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Huawei will release AI pathology models, and the Medical Industry is迎来 an important opportunity for intelligent upgrades.
① Huawei's data storage public account released information stating that it will launch the Ruijin pathological model based on the Huawei DCS AI solution. ② Jianghai Securities pointed out that under the guidance of the Health China 2030 Global Strategy, the Medical Industry is ushering in an important opportunity for intelligent upgrades.
The "cost battle" continues! Pork supply is expected to increase. Will pig enterprises still be able to "earn easily" this year?
① In January, many listed pig companies recorded year-on-year growth in sales revenue, with significant sales revenue increases for Tangrenshen Group and Zhengbang Technology; ② In January, pig prices dropped again, although they increased compared to the same period last year, the overall trend in the past six months has been a downward fluctuation; ③ As hog supply gradually increases, the profitability of pig companies in 2025 may be weaker than in 2024.
Another Lithium company is heading to Africa! Canmax Technologies plans to invest 1.4 billion to develop Lithium in Nigeria.
① Canmax Technologies intends to invest 1.4 billion to develop Lithium mines in Nigeria; ② In recent years, Africa has become a popular area for investment by Chinese Lithium companies due to its rich Lithium resources. Sinomine Resource Group, Chengxin Lithium Group, Sichuan Yahua Industrial Group, and other Chinese listed companies have all gone to Africa to establish Lithium mining investment projects.
Xiaomi is taking the stage! DeepSeek ignites the "Hundred Mirrors War" as Consumer Electronics welcomes a new opportunity.
① The official Weibo of Xiaomi glasses has been launched, but no content has been published so far; ② Lei Jun expects the product's shipment volume to be "over 300,000 units." ③ Brokerages point out that AI glasses are likely to become a scenario where AI applications first take root.
Directly benefiting from the significant cost reduction of DeepSeek, AI glasses are expected to accelerate their explosion in popularity.
① Industry insiders indicate that with the maturity of technology and the decrease in comprehensive product costs, 2025 is expected to be the year of explosive growth for AI glasses. ② Cinda Securities points out that DeepSeek significantly enhances model quality while reducing unit costs, the computing power aspect is expected to be alleviated, and participating players could adopt relatively less Hardware and relatively low costs, domestic Asia Vets players may accelerate their entry.
Publicly listed companies are scrambling to layout the Industry Chain of AI toys, which may lead to a surge.
① According to media reports, industry insiders believe that AI toys are one of the best landing scenarios for large models in the Hardware sector. Nowadays, not only are listed companies developing AI toy products, but many startup companies have also emerged and received tens of millions in financing. ② China Securities Co., Ltd. believes that the long payment cycle and high market growth of AI toys make them one of the best landing scenarios for current large models.