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Chen He’s 38th Birthday Party: Five Haas Gather Together, Deng Chao is younger and more handsome than Luhan!

Recently, our country’s popular actor Chen He ushered in his 38th birthday. This time, he chose to celebrate this special day with five friends from the entertainment industry on his birthday. The five friends are Deng Chao, Lu Han and other five people. They came together to make this birthday party a five-ha gathering.

This time, the birthday party was held in an upscale restaurant, with a luxurious scene and a warm atmosphere. Chen He wore a suit that night, looking handsome and refreshed. Deng Chao, on the other hand, highlighted his decadent coolness and showed his unique personality style. Some even praised Deng Chao as younger and more handsome than Lu Han, which shocked the female fans at the scene.

Chen He received many blessings and gifts from his friends on his birthday, and he felt his luck and the warmth of being loved. He posted photos of the party on Weibo and thanked all those who sent blessings. This move made people feel more happy and satisfied in his heart.

It is worth mentioning that Lu Han has also brought surprises to people. His recent hard work in the gym has made him more robust. Although there is still a gap between Chen He and Deng Chao, his refreshed state and healthy physique have been praised by people. Their interaction and tacit understanding are also envied.

This birthday party was not just a celebration of Chen He, but also a reunion and reunion between the five friends. Chen He, Deng Chao, Lu Han and others all have high popularity and popularity in the entertainment industry, and their friendship is even more enviable. This party not only allowed everyone to witness their friendship, but also showed their respective growth and progress.

Chen He’s 38th birthday party is certainly a moment to celebrate. His success in his career and happiness in his personal life are enviable. He has proved with practical actions that age is not an obstacle to one’s pursuit of dreams and success. With passion and enthusiasm, every day can be a new beginning.

Chen He’s birthday party made people feel the warmth and happiness of friendship, and also gave them more expectations and courage as they grew older. I believe that in the days to come, Chen He and his friends will continue to move forward hand in hand and pursue more dreams and successes together. Let us wish Chen He a happy 38th birthday, and wish him a better career and a happier life in the days to come!

Responsible editor:

Robotics research ushered in ImageNet moment, and Huawei fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

Recently, the hot market transactions mainly focus on Huawei’s industrial chain, new industrialization and diet pills. In terms of industrial trends, the sales of domestic new energy vehicle companies rose in September. Google launched RT-X, one of the world’s largest universal models, and Huawei’s all-liquid cooling overcharge station was launched, which can achieve "one second and one kilometer". On the industrial policy side, the Ministry of Industry and Information Technology and other six departments jointly issued the "Action Plan for High-quality Development of Computing Infrastructure", suggesting continuous attention.

Core view

[Hot market transactions] The recent hot market transactions mainly focus on Huawei’s industrial chain, new industrialization and diet pills.Hot spot 1: Huawei industrial chain.AITO asked the world that the new M7 order exceeded 50,000, and the blind order of M9 exceeded 8,000 units. Huawei’s fully liquid-cooled overcharge station is online, which can achieve "one second and one kilometer".Hot spot 2: new industrialization.New industrialization is the interpretation and foothold of new productivity. In line with the previous high-end manufacturing policies, the subsequent interpretation is worthy of attention. It is suggested to pay attention to investment opportunities in the fields of information technology, high-end equipment and intelligent networked automobiles. In terms of breakdown, we should pay attention to robots, data elements and automobile intelligence that have made breakthroughs in recent industrial trends.Hot spot 3: diet pills.JPMorgan Chase raised its sales forecast for diet pills and boosted the concept stocks of diet pills.

[Global Industry Trends] Domestic new energy vehicle companies saw higher sales in September, Google launched the universal model RT-X, and Huawei’s fully liquid-cooled overcharge station was launched.Industry trend one: new energy vehicles.Domestic new energy vehicle companies saw higher sales in September, and AITO asked for new M7 orders exceeding 50,000.Industry Trend 2: Artificial Intelligence & Robot.Google launched RT-X, one of the largest universal models in the world, and opened the training data set Open X-Embodimen.Industry trend 3: liquid cooling overcharge.Huawei’s fully liquid-cooled overcharge station was launched to help build the 318 Sichuan-Tibet overcharge green corridor, which can achieve "one second and one kilometer".

[Important Policy Tracking]In terms of industrial policy, on October 9, the Ministry of Industry and Information Technology and other departments jointly issued the Action Plan for High-quality Development of Computing Infrastructure.From four aspects: computing power, carrying power, storage power and application empowerment, this paper puts forward quantitative indicators for development by 2025. We compared the differences between the current development and objectives of these four areas, and suggested focusing on:1) the construction of intelligent computing power,According to IDC’s forecast, the market size of generative AI computing will increase from 820 million US dollars in 2022 to 10.99 billion US dollars in 2026;2) Construction of advanced storage capacity,According to incomplete statistics, Shanghai, Shandong, Ningxia, Tianjin and other places have successively issued relevant guidance documents on storage capacity, and the policy is warm and frequent; 3) the quality of transportation capacity is improved,The three major operators speed up the layout of computing networks;4) applying the enabling end,Accelerate the construction of marginal computing power, and the "computing power voucher" model is expected to be rolled out.

[Important information]Huawei:On October 4th, WeChat official account, the official WeChat of Huawei, announced that during the National Day holiday, the fully liquid-cooled overcharge station it helped to build was officially launched in many places along the southern Sichuan-Tibet line and Litang-Aden highway (Sichuan section). The total liquid-cooled overcharge station has a maximum output power of 600kW and a maximum current of 600A, which is known as "one second and one kilometer". The success rate of one-time charging is as high as 99%, and the charging range from 200 to 1000V matches all models.Tesla:On October 2nd, Tesla released the third quarter production and delivery report. In the third quarter of 2023, Tesla delivered 435,100, which was lower than market expectations. On October 6th, Tesla official website showed that it would reduce the price of some vehicles.

[Concerns and suggestions on short-term industrial trends]From a short-term perspective, we need to focus on five tracks with marginal improvement in October: integrated circuits (storage, packaging and testing, materials), digital economy (data elements, data confirmation), automotive intelligence (autonomous driving), consumer electronics (panels, Apple Huawei industrial chain), and nonferrous metals (copper and aluminum, coal, precious metals).

[Concerns and suggestions on medium and long-term industrial trends]In the medium and long term, we suggest to pay attention to the industrial trends such as digital economy (data elements), artificial intelligence, self-control, etc. under the AI+ scientific and technological revolution, as well as the new technical route of carbon neutral industrial chain driven by cost reduction and efficiency increase, and the penetration rate of electric smart cars increases under the trend of electrification and intelligence.

[Global Stock Market Table]Now]Last week, the global stock market rose less and fell more. In terms of industry, from September 25th to September 28th, the industrial indexes with higher A-share gains were: CRO, diet pills and selected Chinese medicines. In terms of sectors, the information technology and telecommunications services sectors performed well, while the energy, public utilities and daily consumption sectors performed poorly. Among the companies with a market value of more than $20 billion that rose sharply in the past week, companies in the information technology, health care, optional consumption and financial industries are the majority; Among the companies with a market value of more than $20 billion that led the decline in the past week, companies in the energy, alternative consumption and public utilities industries were the majority.

Risk warning:Macro-economic fluctuation, subjective prediction deviation, industrial development less than expected.

catalogue

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

01

Core concerns and investment suggestions

1. Prospect of this week’s important events

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

2. Hot market transactions

Last week, the important theme indexes of A-shares’ top gains were CRO, diet pills and selected Chinese medicines.

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

Note: All the stocks involved in this paper are listed or represent the connection with relevant industrial chains, and do not represent the investment suggestions of individual stocks or the research viewpoints of China Merchants. Please refer to the recommendations of the research groups of China Merchants for specific stocks.

Last week and this week’s market trading hotspots mainly focused on Huawei’s industrial chain, new industrialization and diet pills:

Huawei industrial chain

AITO asked the world that the new M7 order exceeded 50,000, and the blind order of M9 exceeded 8,000 units.Since the release of the new M7, Huawei has frequently announced the number of its large orders. On September 25th, the new M7 was listed less than two weeks ago, with more than 20,000 units scheduled. The total scheduled amount in September is 30,000 units; By October 6, the listing time was more than three weeks, and the total number of scheduled units exceeded 50,000. Among them, 7,000 units were scheduled on October 6, and the number of single-day bookings reached a new high. While creating strong sales potential, the new M7 in the world of inquiry is also affecting the positioning of the "flagship SUV of panoramic wisdom". Since the blind booking was started on September 25th, the M9 in the world of inquiry with a pre-sale price of 500,000-600,000 yuan has won a large number of orders with only a few renderings and a small amount of configuration information. According to Yu Chengdong, as of October 7th, the customer M9 had accumulated 10,450 blind orders and retained 8,040 orders. On that day, 333 units were blindly ordered, 26 units were unsubscribed and 307 units were blindly ordered.

"One second and one kilometer", Huawei’s fully liquid-cooled overcharge station was launched.According to WeChat official account, the official WeChat of Huawei, during the National Day, the overload stations in Tianquan Service Area, Litang Kangnan Tourism Distribution Center and Sangdui Service Area along the southern Sichuan-Tibet line and Litang-Aden Highway (Sichuan section) built with the help of Huawei digital energy were officially launched. The fully liquid-cooled overcharge station launched this time has achieved the following three advantages: 1) faster charging, "one kilometer per second"; 2) The equipment has high reliability and long service life; 3) Match all models, and charge them as soon as they arrive.

new industrialization

New industrialization is the interpretation and foothold of new quality productivity. With the previous high-end manufacturing policies, the subsequent interpretation is worthy of attention.From the overall framework, it covers the previous 45 advanced manufacturing clusters. From the classification of advanced manufacturing clusters, among the 45 national clusters, there are 13 in the field of new generation information technology, 13 in the field of high-end equipment, 7 in the field of new materials, 5 in the field of biomedicine and high-end medical devices, 4 in the field of consumer goods, and 3 in the field of new energy and intelligent networked automobiles.Combined with the current market, it is suggested to pay attention to investment opportunities in the fields of information technology, high-end equipment and intelligent networked automobiles. In terms of breakdown, we should pay attention to robots, data elements and automobile intelligence that have made breakthroughs in recent industrial trends.

obesity drug

Sales are expected to increase, boosting the concept stocks of diet pills.JPMorgan Chase has raised its sales forecast for diet pills. It is predicted that by 2030, under the control of the duopoly of Novo Nordisk and Lilly Pharmaceuticals, the annual sales of GLP-1 receptor agonist-related drugs will exceed $100 billion. At the same time, JPMorgan Chase also predicted that the market size of weight-loss drugs in China is expected to reach $14.9 billion in 2030. According to the article "Prevalence of Obesity and Related Complications in China: A Cross-sectional Real World Study of 15.8 million Adults", according to the BMI classification standard of overweight and obesity in China, 34.8% of the 15.8 million adult subjects are overweight and 14.1% are obese. With the increase in the number of obese people and the enhancement of residents’ awareness of weight management, there is huge room for the development of diet pills market, and related R&D and pharmaceutical companies are expected to usher in a boost in valuation and a release of performance.

3, theme and industry trend changes

(1) New energy vehicles: The sales volume of domestic new energy vehicle enterprises increased in September, and the new M7 orders from AITO exceeded 50,000.

In September, the sales of domestic new energy vehicles rose, and some car companies delivered a new high monthly.

Since October, a number of new energy vehicle companies have disclosed their sales in September.Specifically, BYD Auto delivered 287,454 vehicles in September, up 42.8% year-on-year and 4.76% quarter-on-quarter. Guangzhou Automobile Ai ‘an delivered 51,596 vehicles in September, up 72% year-on-year and 14.59% quarter-on-quarter. Ideally, 36,060 vehicles will be delivered in September, up 212.7% year-on-year and 3.28% quarter-on-quarter. Deep blue delivered 17,370 vehicles in September, an increase of 17.87% from the previous month; Zero run delivered 15,800 vehicles in September, up 43.13% year-on-year and 11.35% quarter-on-quarter; Weilai delivered 15,641 vehicles in September, up 43.8% year-on-year and down 19.08% month-on-month; Tucki delivered 15,310 vehicles in September, up 81% year-on-year and 12% quarter-on-quarter.

From the overall sales volume, BYD showed a leading position with a monthly sales of nearly 290,000 vehicles, and its sales volume exceeded the sum of the sales of the last 15 car companies; Gac ean delivered 51,596 vehicles in a single month.Refresh your highest monthly sales again,Monthly sales exceeded 50,000 vehicles for the first time; Ideal September sales exceeded 36,000 vehicles, up 212.7% year-on-year.Create a new high in monthly delivery.Deep Blue Auto surpassed the old and new car companies such as Zero Run, Weilai, Tucki, etc., which ranked ideal, and delivered 17,370 vehicles in September. In addition, the delivery volume of Nezha cars in September has been obviously weak, although it increased by 9.15% month-on-month, but it decreased by 26.63% year-on-year to 13,211 vehicles. On a month-on-month basis, the sales volume of GAC Ai ‘an in September was nearly 15% month-on-month, maintaining a steady growth trend. It is worth noting that Great Wall Motor’s new energy sales increased by 111.23% year-on-year, but decreased by 87.14% month-on-month. In September, the sales volume of new energy vehicles dropped significantly compared with that in August. In addition, the delivery volume of Weilai in September decreased by 19.08% from the previous month to 15,641 vehicles, and the monthly delivery volume declined for the second consecutive month.

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

Aito asked the world that the new M7 order exceeded 50,000, and the blind order of M9 exceeded 8,000 units.

AITO’s new M7 was released and listed on September 12th. This model is a model of Huawei’s intelligent car selection mode, and it has been significantly improved in terms of intelligent driving, body hardware and cost performance, and it is very popular after listing. Since the release of the new M7, Huawei has frequently announced its large order quantity. On September 25th, the new M7 was launched less than two weeks ago, and more than 20,000 sets were scheduled. The total scheduled amount in September is 30,000 units;By October 6, the listing time was more than three weeks, and the total number of scheduled units exceeded 50,000. Among them, 7,000 units were scheduled on October 6, and the number of single-day bookings reached a new high.

The hot sales of the new M7 in the world of inquiry ushered in a turning point after several months of low sales.Previously, as of August 30, 2023, the cumulative sales volume of the Wenjie series this year was only 35,200 units. In terms of product strength, the new M7 in Wenjie focuses on making up the missing items of the old M7, such as high-level intelligent assisted driving ability.The new M7 is equipped with HUAWEI ADS 2.0 advanced intelligent driving system, 27 sensing hardware, HarmonyOS intelligent cockpit, HUAWEI DATSTM 2.0 upgrade, HUAWEI DriveONE extended-range electric drive platform, etc.The rapid increase in the number of new M7 terminals in the world has certainly promoted the number of shops and test drives during the Mid-Autumn National Day holiday, but it still reflects the objective fact that the popularity of new M7 terminals in the world is gradually expanding. The new M7 has boosted Huawei’s BU business in terms of market realization, and its single product pulling effect has been greater than that of the previously released M7, M5 and M5 EV.

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

While creating strong sales potential, the new M7 in the world of inquiry also affects the M9 in positioning the "flagship SUV of panoramic wisdom".Since the blind subscription was started on September 25th, the pre-sale price of 500,000-600,000 yuan has won a large number of orders with only a few renderings and a small amount of configuration information. According to Yu Chengdong, as of October 7th, the customer M9 had accumulated 10,450 blind orders and retained 8,040 orders. On that day, 333 units were blindly ordered, 26 units were unsubscribed and 307 units were blindly ordered. "The momentum is still too strong, and the delivery volume next year must be made up, with a positive mass supply as the plan guarantee."

Tesla delivered 435,000 units in the third quarter to a new high, and Tesla Model 3/Y America continued to cut prices.

Tesla delivered digital release in the third quarter, with 435,000 units reaching a new high.On October 3rd, Tesla released the third quarter production and delivery report. In the third quarter of 2023, Tesla produced a total of 430,488 electric vehicles worldwide, an increase of about 18% year-on-year. 435,059 electric vehicles were delivered, a year-on-year increase of about 27%. Among them, the output of Model S and Model X models is 13,688, and the delivery volume is 15,985; The output of Model 3 and Model Y is 416,800 vehicles, and the delivery volume is 419,074 vehicles. In the third quarter, Tesla’s production decreased by 10.3% month-on-month, which is the first quarter of this year when demand exceeds supply. At the same time, Tesla officially said that the delivery target in 2023 will remain unchanged at 1.8 million units. This means that if the delivery volume in the third quarter is less than expected, Tesla will deliver nearly 476,000 vehicles in the fourth quarter to achieve this goal. Under the price reduction, Tesla is expected to continue to hit the year-end delivery target.

Tesla lowered the price of American models.On October 6, Tesla officially announced the price reduction of some models, of which the Model 3 rear-wheel drive version dropped from $40,240 to $38,990; The long-life version dropped from $47,240 to $45,990; The high-performance version was reduced from $53,240 to $50,990. At the same time, the Model Y long-life version dropped from $50,490 to $48,490; The performance version was reduced from $54,490 to $52,490.

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

(2) Artificial Intelligence & Robot: Google launched RT-X, one of the largest universal models in the world, and opened the training data set.

Based on the Open X-Embodiment training set, Google DeepMind launched the universal big model RT-X.On October 4th, DeepMind, a well-known AI research institution under Google, released RT-X, one of the largest universal large models in the world, and opened the training data set Open X-Embodiment. In order to build a variety of data sets to train a general model, and then control the training of many different kinds of robots, Google DeepMind cooperated with academic research laboratories of 33 institutions to build an Open X-Embodiment data set. They collected data from 22 different robot types, covering more than 1 million segments, showing more than 500 skills of robots and their performance on 150,000 tasks. This data set is the most comprehensive robot data set of its kind. Based on Open X-Embodiment data set, DeepMind trained more powerful RT-X on the basis of models RT-1 and RT-2, corresponding to RT-1-X and RT-2-X respectively. The experimental results show that the average performance of RT-1-X trained with Open X-Embodiment dataset is 50% better than that of the original model (RT-1). In mastering new skills, the success rate of RT-2-X is three times that of its previous best model RT-2. RT-2-X shows that under the premise of using a sufficiently high-capacity architecture,Combining the data of other robots with RT-2-X training can improve the task execution range of robots.

Data sets and models based on data set training have played a key role in promoting AI progress, and Open X-Embodiment data sets will promote the development of robotics.At present, the Open X-Embodiment data set and the RT-1-X model checkpoint have been opened to a wide range of research communities. DeepMind’s new research shows that it is possible to develop more useful auxiliary robots by using more diverse data and better models for extended learning. It is very important to cooperate with laboratories around the world and share resources to promote robot research in an open and responsible way. The future of robotics depends on the mutual learning between robots, and the most important thing is the mutual learning between researchers.DeepMind’s research proves that the model can be used in different environments, and its performance has been significantly improved both on DeepMind’s robots and on robots from different universities around the world.

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

Liquid-cooled overcharge: "one second and one kilometer", Huawei all-liquid-cooled overcharge station goes online.

"One second and one kilometer", Huawei’s liquid-cooled overcharge helps to build the 318 Sichuan-Tibet overcharged green corridor with the highest altitude and faster charging.According to the news of Huawei’s official WeChat WeChat official account on October 4th, during the National Day holiday, the fully liquid-cooled overcharge station built with the help of Huawei’s digital energy was officially launched in Tianquan Service Area, Litang Kangnan Tourism Distribution Center and Sangdui Service Area along the southern Sichuan-Tibet line and Litang-Aden Highway (Sichuan section), which can provide new energy owners with a fast charging experience of "starting with a cup of coffee". This "318 Sichuan-Tibet Supercharge Green Gallery" fully liquid-cooled overcharge station can realize the maximum output power of the fully liquid-cooled overcharge terminal of 600kW and the maximum current of 600A, which is called "one second and one kilometer". At the same time, all-liquid cooling technology ensures the high reliability of equipment, and realizes high temperature resistance, high humidity resistance, dust prevention and corrosion prevention in plateau areas; In addition, the fully liquid-cooled overcharge station can also match all vehicles, with a success rate of 99% at one time, and the charging range of 200-1000V can match all vehicles, including Tesla, Tucki, Ideality and other passenger cars and commercial vehicles such as cargo trucks, and then it is the first to achieve "charging as soon as you come to the vehicle, that is, charging and leaving" on the 318 Sichuan-Tibet line.

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

4. Policy: Six departments jointly issued the Action Plan for High-quality Development of Computing Infrastructure.

During the holiday, there were three main highlights on the policy side: 1) In terms of policy signals, Qiushi published an important signed article by the Supreme Leader General Secretary, "Promoting Chinese Modernization Needs to Deal with Several Major Relationships", which profoundly expounded a series of major relationships that need to be handled in promoting Chinese modernization from six aspects; 2) In terms of aggregate policy, the policy of steady growth was further introduced, mainly focusing on service-oriented consumption such as cultural tourism; 3) In terms of industrial policy, Shenzhen issued an implementation plan for peak carbon dioxide emissions.

In terms of industrial policy, on October 9, the Ministry of Industry and Information Technology and other departments jointly issued the Action Plan for High-quality Development of Computing Infrastructure, which proposed quantitative indicators for development by 2025 from four aspects: computing power, carrying capacity, storage capacity and application empowerment. We compared the differences between the current development and objectives of these four fields, and suggested that we should focus on: 1)The construction of intelligent computing power, according to IDC forecast, the market scale of generative AI computing will increase from 820 million dollars in 2022 to 10.99 billion dollars in 2026.; 2)According to incomplete statistics, Shanghai, Shandong, Ningxia, Tianjin and other places have successively issued relevant guidance documents on the construction of advanced storage capacity, and the policy is warm and frequent.; 3) the quality of transportation capacity is improved,Three major operators speed up the layout of computing networks; 4) applying the enabling end,Accelerate the construction of marginal computing power, and the "computing power voucher" model is expected to be rolled out..

(1) What important policies were introduced during the National Day?

During the holiday, there were three main highlights on the policy side: 1) In terms of policy signals, Qiushi published an important signed article by the Supreme Leader General Secretary, "Promoting Chinese Modernization Needs to Deal with Several Major Relationships", which profoundly expounded a series of major relationships that need to be handled in promoting Chinese modernization from six aspects; 2) In terms of aggregate policy, the policy of steady growth was further introduced, mainly focusing on service-oriented consumption such as cultural tourism; 3) In terms of industrial policy, Shenzhen issued an implementation plan for peak carbon dioxide emissions.

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

Qiushi published an important signed article by General Secretary of the Supreme Leader, "Some Major Relations Need to be Handled in Promoting Chinese Modernization"

On October 1st, Qiushi magazine published an important signed article by General Secretary of the Supreme Leader, "Some Major Relationships Need to be Handled in Promoting Chinese Modernization". From six aspects: the relationship between top-level design and practical exploration, the relationship between strategy and tactics, the relationship between integrity and innovation, the relationship between efficiency and fairness, the relationship between vitality and order, and the relationship between self-reliance and opening to the outside world, this paper profoundly expounds a series of major relationships that need to be handled in promoting Chinese modernization and puts forward clear requirements.

Aggregate policy: the steady growth policy continues to exert its strength to help the development of service-oriented consumption.

The steady growth policy continues to exert its strength to help the development of service-oriented consumption.On September 29th, the State Council issued "Several Measures on Releasing the Potential of Tourism Consumption to Promote the High-quality Development of Tourism", and put forward 30 working measures to promote the high-quality development of tourism from five aspects: increasing the supply of high-quality tourism products and services, stimulating the demand for tourism consumption, strengthening inbound tourism, enhancing the comprehensive ability of the industry and ensuring measures. In addition, during the holiday period, several provinces and cities issued measures to stabilize growth and issued a number of subsidy policies to further promote economic stabilization and recovery. Specifically, on September 28th, "Several Policy Measures to Consolidate Growth and Promote the Sustained Economic Recovery in Liaoning Province" was issued, and 20 measures to stabilize growth were promulgated to actively provide subsidies for various activities such as promoting consumption and investment. On October 2nd, Sichuan Province issued "Several Policies and Measures on Further Stimulating Market Vitality and Promoting the Current Economic Operation to Continue to Improve", and put forward 19 policy measures from six aspects: strengthening fiscal and taxation policy support, actively expanding effective investment, accelerating consumption recovery and boosting, promoting foreign trade to improve quality and efficiency, helping enterprises reduce costs and burdens, and promoting rapid growth of enterprises.

Cross-border data consultation draft was issued, and Shenzhen released peak carbon dioxide emissions implementation plan.

On September 28th, the National Network Information Office issued the Regulation on Regulating and Promoting Cross-border Flow of Data (Draft for Comment). On the basis of the Standard Contract Measures for Personal Information Exit and the Safety Assessment Measures for Data Exit, the Exposure Draft further regulates the data exit. Specifically, the "Draft for Comment" has made important adjustments in three aspects: important data, personal data and free trade zone. Among them, in view of the data exit from the free trade zone, the "Draft for Comment" specifically proposes that the relevant regulatory bodies in the free trade zone can formulate a "negative list", which will help the development of data trade.

On October 7th, the Implementation Plan of peak carbon dioxide emissions was issued, proposing that by 2025, the energy consumption per unit area’s GDP will decrease by 14.5% compared with 2020; By 2030, the control level of carbon dioxide emissions per unit area GDP will be demonstrated first in the whole country and the whole province, so as to achieve the goal of peak carbon dioxide emissions by 2030. The "Implementation Plan" puts forward the "Ten Actions of peak carbon dioxide emissions" around the key areas and key links of carbon emission. In the future, Shenzhen will continue to promote the promulgation of "n" supporting policy documents, including action plans in key areas such as energy, industry, transportation and urban construction, and it is recommended to continue to pay attention.

(2) The potential impact on computing power, transportation capacity, storage and application of the Action Plan for High-quality Development of Computing Infrastructure jointly issued by six departments.

On October 9, the Ministry of Industry and Information Technology and other departments jointly issued the "Action Plan for High-quality Development of Computing Infrastructure", which proposed quantitative indicators for development by 2025 from four aspects: computing power, carrying capacity, storage capacity and application empowerment. Specifically, in terms of computing power,Computational power scaleOver 300EFLOPS, the proportion of intelligent computing power reaches 35%, and the computing power of the east and the west develops in a balanced and coordinated way.Storage capacityThe total storage capacity exceeds 1800EB, and the advanced storage capacity accounts for more than 30%.Carrying capacity, the national hub node data center clusters basically realize direct network transmission not higher than 1.5 times the theoretical delay, the coverage rate of OTN in key application sites reaches 80%, the backbone network and metropolitan area network fully support IPv6, and the use of new technologies such as SRv6 accounts for 40%.Application empowerment, around the industry, finance, medical care, transportation, energy, education and other key areas, each to create more than 30 application benchmarks.

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

Computing power: the scale of computing power exceeds 300 EFLOPS, and the proportion of intelligent computing power reaches 35%.

In terms of computing power, the Action Plan proposes that by 2025, the scale of computing power will exceed 300EFLOPS, and the proportion of intelligent computing power will reach 35%, so that the computing power of the east and the west will develop in a balanced and coordinated manner. Judging from the current development situation, by the end of 2022, the total scale of computing power in China has reached 180Eflops, of which the scale of intelligent computing power accounts for about 22.8%.With the rapid development of AI model, the demand for intelligent computing power is explosive, and the current intelligent computing power has become the main driving force for the growth of computing power in China. According to IDC’s forecast, the global AI computing market will grow from $19.5 billion in 2022 to $34.66 billion in 2026, of which the generated AI computing market will grow from $820 million in 2022 to $10.99 billion in 2026. The proportion of generative AI computing in the overall AI computing market will increase from 4.2% to 31.7%. According to the China Artificial Intelligence Computing Power Development Assessment Report, by 2026, the market size of artificial intelligence servers in China will reach 12.34 billion US dollars.

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

Storage capacity: the scale of storage capacity continues to expand, and the construction of advanced storage capacity is steadily accelerated.

In terms of storage capacity, the Action Plan proposes that the total storage capacity exceeds 1800EB, and the advanced storage capacity accounts for more than 30%.Judging from the current development, by the end of 2022, the number of servers in the data center in use in China exceeded 20 million, and the storage capacity exceeded 1000EB, increasing by 25%. At present, various provinces have successively introduced the goal of building storage capacity. According to incomplete statistics, Shanghai, Shandong, Ningxia, Tianjin and other places have successively issued relevant guidance documents on storage capacity.Specifically, Tianjin issued "Guiding Opinions on Doing a Good Job in the Construction and Development of Computing Network", Shandong issued "Action Plan for the Construction of Integrated Computing Network in Shandong Province (2022-2025)" and Ningxia issued "Guide for the Construction of Data Center in Ningxia Hui Autonomous Region".

Carrying capacity: the quality of transport capacity has improved, and the three major operators have accelerated the layout of computing networks.

In terms of carrying capacity, the Action Plan proposes that the data center clusters of national hub nodes basically realize direct network transmission with a theoretical delay of not more than 1.5 times, the coverage rate of OTN in key application sites reaches 80%, the backbone network and metropolitan area network fully support IPv6, and the use of new technologies such as SRv6 accounts for 40%. According to the data of the Ministry of Industry and Information Technology, by the end of 2022, 2.312 million 5G base stations had been built and opened in China, and 110 cities in China had reached the standard of gigabit city construction, with the total length of optical cable lines in China reaching 59.58 million kilometers. With the continuous advancement of the East-to-West Computing Project, the operators’ investment in computing network has been continuously increased.

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

Application empowerment: accelerate the construction of marginal computing power, and the "computing power voucher" model is expected to be rolled out.

The application of computing power reflects the demand of computing power development. At present, the application of computing power in China is to accelerate the expansion from traditional fields such as Internet and e-government to services, telecommunications, finance, manufacturing, education and other industries. In the field of general computing power, the internet industry is still the industry with the greatest demand for computing power, accounting for 39% of the total computing power; The telecommunications industry has strengthened its investment in computing infrastructure, and its share of computing power has surpassed that of the government industry for the first time, ranking second. In the field of intelligent computing power, the demand for data processing and model training in the internet industry is increasing, and it is the industry with the greatest demand for intelligent computing power, accounting for 53% of the share of intelligent computing power; The service industry has rapidly developed from the traditional model to the new smart model, and the share of computing power ranks second.

With the explosive growth of the number of terminals and data in the Internet of Things, network communication is under great pressure. In order to meet the real-time, security and business needs of large-scale connection, edge computing has become an important supplement to cloud computing. Edge computing deploys computing resources closer to the terminal equipment, so that data can be processed locally, thus reducing the delay of data transmission to the cloud for processing and the pressure of network bandwidth.The Action Plan proposes to speed up the construction of marginal computing power, strengthen the layout of industry computing power construction, and meet the application needs of industrial Internet, education, transportation, medical care, finance, energy and other industries.

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

In addition, the Action Plan proposes that in order to deepen the application of computing power to the industry, the cost and threshold of computing power will be reduced, the demand for computing power will be guaranteed, and the application of computing power in more production and life scenarios will be promoted. From the perspective of possible policy paths, the calculation voucher model is expected to be pushed forward in the future. Specifically, since the beginning of this year, many provinces and cities have reduced the cost and threshold of computing power by issuing vouchers:On January 12 this year, Chengdu issued the "Policies and Measures for Accelerating the Development of Computing Industry in Chengdu around Supercomputing Intelligence", proposing that Chengdu will issue "Computing Vouchers" with a total amount of no more than 10 million yuan each year; On July 31, Hangzhou issued the "Implementation Opinions of the General Office of Hangzhou Municipal People’s Government on Accelerating the Innovation and Development of Artificial Intelligence Industry", proposing that the city should set up a "calculation voucher" with a total amount of no more than 50 million yuan each year, focusing on supporting small and medium-sized enterprises to purchase calculation services; On July 11th, Beijing indicated that it would launch the first phase of subsidy of not less than 40 million yuan for calculating power vouchers to support model enterprises to reduce training costs.

5. Investment suggestions

October needs to focus on five tracks with marginal improvement:Integrated circuits (storage, packaging and testing, materials), digital economy (data elements, data confirmation), automobile intelligence (automatic driving), consumer electronics (panel, Apple Huawei industrial chain), nonferrous metals (copper and aluminum, coal, precious metals).

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

In the medium and long term, we suggest to pay attention to the industrial trends such as digital economy (data elements), artificial intelligence, self-control, etc. under the AI+ scientific and technological revolution, as well as the new technical route of carbon neutral industrial chain driven by cost reduction and efficiency increase, and the penetration rate of electric smart cars increases under the trend of electrification and intelligence.

02

Global Watch: Global Market Tracking

1. Performance of global stock market industry

Last week, global stock markets rose less and fell more, among which the information technology and telecommunications services sectors performed better, while the energy, public utilities and daily consumption sectors performed poorly.

Specifically,Us stocks rose less and fell more.Telecom services and information technology sectors led the gains, while energy and daily consumption led the declines. In terms of energy, the data released by the us energy information administration (EIA) on October 4th showed that gasoline inventories in the United States increased by 6.481 million barrels last week, the highest growth rate since January 2022, far higher than the expected 300,000 barrels. The four-week average of EIA gasoline demand hit a seasonal low since 1998, which aggravated the market’s concern about demand, and then caused the decline of related commodities.In terms of European stocks,Only the information technology sector rose, while the energy and public utilities sectors led the decline. In the British stock market, only the information technology sector rose, while the public utilities and materials sectors performed poorly.In the Japanese stock market,Only the daily consumption sector rose, while the energy and industrial sectors led the decline, with the energy sector plummeting by 13.5%.Hong Kong stocks generally fell,The energy and materials sectors led the decline. Last week (October 2-October 6),A shares are closed.

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

2. Brief analysis of global powerful stocks and exotic stocks.

Among the companies with a market value of more than $20 billion that rose sharply in the past week, companies in the information technology, health care, optional consumption and financial industries are the majority; Among the companies with a market value of more than $20 billion that led the decline in the past week, companies in the energy, alternative consumption and public utilities industries were the majority.

Brief analysis of abnormal shares

Lilly CompanyOn October 3rd, Lilly bought Point Biopharma, a cancer biotechnology company, for $12.50 per share in cash, with a total transaction amount of about $1.4 billion. The transaction is expected to be completed before the end of 2023. On October 4th, local time, Lilly announced the change of senior management team in official website. Michael Mei Sen, Executive Vice President and President of Diabetes and Obesity Department of Lilly, will retire at the end of 2023. Patrik Jonsson will be the executive vice president and president of Lilly’s Diabetes and Obesity Department from January 1st, 2024, and also the executive vice president and president of Lilly USA. In this position, Jonson will lead Lilly’s marketed products and phase III product portfolio of diabetes and obesity drugs, including tirzepatide.

[ExxonMobil]According to a report by Cailian on October 6th, EXXON MOBIL, the American super giant, the largest energy exploration and exploitation company in the United States and the former company with the largest market value in the world, is close to reaching an agreement to acquire shale giant Pioneer Natural Resources. At present, the shale oil giant Pioneer Natural Resources Company is valued at about 60 billion US dollars. After the acquisition, ExxonMobil will integrate the two largest oil fields in the Permian basin in Texas and New Mexico, and become the largest oil producer in the basin, with a daily output of about 1.2 million barrels, surpassing most OPEC members. Exxon Mobil will also become the leader of oil production in the region. If the transaction is successfully completed, this "gamble" will become the biggest merger of the US oil and gas industry this year, and it will also become the largest transaction since Exxon merged with Mobil in 1999.

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

03

Important information express

1. Domestic industrial policies and news

(1) Computing Infrastructure: Six departments recently jointly issued the Action Plan for High-quality Development of Computing Infrastructure (☆☆☆).

On October 9, the Ministry of Industry and Information Technology, the Central Network Information Office, the Ministry of Education, the National Health and Wellness Commission, the People’s Bank of China and the State-owned Assets Supervision and Administration Commission of the State Council jointly issued the Action Plan for High-quality Development of Computing Infrastructure. It mentioned:

?Improve the transmission efficiency of the hub network. Promote the direct connection between the national hub nodes of the computing network and the backbone nodes of the network, and gradually build a one-hop direct link between clusters. The time delay between important computing infrastructures in the national hub nodes is not higher than 5 ms. Promote the deployment of ultra-low loss optical fiber and optimize optical fiber routing. Accelerate the R&D and deployment of 400G/800G high-speed optical transmission network and the application of all-optical crossover, SRv6, network slicing, flexible Ethernet, optical service unit and other technologies to realize intelligent, efficient, flexible and on-demand network transmission;

?By 2025, in terms of computing power, the scale of computing power will exceed 300 EFLOPS, and the proportion of intelligent computing power will reach 35%, and the computing power of the east and the west will develop in a balanced and coordinated manner. In terms of carrying capacity, the national hub node data center clusters basically realize the direct network transmission with the theoretical delay not higher than 1.5 times, the coverage rate of OTN in key application sites reaches 80%, the backbone network and metropolitan area network fully support IPv6, and the use of innovative technologies such as SRv6 accounts for 40%. In terms of storage capacity, the total storage capacity exceeds 1800EB, the advanced storage capacity accounts for more than 30%, and the coverage rate of core data and important data in key industries reaches 100%;

?Accelerate the development and application of storage technology. Focusing on all-flash memory, Blu-ray storage, high hardware density, data reduction, coding algorithm, chip unloading, multi-protocol data interoperability and other technologies, we will promote the innovative development of advanced storage.

?Accelerate the innovative application of computing power in the financial field, build a multi-node parallel distributed computing power resource architecture, and provide the ability to efficiently manage cross-regional resources and deploy core businesses in multiple places. Develop and deploy intelligent edge computing nodes around low-latency business scenarios such as high-frequency transactions in financial markets, realize the screening, integration and processing of edge data of financial services, and provide more accurate and efficient computing support for the development of financial services.

(2) Promote consumption: State-run: release the potential of tourism consumption and promote the high-quality development of tourism (☆☆☆)

On September 29th, the General Office of the State Council issued Several Measures on Releasing the Potential of Tourism Consumption to Promote the High-quality Development of Tourism, and put forward 30 measures to promote the high-quality development of tourism from five aspects. First, increase the supply of high-quality tourism products and services, promote the in-depth integration of culture and tourism, implement the good life holiday and leisure project, implement the demonstration project of sports tourism quality, carry out the action of improving the quality and efficiency of rural tourism, develop eco-tourism products, expand marine tourism products, optimize the investment in tourism infrastructure and revitalize idle tourism projects. The second is to stimulate tourism consumption demand, improve the tourism consumption environment, improve the policy of benefiting the people by consumption, adjust and optimize the management of scenic spots, improve tourism transportation services, develop the night economy in an orderly manner, and promote regional cooperation and linkage. Third, strengthen inbound tourism, implement inbound tourism promotion plan, optimize visa and customs clearance policies, resume and increase international flights, improve inbound tourism services, optimize departure tax refund services, and play the role of tourism trade carrier. The fourth is to enhance the comprehensive ability of the industry, support the development of tourism enterprises, strengthen the construction of tour guides, improve the quality of tourism services, and standardize the order of the tourism market. Fifth, in terms of safeguard measures, it is necessary to improve the coordination mechanism of tourism work, strengthen policy guarantee, broaden financing channels, strengthen the protection of land and talents, do a good job in tourism safety supervision, and improve the tourism statistics system.

(3) Electric vehicle: Huawei fully liquid-cooled overcharge helps to build a high-quality 318 Sichuan-Tibet overcharged green corridor with the highest altitude and faster charging (☆☆☆).

On October 3, Huawei Digital Energy announced in the official WeChat official account that during the National Day holiday, the fully liquid-cooled overcharge station it helped to build was officially launched in many places along the southern Sichuan-Tibet line and the Litang-Aden highway (Sichuan section). This 318 Sichuan-Tibet Supercharged Green Gallery uses the all-liquid cooling overcharging technology, with the highest altitude and faster charging, the maximum output power of 600kW and the maximum current of 600A, which is known as "one kilometer per second". The success rate of one-time charging is as high as 99%, and the charging range of 200-1000V matches all models, including Tesla, Tucki, Ideality and other passenger cars and commercial vehicles such as Cargo Lala.

(4) peak carbon dioxide emissions: The Shenzhen Municipal People’s Government issued a notice on printing and distributing the implementation plan of Shenzhen peak carbon dioxide emissions (☆☆☆).

On October 7th, the Shenzhen Municipal People’s Government issued a notice on printing and distributing the implementation plan of Shenzhen peak carbon dioxide emissions. It is mentioned in the Implementation Plan of Shenzhen peak carbon dioxide emissions that by 2025, the energy consumption per unit area GDP will decrease by 14.5% compared with that in 2020, and the carbon dioxide emission per unit area GDP will ensure the completion of the national and provincial targets, laying a solid foundation for the city’s peak carbon dioxide emissions. By 2030, the control level of carbon dioxide emissions per unit area GDP will be demonstrated first in the whole country and the whole province, so as to achieve the goal of peak carbon dioxide emissions by 2030.

?Vigorously lay out and develop new energy sources. Actively promote distributed photovoltaic power generation, expand the scope of diversified utilization of "photovoltaic+",and promote integrated planning and construction with related infrastructure. During the "Fourteenth Five-Year Plan" period, the cumulative installed capacity of photovoltaic power generation was 1.5 million kilowatts; By 2030, the installed capacity of photovoltaic power generation will reach 2.4 million kilowatts.

?Promote the low-carbon transformation of transportation equipment. We will improve the incremental control policy for urban cars, encourage private people to buy and use new energy vehicles, and guide fuel vehicles to be replaced by new energy vehicles. We will further promote the popularization and application of inland LNG-powered ships, support the development of coastal and ocean-going LNG-powered ships, encourage Hong Kong-built ships, cruise ships and official ships to use electric energy or LNG kinetic energy, and take the lead in developing hydrogen fuel cell ship application demonstrations in the field of official ships. By 2025, the proportion of new energy and clean energy vehicles will reach about 60%, the number of new energy vehicles in the city will reach about 1.3 million, the number of LNG vehicles will reach more than 20,000, and the number of hydrogen fuel cell vehicles will reach about 2,000. By 2030, the proportion of new energy and clean energy vehicles will reach about 70%, and the number of new energy vehicles in the city will reach about 2 million.

?Construct a green development pattern in the industrial field. By 2025, the added value of strategic emerging industries will exceed 1.5 trillion yuan, and the proportion of added value of high-tech manufacturing industry in the added value of industrial enterprises above designated size will remain at the leading level in the province. The energy consumption per unit added value and carbon dioxide emissions per unit added value of industrial enterprises above designated size will ensure the completion of national and provincial targets.

?Promote the development of green and low-carbon industrial clusters. Actively develop green and low-carbon industrial clusters such as new energy, safety, energy conservation and environmental protection, and intelligent networked vehicles. Enlarge and strengthen smart grid, new energy storage, photovoltaic and other advantageous industries, and continue to cultivate and develop hydrogen energy economy. By 2025, the added value of new energy industry will reach 100 billion yuan, the added value of safety, energy conservation and environmental protection industry will exceed 60 billion yuan, and the operating income of intelligent networked automobile industry will reach 200 billion yuan.

(5) Communications: Ministry of Industry and Information Technology: It is planned to promote the opening of telecommunications services to private capital in an overall way, and promote the reform of satellite Internet service access system step by step (☆☆☆).

On October 7, the Ministry of Industry and Information Technology publicly solicited opinions on "Opinions on Innovating Information and Communication Industry Management and Optimizing Business Environment (Draft for Comment)". The opinion draft pointed out that expanding the opening of telecommunications services. We will expand the opening up of telecommunications services in an orderly manner, explore pilot projects in free trade ports and other areas, and expand the opening up of value-added telecommunications services on a pilot basis. Make overall plans to promote the opening of telecommunications business to private capital, increase support for private enterprises to participate in mobile communication resale and other business and service innovations, promote the reform of satellite Internet business access system step by step, and continuously broaden the channels and scope for private enterprises to participate in telecommunications business.

(6) Urban development: The National Standards Committee and other six departments jointly issued the Action Plan for Urban Standardization (☆☆☆).

On October 7, the National Standardization Administration Committee, the Ministry of Industry and Information Technology, the Ministry of Civil Affairs, the Ministry of Ecology and Environment, the Ministry of Housing and Urban-Rural Development and the Ministry of Emergency Management jointly issued the Urban Standardization Action Plan. The Action Plan proposes that by 2027, the standard system for urban high-quality development will be basically completed, and more than 150 national standards and industry standards will be revised in the fields of urban sustainable development, new urbanization, smart cities, public services, urban governance, emergency management, green and low carbon, ecological environment, cultural services and infrastructure.

(7)Web3.0: Shanghai: By 2025, a new generation of open license chain technology system and standard specifications will be formed to support the development of innovative applications of Web3.0 (☆☆☆).

On September 26th, Shanghai Science and Technology Commission issued the Special Action Plan for Key Technologies of Blockchain in Shanghai (2023-2025). The document pointed out that by 2025, in the basic theories such as blockchain system security and cryptographic algorithms, as well as in the technical fields such as blockchain dedicated processors, smart contracts, cross-chain, new storage, privacy computing, supervision, etc., innovation breakthroughs will be accelerated, and a new generation of open licensing chain technology systems and standards that can support the development of innovative applications of Web3.0 will be formed, which will be manageable, controllable, open and open, laying the foundation for building a reliable security technology base for the digital economy and cultivating a new generation of blockchain innovation ecology with global influence.

(8) Real estate: the central bank: implement the dynamic adjustment mechanism of the new first home loan interest rate policy and lower the down payment ratio and the lower limit of the second home loan interest rate (☆☆☆).

The Monetary Policy Committee of the People’s Bank of China held its 102nd regular meeting in the third quarter of 2023 in Beijing on September 25th. The meeting pointed out that due to the city’s policy to accurately implement differentiated housing credit policies, support rigid and improved housing demand, implement the dynamic adjustment mechanism of the new first home loan interest rate policy, lower the down payment ratio and the lower limit of the second home loan interest rate, and promote the reduction of the stock first home loan interest rate. It will be effective, increase financial support for "flat and emergency dual-use" public infrastructure construction, urban village renovation, and affordable housing construction, promote the establishment of a new development model of the real estate industry, and promote the stable and healthy development of the real estate market.

(9) Electricity: The National Development and Reform Commission and the National Energy Administration issued the Measures for Power Load Management (2023 Edition) (☆)

On September 27th, the National Development and Reform Commission and the National Energy Administration issued the Measures for Power Load Management (2023 Edition), in which it was mentioned that the power operation authorities at all levels should guide power grid enterprises to promote the construction of a new power load management system in the region as a whole, set the annual target of load resource access, and gradually realize the full coverage of high-voltage users of 10 kV (6 kV) and above. Load aggregators and virtual power plants should be connected to the new power load management system to ensure the unified management, regulation and service of load resources, and power grid enterprises should provide data support and technical services for third-party operators.

(10) Share reduction: The Shanghai and Shenzhen Stock Exchanges further standardize the reduction of controlling shareholders and actual controllers (☆)

According to the Xinhua News Agency reported on September 27th, in order to implement the regulatory requirements of China Securities Regulatory Commission to further standardize the share reduction, on the evening of September 26th, Shanghai Stock Exchange and Shenzhen Stock Exchange respectively issued and implemented the Notice on Further Regulating the Share Reduction, and Beijing Stock Exchange issued the revised guidelines on the implementation of the share reduction and shareholding management to further standardize the share reduction.

The notice issued by the Shanghai and Shenzhen Stock Exchanges pointed out that the controlling shareholders and actual controllers are not allowed to reduce their shares in the company through the secondary market if the listed company has broken the net profit, or has not paid cash dividends in the last three years, and the accumulated cash dividends are less than 30% of the average annual net profit in the last three years. The notice made it clear that the reduction of shares in the secondary market refers to the reduction of shares through centralized bidding transactions or block transactions in this exchange. At the same time, the notice clarifies the specific standards for breaking and breaking the net. Breaking means that the closing price of the stock is lower than the issue price of the stock at the time of initial public offering on any day in the 20 trading days before the announcement of the reduction plan. Breaking the net means that the closing price of the stock on any day in the 20 trading days before the announcement of the reduction plan is lower than the net assets per share at the end of the latest fiscal year or the latest financial accounting report.

(11) Real estate: xiong’an new area, Hebei Province canceled the "equal rights for renting and selling" in public service fields such as pre-sale of commercial housing, education, medical care and employment (☆).

On September 28th, the General Office of Tianjin Municipal People’s Government issued a notice on printing and distributing the implementation plan for accelerating the development of new energy and intelligent networked automobile industry in Tianjin (2023-2027). By 2025, the output of new energy vehicles will account for 30% of the city’s total automobile output, and the industry will form a certain scale; Intelligent networked vehicles realize commercial application in limited areas and specific scenes, and form a relatively complete industrial chain supply system with distinctive characteristics. By 2027, the output of new energy vehicles will account for 45% of the city’s total automobile output, and Tianjin will be built into an important new energy vehicle production base in the north and an important intelligent networked vehicle demonstration application and achievement transformation city in China.

(12) Green electricity: The National Development and Reform Commission (NDRC) encourages key regions and key enterprises to increase the proportion of green electricity consumption (☆☆)

On September 27th, the responsible comrades of the National Development and Reform Commission answered a reporter’s question about the Measures for Power Demand Side Management (2023 Edition), and said that they should give priority to saving and promote the energy efficiency of power users. Further promote the connection between green electricity consumption and green electricity trading and green certificate trading, and encourage key regions and key enterprises to increase the proportion of green electricity consumption. Focus on key areas, scientifically promote electric energy substitution, improve support measures for electric energy substitution projects, and steadily promote the level of terminal electrification.

(13) Tourism: Ministry of Culture and Tourism: In 2023, the domestic tourism revenue of Mid-Autumn Festival and National Day holidays was 753.43 billion yuan, an increase of 1.5% compared with 2019 (☆☆).

According to the news of the Ministry of Culture and Tourism on October 6, during the Mid-Autumn Festival and National Day holidays in 2023, the cultural and tourism industries recovered strongly, and the national holiday market was stable and orderly. According to the data center of the Ministry of Culture and Tourism, during the eight-day Mid-Autumn Festival and National Day holiday, the number of domestic tourists was 826 million, an increase of 71.3% year-on-year according to comparable caliber, and an increase of 4.1% compared with 2019 according to comparable caliber; Domestic tourism revenue reached 753.43 billion yuan, up 129.5% year-on-year according to comparable caliber, and up 1.5% compared with 2019 according to comparable caliber.

2. Foreign industrial policies and news

(1)AI Pharmaceuticals: The value of the artificial intelligence drug agreement reached between Novo Nordisk and the technology company Valo Health can reach 2.7 billion US dollars (☆☆☆).

On September 25th, Novo Nordisk announced that it had reached a cooperation agreement with Valo Health, an American technology company, seeking to discover and develop new therapies for cardiac metabolic diseases (CMD) by using human data and artificial intelligence. According to the terms of the agreement, Valo will receive an advance payment and potential near-term milestone payments totaling $60 million, and is eligible for milestone payments of up to 11 projects totaling $2.7 billion, plus R&D expenses and potential royalties.

(2) Artificial intelligence: ChatGPT meets a heavy upgrade: it can be "networked" through Bing and is no longer limited to old data (☆☆☆).

On September 27th, local time, OpenAI announced on X (formerly known as Twitter) that its ChatGPT product can conduct web search through Microsoft’s bing search engine, which will not be limited to data before September 2021. OpenAI said: "Now ChatGPT Plus and Enterprise users can use the browsing function, which will soon be extended to all users. To enable it, please select ‘( Browse with Bing’ in the selector under GPT-4. "

(3) Electric vehicles: Germany officially launched the subsidy program for solar charging stations for electric vehicles (☆☆☆).

According to German media reports, from September 26th, anyone who wants to use solar energy to charge electric vehicles at home in the future can apply for a new state subsidy provided by the German Bank for Reconstruction and Credit (KfW). According to the report, private charging stations that generate electricity directly from the roof can provide green charging methods for electric vehicles. The combination of charging station, photovoltaic power generation system and solar energy storage system makes it possible. KfW now provides subsidies of up to 10,200 euros for the purchase and installation of these equipment, with a total subsidy of no more than 500 million euros. If the maximum subsidy is paid, about 50,000 electric vehicle owners will benefit.

(4) Electric vehicles: Tesla’s delivery in the third quarter was lower than expected, and the annual delivery target of 1.8 million vehicles was still maintained, and the US price of some models was lowered (☆☆).

On October 2nd, Tesla released the third quarter production and delivery report. In the third quarter of 2023, Tesla delivered 435,100, and the market estimated 456,700. Tesla delivered 419,100 MODEL 3/Y units in the third quarter, which was lower than the market estimate of 439,400 units. Tesla produced 430,500 cars in the third quarter, which was lower than the market estimate of 462,000. Tesla said that the decline in sales volume was caused by the shutdown of the factory upgrade plan, and the delivery target of about 1.8 million vehicles in 2023 remained unchanged. Tesla will announce its financial results for the third quarter of 2023 after the closing on October 18, 2023.

On October 6, according to Tesla’s official website, the company reduced the price of some vehicles in the United States, reducing the price of Model 3 in the United States from $40,240 to $38,990, and reducing the price of Model Y long-life version in the United States from $50,490 to $48,490; Reduce the price of Model Y Performance to $52,490.

(5) Import tariff: EU started to implement the world’s first "carbon tariff" (☆☆).

According to Russian reports on October 2nd, the EU carbon border adjustment mechanism (CBAM) regulation, the world’s first "carbon tariff", came into effect on October 1st. The transition period is from now to 2025, and it will be fully implemented gradually from 2026 to 2034. According to the new regulations, the EU will impose additional taxes on steel, aluminum, cement and fertilizer imported from abroad. EU importers must now report the greenhouse gas emissions during the production of related commodities. From January 1, 2026, importers must buy emission certificates, and the price is set based on the carbon price they need to pay when producing these goods in the EU.

(6) Real estate: The mortgage interest rate in the United States remains high, setting a record for nearly 23 years (☆☆).

According to a report by Cailian on October 6th, the interest rate of American mortgage rose for the fourth consecutive week, reaching the highest level since December 2000. Freddie Mac said in a statement on Thursday that the average interest rate of 30-year fixed-rate loans rose to 7.49% from 7.31% last week.

(7) Consumer electronics: Apple CEO Cook sold shares and cashed in $41 million, the largest amount since 2021 (☆).

According to a report by Cailian on October 4th, as Apple’s share price dropped from a record high, CEO Cook sold Apple’s stock worth about $41 million after tax, the largest in more than two years. According to the documents submitted to the US Securities and Exchange Commission (SEC) on October 3, Cook sold 511,000 shares. The data shows that after working at Apple for more than 20 years, he still holds about 3.28 million shares of Apple. Before Cook’s share sale, Cook rarely reduced his salary by about 40% to $49 million in 2023. Moreover, the proportion of stock incentives linked to Apple’s performance will increase from the previous 50% to 75% this year.

(8) Medicine: Lilly acquired the senior management team of cancer biotechnology company with about $1.4 billion in cash (☆).

On October 3rd, Lilly bought Point Biopharma, a cancer biotechnology company, for $12.50 per share in cash, with a total transaction amount of about $1.4 billion. The transaction is expected to be completed before the end of 2023. Point Biopharma rose more than 80% before the market. On October 4th, local time, Lilly announced the change of senior management team in official website. Michael Mei Sen, Executive Vice President and President of Diabetes and Obesity Department of Lilly, will retire at the end of 2023. Patrik Jonsson will be the executive vice president and president of Lilly’s Diabetes and Obesity Department from January 1st, 2024, and also the executive vice president and president of Lilly USA. In this position, Jonson will lead Lilly’s marketed products and phase III product portfolio of diabetes and obesity drugs, including tirzepatide.

3. Tracking of global key technology companies

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

[Investment Promotion Strategy] Robotics research ushered in ImageNet moment, and Huawei's fully liquid-cooled overcharge station was launched —— Global Industry Trend Tracking Weekly (1009)

The first AI regulation bill is coming? European Parliament Passes Draft Bill on Artificial Intelligence

  On June 14th, local time, the European Parliament passed the draft AI Act with an overwhelming result of 499 votes in favor, 28 votes against and 93 abstentions. If legislation is passed, it may become the world’s first bill on artificial intelligence. However, the European media subsequently commented that it will take several years for it to fully take effect.

On June 14th, 2023, in Strasbourg, France, members of the European Parliament voted at the plenary session of the European Parliament. Vision china diagram

  According to a report by DPA on the 14th, the adoption of the draft means that the European Parliament, EU member states and the European Commission will start "tripartite negotiations" to determine the final terms of the bill.

  The German "Business Daily" commented on the 15th that the "Artificial Intelligence Act" is expected to be finally approved by the end of this year, but it may take several years before it comes into full effect.

  The European Commission hopes to reach an agreement before the end of this year, and the new bill will probably have an impact on relevant companies in 2026. After the bill is passed, in extreme cases, companies that violate the rules may be fined as much as 30 million euros (US$ 33 million), or 6% of the company’s global annual revenue, which means that for large technology companies such as Google and Microsoft, the fines may be as high as several billion euros.

  In 2021, the European Commission proposed the world’s first draft law to regulate artificial intelligence. Since then, the European Parliament and the Council of the European Union have conducted several rounds of revisions and discussions on the draft. After the emergence of generative artificial intelligence applications such as ChatGPT, EU legislators urgently discussed the issues not covered in the original draft.

  According to the draft, the EU should divide artificial intelligence systems (such as ChatGPT) into different risk groups. The more dangerous the application, the stricter the applicable rules. At the same time, the EU should also formulate a comprehensive ban on artificial intelligence, such as prohibiting interactive dialogue tools that encourage dangerous behaviors and predictive policing tools that are used to predict who will commit crimes. It is worth noting that in the latest draft presented by the European Parliament in official website, the real-time remote biometric technology is adjusted from "high-risk" level to "forbidden" level, which means that companies cannot use AI technology to recognize faces in public places in EU countries in the future.

  Regarding the EU’s legislation to strengthen supervision, Time magazine commented that the EU is not an important participant in the development of cutting-edge artificial intelligence, and this role is played by the United States and China. However, the EU often plays the role of guiding the tide, and its laws and regulations often become the de facto global standard, and it has become a pioneer in targeting large-scale technology companies.

Today’s football recommendation analysis score forecast Bologna VS Lazio La Palmas VS Atletico Madrid

In the 11th round of Italian first-class football league, Bologna played against Lazio at home. Bologna’s scoring efficiency is good this season, but there are many draws. In the last round, Sassuolo was tied, and all the away games were tied this season. Bologna has been unbeaten in the last 9 games, with 3 wins and 6 draws, and all three victories were won at home. Lazio beat Fiorentina 1-0 in the league on Tuesday morning, and Inmobile scored a 90-minute penalty to help the Biancocelesti score all three points. At present, Lazio has won three consecutive victories in the league, while 2 wins and 3 losses in the away game, and defeated Sassuolo as a guest to end the two-game losing streak in the away game. This season, the Biancocelesti’s attack is average, with only 13 goals scored in 10 rounds and 12 goals conceded.

Lazio won 1 win and 1 draw against Bologna last season and remained unbeaten. However, in four consecutive seasons, Lazio only scored 2 draws and 2 losses without winning, and even failed to score in the last three games. The data of this game is insufficient for Lazio’s support. After all, as a traditional strong team in the league, the tie is not easy to overestimate when its reputation and status are dominant.

Therefore, the home team, Boluo, is always in Asia, and it is expected that the match will be more exciting than the match 1 midfielder. The right pair is in charge. The performance in the field is stable and has the strength advantage, while Lazio needs to show better performance in the away game to continue its unbeaten record.

Las palmas beat Manakol 3-0 in the last round and won two consecutive victories, in good shape. The team has a strong offensive ability, scoring only 9 goals in the past 5 rounds, but the defensive quality has improved, losing 4 goals in the past 5 rounds. This season, it has achieved 4 wins, 2 draws and 5 losses, ranking 10th in the league. Sandro ramirez, Fabio Gonzá lez and others were plagued by injuries or missed the game. It must be difficult for this field to face the former bitter Atletico Madrid.

Atletico Madrid beat Aravis 2-1 in the last round, and the team’s morale is like a rainbow. So far this season, it has achieved 8 wins, 1 draw and 1 loss, and its performance is excellent, ranking third in the league. In the last five rounds, he scored a total of 12 goals, averaging 2.4 goals per game. The quality of the team’s defense is very high, and he lost 6 goals in the past five rounds. French striker Gleizman scored 7 goals, and Morata scored 6 goals, which was the main scorer of the team. At present, Victor vitolo, Depe, Mandawa, etc. in the team are plagued by injuries or absent from the game. Atletico’s players can always adapt to different competition environments and play well. Their tactical flexibility and adaptability enable them to always have an advantage in away games.

To sum up, I think Atletico Madrid will win on the road. Although we know that the away game is full of challenges, Atletico’s strength, experience and tactical flexibility all indicate that they will win this victory. I believe they will show their advantages in the competition and finally win.

Rural teachers issued a document pointing to formalism and were led to meet the local county government late at night to respond.

CCTV News:On October 10th, Li Tiantian, a female teacher of Taozixi School in Yongshun County, Xiangxi Prefecture, Hunan Province, published an article entitled "A Group of Rural Children Being Destroyed" in her WeChat official account. The article mentioned: "Since the beginning of school, the school has conducted inspections almost every week, and we will take students to clean up every two days. It is common to suspend classes and sweep the floor. My Chinese class has stagnated. Sometimes it is even necessary to sweep the floor two or three days in advance, sweeping it around, treating the symptoms rather than the root cause. After the inspection, the students’ behavior habits are still the same. In addition, teachers have to visit to help the poor. I have five poor households, so I have to contact them frequently. No, this weekend, teachers will visit the team again, calculate the income of ordinary people, collect and sort out information, and fill in all kinds of materials. There were several times to check the emergency, and our teacher had to stop classes and go to the government to work overtime, leaving the classroom empty. "

The leader made an appointment late at night because he issued a document pointing to formalism.

On the evening of October 15th, Teacher Li Tiantian sent a message to a circle of friends, saying, "The bureau called and asked me to rush to the city immediately, because the director wanted to see me and discuss how to deal with the article, saying that it had brought them great losses! What should I do? "

Li Tiantian, female teacher of Taozixi School, Yongshun County, Xiangxi Prefecture, Hunan Province:The county also gave me a job, which means that I wrote the truth, but it is detrimental to the image of teachers. As a public official, I can’t send it like this. Then, they kept urging me to delete it. The principal said that if you didn’t delete it, all major media reporters would come to the school to cover it, which was too stressful. I thought about it and deleted it.

With the heat of the incident escalating, the main leaders of the Xiangxi Municipal Committee affirmed Li Tiantian’s move and her personal situation improved. State leaders criticized the Yongshun County Education and Sports Bureau for using relatives to pressure and talk late at night, and promised that the county education and sports bureau would not make things difficult for Li Tiantian again, which would not affect its future development.

Li Tiantian, female teacher of Taozixi School, Yongshun County, Xiangxi Prefecture, Hunan Province:The whole process of the incident is that after I wrote the article and posted it to myself in WeChat official account, there were thousands of readings, and many netizens added my WeChat at the beginning, saying that it was well written and true. Netizens from all over the country recognized that what I wrote was similar to their local situation, and they themselves were caught in this dilemma.

Reporter:Are you worried?

Li Tiantian:A little worried.

Reporter:Do you have any future plans, or do you want to stay in this school?

Li Tiantian:Yes, because I had thought about leaving here, but the parents in our class kept me, but they still didn’t want me to leave, hoping that I could take their students out of school. Now it’s the fourth grade, so I’m very reluctant. Besides, I’ve been teaching with that student for two or three years, and I have feelings for him.

Reporter:In fact, a lot of disappointment, this matter may have a certain impact on you these days.

Li Tiantian:These influences, which others will not know, are very subtle. Leaders always say, I will reassure you, what are your needs and requirements. Including the leaders above are very concerned about you, but in fact many changes are subtle.

On the 21st, the commentator of Half-monthly Talk published a comment entitled "Please leave a quiet desk for Li Tiantian", saying that as a grass-roots party and government leader, we should focus on solving problems, not solving people who reflect them.

Li Tiantian: It’s a bit lonely to go to work normally.

Recently, some media reported that teacher Li Tiantian was cut off from her job at school after posting a critical article on formalism. So, what is her situation now? Why did she post at that time?

Li Tiantian, a teacher at Taozixi School in Yongshun County, Xiangxi Prefecture, Hunan Province:This is a report error, the workload is not reduced but adjusted, but the teachers in our school have adjusted. At present, my life has not been affected, and I go to work normally. I just say that you have such a thing, and everyone is afraid of being implicated. Maybe many people will not say how they want to play with you. Some people think that I have affected the year-end performance appraisal. Because of the pressure of public opinion, no one is embarrassed, but the situation is still relatively lonely.

For me, writing something like that is out of an instinct, and a subconscious is supporting me to do such a thing. This pressure is not borne by me alone. At that time, he asked me to sign and admit that my words were one-sided. I was only targeting a school. Recently, many netizens added me and sent me text messages, and they also confided in me, saying that you expressed our feelings, saying that it is the same here. There are countless inspections, large and small, and a lot of energy is spent on the inspection, various materials and forms. For example, netizens in Shandong, Henan and all over the country added me, and they all talked about this matter.

That article only put forward some suggestions on the current situation of education, why it caused such a sensation and made leaders so nervous. I think there are still many problems, that is, why it is true, and why many people don’t want to talk about it to our teachers, but they dare not talk about it, which is why it has become like this.

The local county government responded that an investigation team has been set up.

These days, a rural teacher in Yongshun County, Hunan Province, published a document criticizing the formalism of rural primary schools, which attracted many people’s attention. Although the article was issued on October 11 and was deleted that night, the development of the matter and related responses and responses have always made progress. The day before yesterday (20th), there was a response from the local county government office, which said: "Yongshun County has set up an investigation team led by the Supervision Committee of the County Commission for Discipline Inspection to investigate the problems reflected by Teacher Li Tiantian and the media, and the problems found in the investigation will be rectified in time and dealt with seriously, and the results will be announced in due course."

Ten world-class classic TV dramas that you can’t stop watching, but unfortunately they are all made abroad.

Because we started late in the field of film and television, compared with our production level in Europe and America, we may still have some shortcomings, but we have been making progress.

I believe that in the near future, we can also produce world-class classic TV dramas.

The following small series recommends 10 world-class classic TV dramas, all of which are world-class classics. Once you can’t stop watching them, you can even watch them over and over again.

Especially in the last two movies, it makes people forget about tea and rice.

one、《The Walking Dead》

Chinese name "The Walking Dead", this film can be said to be the pinnacle of "Walking Dead" movies.

The film started in 2010 and ended in 2022, lasting 12 years, with a total of 117 episodes.

It tells the story of a world full of zombies. Survivors are intrigued with each other for survival and resources. The protagonist Rick insists on his own principles, but when faced with life and death, he has to fight back with a gun.

This film is very classic, which not only reflects the goodness of human nature, but also exposes the evil of human nature.

Friends who like watching doomsday movies, this drama must not be missed.

Two、《House of Cards》

Chinese "House of Cards", a political drama series produced by Netflix, is adapted from michael dobbs’s novel of the same name.

Directed by James Frey and david fincher, adapted by Beau Willimon, starring kevinspacey fowler, robin wright, michael kelly, Lars Micol Sen, kate mara and Christine Connolly.

The play mainly describes the story of a cold-blooded American congressman and his equally ambitious wife "operating power" among the top in Washington.

Frank Underwood, the hero, is the whip of the majority party in the US House of Representatives and a wily professional politicians. He firmly believes that the newly elected President of the United States and his aides betrayed him, so he vowed to oust this president, and he launched a series of arrangements by hook or by crook.

The finished version of the first season of House of Cards premiered globally on Netflix on February 1, 2013, and now it has been broadcast to the fifth season.

The excellent production and compact plot of this play make it enjoy high reputation and attention all over the world. These TV dramas are all classics, with excellent plots and actors’ performances, which are worth staying up late to watch.

3、《Breaking Bad》

Breaking Bad: It tells the story of an ordinary high school chemistry teacher who, after discovering that he has cancer, began to use his knowledge to make drugs, and then gradually became a drug tycoon.

His purpose of making drugs is actually very simple, just to earn more money for his family. He is actually a very loving person.

However, he ignored the love of others!

four、《The Big Bang Theory》

"The Big Bang Theory" This is a CBS comedy, which is very classic. It mainly tells some happy stories that a group of theoretical physicists and their friends met in their lives.

The script and actors of the play are excellent, especially Jim Parsons and Johnny Garic.

5、《The Wire》

FireWire, a HBO political drama, takes Baltimore as the background and discusses the relationship among drugs, politics, media and community. The script of the play is excellent, and there are many excellent actors, including Dominic West, Ian McShane and Wendell Pierce.

6、《Lost》:

Lost is an ABC sci-fi TV series, which tells the story of survivors living on a desert island after a plane crash. The plot of the play is very complicated, and there are many amazing reversals.

This TV series is very popular in China. When I was studying English at school, the teacher took this gathering as an example.

seven、《The West World》:

"westworld" is a sci-fi series released by HBO in 2016. The idea originated from the 1973 film of the same name, with jonathan nolan as the general director, michael crichton as the chief screenwriter and Evan Rachel Wood, Anthony Hopkins and ed harris as the main actors.

The play tells the story of a giant high-tech adult paradise with westworld as its theme, which provides tourists with the satisfaction of killing and sexual desire. With the receptionists’ independent consciousness and thinking, they begin to doubt the nature of the world, and then wake up and resist human beings.

This TV series is very classic, but because it is a restricted TV series, it may not be watched in China.

8、《Agents of S.H.I.E.L.D.》

S.H.I.E.L.D. or S.H.I.E.L.D. Agents, this TV series is very well-known in China.

It is a real-life sci-fi action series produced by Marvel TV, and it is also a part of Marvel movie universe.
The series is adapted from the Marvel comic organization SHIELD, but the protagonist is a human agent, not superheroes such as Iron Man and Hulk.

S.H.I.E.L.D. is a special force of the International Security Council dedicated to dealing with all kinds of strange events.
In addition, in Marvel Comics movies, the former director of SHIELD is Nick Fury, and the former commander is Maria Hill. In the drama, the main opponent is the evil organization Hydra founded and continued by Red Skull …

9、《Game of Thrones》

Chinese name "Game of Thrones", I believe many people have seen this drama.

Quan You is almost the ceiling of TV series, and no TV series can compare with it in terms of popularity.

This is a fantastic drama set in the overhead world of Westeros, which is loved by audiences all over the world with its wonderful plot and high-level cast. It includes a large number of violent and pornographic scenes, as well as complex character relationships and reversed plots, which makes it difficult for the audience to extricate themselves.

In particular, "Dragon Mother" Amelia, with her beautiful face, reaped waves of audiences.

Once the play is on, you can’t spare time for dinner!

Ten"Prison Break"

Why put Prison Break at the last finale? Because it is the most classic TV series in my heart.

Before I met my girlfriend when I first went to college, I met her first. In order to catch up with her, I suffered for a week (one episode a week), and then downloaded it by software and saved it on the hard disk. During the holiday, I watched it with my classmates, and I really didn’t think about tea and rice.

Prison Break is a story about saving lives. The protagonist Michael is an architect, and his brother was framed, which happened to be in the prison he designed.

In order to save his brother, Michael was deliberately arrested and then began his escape plan from prison. The process of his escape from prison, his successful escape, his re-imprisonment in his escape career, and his final collection of evidence in order to get rid of the crime …

Michael is a genius here, he is proficient in the application of mechanics, mathematics, chemistry and so on. The most important thing is that he is also a thief and handsome!

Wentworth Miller’s wonderful performance also won him the Golden Globe Award for Best Actor.

This is a TV series not to be missed, super classic and personal favorite!

US media: Without Damian Lillard, the Heat would be fine!

Will star guard Damian Lillard finally join the Heat? This is his first choice to leave Portland. Although this situation has been delayed for two months, it is still possible to reach this deal sometime this summer.

However, although it seems only a matter of time, all expectations and rumors are to send him to Miami, there is still reason to doubt what the defending Eastern Conference champion Heat will look like if Lillard unfortunately goes elsewhere at the beginning of the 2023-24 season.

First of all, I want to ask what the players who have been rumored to be involved as chips, such as Tyler Herro and Kyle Lowry, will think when the trade comes out all summer. (It is widely reported that a tripartite transaction is almost certainly needed to facilitate the Lillard transaction between Miami and Portland. ) Lori performed well in the playoffs, and the Heat ranked eighth all the way to the NBA Finals. But apart from starting the new season at the age of 37, Lori’s efficiency in the regular season is his worst since the 2014-15 season. As for Hiro, he can explode occasionally, and of course he can score by himself. But no one will doubt his value to the team. Miami was a tough defensive team at its best. Even after the first game of the first round of the playoffs, they reached the finals as a weak team.

We should expect Eric Spoelstra’s team to maintain a tough defense, as they have always done, using defense tactics much more than other teams. However, it is obviously worth pointing out that some key players in the Miami system, such as Max Strus and Gabe Vincent, are now members of the Cavaliers and the Lakers respectively, and they are both important rotation players. Except that they fully understand and adapt to the Heat’s system, they are all 3D players and never question their resilience and defense. Miami has received endless praise for its internal player development-the Heat have seven players on their NBA Finals list who have not been selected-but it is doubtful whether Josh Richardson or Jamie hax Jr. can replace these two players. Having said that, at least Miami is familiar with Richardson, whose career started with this team. )

If the Heat don’t sign Lillard, perhaps the most noteworthy thing is that it may mean that they will still have to rely on Jimmy Butler next season. He will be 34 years old next month. He went to the Eastern Conference semifinals in the playoffs. After spraining his ankle against the Knicks, his speed slowed down obviously. If the lineup stays the same for six weeks, Hiro and Lori will have a lot of ball control responsibilities. If Adebayor makes greater progress on the offensive end, the team will be happy. (Small forward Caleb Martin made a leap forward last season, and his future self-creation ability may become a factor to change the game. ) But if Lillard didn’t come to Miami, Butler would have to shoulder the responsibility of the best scoring organizer again. To some extent, this is not ideal, because if he has a superstar teammate with scoring and organizational talent, his physical strength may at least be preserved.

It’s hard to imagine that the Heat won’t complete the Lillard deal, considering the fact that the All-Star guard openly asked to go there. Despite being the eighth seed, Miami just won the Eastern Conference championship! Most of the core members of this team remain unchanged. Therefore, the club will almost think that they are trading for Lillard, or not, the team still has a lot of good chips. All these circumstances, but it is still worth considering, if the team does not make a large-scale transaction after this transaction, but continues to fight with the existing lineup.

Six years of nothing, leaving James will reveal the truth! Durant can’t do anything, and neither can Dancsics.

After the opening of the NBA free market this summer, many teams in the west started to have competitions. The Warriors got Paul and saric. After losing the burden of Poole, they still have a chance to win the championship next season. While retaining the framework of the Western Conference, the Lakers signed four experts, Vincent+Hayes+Prince+Reddish, and their competitiveness was significantly improved. Including the signing of seven generals, Sun, the help of the four giants Durant+Booker+Bill+Ayton, including Gordon+Watanabe Xiongtai+Diop and others, made them the biggest favourites for the championship; But outside the competition, there is a team that is also buying and strengthening. They are loners. First of all, one thing is certain: the lone ranger has only one core: Dancsics. Before the opening of the free market, some American media revealed that Owen even intended to recruit James to be a lone ranger. Now it seems more like a joke.

The American media took a picture, and since Owen left James, he has achieved nothing! And Owen immediately commented back: collect this information and see what will happen in the next few years. At the beginning, after losing to the Warriors, Owen went to a party with the Warriors players, and then he swore that he must leave the Cavaliers. In the past six years, Owen was injured in 18 years and missed the playoffs; In 19 years, he hit the second round of the Eastern Conference playoffs and lost to the Bucks. I came to the Nets in 20 years, got injured, and missed the playoffs again; In the summer of 21, Owen was trampled by the letter brother, and as a result, he lost to the Bucks again in the second round of the East. In the 22-year playoffs, Owen and Durant led the team and were swept by the Celtics 0-4 in the first round; Last season, before he came to the Lone Ranger, he was in the top four in the West. After he came to the lone ranger, the lone ranger missed the playoffs. Schiffer, a reporter with the Nets, once said this after Harden left: The Nets used Owen’s mistake to let Harden pay the bill.

Allegri: Stick to the teaching position of Juventus, 100%.

When talking about his personal future, Juventus coach allegri firmly reiterated his determination to stick to the troubled Bianconeri: "I will stay here, 100%-I still have a contract here. After the expiration of the contract, all decisions will no longer depend on me. " Allegri’s contract runs until the summer of 2025. Meanwhile, Romano said that Juventus are waiting for the green light from Napoli to complete the official appointment of new director Giuntoli.

Who says wild fishing can’t fly lead? As long as you can catch your mouth, you can catch big fish and small fish.

Lead-flying fishing is well known in the field of black pit and competitive fishing, but in the field of wild fishing, there are not many fishermen. The reason is that the movement of lead flying is too loud, but this fishing method is not useless in wild fishing. To put it bluntly, many fishermen don’t understand how to fly lead in wild fishing.

Flying lead fishing is actually very simple, that is, the distance between the lead drop and the hook bait is increased by moving the lead drop upward, and the sub-line is extended in disguised form. There is only one advantage. Compared with the original fishing group, the speed at which the hook bait falls to the bottom phase has obvious delay, which is very effective when the fish group floats, hits the upper-middle fish group, and even lures the bottom sliding fish.

There are two kinds of lead-flying fishing methods: full-flying lead and half-flying lead. Half-flying lead means that the lead-falling is pushed up and close to the drift seat, but it hasn’t reached the drift seat yet. Full flying lead means that all the lead weights are pushed to the vicinity of the drift seat. Because the position of the lead weights has changed, the center of gravity of the fishing group will also change, so that the speed at which the bait falls to the bottom will change differently. Correspondingly, we will have different effects when we hit different target fish.

Effect 1: The whole flying lead hits Shui Pi, specially hitting the upper water layer.

There are many fish species swimming in Shui Pi or the upper and middle waters. Small fish such as white stripes, pomfret, wheat ears, crucian carp, etc. are also swimming back and forth between half water and Shui Pi. At this time, we use the full-flying lead fishing method to push the lead pendant directly to the drift seat;

The advantage of this is that after the fishing group enters the water, the float has started to sink because the lead falls next to the float group, but the hook and bait are still falling freely because there is no extra external force. As long as the density of fish entering the nest is enough, as long as the float moves, whether it is top, bottom, shift or tilt, as long as it is not sinking, the rod can be lifted in time, and there must be fish when lifting the rod.

Effect 2: Half-flying lead hits crucian carp

Crucian carp is a benthic fish, and the normal fishing idea is mainly to keep the bottom. However, when we have no mouth for a long time, or the mouth of the fish is intermittent, at this time, the traditional practice is to fish from the bottom to find the mouth; However, it is relatively simple to use the flying lead fishing method;

We use semi-flying lead, first push the lead sinker for 20 ~ 30cm, and use baiting to hit the frequency, without worrying about where the crucian carp group is, because we push the lead sinker, so the main area of our fishing is the distance between the sub-line and the lead sinker. If there are many mouths in this area, then the fish group will be here. If the fish mouth is still not good, push it up for 20 ~ 30cm again, before pushing it to the full flying lead.

Half-flying lead hits the bottom crucian carp. If the fish is in a bad mood, then we only catch one kind of floating phase, that is, Dunkou. There is no need to lift the pole for other floating phases except Dunkou, even if it is black. If the fish is in a good mood, it is impossible to talk about floating news. Use the traditional counting method to lift the pole, that is, float and turn over and start counting, and lift the pole from one to three. If there are many empty poles, count from one to four, five and six, and the longest is no more than ten. As long as you hit the rhythm of this frequency, basically every pole can be lifted according to the rhythm;

Effect 3: Deep-water carp fishing is full of flying lead

Carp fishing is supposed to be based on keeping fishing, and the whole flying lead is relatively noisy, so it should not be the first choice. However, if there are signs that carp have entered the nest, such as fish stars, fish bubbles and baiting, at this time, you can do the opposite. Anyway, there is no mouth to fly lead, so it is better to try flying lead in the whole water layer;

The specific way is to change the fishing group into a full-flying lead fishing group, and then try to hit as far as possible, because the lead pendant is already close to the drift seat, the hook bait will fall freely, and because the distance between the hook bait and the lead pendant is extended, this fishing line cannot be in a tight state, and relatively speaking, it is relatively curved;

At this time, the carp has entered the nest, and the fishing water is deep. We might as well try to fly all the lead, and use the curiosity of the carp to hit a pole every 3 to 5 minutes. Because the lead falls next to the drift seat, the movement of the fishing group will not be so big, so there is no need to worry about scaring the fish.

Because we have changed the position of the lead pendant, the number of fishing eyes will be reduced by half an eye to one eye compared with the original fishing group. We mainly catch the sinking mouth, and we can lift the pole without black drift. Of course, the black drift can also be caught, because the distance between the hook bait and the lead pendant is very long, even if the bait is rubbed, rinsed and floated, there may be a false mouth of black drift, so as long as it is black drift, it is definitely a dead mouth, and the pole can be lifted;

Finally, fishing should not be dull, and long-term observance is not the purpose and fun of fishing. The so-called good fishermen seek fun, and those who are not good at fishing seek fish.