robots, quantum information and other industries!
The novelty lies in the commercial aerospace, low-altitude economy, especially low-altitude vehicles or flying cars, which are likely to accelerate, followed by cutting-edge technology humanoid robots and quantum information, which should be the focus of next year's incremental direction!
Second, it is necessary to promote the large-scale deployment of 5G and gigabit optical networks, accelerate the layout of intelligent computing facilities, and strengthen 6G pre-research.
To put it bluntly, there is an imbalance between the supply and demand of computing power, and it will definitely continue to speed up the layout, and the acceleration of 6G pre-research is already being done, and the result is to take the results and break through, and we must be far ahead to formulate standards.
3. Ministry of Industry and Information Technology: In 2024, it is necessary to deepen the "three products" action of raw materials and consumer goods to boost bulk consumption such as new energy vehicles and electronic products.
This news is a positive stimulus to large consumption, in addition to new energy vehicles, this time more electronic products were mentioned, coinciding with the recent sale of domestic mobile phones, and consumer electronics may also be used during the New Year.
4. National Energy Administration: The construction of a new power system will be accelerated, and in 2024, about 200 million kilowatts of new wind power and photovoltaic capacity will be installed nationwide.
This news or Thursday photovoltaic sharply ** reason, but it is indeed time to make up for a wave, the recent new energy is really too much, generally over-falling to make up for the rise will not be a day trip, the short term can be seen while waiting for it to further repair.
5. The net purchase amount of northbound funds on Thursday was 120.3 billion yuan.
The top three net ** are CATL, BYD, and LONGi Green Energy, with net purchases of 10 respectively7.2 billion yuan, 43.6 billion yuan, 37.9 billion yuan. The top three net sellers were Changan Automobile, Zhongji Innolight, and Luzhou Laojiao, with net sales of 36.6 billion yuan, 17.1 billion yuan, 16.1 billion yuan. Foreign capital flows into lithium batteries and photovoltaics;Mainly outflow optical modules, liquor;The whole vehicle is in and out.
Sixth, can Ningwang continue to be the king in the future: At present, Ningwang still has certain technical advantages, power batteries, with the Kirin battery, M3P, Shenxing super-rechargeable battery has been landed, Ningde era has formed a new generation of high-end, high-end and mass market product matrix, if these products are competitive, plus the market share of Ningwang is the key to continue to be the king!
Including the next stage of lithium battery technology explosion point is electric aircraft, and the industry explosion point is electric ships, Ningwang has a layout!But the most important thing is the competition for all-solid-state batteries, and these uncertainties are still relatively large, so Ningwang wants to continue to be king, that is, to get the all-solid-state battery as soon as possible, and now Ningwang's high-end is a semi-solid-state battery.