Summary of 20230925 important events: Tesla humanoid robot announces the latest progress

The National Conference on the Promotion of New Industrialization was held, and domestic industrial software is expected to benefit from the policy warm wind

The National Conference on the Promotion of New Industrialization was held in Beijing on September 22-23. The meeting pointed out that in the new era and new journey, comprehensively promoting the construction of a strong country and the great cause of national rejuvenation with Chinese-style modernization, and realizing new-type industrialization are key tasks. It is necessary to implement the new development concept completely, accurately and comprehensively, coordinate development and security, deeply grasp the basic laws of promoting new-type industrialization in the new era and new journey, actively adapt to and lead a new round of scientific and technological revolution and industrial transformation, run the requirements of high-quality development through the entire process of new-type industrialization, organically combine the construction of a manufacturing power with the development of digital economy and industrial informatization, and build a strong material and technological foundation for Chinese-style modernization. The agency believes that in the wave of new industrialization, industrial software is expected to become an important part of leading the digital transformation of enterprises and moving towards new industrialization, and the development of domestic industrial software will benefit from the construction of new industrialization.

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The price has gradually declined, the cost performance is prominent, and the agency predicts that the demand for folding screen mobile phones will maintain high growth

According to the latest report released by market research agency Counterpoint Research, global shipments of foldable mobile phones in the second quarter of 2023 were 2.1 million units, a year-on-year increase of 10%. In the second quarter of 2023, mainland smartphone shipments were 61.9 million units, down 4% year-on-year; Mainland foldable mobile phone shipments reached 1.2 million units, a year-on-year increase of 64%. China currently accounts for the largest share of the global foldable smartphone market, accounting for 58.6%. In the second quarter of this year, a total of 5 new foldable mobile phones were launched in China, while only 2 outside China.

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NVIDIA and ON Semiconductor have partnered to improve machine vision performance in autonomous vehicles

Recently, ON Semiconductor announced that its Hyperlux image sensor series has now been introduced to the NVIDIADRIVE platform, which can greatly enhance the visual capabilities of autonomous vehicles and improve safety. With this powerful combination of technologies, autonomous driving systems can take full advantage of Hyperlux sensors to capture more detail with excellent image quality in any lighting condition. Early unmanned vehicles mainly use lidar sensors, in recent years computer vision has developed rapidly, low-cost visual sensing systems in the field of unmanned driving has also been widely used, visual SLAM technology has pushed the research to a new height, has become an important research direction in the field of unmanned driving. Securities firms believe that under the development trend of intelligence and lightweight, coupled with the improvement of localization brought about by the improvement of local product performance, the demand for machine vision in the domestic automotive industry is expected to continue to increase.

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The advantages of RISC-V chip architecture are fully displayed, and last year's shipments have exceeded 10 billion

The development of RISC-V architecture has historical opportunities that previous open source instruction sets did not have, one is the rise of Internet of Things applications, and the other is the acceleration of semiconductor localization process. The market pattern of instruction set architecture is relatively stable, and X86 and ARM are the two most mainstream instruction sets. Unlike x86 and ARM, the RISC-V architecture is completely open source and requires no payment. It is understood that a total of 10 billion RISC-V chips will be produced worldwide in 2022, half of which will originate from China. Brokerages pointed out that the downstream application fields of the intelligent Internet of Things are extremely fragmented, and there is no need for the construction of a large ecology, and the ecologically rich X86 and ARM architectures have no obvious advantages. At the same time, the serious fragmentation and differentiation of the Internet of Things has led to extremely high cost sensitivity, and the advantages of low-cost, customized RISC-V architecture have been fully revealed. Once RISC-V can become the mainstream architecture in the AIoT era, its development space is huge.

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The world's first hybrid mining vehicle that meets industrialization standards is about to be delivered, and the demand for fuel cells is growing

The world's first hydrogen fuel mining vehicle that meets industrialization standards such as quality, safety, environment and service was tested at the South Open-pit Coal Mine of Inner Mongolia Company of. The Big Mac is about to be delivered, marked with the code "NTH150", and uses a new hydrogen fuel hybrid with a lithium battery. According to the "Hydrogen Energy Industry Medium and Long-term Development Plan (2021-2035)", the number of hydrogen fuel cell vehicles in China will reach 50,000 units by 2025, corresponding to sales of about 20,000 units in 2025. Driven by large-scale and localization, the cost of fuel cells is expected to decline rapidly. According to the institutional research report, the fuel cell stack is the main component of the hydrogen fuel cell system, accounting for 60% of the cost of the fuel cell system. It is expected that by 2023, the market size of China's hydrogen fuel cell industry will reach 23 billion yuan. Compared with the market size of 3 billion yuan in 2020, it increased by 6.7 times.

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Important market participants and intermediaries, the securities industry is in the stage of upward recovery at the bottom of the cycle

The Securities Association of China recently issued the operation of securities companies in the first half of 2023. From the perspective of business structure, self-operated business and super-brokerage business have become the largest source of income. In the first half of 2023, proprietary business, brokerage business, investment banking business and asset management business accounted for 33.32%, 26.44%, 12.57% and 4.88% of the operating income, respectively. Since the high-level meeting proposed to "activate the capital market and boost investor confidence", the frequent policies of regulatory authorities such as the China Securities Regulatory Commission, China Clearing and the Exchange, coupled with the reduction of stamp duty by the Ministry of Finance, all reflect the determination of the regulator to "activate the capital market and boost investor confidence". Securities firms believe that policies such as reducing transaction costs and reducing margin at the trading level are expected to enhance market trading activity, and brokerage business and capital intermediary business of securities firms are expected to benefit. A series of longer-term measures may be launched in the future, benefiting the institutional business of brokers, derivatives, large asset management and other businesses. An active capital market can also drive an increase in brokerage firms' proprietary income.

Related stocks: Guoyuan Securities, Guosheng Financial Holdings, Tianfeng Securities

The Hongmeng ecology has prospered rapidly, and more than 30 systems in China are now built on it

According to reports, Ren Zhengfei, founder of Huawei, said that more than 30 operating systems in China are now built based on Hongmeng open source, covering industry terminals, mobile phones, tablets, and home terminals, adding up to about 600 million users, ranking third in the world. On August 4, Yu Chengdong, Executive Director of Huawei and CEO of Device BG, officially released HarmonyOS4 at Huawei Developer Conference 2023. HarmonyOS4 is equipped with the new Huawei Ark engine, and after upgrading to HarmonyOS4, the system fluency is increased by 20%, and the battery life is extended by half an hour. According to the HarmonyOS public account, HarmonyOS4 upgrade users exceeded 10 million in only one month, and in the second half of the year, Huawei will successively carry out HarmonyOS4 adaptation updates for Huawei's smart meters, smart screens, routing and other products, and there will be more device upgrades in 2024, which is expected to drive the rapid growth of HarmonyOS ecological upgrade equipment.

Related stocks: Changshan Beiming, Yusys Technology, iSoftStone

Toyota's announcement of integrated die-casting technology is expected to catalyze the accelerated development of the industry

According to reports, after Tesla announced a new breakthrough in integrated die-casting technology, Toyota, the global champion automobile company, recently disclosed its developed body integrated die-casting molding technology. Toyota said that the technology aims to further reduce production processes and costs, thereby improving profits in the field of electric vehicles, which are difficult to make a profit through traditional manufacturing methods. Integrated die casting greatly improves efficiency and reduces production costs with fewer parts, lower assembly costs and simplified production lines, and can greatly reduce vehicle weight, which can better meet the lightweight needs of new energy vehicles.

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Short-term production, sales and exports continued to improve, and GM raised tire prices

On September 20, the chairman of GM told investors at the performance meeting that the company decided to increase the price of all-steel tire products by 2%-3%, and the price of semi-steel tire products by 3%-5% from September 28, and the company will continue to evaluate various factors to adjust the price of subsequent products. Since the beginning of this year, the tire industry has opened the repair mode, and the operating rate, output and export volume of the mainland tire industry in the first half of the year are all running at a high level. Previously, data from the Bureau of Statistics showed that in August 2023, China's rubber tire production was about 85.299 million, an increase of 17.4% year-on-year; Cumulative production from January to August was approximately 644 million units, up 13.9% y/y.

Related stocks: Guizhou Tire, Qingdao Shuangxing, Hengtian Hailong, Youfu Co., Ltd., HOMAG Technology, Sen Qilin, Fengshen Co., Ltd., Huayi Group, Shenma Co., Ltd., Racing Wheel Tire, Triangle Tire, General Motors, Linglong Tire, Dishengli

TSMC, NVIDIA and Broadcom jointly developed silicon photonics technology

According to reports, TSMC and Broadcom, NVIDIA and other large customers jointly develop silicon photonics technology, joint packaging optical components and other new products, process technology from 45nm to 7nm, as soon as the second half of next year to usher in large orders, 2025 is expected to enter the stage of mass output. With the rapid development of technology and the improvement of computer processing speed, communication between chips has become a key factor affecting computing performance. Silicon photonics has the potential to increase the speed of photoelectric transmission, solving the signal loss and heat problems of copper wiring in current computer components. Therefore, semiconductor giants such as TSMC and Intel have invested in relevant research and development work.

Related stocks: Huagong Technology, Guangxun Technology, Golden Dragon Electromechanical, Zhongji Xuchuang, Xinyisheng, Borche Technology, Hengtong Optoelectronics, Cambridge Technology

AIGC is forming productivity that will disrupt the industry in the next 5 years

The founder of iQIYI said at the 2023 iQIYI Enjoyment Conference that AIGC's application in film and television production includes planning, development, production and publicity, and greatly improves language expression, creative divergence and art video capabilities, it can be said that AIGC is forming productivity. In the next 3 to 5 years, with the continuous improvement of video experience and the accelerated application of AIGC, the long video industry will be subverted. Brokerages believe that from the underlying large model to the application, AIGC continues to advance beyond expectations. The issuance of the Interim Measures for the Management of Generative Artificial Intelligence Services has laid a regulatory foundation for the development of AIGC in China, and AIGC applications are expected to accelerate their development, continuing to be optimistic about the long-term investment opportunities brought by AIGC, optimistic about large models, IP and data elements, as well as scenarios such as AI+ literature and music, digital humans, marketing services, e-commerce, and video games.

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Tesla humanoid robot announces the latest progress

Recently, the official account of Tesla Robot X released the latest video, showing the new progress of Tesla's humanoid robot "Optimus" in control and execution ability, the robot can now rely only on vision to classify objects, and even complete yoga movements. In this regard, Musk seems to be unable to hide his inner excitement, and bluntly said in the comment area: Progress (Progress).

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Boeing raised its demand forecast for passenger aircraft, and the large aircraft industry chain may benefit

Recently, Boeing released the "Current Civil Aviation Market Outlook". Driven by China's economic development well above the global average and growth in domestic air travel, Boeing slightly raised its forecast for China's demand for new commercial aircraft over the next 20 years, to 8,560 from 8,485 last year. By 2042, China's civil aviation fleet will more than double to nearly 9,600 aircraft. According to the Civil Aviation Administration of China, the scale of passenger traffic hit a record high in August, with passenger traffic on domestic routes increasing by 11.2% compared with the same period in 2019, and passenger traffic on international routes recovering to 52.0% of the same period in 2019.

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Report that the demand for pre-computing power will grow hundredfold over a decade

According to the "Intelligent World 2030" report, in 2030, mankind will usher in the era of YB data, compared with 2020, general computing power will increase by 10 times, artificial intelligence computing power will increase by 500 times, and the demand for computing power will increase 100 times in ten years. Strong demand will also lead to continued growth in inputs. The report predicts that the proportion of investment in the field of computing power in various industries will grow rapidly in the future, taking the banking industry as an example, according to relevant forecasts, the total scale of technology investment in China's banking industry will exceed 400 billion yuan in 2024, of which AI and cloud computing are key investment areas, and the two will account for more than half of the total investment.

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The Ministry of Industry and Information Technology will continue to promote the high-quality development of the intelligent networked vehicle industry, and launch the pilot of access and road traffic as soon as possible

At the 2023 World Intelligent Connected Vehicle Conference, the vice minister of the Ministry of Industry and Information Technology said that the Ministry of Industry and Information Technology is willing to work with all parties to improve support policies, optimize the development environment, and continue to promote the high-quality development of the intelligent networked vehicle industry. The first is to strengthen the innovation drive, support upstream and downstream enterprises to establish innovation consortiums, empower each other, and break through key technologies. The second is to improve standards and regulations, accelerate the formulation and revision of key urgently needed standards, strengthen the coordination of standards in the fields of automobiles and infrastructure, information and communication, and actively contribute to the standard technology based on China's practice. The third is to deepen the pilot demonstration, launch the pilot of intelligent networked vehicle access and road traffic as soon as possible, and accelerate the promotion of city-level "vehicle-road-cloud integration" demonstration application. The fourth is to optimize the industrial ecology, promote the construction of vehicle-road collaborative infrastructure, establish a multi-level architecture cloud control basic platform, and build an integrated and interactive industrial ecology such as automobiles, energy, and smart cities.

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Swift launches beta testing of innovative solutions for interconnected CBDCs (central bank digital currencies).

Swift (International Funds Clearing System) has reportedly entered a new phase in its groundbreaking work on the interactivity of central bank digital currencies (CBDCs). Swift has announced that three central banks and monetary authorities around the world are conducting public testing of innovative solutions for interconnected CBDCs. 30 financial institutions are also piloting the solution in a new sandbox environment to explore further use cases.

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(Data source: Tongdaxin Research Terminal, the content of the article is for exchange and discussion only, and does not constitute any investment advice)