DeepSeek has sparked a local deployment boom of large models, and AIPC is expected to lead the way.
① With the rise in popularity of DeepSeek, there has been a surge in local deployment of large models and edge-side AI. Several AIPC-related companies have officially announced their integration with DeepSeek. ② GTJA's latest report indicates that compared to Other terminals, PCs possess productivity tool attributes, and users are more focused on performance experience, making them the preferred terminals for larger-scale local models.
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.
Driven by humanoid robots, the demand for PEEK materials is expected to grow significantly.
Institutions point out that the humanoid robotics industry has recently experienced intensive catalysis. Driven by the demand for humanoid robotics materials, PEEK stands out in the Lightweight solutions for humanoid robots due to its excellent characteristics such as being lightweight, wear-resistant, and having outstanding mechanical properties, and is expected to illuminate a new demand area.
Huawei significantly increases investment in its subsidiary, Jimu siasun robot&automation company, as humanoid robots receive another major boost.
① Recently, Dongguan Jimu Machinery Co., Ltd. underwent a business change, with registered capital increasing from 0.87 billion yuan to 3.89 billion yuan, an increase of about 347%. Dongguan Jimu Machinery Co., Ltd. was established in June 2023 and is wholly owned by Huawei Technologies Co., Ltd. ② Shanghai securities analysis pointed out that the upstream of the industry has recently welcomed intensive catalysts, further accelerating the development of the siasun robot&automation industry chain.
Third quarter dividends change to pre-spring festival dividends? Fulejia and others rely on "spring festival red envelopes" to attract attention | Quick reading of announcements.
① Following three squirrels inc., Fu Er Jia announced a dividend plan before the Spring Festival; ② The so-called dividends before the Spring Festival from the two companies are essentially third quarter dividends; ③ Both companies operate within the consumer sector and are facing certain pressures; ④ This operation may be a response to the policy call for "dividends before the Spring Festival."
The humanoid robot industry end is experiencing intensive catalysis, and the commercialization of the industry is expected to land.
① On November 25, media reports stated that the humanoid robot venture MagicLab is developing third-generation humanoid robot products, currently testing assembly line capabilities in an electrical appliance factory. ② Liu Yangdong from shanghai Securities noted that there has been a surge of catalysts in the recent industry, further accelerating the development of the humanoid robot industry chain, and the entry of humanoid robots into industrial scenarios has become a highly certain application trend both domestically and internationally.