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31
2022-07
Lithium battery industry research (industry)｜Domestic: Subsidies decline + raw material prices rise, new energy vehicles are fully transformed into demand-drivenAt the beginning of 2022, according to the policy of the Ministry of Industry and Information Technology, the subsidies for new energ... -
31
2022-07
Drones｜Industry Research Report (Competition)｜Competitive AnalysisThe competitive landscape of the UAV market mainly has the following characteristics:First, the international drone market is large in scale but fiercely competitive. Based on domestic and foreign research, in the next two d... -
31
2022-07
Information | Bye bye, steering wheel!On the morning of July 21, Baidu and CCTV News held the "2022 Baidu World Conference" online. At the conference, Li Zhenyu, senior vice president of Baidu Group and general manager of the intelligent driving business group, officially ... -
23
2022-07
UAV Industry Research Report (Industry Chain)UAV system integrators dominate the industry chain. The upstream of the UAV industry chain is UAV component manufacturers and sub-system developers; the midstream is UAV system integration and service providers, some of which can provide UAV fli... -
23
2022-07
Opinion｜Compete ADC, from the blue ocean to the red ocean!In mid-July 2022, eMedClubNews reported that there are currently 14 drugs approved for marketing worldwide, involving 11 targets, with indications covering solid tumors and hematological tumors, and the market sales in 2021 will exceed 5 billion US d... -
23
2022-07
Information | Is a 1999 yuan Xiaomi car coming?On July 15, some media sources said that Xiaomi's car manufacturing is about to usher in a major node - at a public event in August, Lei Jun will appear with Xiaomi's engineering prototype car, and then this car will start a series of tests. ... -
17
2022-07
Jingtai Research｜Research on Nickel Sulfate Industry(1) Industry overview and industry chainThe global nickel ore is mainly distributed in laterite nickel ore (accounting for 55%), sulfide ore (accounting for 28%), and seafloor manganese nodules (accounting for 17%). However, due to the difficult... -
17
2022-07
Opinion｜In July, the price of silicon material is still "high fever"In 2021, the price of silicon material is already on the rise, from 85,000 yuan/ton at the beginning of the year to the highest at the end of the year, about 270,000 yuan/ton. Recently, the news that the price of silicon material has exceeded 30... -
17
2022-07
Information | Will pure electricity be the endgame?The energy and environment ministers of the EU's 27 member states finally agreed at the end of June: From 2035, EU countries will only allow the registration of new cars with zero CO2 emissions.Not only have many car companies and countries ... -
10
2022-07
Metaverse Series Study 1: Metaverse Investment Framework (Market)｜In the initial stage, the concept and marketing will be the main focus, and in the medium and long term, it will bring a broad market spaceAt this stage, the underlying technology is still unable to support various imagined experiences, and there ar... -
10
2022-07
Metaverse Series Research II :XR Industry Investment Report (Investment Logic)Core ideas and investment logic｜Global Smartphone History Review and Elements SummaryLooking back at the penetration rate of the smartphone industry and the company's key time nodes:1) Apple stands at the starting point of the outbreak of the glo... -
10
2022-07
The second half of autonomous driving is "car cloud integration"Recently, Tencent Smart Mobility announced a new and upgraded strategic plan of "integration of vehicles and clouds", and released a one-stop cloud solution "Tencent Smart Auto Cloud" specially tailored for the smart car industry,...
