Prospect Global Industry Morning Post: Air China's C919 made its first commercial flight

Air China's C919 made its first commercial flight: it plans to fly on the Beijing-Shanghai and Beijing-Hangzhou routes, which is the first time in the industry that the extended range type has been adopted

At 13:00 on September 10, Air China flight CA1523 arrived at Shanghai Hongqiao Airport from Beijing Capital International Airport, marking the successful maiden flight of Air China's first C919 aircraft and its official operation. Earlier, at Air China's semi-annual results briefing, Air China's management revealed that Air China's first C919 aircraft is expected to start commercial operation around September 10, and will fly on the Beijing-Shanghai and Beijing-Hangzhou routes, and will be dynamically introduced in the future in combination with the company's fleet planning and market conditions.

Huawei released the world's first triple folding screen mobile phone, priced from 19,999 yuan

Huawei's first triple-fold screen mobile phone, the Huawei Mate XT, was officially released on September 10, with a maximum of 10.2 inches and a thinnest of 3.6mm. In terms of price, the 256GB version is priced at 19999 yuan, the 512GB version is priced at 21999 yuan, and the 1TB version is priced at 23999 yuan, and it will be officially on sale at 10:08 on September 20.

SpaceX launched a manned spacecraft for its first private spacewalk mission

SpaceX launched a rocket carrying four private astronauts into space as part of a groundbreaking mission aimed at carrying out the world's first commercial spacewalk. Among the mission, called Northern Lights, is billionaire Ja·red Isaacman, who went into space with SpaceX in 2021 and financed the flight and its development. He was accompanied by two of SpaceX's chief engineers, Sarah Gillis and Anna Menon·· as well as Isaacman's friend and former Air Force pilot Scott ·" Scott "Kidd" Poteet.· The mission's highlight is expected to occur on the third day of flight, when Isaacman and Gillis plan to step out of the open hatch of the Dragon spacecraft and go on their own spacewalk.

National Development and Reform Commission: Promote the pilot work of large-scale application of vehicle-network interaction and expand the scale of bidirectional charging and discharging (V2G) projects

The General Office of the National Development and Reform Commission and other departments issued a notice on promoting the pilot work of large-scale application of vehicle-to-network interaction. It is mentioned that in accordance with the principle of "innovation guidance, first and first trial", we will comprehensively promote the orderly charging of new energy vehicles, expand the scale of two-way charging and discharging (V2G) projects, enrich the application scenarios of vehicle-network interaction, improve the large-scale and sustainable vehicle-network interaction policy mechanism with the city as the main body, and explore the business model with advanced technology, clear mode and replicable promotion with V2G project as the main body, and strive to guide the large-scale development of vehicle-network interaction with market-oriented mechanism. The participating areas should fully implement the charging peak and valley time-of-use electricity price, and strive to concentrate more than 60% of the annual charging power in the trough period, of which more than 80% of the electricity charged through private piles is concentrated in the trough period. In principle, the total discharge power of V2G projects participating in the pilot project shall not be less than 500 kilowatts, and the annual discharge capacity shall not be less than 100,000 kilowatt hours, which can be appropriately reduced in the western region.

CATL: Signed a deepening cooperation agreement with Luoyang Municipal People's Government and Guohong Group

CATL announced on the evening of September 9 that the company, Luoyang Municipal People's Government and Guohong Group jointly signed the "Agreement on Further Strengthening and Deepening Cooperation" on September 9, 2024. According to the agreement, the company plans to build the second phase of the Zhongzhou Times project on the basis of the first phase of the existing Zhongzhou Times Project, with an annual production capacity of 60GWh. In addition, the agreement also involves the termination of the relevant exit arrangement for the 20.8% equity interest in Sichuan Times acquired by Guohong Group, and the right of CATL to purchase the equity interest in Sichuan Times held by Guohong Group, subject to the permission of the regulatory authorities. The board of directors of the company believes that this cooperation is in line with the company's development needs and is conducive to the realization of the company's business objectives and future development strategy.

The price of the Apple iPhone 16 series national version starts at 5999 yuan

At the new product launch conference held in the early morning of September 10, Beijing time, Apple released new smart watches, AirPods and iPhone 16 series. Among them, the redesigned Apple Watch Series 10, equipped with the new S10 chip, the screen has reached the largest in the history of the Apple Watch series, and the price of the national version starts at 2999 yuan. Apple Watch Ultra 2, the price of the national version starts at 6499 yuan. At the same time, Apple released two AirPods 4, equipped with H2 chips, the price of the ordinary model is 999 yuan, and the price of the active noise cancellation model is 1399 yuan.

In addition, the new iPhone 16 series was announced, which will go on sale on September 20, and pre-orders will be accepted at 8 p.m. on September 13. The iPhone 16 series has added a new button for the camera control function. As the first model designed specifically for Apple Intelligence, it will be powered by the new A18 series chips. At the same time, Apple confirmed that artificial intelligence (Apple Intelligence) will be launched in October and will support Chinese next year.

Chery Green Energy and NIO Energy officially reached a charging network service cooperation

On September 10, Anhui Chery Green Energy Ecological Technology Co., Ltd. and Wuhan Weilai Energy Co., Ltd. officially reached a charging network service cooperation. According to the agreement, Chery Green Energy will be fully connected to NIO's charging network.

Douyin e-commerce GMV increased by 46% year-on-year in the past year

Wei Wenwen, president of Douyin e-commerce, disclosed at the Douyin e-commerce author ceremony that in the past year, the GMV of Douyin e-commerce has increased by 46% year-on-year, the GMV of shelf scenes has increased by 86% year-on-year, and the entry of new merchants has increased by 83% year-on-year.

Cainiao Group's L4 unmanned vehicles will deliver express packages on a large scale on public roads

The reporter learned at the Cainiao 2024 Global Smart Logistics Summit that its L4 unmanned vehicles have been officially put on sale, and have been continuously expanded from campus and post station scenarios, and will distribute express packages on a large scale on public roads.

The schedule for T3 travel autonomous driving has been determined

Recently, at the high-quality development of Nanjing's intelligent networked vehicle industry and the national "vehicle-road-cloud integration" application pilot policy conference, T3 Travel was awarded the first batch of intelligent networked vehicle road test licenses in Nanjing, and will carry out actual road tests of autonomous driving in designated areas in Nanjing. It is understood that T3 is positioned to build a national-level smart travel platform, and as the second largest enterprise in the online car-hailing industry, it has accumulated a large amount of people, vehicles and road data, and has continued to deploy in the field of autonomous driving. In 2026, it is planned to launch autonomous driving services in Nanjing.

United States House of Representatives Passes Biosecurity Act

The United States House of Representatives announced on September 9 local time that it passed H.R. 8333, the Biosecurity Act, by a vote of 306 to 81. The bill restricts United States federal agencies from doing business with foreign biotech companies on "national security" grounds and names five Chinese companies: BGI, MGI, MGI subsidiary Complete Genomics, WuXi AppTec and WuXi Biologics.

Vodafone Qatar signed a five-year cooperation agreement with Microsoft

On September 10, Vodafone Qatar signed a landmark five-year cooperation agreement with Microsoft. As part of the agreement, Vodafone Qatar will leverage Microsoft Azure OpenAI to establish an AI generation hub in Doha to improve and enhance Vodafone's AI generation capabilities in the digital products it provides to its customers.

Apple supplier Jabil is reported to be planning to invest 20 billion rupees to build a factory in Tamil Nadu, India

Apple supplier Jabil Technologies will reportedly invest India 2,000 crore to build a manufacturing plant in the city of Triche in the southern India state of Tamil Nadu.

Samsung SDI will sell its polarizing film business to a Chinese company for 1.12 trillion won

Samsung SDI will sell its polarizing film business to a Chinese company, Wuxi Hengxin Optoelectronic Materials, for 1.12 trillion won, including polarizing film production and sales in the Cheongju and Suwon regions of Korea, as well as a 100% stake in an overseas division in Wuxi, China, according to a regulatory filing.

Anglo American seeks to sell two nickel mines in Brazil

Anglo American's head of Brazil said at a press conference on September 9 local time that the company is looking for buyers for its Brazil nickel mines Barro Alto and Niquelandia. She said the company will start holding roadshows for the two assets in September. The sale will not be completed this year, but it is possible that it will be completed in 2025.

Israel autonomous driving technology company Mobileye will close its lidar R&D department this year

Israel autonomous driving technology company Mobileye announced on September 9 local time that it has decided to terminate the internal development of next-generation frequency modulated continuous wave (FMCW) lidar, and the lidar research and development department will be closed by the end of 2024, affecting about 100 employees.

Uber: It's going all-in on self-driving cars

Uber CEO Dara Khosrowshahi said it is fully committed to the adoption of self-driving cars and plans to build a market that will allow the company to focus on its core business. Khosrowshahi confirmed that Uber is working with 10 self-driving car companies, including Waymo and Cruise, and is currently working with Wave, and expects the self-driving software to do very well in the next three to five years. In addition, he said that the company intends to use most of the incremental capital for share buybacks, with the goal of reducing the company's share capital.

Envision Energy is reported to be developing a US$1 billion hydrogen industrial park in Spain

Envision Energy plans to develop a $1 billion green hydrogen industrial park in Spain. Spain Prime Minister Pedro Sanchez is expected to sign a memorandum of understanding in China regarding the park. According to people familiar with the matter, the park will produce electrolyzers. Envision and its partners will work with the Spain government to select a site for the park, with the goal of starting construction in the first half of 2026.

1. Following Intel's preemptive announcement in April 2024 to complete the assembly of the industry's first High NA EUV lithography machine, TSMC Bamboo Park is reported to introduce its first high NA extreme ultraviolet lithography machine by the end of September, and it is reported that the purchase price of the first equipment arriving in Taiwan is much lower than the original price of 350 million euros for a single unit. The reason why TSMC can enjoy the discount is mainly because ASML has made obvious concessions and fully assisted TSMC in entering the machine, tuning and technical support, etc., to accelerate the launch time, that is, the main purpose of this unit is for TSMC to try.

2. According to supply chain sources, Nvidia Blackwell modified the 6-layer Metal layer mask, without re-tape-out and re-production, and the delay in production time is limited, and it is optimistically estimated that GB200 will be mass-produced in December, and a large number of ODMs will be delivered in the first quarter of next year.

Recently, Hefei Lanyi Aviation Technology Co., Ltd. announced that it had received tens of millions of angel + rounds of financing. This angel+ round of financing was led by Shenzhen Lihe Venture Capital and followed by Hefei Baohe Angel Fund. This angel+ round of financing will support the research and development of the full-scale engineering prototype of the EVTOL LE200 and the airworthiness certification of the LEU100 medium-sized electric unmanned logistics aircraft, which has been officially accepted by the Civil Aviation Administration of China in early August.

1. On September 10, the three major indexes rose collectively, as of the close, the Shanghai Composite Index closed up 0.28% at 2744.19 points, the Shenzhen Component Index closed up 0.13% at 8073.83 points, the ChiNext Index closed up 0.06% at 1539.98 points, and the CSI 500 Index closed up 0.01% at 4507.71 points.

2. On September 10, Hong Kong stocks closed, Hong Kong's Hang Seng Index closed up 0.22%, the Hang Seng Technology Index closed up 0.41%, and the State-owned Enterprises Index closed up 0.39%.

3. On September 10, the U.S. stock market closed, the Dow Jones index closed up 1.20%, the S&P 500 index closed up 1.16%, and the Nasdaq index closed up 1.16%.