20240110-川财证券-研究所晨报_7页_408kb

报告摘要

Three departments announced plans to accelerate multi-scenario applications for intelligent vehicles.
The Ministry of Industry and Information Technology stated that by 2025, the cloud computing standard system will be more comprehensive.
Harbin tourism saw a surge, with 30.47 million visitors and 59.14 billion in revenue during the New Year holiday, boosting the northeast tourism sector.
China's foreign trade achieved record growth, maintaining its position as the world's largest goods trading nation.

Stock indices rose within the last trading session, with net foreign capital inflow of 0.19 billion yuan.
Suggest focusing on policy-supported areas with reasonable valuations, such as intelligent vehicles and cloud computing.

Recent releases include rules for greenhouse gas voluntary emission reduction projects, advancing the CCER (Chinese Certified Emission Reduction) market.
International cooperation: China-Russia carbon market collaboration; UK set to impose carbon taxes on imports by 2027.
National actions: First batch of carbon peak pilot cities; enhanced green bond support for central enterprises; policies for air quality improvement and carbon footprint management.
Domestic carbon market activity declined in December, with lower trading volumes, but future mechanisms could revitalize the market.

Energy storage: 2023 installed capacity reached 86.5 GW, with declining hydropower占比; recommend monitoring profit increases in independent storage operators.
Advanced manufacturing: Foldable smartphones are growing rapidly, with Huawei driving demand through innovation; market expected to grow 532% year-over-year in China by 2024.
Regional focus: Chongqing supported manufacturing with increased long-term loans; Sichuan highlighted in carbon-neutral industrial hubs.