DX2025 | 东西智库

Why can’t China’s trillion-dollar generic drug market be as good as India?

In 2022, the national medical insurance negotiations will officially come to an end, and the “soul bargaining” will fail when Pfizer fails, and Paxlovid’s medical insurance will be temporarily paid until March 31, 2023. The CEO of Pfizer refused to budge, “China is the world’s second largest economy, and the new crown drug should not […]

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Subsidy funds for the purchase and application of agricultural machinery in 2023 will be released in advance

The Ministry of Finance issued a message a few days ago stating that it has issued a subsidy fund of 14.5 billion yuan for the purchase and application of agricultural machinery in 2023 in advance, adheres to the goal orientation, and focuses on supporting agricultural machinery related to ensuring national food security and the supply

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Everbright Securities: New energy storage embraces the big era, sodium vanadium batteries welcome the main rise (report attached)

core point of view The new type of energy storage is ready to go, and it will grow at a high speed in the future. Due to the randomness and volatility of renewable energy and the mismatch between electricity loads, a large amount of energy storage is required to undertake the functions of peak-shaving and

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China Mobile Research Institute: White Paper on Carriers’ Capabilities of Empowering the Internet of Vehicles (Report Attached)

Summary As an emerging industry spanning communications, transportation, and automobiles, the Internet of Vehicles is an important strategic direction for the country’s development and an important guarantee for the realization of overtaking in corners with autonomous driving. Under the vigorous promotion of national policies and the guidance of industry demand, the development of Internet of

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China National Finance Securities: Green hydrogen promotes the start of emerging markets, and the technical route and cost dispute of electrolyzed water equipment (report attached)

Industry Viewpoint Under the background of the surge in demand for hydrogen in the fields of transportation, industry and energy storage, electrolytic hydrogen production equipment is the first to benefit. In 2025, the demand for electrolytic hydrogen production in the fields of transportation, industry, and energy storage will exceed 500,000 tons, the cumulative demand for

China National Finance Securities: Green hydrogen promotes the start of emerging markets, and the technical route and cost dispute of electrolyzed water equipment (report attached) Read More »

CIC Consulting: Pathogen Detection Industry Blue Book (with report)

Pathogen detection refers to the detection of pathogens that can directly or indirectly cause human diseases or human biomarkers that indicate possible pathogen infection. According to the type of pathogen, pathogen detection can be divided into virus, bacteria and fungi, and parasite detection. According to the detection purpose, pathogen detection can be further divided into

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China Galaxy: The supply and demand of the coal industry both increase, and the new cycle continues (report attached)

Supply side: Accelerated release on the output side, structural imbalance on the inventory side, weak import side Accelerated release at the origin: In November, the monthly output of raw coal was 391.31 million tons, a year-on-year increase of 3.1%, and the growth rate was +1.9PCT in October, an increase of 5.7% month-on-month. The cumulative raw

China Galaxy: The supply and demand of the coal industry both increase, and the new cycle continues (report attached) Read More »

Toubao-2022 White Paper on China’s Hydrogen Energy Industry: Developing Fuel Cells to Help a Hydrogen Energy Society (Report Attached)

01Policy support, accelerated development, strengthened localization trend The “14th Five-Year Plan” puts forward a clear layout for the overall development of hydrogen energy. The policy content covers the production and supply links such as hydrogen energy production, storage, transportation and processing, as well as application fields such as industry, transportation, and energy storage. The 2022

Toubao-2022 White Paper on China’s Hydrogen Energy Industry: Developing Fuel Cells to Help a Hydrogen Energy Society (Report Attached) Read More »

Bitauto Research Institute: Analysis Report on BYD Auto Market Competitiveness (2022) (Report Attached)

After ten years of hard work, BYD’s sales will rebound strongly in 2021, and the momentum will be even stronger in 2022 In 2007, BYD released the “Monkey King Manifesto”: the world of the future is a world of hybrid power, a world of electric vehicles, not a world of stubborn gasoline cars like you,

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Huaxi Securities: The whole industry chain of composite copper foil is developing, and the application process is accelerating (report attached)

foreword The market’s demand for the performance, economy and safety of new energy vehicles has prompted the industry to continue to upgrade its technology to promote the expansion of the application and penetration rate of new energy vehicles. We believe that composite copper foil will help to improve battery safety and energy density, and at

Huaxi Securities: The whole industry chain of composite copper foil is developing, and the application process is accelerating (report attached) Read More »

Honeywell Lean Digital Institute-Intelligent Manufacturing White Paper: Operational Excellence Empowers the Digital Transformation of Manufacturing Enterprises (Report Attached)

Changing situation : The wave of the digital economy “arrives unexpectedly” , where will Chinese manufacturing go? According to the “Global Digital Economy White Paper” data released by the China Academy of Information and Communications Technology, the scale of the digital economy will reach a new level in 2020. The added value of the digital

Honeywell Lean Digital Institute-Intelligent Manufacturing White Paper: Operational Excellence Empowers the Digital Transformation of Manufacturing Enterprises (Report Attached) Read More »

Everbright Securities: Grasping the Opportunity of Energy Structure Transformation and Grasping the Opportunity of Accelerating Domestic Substitution (Report Attached)

core point of view Under the background of energy transition and geopolitics, traditional energy is expected to usher in a revaluation. Traditional energy still has an irreplaceable position in the era of my country’s energy transformation. Under the background of accelerated transformation of energy structure, traditional energy capital expenditure is insufficient. In the medium and

Everbright Securities: Grasping the Opportunity of Energy Structure Transformation and Grasping the Opportunity of Accelerating Domestic Substitution (Report Attached) Read More »