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The "hot battle" of humanoid robots has begun: frequent release of new products. Is the year of mass production really here? | Industry observation
① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.
Guosheng Securities Starts Lingyi ITech (Guangdong) Company at Buy
Is Now An Opportune Moment To Examine Lingyi ITech (Guangdong) Company (SZSE:002600)?
Apple entering the foldable smartphone market is expected to bring significant incremental Orders to related manufacturers.
Market news indicates that Apple plans to finalize the supply chain for the foldable iPhone by April this year and expects to begin large-scale production of related components in the second half of this year. This phone is expected to be released in the second half of 2026.
CICC: Figure released the end-to-end VLA model Helix Software iteration exceeded expectations.
Figure officially released its self-developed end-to-end embodied intelligence model Helix, the Software's generalization ability exceeded expectations, and the evolution of embodied intelligence continues to accelerate.
Lingyi ITech (Guangdong) (SZSE:002600) Hasn't Managed To Accelerate Its Returns