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Beijing Roborock Technology announced a partnership with the Shanghai Planetarium to release folding robotic arms and other cleaning products.
Sina Technology reported on the afternoon of February 25 that at the Beijing Roborock Technology 2025 launch event, Beijing Roborock Technology announced its partnership with the Shanghai Planetarium, hoping to further simplify household cleaning tasks and reconstruct the concept of cleaning by leveraging the leap from Aerospace Hi-Tech Holding Group to home technology, making life feel more quality-driven. During this launch event, Beijing Roborock Technology also introduced a range of cleaning products, including the world's first G30 Space exploration version featuring a five-axis bionic folding robotic arm, the G30 with the debut of three-line structural light obstacle avoidance technology, and the G30U with strong suction and a 7.98 cm ultra-thin multi-functional design, along with the launch of Roborock's innovative steam hot water technology.
China Galaxy Securities: Exports continue to exceed expectations. In the first quarter of 2025, Air Conditioner production is active.
Upstream compressor companies are actively preparing production and shortening holidays, while the export side continues to surpass expectations. As the annual report window approaches, with a shift in valuations, high-quality leading symbols have a certain margin of safety.
GTJA: The prototype of embodied intelligence is emerging, and the floor-cleaning robot is iterating and upgrading again.
The product layout for floor cleaning machines at CES 2025 includes five main directions: bionic machinery, AI integration, floor washing robots, more categories, and a more localized layout, indicating iterations and upgrades for floor cleaning machines.
The downward trend is intensifying, yet foreign capital is "overweighting A-shares."
On Monday, the A-shares continued the decline from last week, the Index broke down, and funds were sold off. The market stands at a crossroads once again! As panic spreads, foreign investment bank Goldman Sachs goes against the trend and remains bullish, citing that as the market declines, Bearish factors are gradually being cleared. As the saying goes, when Bearish sentiment is exhausted, it turns into Bullish sentiment. Goldman Sachs recommends continuing to overweight A-shares. Investors should pay attention to the opinions of major investment banks, but what deserves even more attention is how to choose an investment direction with broad growth prospects; if the direction is right, returns will inevitably follow. Speaking of this direction, AI cannot be avoided. In the past month, there have been many catalysts for AI, first with open.
Cinda Securities: Strengthening the certainty of white goods through trade-ins and embracing highly elastic Consumer options.
Under the promotion of the old-for-new subsidy policy, outdated home appliances in China may enter an accelerated scrapping phase, with the actual scrapping rate of Air Conditioners and Refrigerators expected to increase significantly.
Guosen Investment Strategy for the Home Appliance Industry in 2025: Many regions across the country are implementing the home appliance trade-in policy. Bullish on the continuous release of demand for home appliance upgrades.
The old-for-new replacement policy will continue in 2025, expected to sustain the release of demand for home appliance upgrades, driving growth in the home appliance industry.
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