Macro
On the morning of March 5, 2024, the Second Session of the 14th National People's Congress opened, and the main expected goal of economic development in 2024 was proposed: "NationalGDP growth of about 5%; More than 12 million new jobs were created in urban areas, and the surveyed urban unemployment rate was 5about 5%; Household consumption** increased by about 3%.
The analysis of Guangdong Kai** pointed out that there are many new contents in this meeting:
Raise the target of new urban employment to "more than 12 million people".1 trillion yuan of ultra-long-term special national bonds, and general public budget expenditure increased by 1 over the previous year1 trillion yuan, the local ** special bonds increased by 100 billion yuan over the previous year, and the ** budget investment is to be arranged700 billion yuan to encourage and promote the trade-in of consumer goods, equipment renewal and technological transformation, increase the construction and supply of affordable housing, improve the basic system related to commercial housing, etc.
Tianfeng's analysis pointed out that the "** Work Report" deployed ten key tasksThe change came in the first item, "New Qualitative Productivity".(corresponding to the "leading the construction of a modern industrial system with scientific and technological innovation" of the ** Economic Work Conference) and the third item "focusing on expanding domestic demand".The second item was added: "in-depth implementation of the strategy of rejuvenating the country through science and education, and strengthening the basic support for high-quality development."
He also pointed out that the "** Work Report" clearly mentioned some specific industries, which may be the direction of this year's policy priority support: "Consolidate and expand."Intelligent networked new energy vehiclesand other leading advantages in the industry, and accelerate the cutting-edge newHydrogen energy, new materials, innovative drugsand other industries, and actively buildBiomanufacturing, Commercial Aerospace, Low-Altitude Economyand other new growth engines. Formulate future industrial development plans and open up themQuantum technology, life sciencesand other new tracks, and create a number of future industry pilot areas. ”
Policy support around AI could beThe main line of policy for many years to come"Deepen the R&D and application of big data and artificial intelligence."Carry out 'artificial intelligence+' actionsto build a digital industrial cluster with international competitiveness.
Lithium batteries
Starting point lithium battery on February 29**, recently, the global power battery leader CATL said in response to investors' questionsThe company's M3P batteries have landed in the models cooperated by Chery and Huawei, and is also promoting project cooperation with other customers.
Ping An ** thinks,The Zhijie S7 may have become the first model of CATL's M3P battery
CATL defines its M3P battery as it isTernary lithium battery with phosphate system, and its cathode material isTernary materials are used in combination with lithium manganese iron phosphate
Thanks to a higher voltage plateau (lithium manganese iron phosphate electrode potential of 41V, higher than 3 for lithium iron phosphate4v), under the same conditions, the theory of lithium manganese iron phosphateThe energy density is 15%-20% higher than that of lithium iron phosphate, combined with ternary materials, can achieve highSafety, low cost, high energy density, low temperature resistanceand other advantages to achieve comprehensive performance optimization.
Peace**).Japanese Yen