Guangdong issued a major policy on the low-altitude economy and commercialization of the industrial chain may have exceeded expectations
① The General Office of the People's Government of Guangdong Province issued the “Guangdong Province's Action Plan to Promote High-Quality Development of the Low-Altitude Economy (2024-2026)”. The overall target is that the low-altitude economy will exceed 300 billion yuan by 2026. ② China Merchants Securities pointed out that infrastructure construction is more driven by national and local policies, and it itself has a multiplier effect, so the low-altitude infrastructure sector will benefit first.
The Civil Aviation Administration strengthens the low-altitude flight service guarantee system design and the low-altitude economy resonates with the policy industry
① Song Zhiyong, director of the Civil Aviation Administration, published a signed article in the “Learning Times” stating that the low-altitude economy is a strategic emerging industry for global competition, and it is an important direction for cultivating and developing new types of productivity. ② Open Source Securities said that in the context of intensive policy catalysis, it is optimistic that 2024 is expected to become the year for the low-altitude economy to land, and it is recommended to focus on investment opportunities in the low-altitude economy industry where policy catalysts and industrial acceleration are accelerated.
Concept News | Financial Federation adds “Synesthetic Integration” to the theme library
① Integrated synesthesia, also known as integrated communication perception, is a new capability added to 5G-A, allowing the base station to balance the dual capabilities of communication and perception. Simply put, while providing cellular mobile communication capabilities, the base station also incorporates radar-like functions (sensing ability) to detect and track surrounding objects such as drones, cars, or ships. ② A list of synesthetic integration concept stocks.
Hong Kong stocks and A shares burst out of nowhere! How credible is this rumor?
Today is another day dominated by rumors!
The number of connected vehicles worldwide reached 350 million, and the V2X industry ushered in a golden period of opportunity
① During MWC24, Liu Kang, president of ICT Marketing and Solution Sales at Huawei, said that by the end of 2023, the number of connected vehicles worldwide had reached 350 million. ② Great Wall Guorui Securities pointed out that the intelligent and connected automobile industry is considered the focus of future competition, and it is expected that the domestic V2X industry chain will face a 10-year golden period of strategic opportunity.
The National Bureau of Data will implement the “Data Factor X” campaign, and public data operators may become the biggest marginal beneficiaries
① Liu Liehong, director of the National Bureau of Data, said at the opening ceremony of the 2023 Global Digital Business Conference on November 25 that the National Bureau of Data will work with relevant departments to study and implement the “Data Factor ×” campaign, focusing on leveraging the role of data elements as multipliers. ② The Dongwu Securities Research Report points out that the biggest marginal change in data elements is the opening up of public data. As a scarce resource, public data has strong monetization properties.