Report: By 2035, the demand for hydrogen in the global power industry may increase fourfold. According to analysis, the demand for clean hydrogen in the global power industry will reach 4 million tons by 2035. This is five times the scale of 800,000 tons of clean hydrogen agreements signed by the power industry at present. The power industry is increasingly interested in hydrogen, which is good news for hydrogen producers who are competing to find an off-buyer. However, from the climate point of view, the prospect is not so optimistic, because most global reserve projects plan to burn hydrogen and natural gas together.-40.8℃! Bayinbuluke, Xinjiang refreshed the lowest temperature in the country in winter. With the strong invasion of cold air, the temperature in many places in Xinjiang hit a new low. On December 12th, according to the live ranking of the lowest temperature by the Central Meteorological Observatory, the lowest temperature in Bayinbuluke reached -40.8℃ from 15: 00 on December 11th to 14: 00 on December 12th, making it the top of the national lowest temperature list in this period, 5.4℃ lower than the Tuli River in Inner Mongolia, which ranked second, and becoming the first national weather station in China to fall below -40℃ after winter. (Xinjiang Daily)AI glasses ushered in the limelight, and Google reached a cooperation with domestic manufacturers. According to the news, on December 13, at the Android XR conference, Google reached a strategic cooperation with domestic consumer-grade AR glasses manufacturer XREAL to jointly build the Android XR ecosystem. According to media reports, OPPO, vivo, Huawei, Tencent and ByteDance are all evaluating the AI glasses project. In addition, a number of listed companies said on the investor question and answer platform that they have corresponding technology or product reserves in AI glasses. Huaxin Securities Research Report pointed out that AI glasses have become a new outlet in the smart wear market, or lead the next generation of terminal revolution. AI glasses not only have the effect of virtual vision enhancement, but also realize real-time analysis of user behavior and environment by integrating artificial intelligence algorithms, providing more accurate and personalized services. AI glasses also improve comfort and prolong wearing time in design and portability. At the same time, it provides a more natural and convenient interactive experience innovation through various sensing technologies. With the gradual reduction of costs, AI glasses are expected to be further widely used. According to the report of Wellsenn XR, it is estimated that after 2030, the AI+AR smart glasses industry will enter a period of rapid development; By 2035, AI+AR smart glasses will eventually replace traditional smart glasses, and the global sales of AI+AR smart glasses will reach 1.4 billion units, which is equivalent to the size of smart phones and will become the next generation general computing platform and terminal. (Securities Times)
On the 13th, the 30-year treasury bond futures rose by 0.60%, and the latest main contract positions changed as follows. According to the data of the exchange, as of December 13th, the main contract 30-year treasury bond futures closed at 2503, up or down by +0.60%, with a turnover of 71,900 lots. The position data showed that the top 20 seats were clear, and the difference position was 3,777 lots. The total number of 30-year treasury bond futures contracts was 82,700 lots, an increase of 4,416 lots over the previous day. The first 20 seats in the contract held 78,000 lots, a decrease of 1,313 lots from the previous day. The top 20 seats in the contract held 85,000 short positions, a decrease of 1,049 lots from the previous day. (Sina Futures)Six residential plots in Wuhan received 5.457 billion yuan: OCT received 2.42 billion yuan from Yangchun Lake. According to the monitoring of the China Central Finger Research Institute, on December 13th, Wuhan successfully sold six residential plots, including Hanyang District, Donghu High-tech Zone, Hongshan District, huangpi district District and Qingshan District. The total land area of 6 plots is 214,964 ㎡, the total planned construction area is 726,285.4 ㎡, and the total starting price is 5.457 billion yuan. In the end, all six plots were sold at the reserve price, with a total income of 5.457 billion yuan, including Yangchun Lake in Hongshan District, OCT, and Hanyang District, Wuhan Huijing Real Estate, a private enterprise.Some short-term inter-bank bonds performed brilliantly. The yield of 2-year active bonds "21 interest-bearing bonds 02" went down 5bp to reach 1.1%, which was 11bp upside down from the current 1-year active bonds "24 discount bonds 67" yield of 1.21%.
Citigroup: The target price of Illumina is lowered from $190 to $165, and the rating is lowered from "buy" to "neutral".Market News: Due to weak sales in the United States, Nissan halved the output of its Mexican factory.Zhongwei Semiconductor launched the cost-effective touch MCU-CMS79FT72xB series, and Zhongwei Semiconductor (Shenzhen) Co., Ltd. continued to improve the resources of the 8-bit MCU product lineup and launched the cost-effective touch MCU-CMS79FT72xB. CMS79FT72xB series MCU has built-in 26-channel touch key detection circuit, working voltage is 2.5V~5.5V, working temperature range is -40℃~85℃, and it integrates ADC, LED, PWM, USART, LVD and other modules. Provide SOP16, SOP20 and SOP28 packages, which can flexibly meet the applications of household appliances, kitchen and bathroom appliances, household appliances, personal care and so on. At present, the CMS79FT72xB series has been mass-produced in Q4 of 2024, and the sample application has been opened. (Medium-micro semiconductor)
Strategy guide
12-14
Strategy guide 12-14
Strategy guide
12-14