Evening hot topics in A-share market: Xiaomi's press conference goes viral! Involving cars, smartphones, AI, etc.

Below is the main text of the evening paper: 1. Xiaomi unveils Xiaomi SU7 Ultra priced at 529,900 yuan Importance: On the evening of February 27th, Xiaomi held a new product launch event, with Xiaomi Group CEO Lei Jun delivering a speech. He stated that Xiaomi is committed to technology-driven development. From 2021 to 2025, it is expected to invest 105 billion yuan in research and development over five years, reaching 30 billion yuan in 2025, of which AI and related businesses will account for one quarter. During the event, the price of Xiaomi 15 Ultra was announced, starting at 6499 yuan, and will officially go on sale at 10 a.m. on March 3rd. The Xiaomi SU7 Ultra was unveiled, priced at 529,900 yuan. The goal of this car is to become the fastest four-door production car on the surface, equipped with Xiaomi's super three-motor system, standard race edition cooling system, braking system, Nurburgring-tuned chassis system, and the standard version can go straight to the track. 2. Two departments: Increase financial support for charging infrastructure Importance: According to the website of the China Banking and Insurance Regulatory Commission on February 27th, the General Office of the China Banking and Insurance Regulatory Commission and the General Office of the People's Bank of China issued the "Implementation Plan for High-Quality Development of Green Finance in the Banking and Insurance Industry." It mentions support for the low-carbon transformation of the energy system. Banks and insurance institutions are required to focus on the production, construction, operation, renovation, upgrading, and transformation of new energy industries such as CECEP Solar Energy, photovoltaic, wind power, hydropower, pumped storage, UHV, nuclear power, energy storage, smart grid, microgrid, etc., to facilitate project docking and credit support, strengthen financial risk management, and provide full life-cycle insurance coverage. Explore and improve financial services for the entire new energy vehicle industry chain, and increase financial support for the charging infrastructure sector. (Continued...) The largest annual decrease.The continuous decline in population has placed the already overburdened Japanese government facing even more urgent challenges. A report from the International Monetary Fund (IMF) shows that Japan's public debt this year will reach 232.7% of its Gross Domestic Product (GDP). Elon Musk defends DOGE: If massive debt is not cut, the United States will go bankrupt On Wednesday local time, Tesla CEO Elon Musk attended the first cabinet meeting of President Trump's second term as the head of the "Department of Government Efficiency" (DOGE). During the meeting, he discussed DOGE's efforts to help reduce government spending and warned that if massive debt continues, the United States will go bankrupt. During the cabinet meeting, Musk pointed to the $2 trillion fiscal deficit, stating that the United States "simply cannot afford" so much debt. In terms of investment opportunities in the market that are being watched, consumption is receiving attention. The Ministry of Commerce: A series of policies will be implemented to support home services consumption, digital consumption, sports consumption, etc. On February 27th, the Ministry of Commerce spokesperson He Yadong stated that they will implement a combination of policies to accelerate the improvement of the "1+N" service consumption policy measures system, promote the implementation of a series of policies to support home services consumption, digital consumption, sports consumption, etc., and expand high-quality supply in the service sector. Strengthen the cultivation of new formats and models, innovate service consumption scenarios, and enhance the people's sense of "acquisition." Dongxing released a research report, suggesting that it is currently a waiting period for consumption policies, and policies previously introduced by relevant departments may lay the groundwork and provide guidance for future policies. In the future, it is recommended to focus on opportunities in the following sub-sectors: - Continue to focus on cosmetics and medical beauty self-consumption. Focus on the increase in market share of domestic cosmetics industry leaders, and the market expansion driven by the increase in penetration rate of the medical beauty industry, and focus on the creation of new growth curves after the launch of new products. - Entertainment industry, direct beneficiaries of "interest consumption." Concepts related to interest consumption are still the mainstay of consumption growth. Brands and retailers that directly produce or operate IP are the biggest beneficiaries of the rise of the IP economy and grain economy. In addition, the following sectors are also worth paying attention to: 1. Siasun Robot&Automation | Zhejiang pilots the application of quadruped Siasun Robot&Automation in civil aviation for the first time. 2. DeepSeek all-in-one machine | UKD launches DeepSeek Superior Smart Reasoning all-in-one machine, starting at 139,900 RMB. 3. Driverless | Tesla's FSD test drive is in high demand, with some owners renting out at a daily rental rate of 2,888 RMB. 4. Energy storage | The National Energy Administration: Strengthen new energy storage technology, especially long-term energy storage technology innovation research and forward-looking layout. 5. Food | Retail prices of rice in Japanese supermarkets have risen for seven consecutive weeks, with a year-on-year increase of over 90%. 6. Low-altitude economy | Drones for express delivery, China will open more than 140 new low-altitude logistics routes by 2024. In terms of announcements, Self-selected Brother reminds to pay attention to PNC Process Systems' purchase of assets and the resumption of trading, and in terms of negative announcements, pay attention to risks such as 17 consecutive days of suspension for Hang Zhou Iron & Steel and others.Siasun Robot&Automation is a humanoid robot business.This article is reprinted from "Tencent Self-selected Stocks", GMTEight Editor: Xu Ran.