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【Brokerage Focus】China Securities Co.,Ltd.: BYD's mid-to-high-end intelligent driving standard exceeds expectations, bullish on the valuation reshaping of the complete vehicle and intelligent driving Industry Chain.
Jinwu Financial News | China Securities Co.,Ltd. stated that on February 10, BYD released its new Asia Vets driving Global Strategy, which aims to make smart driving a standard feature across all models this year, without increasing prices. The pricing and range exceed market expectations, truly achieving equality in smart driving. Smart driving and humanoid Siasun Robot&Automation are core application scenarios for AI at the edge. Tesla's FSD end-to-end large model has been iterated to version 13 and has recently been PUSHed in the North American market, with plans for commercial operation of robotaxi in Austin, USA in June 2025 and the introduction of FSD into China within the year; nearly 20 automakers including BYD, Geely, and Great Wall have announced deep integration with DeepSeek.
Siasun Robot&Automation has fully exploded, Yan Siqian is 'lifting the limit', with some Fund managers unable to contain themselves: All In AI applications.
① The Siasun Robot&Automation ETF rose over 7%, reaching a premium in the market; ② Actively outperforming again, the Fund managed by Yan Siqian increased by 9.7%; ③ Institutions remind investors to consider short-term risk preferences and the impact of industrial events.
It's gone crazy! This year is expected to see a leap in scale.
Above expectations.
The Robot Concept is experiencing explosive growth! The strongest stock has risen nearly 7 times, and these stocks have all reached new historical highs.
YuTree Technology's Wang Xingxing recently stated that by the end of this year, the entire humanoid robot in the field of AI will reach a new level.
Policy incentives are catalyzing a Technology revolution! Most Hong Kong stocks in the Robot Concept sector are strengthening, with Ubtech rising over 11%.
① Under the dual drive of policy intensification and major players competing for layout, which segments of the humanoid robot Industry Chain will become key breakthroughs for future commercialization? ② If breakthroughs in AI technology further reduce the cost of Siasun Robot&Automation, will the market penetration rate of Rare Earth Permanent Magnets continue to improve?
Hong Kong stocks movement | Siasun Robot&Automation (02498) rose over 6% during the session as the Industry sees intense catalysis, with the company previously launching multiple robot products.
Soteng Juchuang (02498) rose more than 6% during the session, and as of the time of writing, it has increased by 5.5%, priced at 45.1 Hong Kong dollars, with a trading volume of 0.695 billion Hong Kong dollars.
