DX2025 | 东西智库

Orient Securities: Basic Chemical Industry: Investment Opportunities for Recycled Plastics from Biodiesel (Report attached)

core point Recycled plastics are expected to replicate the dividend period of biodiesel: Europe has increased the blending ratio since 2015, allowing fossil diesel fuel to be added with 20% or 30% biodiesel, and Chinese raw diesel companies have begun to enjoy the dividend period. They started exporting to Europe in 2016 and 2017 respectively, …

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Guoxin Communication: Special Topic on Digital Energy (2) Temperature Control Series: “Stabilizer” of Digital Energy (Report attached)

Investment Summary Temperature control is of great significance to ensure the stability of batteries, chips, industry and commerce, and other environmental stability. Under the background of green + intelligent upgrades, the arrival of 100 billion space is accelerating. Temperature control technology is widely used in industries, communications, consumer electronics, new energy, power batteries and other …

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Analysis of the current situation of the automobile industry chain: the analysis of the automobile supply chain in Shanghai, Jilin and Guangdong (with report)

As a pillar industry in my country, the Ministry of Industry and Information Technology has launched a smooth supply chain coordination platform, and all localities have resumed work in an orderly manner. The current round of the epidemic began in March. Guangdong, Shanghai, and Jilin, the core areas of my country’s auto industry, were affected …

Analysis of the current situation of the automobile industry chain: the analysis of the automobile supply chain in Shanghai, Jilin and Guangdong (with report) Read More »

Three basic issues for digital transformation of the shipbuilding industry

During the “14th Five-Year Plan” period, promoting the integrated development of the digital economy and the real economy, and promoting the digital transformation of key industries have become the focus of building a digital China in the new era. As the core industry of a major country, the shipbuilding industry has a solid informatization foundation, …

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Huawei surveyed 82 leaving doctors and finally understood the root cause of brain drain

Huawei conducted one-on-one in-depth interviews and data analysis of 82 former Ph.D. employees and 115 in-service Ph.D. employees. The voices of ex-Ph.D. employees and their discussions on the competence of mediocre middle-level managers were presented in large numbers, and a large number of Ph.D. groups were lost. The four major reasons are very meaningful for …

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Academician Qi Fazhen: Why do we want to go to space?

From the launch of China’s first artificial earth satellite “Dongfanghong-1” in 1970, to the successful launch of China’s first manned spacecraft “Shenzhou-5” in 2003, to the Mars exploration of the “Tianwen-1” probe During the journey, until the successful return of the Shenzhou 13 manned spacecraft, my country’s aerospace industry started from scratch, and with unremitting …

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Boston Consulting Group: The Road to Medical Device Innovation in China (with report)

“China Innovation” is in a critical period of historical opportunity. Focusing on the medical device industry, my country has been limited to meeting basic medical needs for a long time. By around 2000, it began to realize domestic substitution in some fields. Around 2010, an innovation boom began to emerge in the field of high …

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Capital Securities: Aviation Equipment In-depth Report: Superalloy (with report)

core point Superalloys are cutting-edge industrial materials standing at the tip of the pyramid. Superalloys can resist oxidation, corrosion and creep at high temperatures above 600 °C. They are not only key materials for aero-engine hot-end components and various high-temperature components of aerospace rocket engines, but also widely used in industrial gas turbines, energy, and …

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Deloitte: Urban futures with purpose: 12 trends shaping the future of cities in 2030 (with report)

foreword Against the backdrop of a prolonged epidemic and intensified turbulence in the world’s political and economic landscape, China’s urban development faces many opportunities and challenges. Deloitte has summarized and formed twelve urban development trends in 2030 through global urban research and observation. In response to these trends, we also analyzed the development plans currently …

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Pacific Securities: High-quality companies’ callbacks are becoming more and more prominent, and they are paying attention to antigen testing-related targets (report attached)

report summary Cell gene therapy (CGT) has great potential, and the upstream CDMO industry is expected to usher in explosive growth Investment and financing in the CGT field are rapidly heating up, and a large number of drugs under research have entered the clinic. As of October 2021, there are 1,890 CGT research projects (from …

Pacific Securities: High-quality companies’ callbacks are becoming more and more prominent, and they are paying attention to antigen testing-related targets (report attached) Read More »

Shengang Securities: “Government Work Report” a number of policies are good for the textile and clothing industry (report attached)

Investment Summary Event: The “Government Work Report” has a number of policies that benefit the development of the textile and apparel industry: (1) Promote the continuous recovery of consumption and normalize epidemic prevention and control. (2) Promoting multilateral economic and trade cooperation will help increase the export volume of the textile and garment industry. (3) …

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