Continuous news of ultra high pressure bidding. Institutions say that this investment peak is expected to last for more than 5 years.

Recently, there have been constant news about ultra high voltage tenders. Against the background of the construction of a new power system, the construction of ultra high voltage is expected to continue to advance. Galaxy Securities' research report pointed out that the previous peak investment in ultra high voltage generally lasted for about 2 years, but this round of peak is optimistically estimated to exceed 5 years. It is expected that there will be about 27-32 new direct current transmission channels for external transmission during the "14th Five-Year Plan" and "15th Five-Year Plan" period, with a stock of 4 lines, 5 under construction, and a gap of 18-23 lines.

cls.cnJun 19 08:02

The AI wave is driving a boom in consumer electronics, and this subdivision of semiconductors is quietly strengthening.

Track the entire lifecycle of the main sector.

cls.cnJun 18 09:18

The National Energy Administration proposed to enhance the power grid's resource allocation capability. The industry's investment potential may further be released.

The National Energy Administration has issued a notice on ensuring the high-quality development of new energy by improving the capacity of power grid resource allocation. Since the 14th Five-Year Plan, the construction has entered a new energy transition phase. With the increase in the number of intelligent substations at different voltages and their transformation, the huge potential of the smart grid industry will be further unleashed.

cls.cnJun 5 08:00

Giants are planning to ship 170 million AI phones this year

① According to industry media reports, there is news that Honor will integrate Google's artificial intelligence (AI) functions into its upcoming smartphone to provide a generative AI experience. ② IDC predicts that in 2024, global shipments of next-generation AI phones will reach 170 million units, accounting for about 15% of total smartphone shipments.

cls.cnMay 24 07:44

Opinions | Analysis of the impact of the Hang Seng Index and Hong Kong Stock Connect adjustments

The scope of this adjustment covers the main flagship indices of Hong Kong stocks, such as the Hang Seng, the State-owned Enterprises Index, and the Hang Seng Technology Index; in addition, there are also partial adjustments to the Hang Seng Composite Index, which directly determines the scope of investment in Hong Kong Stock Connect.

中金點睛May 20 08:51

The Beijing Low Altitude Economy and Industry Development Alliance was established, and the trillion-dollar low-altitude market is expected to gradually arrive

① The Beijing Fengtai District Low Altitude Economy Industry Innovation Conference was held on May 15. At the conference site, the establishment of the Beijing Low Altitude Economy and Industry Development Alliance was announced. ② Zheshang Securities pointed out that compared to the previous round of the low-altitude economy, there were major breakthroughs at various levels such as policy and industry. The industry is in the accelerated implementation stage, and the trillion dollar market is expected to gradually arrive.

cls.cnMay 16 08:01