DX2025 | 东西智库

Cinda Securities: New Opportunities under the Major Adjustment of the Global Natural Gas Landscape (Report Attached)

feed International natural gas supply and demand are tightly balanced, and the supply structure has been greatly adjusted: On the supply side, global natural gas production will decline slightly in 2022, with the United States as the main force for increasing production, while Russian production will decline significantly. Looking forward to the whole year, according […]

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Zheshang Securities-In-depth series research on Huawei’s industrial chain: Huawei’s three roads to car manufacturing (with report)

Summary 1. How does Huawei build cars? ——Three roads, gradually deepening participation 1) Parts supply mode – Tier 1. Huawei provides manufacturers with standardized components, such as motors, modules, and lidar, with a low degree of participation. 2) Solution integration HI mode – Tier 0.5. Focus on helping car companies build good cars, and cooperate

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The era of industrial clusters has come! How do Germany and the United States cultivate world-class industrial clusters?

Image | From the Internet Original arrangement | TOP Innovation Zone Research Institute, FTA Architectural Design Office   Recently, Shanghai issued the “Shanghai’s Action Plan for Building a Future Industrial Innovation Highland to Develop and Expand Future Industrial Clusters” , proposing the layout of future industries in “five major directions and 16 fields” such as

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Zhou Qiren: The spatial scope of local governments’ strong and supplementary chains should not be limited

Not long ago, Zeng Xiaomei, deputy general manager of Guangdong Origin Intelligent Technology Co., Ltd. (hereinafter referred to as “Original Intelligence”), received good news: this year’s annual revenue is expected to increase by more than 30% year-on-year, and net profit is expected to increase by 350% year-on-year. Yuandian Intelligent’s flagship product, high-end CNC machine tools,

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Dell intends to move 50% of its production capacity out of China! The target is to be completed in 2025, and HP is also evaluating the feasibility

U.S. computer manufacturer Dell (Dell) has reportedly set a goal of stopping using Chinese-made chips by 2024 and has told suppliers that it will “significantly reduce” The amount of Chinese-made components in the product. The goal is to move 50% of production capacity out of China by 2025. Dell is the world’s third largest computer

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Huang Qifan’s latest judgment: The kind of “premature aging” I am most worried about is still here

[Introduction] Recently, six major economic provinces including Guangdong, Jiangsu, Shandong, Zhejiang, Henan, and Sichuan held economic work conferences to clarify the direction of economic development in 2023. Among them, the transformation and upgrading of manufacturing industry is one of the most concerned areas of each province. This is also a key deployment of our country

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Investment strategy for the steel/nonferrous industry in 2023: demand is still the main focus, and the speed of real estate recovery determines the elasticity of the sector (report attached)

core point of view Review and Prospect: Demand is still the main contradiction in the industry. We proposed in the 2022 mid-term strategy that the supply of steel and aluminum is still limited, but the epidemic has disrupted the rhythm of demand, and the recovery of demand may dominate investment opportunities in the second half

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Publicity of the list | 2022 SME Characteristic Industrial Clusters

According to the “Interim Measures for Promoting the Development of Characteristic Industrial Clusters of Small and Medium-sized Enterprises” (Ministry of Industry and Information Technology Enterprise [2022] No. 119), the “Notice of the General Office of the Ministry of Industry and Information Technology on Organizing and Recommending the Characteristic Industrial Clusters of Small and Medium-sized Enterprises

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The world’s first green paper based on scientific calculation of carbon footprint: Helping climate change actions (report attached)

Summary With the advancement of carbon neutrality projects at home and abroad, the market is increasingly pursuing low-carbon products. A large number of upstream and downstream suppliers and consumers have asked companies to show carbon labels for products, and carbon footprint assessment services have emerged as the times require. In China, the carbon footprint service

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2022 Blue Book on the Development of China’s Vehicle-Infrastructure Collaborative Industry (Report Attached)

foreword Introduction to “2022 Blue Book on the Development of China’s Vehicle-Infrastructure Collaborative Industry” In the rapidly developing modern society, traditional cars are already isolated information bodies. In the complicated urban roads, cars, roads, clouds, networks, maps and other elements are interwoven together to form a continuous traffic artery. “Vehicle-road coordination” – a new concept

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Lithium battery: power storage two-wheel drive, the industry’s high prosperity continues (report attached)

core point of view The overall performance of lithium batteries is excellent, and my country is a major producer of lithium batteries. Lithium batteries have the advantages of high energy density and long cycle life. Its energy density can reach 100-200wh/kg, and the cycle life is usually greater than 1000 times. At the same time,

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2022 Top 100 Advanced Manufacturing Cities (with report)

foreword Advanced manufacturing is the main front of global technological innovation and the leading force in the world’s future economic development. It demonstrates the country’s comprehensive national strength and core competitiveness, and has increasingly become the focus of competition among countries around the world. The report of the 20th National Congress of the Communist Party

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Drug Delivery Industry Research Report: Research on Conjugated Targeted Delivery Drugs (Report Attached)

Technical analysis : PDC, RDC, SMDC are gradually maturing and are expected to break through ADC The linker differences in different conjugation and targeting technologies are small, and they are classified according to their toxin molecules and targeted delivery molecules; ADC has strong targeting and relatively mature technology, but the antibody has a large molecular

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