DX2025 | 东西智库

Non-ferrous metals: Domestic production capacity is approaching the ceiling + European energy costs are high, and electrolytic aluminum prices are easy to rise and hard to fall (with report)

core point Medium and long-term: The domestic electrolytic aluminum production capacity is approaching the ceiling, and the elasticity of electrolytic aluminum supply has weakened for a long time. As of the end of March, the national production capacity has returned to 40 million tons again, and the completed production capacity has reached 43.65 million tons. […]

Non-ferrous metals: Domestic production capacity is approaching the ceiling + European energy costs are high, and electrolytic aluminum prices are easy to rise and hard to fall (with report) Read More »

Zhongguancun Network Security and Information Industry Alliance: Data Security Governance White Paper 4.0 (with report)

foreword Background of the new situation of data security Data is defined as an important factor of production in the new era, and is a national basic strategic resource. The value of data is a new driving force for the transformation and development of my country’s social economy. Since 2021, my country has successively released

Zhongguancun Network Security and Information Industry Alliance: Data Security Governance White Paper 4.0 (with report) Read More »

German Energy Agency: Adequacy Assessment of German and European Power Systems and Its Experience and Reference to China (Report attached)

message Policy makers and planners have long recognized the critical role that assessing capacity sufficiency plays in maintaining power system reliability, which, in turn, is critical to keeping economies running smoothly and providing social support for the ongoing global low-carbon energy transition. play a vital role. The large-scale development of wind and solar energy presents

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Construction and building materials industry: a package of policies to stabilize the economy has been introduced, and both new and old infrastructure have been developed (report attached)

Industry Views The construction industry has been in a state of recovery recently, and the recovery in infrastructure is even more pronounced. In May, the construction industry PMI was 52.2%, down 0.5 percentage points from the previous month, which is closely related to the epidemic and flood season, but the expectation index increased by 0.9

Construction and building materials industry: a package of policies to stabilize the economy has been introduced, and both new and old infrastructure have been developed (report attached) Read More »

Smart Car-Autonomous Driving Industry Topic: Reconstruction: From “Autonomous Driving” to “Smart Cockpit”, the Development of Smart Cars Accelerates (Report attached)

report summary The century-old automobile industry is being restructured intelligently: 1) The popularization of new energy vehicles, accelerating the intelligent upgrading of automobile products, and the popularization of autonomous driving. Rapid iteration of smart cockpit innovation; 2) The automotive industry pattern will be restructured. Technology car companies with full self-research capabilities are expected to lead

Smart Car-Autonomous Driving Industry Topic: Reconstruction: From “Autonomous Driving” to “Smart Cockpit”, the Development of Smart Cars Accelerates (Report attached) Read More »

Environmental protection and public use: The industry in-depth report template focuses on new energy and selects high-quality renewable resources (report attached)

core point Environmental protection: Facing the policy cycle, renewable resources enter the “double carbon” fast lane During the 14th Five-Year Plan period, under the guidance of carbon peaking and carbon neutrality policies, various major energy conservation and environmental protection policies involving energy saving, consumption reduction, emission reduction and other major energy conservation and environmental protection

Environmental protection and public use: The industry in-depth report template focuses on new energy and selects high-quality renewable resources (report attached) Read More »

2022 Blockchain Technology and Financial Application Security White Paper (with report)

foreword In recent years, my country’s digital economy has developed rapidly and achieved remarkable results. Emerging digital technologies represented by blockchain are increasingly integrated into the entire process of economic and social development, realizing the deep integration of digital technology and the real economy, and promoting the high-quality digital economy. develop. As one of the

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In-depth report on the automotive industry: comparative analysis of autonomous driving technology paths (with report)

report summary At present, the autonomous driving system has been installed one after another, and the leading enterprises can basically achieve the overall L2.5 level and the L3+ level of some functions. The level of automobile intelligence and automation has been significantly improved. In the process of the development of the autonomous driving system, technical

In-depth report on the automotive industry: comparative analysis of autonomous driving technology paths (with report) Read More »

In-depth analysis of overseas photovoltaic market: high prosperity is expected to continue, China’s manufacturing industry has global competitiveness (with report)

gist European and American markets: Continue to promote clean energy transformation, and worry about medium and long-term demand: Europe has a clear goal of energy independence and accelerates energy transformation. The official target of 45-50GW of new photovoltaic installed capacity per year by 2030, the actual amount may be even more. Radical; the United States

In-depth analysis of overseas photovoltaic market: high prosperity is expected to continue, China’s manufacturing industry has global competitiveness (with report) Read More »

Special topic of brazing clad aluminum for automotive heat transfer: basic materials for thermal management, new energy vehicles open up market space (with report)

Summary The market space of aluminum materials for automotive heat transfer is broad: in the context of lightweight and electrification, aluminum materials are cost-effective as automotive heat transfer materials. The density of aluminum is 2.7g/cm3, which is only 34% of the density of steel and 30% of the density of copper. The hardness of pure

Special topic of brazing clad aluminum for automotive heat transfer: basic materials for thermal management, new energy vehicles open up market space (with report) Read More »

Dongguan Securities: Investment Strategy for the Power Equipment Industry in the Second Half of 2022 (Report attached)

gist Photovoltaic: internal and external forces, the sun shines. As of May 30, 2022, according to the latest data from the National Energy Administration, there are 121 million kilowatts of photovoltaic power generation projects under construction in my country. It is estimated that 108 million kilowatts of new photovoltaic power generation will be connected to

Dongguan Securities: Investment Strategy for the Power Equipment Industry in the Second Half of 2022 (Report attached) Read More »

iResearch: Research Report on China’s Digital Procurement Industry (Report attached)

Summary With the requirements of enterprises for refined procurement management, digital procurement has begun to move from the ERP era to the SRM era. In a narrow sense, digital procurement is SRM (Supplier Relationship Management) software, which covers the entire life cycle from procurement sourcing to delivery settlement and supplier evaluation, and can manage main

iResearch: Research Report on China’s Digital Procurement Industry (Report attached) Read More »

Life science industry: policy support is independent and controllable, and the rise of domestic mass spectrometers is booming (report attached)

The top priority in the field of analytical instruments, the primary position of independent control in the life science industry chain Scientific research and analysis instruments are an important cornerstone of the life sciences and pharmaceutical and medical industries. Among them, mass spectrometers are one of the main fields with the largest market share, the

Life science industry: policy support is independent and controllable, and the rise of domestic mass spectrometers is booming (report attached) Read More »