➀ In October, the market looks forward to the Fed's interest rate cut to boost the semiconductor and terminal market, and pays attention to the impact of European and American electric vehicle policies on the supply chain, while maintaining a high level of expectation for the growth of data centers.
➁ Consumption electronics are recovering steadily, with smartphone, PC, service robots, smartwatches and other major categories experiencing stable growth in production.
➂ The auto industry shows a polarized market, with slight declines in sales and production, but strong growth in new energy vehicles.
➃ Industrial robots show rapid growth, with a year-on-year increase of 22.8% in September.
➄ New energy industry maintains a good momentum, with stable growth in the output of photovoltaic and energy storage batteries.
➅ Communication equipment remains weak, with a decline of 20.8% in the output of mobile communication base stations.
➆ Home appliance production has a slight rebound, with color TV, air conditioning, refrigerator and washing machine production increasing.
➇ Policies are being implemented to support the semiconductor and automotive industries, with the US and EU increasing support for domestic industries.
➈ Data center demand remains high, with stable growth in consumer electronics and differentiated demand in the auto industry.
➉ The Federal Reserve's interest rate cut is a significant boost for the semiconductor industry, with expectations of continued benefits and a potential wave of mergers and acquisitions.
➊ The EU's final anti-subsidy duty on imported electric vehicles from China will have a short-term impact on exports and revenues of domestic manufacturers.
➋ Chinese electric vehicle manufacturers are actively seeking localization strategies in Europe to cope with the tariffs.
