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Progress of the U.S. Department of Defense's strategic reserve of lithium carbonate
Follow up on the U.S. DoD's 5-year lithium carbonate reserve plan of 16,200 tons, and track dynamic changes in bidding progress, purchase prices and warehouse receipt updates.
Implementation node of China's new energy vehicle vehicle and vessel tax policy adjustment
Follow up on changes in the implementation of the cancellation of vehicle and vessel tax preferential policies for energy-saving vehicles and new energy vehicles effective January 1, 2027.
Global optical fiber supply, demand and price dynamics
Observe the global shortage of optical fiber supply and demand, follow up on price hikes by overseas manufacturers, the price trend of G652.D optical fiber and changes in production capacity.
Progress of South Korea's low-orbit satellite communication network construction
Follow up on South Korea's plan to build a low-orbit network with hundreds of satellites by 2035, and track changes in the progress of satellite launch and network construction.
Progress of integrated transformation of China's cinema formats
Following the implementation of the new policy of the National Film Administration, observe the actual progress of the integration of new business formats such as AI agents, trendy toys and Chinese-style trendy food introduced by cinemas.
The adjustment of listed companies' small-amount quick financing rules has been implemented
Follow up on the public consultation results and the change of official implementation time of the CSRC's rule that raises the upper limit of small-amount quick financing to 600 million yuan.
Progress of advanced packaging technology routes for glass substrates
Follow up on the glass substrate project planning of TSMC and Samsung Electro-Mechanics, and observe the technical route choices and mass production changes of different manufacturers.
Investment progress of South Korean enterprises in the humanoid robot track
Follow up on the implementation of 312 trillion won investment by South Korean companies including Samsung, SK and Hanwha, and observe changes in AI + humanoid robot technology R&D and capacity construction.
Mass production and shipment schedule of Micron's HBM project at Hiroshima plant
Track the progress of Micron's $9.3 billion expansion project for Hiroshima plant, and monitor changes in HBM capacity construction, mass production preparation and the shipment schedule in the second half of 2028.
Development Trends of Beijing's Core Artificial Intelligence Industry
Focus on the scale growth of Beijing's core AI industry, progress of large model filing, industry application implementation, and changes in data element circulation.
Commercialization progress of Peking University's first neurodynamic chip
Follow this phase-change memristor-based chip, track its application scenarios such as brain-computer interface, computing power verification and implementation, and changes in industrial cooperation progress.
Dynamics of China's power grid to meet peak demand and ensure supply during summer
Track the application of AI-enabled power grid dispatching, fault repair and supply-demand balance considering the impact of high temperature, and focus on changes in national power supply prices and gaps.