The humanoid robot Industry Chain is flourishing, and Institutions suggest paying attention to domestic component manufacturers that will benefit from it.
Shanghai Securities pointed out that recently, there has been an intensive catalyst in both domestic and international Industry Chain, with a significant increase in market entrants. The emergence of AI companies like DeepSeek is driving the development of general-purpose robotic large models, and the humanoid robot Industry Chain has entered a stage of "a hundred flowers bloom, a hundred schools of thought contend".
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.
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.
Significant progress in domestic models is expected to bring broader commercialization opportunities for AI applications.
① In recent years, significant progress has been made in domestic models. The release of DeepSeek-R1 aligns in performance with OpenAI-o1's official version, but at a lower cost, which is expected to bring about broader application implementation and commercialization opportunities downstream. ② Western Securities believes that the emergence of interactive multimodal large models is expected to drive a transformation in human-computer interaction.
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.
Electrolyte is trapped in a low stock price competition dilemma, with Rui Tai New Materials expecting a decline in net profit for two consecutive years | Interpretations
① Rui Tai New Material's projected Net income for 2024 is expected to decrease by about 80%, and the company will experience a decline in Net income for two consecutive years; ② The continuous release of production capacity for Battery materials has led to intensified competition in the Industry, with a noticeable decrease in product prices last year; ③ Due to substantial losses from the affiliated listed company Tonze New Energy Technology, the company expects to recognize investment losses of 0.075 billion yuan to -0.09 billion yuan.