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Brokerage morning meeting highlights: Humanoid robots enter the year of mass production, opportunities arise in the materials sector.
In today's Brokerage morning meeting, Sinolink stated that humanoid robots have entered the year of mass production, and the materials sector is encountering opportunities; China Securities Co., Ltd. indicated that AI has now entered a verification phase of prosperity and is expected to become a long-term main line in the market; GTJA believes that the transformation of power positioning driven by reforms has already occurred, seizing structural opportunities in specific sub-sectors.
JD.com is making a significant investment in food delivery: offering high rewards to attract couriers, a mix of various promotional teams, and merchant orders have not yet increased significantly. | Frontline
① Currently, the volume of Orders on JD.com is still significantly lower than that of platforms like Meituan. The subsidies and delivery fees for delivery riders have increased, but the service providers and ground push segments are mixed with both good and bad players. ② According to JD.com's official customer service, the recruitment of service providers for JD.com delivery is only open to businesses, not supporting individual applications, and JD.com has not authorized any third-party Institutions to conduct paid recruitment activities.
Goldman Sachs: Amid the wave of humanoid robots, visual perception systems are undergoing an arms race.
Goldman Sachs stated that although pure RGB camera solutions have higher algorithm requirements in visual perception systems, they are currently the most effective visual perception systems. The use of ToF cameras or Lidar can achieve more precise, stable, and reliable perception. In addition, Goldman Sachs forecasts that by 2027, the Global shipment of humanoid robots will reach 0.076 million units, and by 2035, it will soar to 1.38 million units.
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