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.
Less than 5 months since its listing, New Aluminum Era plans to acquire Assets, with the symbol backed by the Foxconn factory?|Quick read announcement
① New Aluminum Era plans to purchase equity in Honglian Electronics, with the trading plan expected to be disclosed within no more than 10 trading days. ② The trading symbol for Honglian Electronics shows a lengthy introduction about Hanhai Group on its official website, which primarily acts as an OEM for manufacturers such as Compal, Wistron, and Fujifilm Holdings Corporation Unsponsored ADR. ③ New Aluminum Era has been listed on A-shares for less than 5 months, the actual net amount raised from the IPO fell short of expectations, and the operational performance has also raised concerns among investors.
Humanoid robots collaborate to create new tricks! Collective intelligence has become a new trend in development, opening up prospects for industrial scenario applications.
① The official WeChat account of UBTECH released a video, showcasing the Walker S series robots in a collaborative training at the ZEEKR 5G smart factory. ② This collaborative training was completed using the collective brain network Software architecture and humanoid intelligent network integration hub. ③ Brokerages believe that the iteration on the Software side is key to continuously enhancing the product strength of humanoid robots.
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.